Nasdaq
Investor Faith and Doubt Collide as Alphabet Balances Berkshire’s $10 Billion Bet Against a Talent Exodus
Shares of Alphabet have been caught in a tug-of-war between two starkly different signals. On one side, Berkshire Hathaway has...
Microsoft Pushes AI Event and $7B Power Plant as Stock Hits Year Low Despite 123% Revenue Surge
Microsoft is spending this week wooing corporate clients with a dedicated digital event while simultaneously securing its own power supply...
Intel’s Advanced Packaging Pivot: Why 10-15% of a Bottleneck Market May Be the Real Story
Intel’s extraordinary rally gathered pace on Monday as the chipmaker punched through to new highs, propelled by a deepening conviction...
Take-Two’s Pivotal Wednesday: GTA VI Pre-Orders Arrive as Macro Data Tests the Rally
A single date on the calendar now carries an unusual weight for Take-Two Interactive investors. On June 25, the company...
Cerebras Faces Its First Earnings Test: A $24.6 Billion Backlog Meets a 95x Price Tag
The chipmaker Cerebras Systems steps into the earnings spotlight on Tuesday with its first quarterly report since going public —...
Outlook Therapeutics Rallies as July Puts Two Crossroads in Sharp Focus
The stock has more than doubled since late May, but the coming weeks will determine whether that momentum is sustainable...
Microsoft Turns to Rival AWS for GitHub as AI Demand Overwhelms Azure Capacity
The frenzy around AI‑powered coding is growing so fast that Microsoft — despite owning one of the world’s largest cloud...
Cerebras Races Into First Earnings Report After Back-to-Back Double-Digit Gains
Cerebras Systems is heading into its maiden quarterly report as a public company with a burst of momentum that has...
SpaceX’s $20 Billion Bond Plan and $401 Analyst Target Collide as First Week Rally Fades
The initial frenzy around SpaceX's public listing has cooled sharply. After two straight days of losses, the stock slid more...
Inside Oracle’s Cash-Burning Engine: Record Demand, a $3 Billion Deal That Got Away, and a $40 Billion Capital Plea
For a company sitting on a $638 billion backlog — the largest in its history — Oracle is facing a...
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