Highlights
Recent News
Dell’s $44 Billion Quarter Proves the AI Profits Are in the Metal
Dear readers, On Thursday we wrote that the AI investment thesis was entering its most demanding phase — that the...
Bloom Energy’s $20 Billion Backlog Gets a 2.45GW Oracle Boost — But the Stock’s $294 Price Tag Leaves No Room for Error
Oracle has scrapped plans for gas turbines and diesel generators at its massive New Mexico AI data center campus, opting...
Assembly Biosciences Strengthens Pipeline and Balance Sheet After $115M Upsized Raise
Assembly Biosciences has emerged from the EASL Congress in Barcelona with more than just data. The biotech firm capped a...
The Platform Group’s EBITDA Surges 37%, but a Perfect Storm of Headwinds Keeps the Stock in the Doldrums
The Platform Group (TPG) kicked off 2026 with a sharp ramp in earnings, yet the market reaction tells a very...
Popular
Net Worth
Salesforce Beats, Sells Off: The AI Software Reckoning Begins
Dear readers, On Tuesday we wrote that the market was rewarding proven earnings power over product roadmaps...
Partners Group Bets on Patient Capital with Total Return Strategy as $450B AUM Target Looms
Partners Group shares are treading water near €933, exactly at their 50-day moving average and roughly 25%...
Take-Two’s Record Guidance Hinges on November as Recurring Revenue Buys Time
The math is simple on paper: deliver Grand Theft Auto VI on 19 November 2026, and Take-Two’s...
Micron’s Earnings Test: Can the Memory Chip Giant Live Up to Its Own Lofty Forecast?
Barclays has more than quadrupled its price target on Micron in the space of six months, from...