Friday’s Nasdaq-100 high masked a seven-week breadth slide. Here is where that leaves the trade heading into earnings season.
60 Ships Keep the Internet Alive. Two-Thirds Near Retirement.
The cable repair fleet faces a $3B renewal crunch, and operators are already at full capacity.
The $2M vs. $11M Question Every Hyperscaler Is Answering Right Now
Retrofitting legacy air-cooled data centers for liquid loops looks cheap on the headline. The hidden bill tells a different story.
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…
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.
Mid-Caps Absorbed Wednesday’s Yield Shock. Small Caps Did Not.
The S&P MidCap 400 fell one-third as much as the Russell 2000 when the 10-year spiked to 5.12%. That gap…
Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong.
At under 17 times forward earnings, Nvidia is priced like a company whose best growth is behind it. The investment…
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
With $58 billion in AI chip revenue guided for this year and a roadmap to $230 billion by 2028, AVGO's…