MicroStrategy has proposed paying preferred shareholders daily through its STRC instrument, a structural shift that could make its bitcoin-linked capital stack more attractive to income investors. The move raises questions...
Tesla's Optimus robot production has increased tenfold to several hundred units per week, with a year-end target of 1,000 weekly. However, technical, supply chain, and AI challenges persist, delaying commercialization....
Strategy is proposing that its STRF, STRC, STRK, and STRD preferred shares accrue dividends every calendar day, including weekends and holidays. The company says the move will dampen volatility around...
Portfolio managers Jamie Wilhelm and Sunit Gogia of Fort Washington Investment Advisors expect the AI investment wave to keep running, but they are tracking leading indicators that have historically preceded...
Goldman Sachs estimates that six major hyperscalers must generate about $1.42 trillion in cumulative revenue between 2028 and 2030 to earn a 15% ROIC on their 2026–2027 AI capex. Cloud...
JPMorgan raised its Meta price target to $920 from $820, citing the potential of the new Muse AI agent to become the most widely used consumer AI app since ChatGPT....
Nvidia is accelerating development of next-generation glass substrates with supply chain partners to overcome AI packaging limits and enable larger HBM integration. TGV metallization and customer certification remain key hurdles,...
TotalEnergies' board has reaffirmed support for CEO Patrick Pouyanné and the company's multi-energy strategy ahead of a key investor day. The endorsement reduces governance uncertainty but leaves open the core...
Novo Nordisk has agreed to a licensing deal worth more than $1 billion with a Swedish biotech company, sending the smaller firm's shares soaring. The move comes days after a...
Zscaler has appointed Ross Tackett as Chief Revenue Officer, placing a new leader atop its global sales organization. The move is unlikely to move the stock on its own but...
The FDA cleared Prime Medicine's investigational new drug application for PM647, its lead prime-editing candidate, sending shares up about 8%. The clearance allows first-in-human testing and de-risks the platform, with...
Actress Jenna Ortega has quietly built a low-profile California real estate portfolio, favoring strategic, understated acquisitions over trophy mansions. The approach offers a window into how wealthy younger buyers are...
Akamai has agreed to supply cloud-computing services to Anthropic in a deal valued at roughly $12 billion, sending its stock sharply higher. The contract positions Akamai's edge network as a...
Warren Buffett's rare public endorsement of Google highlights the tech giant's strategic push into energy infrastructure. Planet Labs and Fervo Energy see stock gains as investors recognize that AI dominance...
Tuttle Capital and Strive have launched DCAP, the first US ETF focused on preferred shares of bitcoin-holding companies, initially split between Strategy's STRC and Strive's SATA. The actively managed fund...
The S&P 500 closed nearly unchanged, but collapsing market breadth, surging Treasury yields, and Oracle's warning on AI buildout strain reveal a fragile market underneath. For crypto, the signals point...
Blue Origin has raised $10 billion in its first external funding round at a $140 billion valuation, with Jeff Bezos adding $2 billion to bring his total investment to $30...
Micron reports earnings next week, with a Rosenblatt analyst highlighting new customer agreements, rising memory prices, and buybacks as key catalysts. The results will be read as a bellwether for...
Everpure, the newest addition to the S&P 500, became the index's top performer on Thursday as investors rotated deeper into AI infrastructure. The move highlights growing demand for data-storage solutions...
Costco beat fourth-quarter profit expectations, helped by tariff refunds, but investors remain cautious due to the one-time nature of the boost, consumer pressures, and rich valuation. The market reaction highlights...
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