Oil is rising on Iran/Strait-of-Hormuz uncertainty, and the market is already pricing higher energy risk. That typically ...
"Microsoft remains OpenAI’s primary cloud partner, and OpenAI products will ship first on Azure, unless Microsoft cannot and ...
Momentum is already there (3-month high, heavy volume), and the NFT/brand utility narrative (Visa-linked payments, retail ...
The startup gained attention in Silicon Valley for its AI agents capable of handling complex tasks such as booking travel and ...
GAAP breakeven in fiscal 2025 (ex-Spectacles), GAAP profitability within the year, and $500M+ annualized cost cuts by H2’26.
Azure AI demand stays strong despite capacity limits, and new data centers in 2026 convert that demand into higher revenue ...
Curve Finance founder Michael Egorov has put forward a new way of dealing with roughly $700,000 in bad debt on LlamaLend, ...
Marvell canceled all purchase orders after a CFO NDA breach, removing the only credible AI-data-center revenue bridge. The ...
The Nasdaq 100 Index has surged to a record high this year. Big-tech companies like Microsoft and Apple will publish their ...
The dollar is softening on Iran-deal hopes (less safe-haven demand), while the BoE backdrop stays relatively hawkish: ...
Buy ICE Brent crude futures. US-Iran talks stalled + muted Strait of Hormuz traffic tightens supply and keeps the market ...
The stock just broke out of a multi-month range and is still trading near record highs. BofA’s valuation case is the kicker: ...
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