Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.
The podcast hands the microphone back to the people who have helped shape it from the very beginning: its listeners.
Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.
Nebius has crushed it so far in 2026, but this is just the beginning.
So why did a 36% growth quarter set off a double-digit sell-off?
With virtually no revenue line to judge, four things decide this report.
Nebius has crushed the S&P 500, and these overlooked stocks may join it.
Elon Musk has a lot to gain from a potential megamerger.
People aren't connecting to the company's fitness offerings like they used to.
Firmus said on Friday it had raised $2 billion in equity in its latest funding round to speed up the build-out of AI factories in Australia and Asia Pacific, bringing up the company's post-money valuation to above $10.5 billion. Here are the details: • The latest funding round saw follow-on participation from Nvidia and tech investor Coatue Management, along with backing from Blackstone's funds and Jane Street. The raise values Australia-based Firmus post-money above $10.5 billion, nearly double the $5.5 billion valuation from its earlier round in April.
The South Korean internet company posted resilient second-quarter earnings despite higher AI-related operating costs, supported by solid growth in its core search platform and e-commerce businesses.
Operating performance is spectacular, but investors are getting nervous for one big reason.
Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile
Virginia and Texas could reshape the industry's next growth phase.
Remitly is scaling up and expanding margins.
Nvidia, Micron, and SK Hynix all look like big winners after SpaceX's first earnings call.
AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power infrastructure without a clear timetable for returns. Wall Street’s been bracing for evidence of the spending boom being a drag on margins, free cash flows, and earnings. Some of the ...
High expectations leave little room for disappointment.
They all work together in the same business, but not all of these names bring the same risk and reward potential to the table.
Why would a company fund the start-up its own top researchers are leaving to build?
Shareholders have larger dividends headed their way.
The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.
Nuclear investment is still growing, but nuclear share prices have been shrinking.
Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...
Investors wanted more from the company with its second-quarter performance.
The company is making great progress in developing its transportation-as-a-service business.
Moby summary of Nuveen Churchill Direct Lending Corp.'s Q2 2026 earnings call
Moby summary of Haemonetics Corporation's Q1 2027 earnings call
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
