With $96 billion in quarterly revenue on the line and no named replacement, the board's decision on Jensen Huang is…
Nebius Reports Q3: Can $20B Buy a $9B Run Rate?
The neocloud test is whether the spending plan has a bridge investors can trust.
40% of Planned Data Centers Are Now in Permit-Freeze States. One Stock Is Built to Benefit.
GE Vernova's gas-turbine queue reaches 2032 as New York pauses permits and Texas orders a statewide permit halt.
SoftBank Just Showed AI Power Orders Can Be Cancelled
A $3.7 billion write-down forces investors to rethink GE Vernova and Siemens Energy.
Constellation Energy Crushed Q3. The Real Money Comes Later.
A big earnings beat and a Google nuclear deal are real. So is the two-year wait before contracted cash flows…
Eli Lilly and Novo Nordisk Rose After the FDA’s Vision Warning
When a label change dents sentiment, not the franchise
Memory Stocks Lost a Quarter of Their Value. DRAM Revenue Is Up 369%. The Market Is Making a Bet.
Micron trades at 3.97 times forward earnings while industry revenue approaches five times last year's level. Professional investors are split…
Bitcoin Slipped Below $75,000 as Asia Bought the Dip
A $1 billion liquidation wave hit crypto as Asian stocks rebounded. The gap is the signal.
Crude and Tanker Stocks Doubt the Iran Escalation
Oil settled Friday at $98 on peace hopes. Task Force Iron Gate and a strike on the M/V Huda followed.…
Novartis and Novo Nordisk Buried Two Drug Classes
Full AHA data confirms both Lp(a) lowering and IL-6 blocking failed on cardiovascular events, and Monday's open will sort the…