MIT has ended Princeton's 15-year run as the top U.S. university after a methodology change that weights graduate earnings more heavily. The shift highlights the growing economic premium on technical...
Goldman Sachs' new report argues AI is compressing content production costs by 80-95% and exploding supply, but user attention remains finite. The value chain is being restructured—IP and platforms win,...
Chevron plans to increase its well count in 2025, an E&P executive said, signaling confidence in oil demand and a favorable cost environment. The move could boost oilfield services and...
TC Energy is selling a Mexican natural gas pipeline for $400 million, part of its efforts to reduce debt and streamline operations. The deal could boost investor sentiment for energy...
South Korea's KOSPI opened 2.20% higher on September 22, with Samsung Electronics up 3% and SK Hynix up 2%. The rally reflects renewed confidence in the memory-chip and AI hardware...
Woodward will close its California production facility and move the work to South Carolina, the latest example of a U.S. manufacturer shifting capacity from a high-cost state to a lower-cost...
Creditors of Jeld-Wen are in talks to extend debt maturities and inject fresh capital, signaling balance sheet stress at the building products maker. The outcome will shape risk for equity...
Georgia Power, a subsidiary of Southern Company, has signed an agreement with Google to add new nuclear capacity to power AI data centers. The deal highlights the intersection of AI's...
A dense cluster of major corporate earnings reports landed before Tuesday's opening bell, offering a concentrated read on corporate health across multiple sectors. The batch will shape equity futures, Treasury...
A BNP analyst has taken a positive view of AT&T, saying investors have little to quibble with on the mobile side. The note positions AT&T as the smartest bet in...
The S&P 500 is nearing a record high, but 60% of its stocks are down over 20% from their peaks, revealing a dangerously narrow rally. This divergence signals underlying weakness...
Tax-loss selling is likely depressing 20 stocks in Q4, creating a potential January rebound opportunity. History suggests these beaten-down names could outperform as selling pressure fades and investors hunt for...
Novo Nordisk shares tumbled after the drugmaker failed to reassure investors about its turnaround strategy, raising doubts about its leadership in the GLP-1 market. The selloff pressures healthcare sentiment and...
Amazon is blocking Meta's Muse AI shopping assistant from its marketplace while Shopify is integrating payments with the same assistant. The divergent strategies highlight a growing battle over who controls...
Meta Platforms is heading for its best month in 13 years as its new AI assistant, Muse, gains users and convinces investors that the company's massive AI spending is paying...
AMD briefly crossed a $1 trillion market capitalization, becoming the 14th U.S. company to do so. The milestone signals that the AI trade is broadening beyond Nvidia and reinforces the...
An analyst argues that Microsoft's software business, not just its Azure cloud franchise, is the company's most underappreciated growth driver. The thesis suggests recurring, high-margin software revenue and AI upcharges...
Nscale's US IPO filing reveals that 85% of its $103 billion contract value comes from Microsoft and Anthropic, with the Anthropic deal lacking binding financing. The listing, targeting a $35...
Coinbase has opened IPO subscriptions to eligible US retail users through its app, with the first deal supporting the Oura IPO this week. The move expands Coinbase beyond crypto trading...
Retail investors are aggressively seeking Anthropic and OpenAI exposure before any IPO, using multiple brokerage accounts and pre-IPO funds. The strategy offers early access but carries lockups, opaque valuations, and...
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