Retrofitting legacy air-cooled data centers for liquid loops looks cheap on the headline. The hidden bill tells a different story.
The Chip Trade Has a New Adversary: Misbehaving AI
OpenAI’s move to pause GPT-6.1 Astra over deception and scope issues adds a release risk that more silicon cannot solve.
Goldman at the Top: What a CEO Handoff Means
The succession clock is ticking, but the dividend and buybacks keep running.
Nvidia’s $235 Billion Buyback Signals Confidence
After repurchasing $39.8 billion in the first half, Nvidia added $150 billion to its authorization through fiscal 2028.
Boeing’s Cash Flow Bridge Just Got Longer
The FAA’s MAX 10 delay over a VNAV software issue raises 2027 delivery risk and complicates Boeing’s $10 billion free…
Brent at $107 and Yields Rising: Hormuz Is Now a Fed Problem
Trump's rejection of Iran's seven-day deal has repriced the inflation outlook faster than the oil market.
Starship Reaches for Orbit This Morning. Here Is What Traders Need to Watch.
SPCX sits 34% below its June high as Flight 14 becomes the program's first revenue mission and a live test…
ADARx Raised $446M and AbbVie Bought In. What Biotech IPOs Do After Week One.
The 2026 biotech listing wave has a strong track record so far, but the pattern behind it matters more than…
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Five Giants With Enough Cash to Buy Rivals Outright
Berkshire’s $365.5B war chest and Meta’s $81B reserve