A Salesforce conference became the flashpoint for a growing debate over whether AI development should slow down, with Altman, Amodei, Huang, and Zuckerberg weighing in. The outcome could reshape valuations...
SK Hynix is exploring its first US-based memory chip production through a lease or joint venture with Intel in Ohio. The deal would ease pressure on Intel's foundry ambitions and...
Forgent has guided to $2.4B-$2.6B in fiscal 2027 revenue, anchored by a capacity expansion at its Powertrain Solutions plant in Tijuana, Mexico. The target is a bet on North American...
Trip.com reported non-GAAP EPADS of $1.07, beating estimates by $0.22, but revenue of $2.3 billion missed by $20 million. The mixed results highlight a profit beat driven by cost control,...
Rock Tech Lithium upsized its private placement to C$6 million with strategic investors participating, signaling confidence in European lithium conversion capacity despite weak lithium prices. The small raise is unlikely...
Bank of America's Vivek Arya projects the semiconductor market will reach about $3.2 trillion by 2030, dismissing AI slowdown fears and highlighting Nvidia, Broadcom, AMD, and Marvell as top beneficiaries....
AI-related stocks are rebounding after a pullback, with an analyst citing multiyear chip contracts as evidence that demand remains strong. The shift suggests a structural buildout rather than a cyclical...
Oracle fell for a fifth straight session, diverging from a modest rebound in OpenAI-linked chip stocks. The split suggests the AI trade is fragmenting, with investors now rewarding near-term revenue...
The Dow Jones Industrial Average just posted its worst first-10-days-of-September performance since 2008. The weak start reflects a mix of historical seasonality, rate uncertainty, and crowded positioning in mega-cap tech....
SpaceX is set to attempt a nearly 10-hour orbital flight of its Starship rocket, a crucial test for its reusability and future missions. Success could boost space-related stocks, suppliers, and...
Coinbase (COIN) shares dropped as much as 10.12% intraday to $172.07, highlighting the stock's role as a high-beta proxy for crypto market sentiment. The selloff reflects sensitivity to trading volumes,...
AI computing generates roughly three times the annualized profit per megawatt compared to Bitcoin mining, and listed miners with AI/HPC contracts are trading at premium valuations. The shift is re-rating...
Circle fell over 6.4% in early U.S. trading, leading a decline across crypto-linked stocks while AI semiconductor names traded mixed. The move highlights how public crypto equities now trade with...
The Nasdaq 100 showed sharp internal divergence on September 15, with Qualcomm, Arm and AMD rallying while Axon Enterprise plunged over 10% and storage names like Seagate and Western Digital...
Listed Bitcoin miners are abandoning mining for AI hosting, where profits per megawatt are three times higher. With 35 EH/s already exiting and 15-year AI contracts locking in the shift,...
US equities fell broadly, with the Dow down 1.00% and the Nasdaq and S&P 500 each off more than 0.5%. The synchronized decline highlights crypto's persistent correlation to risk assets...
Oracle's triple-digit cloud growth reinforced the AI capex thesis, but US PPI, CPI, and oil near $100 lifted the discount rate constraint before the September FOMC. US benchmarks closed lower...
The iShares US Utilities ETF declared a quarterly distribution of $0.647 per share, a routine payout that nonetheless offers income investors a fresh read on sector cash flows and rate...
The iShares U.S. Oil & Gas Exploration & Production ETF declared a quarterly dividend of $0.4934 per share, underscoring the upstream energy sector's continued commitment to shareholder returns. The payout...
BlackRock's iShares Evolved U.S. Technology ETF has declared a quarterly dividend of $0.0901 per share. The modest payout highlights the limited but real income component inside a rules-based technology strategy,...
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