Amazon (AMZN) isn’t just doubling down on artificial intelligence; it’s sending AI a gilded invitation, a room at AWS, and a black card with no spending limit. The company has agreed to invest up to $25 billion more in Anthropic, on top…
Apple (AAPL) just handed Wall Street the kind of plot twist it secretly roots for: Tim Cook is stepping down as CEO, and longtime hardware whisperer John Ternus is sliding into the corner office, perfectly on cue with the market’s never‑ending search…
Rolls-Royce just sold out a $5 million electric convertible that won’t arrive until 2028, AI chips are still powering indexes to record highs despite a shooting war with Iran, and over the past 50 years gold has quietly beaten silver while both…
On most days, Starlink doesn’t trade, but it certainly behaves as if it does. The satellite internet business inside SpaceX remains privately held, yet its growth is rippling across public markets in ways that are getting harder for investors to ignore.
With…
Xanadu’s (XNDU, $25.18, +69.79%) latest numbers read like a quantum fairy tale written in GAAP: revenue is finally materializing, losses are still somewhat theatrical, and investors are being asked to believe in superpositioned profits that arrive later, but bigger.
Quantum Ambition Meets…
Allbirds (BIRD), the onetime darling of sustainable sneakers, just pulled off a pivot so dramatic it makes most turnaround stories look like gentle rebrands. After selling its footwear brand and assets, the company is reinventing itself as an AI compute infrastructure player—complete…
Nokia’s (NOK) stock is trading back in the conversation — only this time, it’s not about ringtones but terabits.
BofA Rediscovers Nokia, This Time in Terabytes
Bank of America (BAC) has upgraded Nokia to Buy from Neutral and lifted its price target to 10.70…
Oracle’s latest move to secure clean, always‑on power for its AI cloud looks less like a utility contract and more like a quiet rerating of what it means to be a modern data‑center landlord .
Oracle’s New Favorite Fuel: Megawatts
Oracle (ORCL)…
CoreWeave’s latest surge on Wall Street looks less like a meme-fueled sugar high and more like a carefully plated AI main course, with Anthropic now added as the house special and sovereign-focused players like Seven Boson Group quietly setting the table for…
Nokia (NOK) just turned a quiet corner of the data center market into center stage, securing yet another “Leader” and “Outperformer” badge from GigaOm—and this time, the spotlight is brighter thanks to NVIDIA (NVDA) writing a billion‑dollar endorsement check. Together, the…