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Galaxy Digital (NASDAQ:GLXY) CEO Mike Novogratz called the implosion of Leopold Aschenbrenner’s Situational Awareness fund “the single greatest, most catastrophic hedge fund blowup of our careers,” while suggesting the forced selling may have marked a bottom for parts of the...
A strong earnings report sends Disney stock into triple digits, but investors have seen this story before.
At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…
Innovation is key in the rapidly changing Internet Services industry, as AI disruption, rising competition and macro headwinds continue. Inuvo and Shopify are our picks.
Apple reportedly approached CXMT for lower mobile-memory prices.
Micron shares rally as Elon Musk dubs memory supplies the ultimate bottleneck for AI buildouts. Options pricing suggests MU stock will rip higher in the months ahead.
A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.
Uber is investing aggressively in robotaxis.
Investing.com -- United Launch Alliance plans to raise approximately $500 million through a private bond placement to refinance existing debt, according to a Bloomberg report Wednesday.
Subscriber additions weakened despite an unusually active news cycle, increasing concern about declining search referrals.
The company will be the exclusive provider of AI chips to another big name in the space.
MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.
This linchpin of the AI chipmaking market still has plenty of upside potential.
That's almost $6.50 more than the average drink across America.
SoundHound AI Short Interest Hits 42% as Traders Brace for a Big Move
GameStop is swapping $1.4 billion in convertible notes for stock, erasing debt with no cash spent as it pushes forward with its eBay bid.
Why the latest TSMC news matters now Taiwan Semiconductor Manufacturing (TSM) is back in focus after reports that it may accelerate production of its advanced 3 nanometer chips, supported by strong demand from major AI chip designers. See our latest analysis for Taiwan Semiconductor Manufacturing. The share price of Taiwan Semiconductor Manufacturing has been volatile in recent months, with a 6.34% 7 day share price return and a decline of 3.91% over 30 days. However, the 30.52% year to date...
Chipotle Mexican Grill removed jalapeño peppers from Minnesota locations after a Salmonella outbreak linked to its restaurants. The company is working with health authorities and has shifted to an alternative supplier for jalapeños. The incident raises fresh questions around food safety practices and potential operational disruption for NYSE:CMG. Chipotle Mexican Grill, trading on the NYSE as NYSE:CMG, is again in the spotlight after the Salmonella outbreak tied to jalapeño peppers in...
Qnity Electronics (NYSE:Q) has formed a new partnership with the University of Delaware to support engineering talent development and semiconductor research. The company has also appointed semiconductor veteran Kate Dei Cas as President of its Semiconductor Technologies segment. These updates follow recent attention on Qnity Electronics financial results and guidance, and bring fresh focus to its talent and R&D plans. Qnity Electronics operates in the semiconductor sector, where access to...
Merck (NYSE:MRK) is approaching a major patent cliff for cancer drug Keytruda from 2028. The company is increasing acquisitions and partnerships to broaden its portfolio beyond oncology. Merck is building pipelines in areas such as hematology, infectious diseases, cardiopulmonary, vaccines, and obesity. For investors watching large pharmaceutical companies, Merck sits at an important turning point. Keytruda has been a central product for years, and the upcoming patent expirations put more...
Quanta Services stock has delivered a very large 5 year gain while current valuation checks and an intrinsic value estimate from a Discounted Cash Flow (DCF) model both indicate the shares trade at a premium to that estimate. Quanta Services has returned about 6.4x over the past 5 years, which sets a high bar for any further upside to be justified by fundamentals. Recent acquisitions and higher investor expectations for future revenue and cash flow can support the current share price. At the...
Lockheed Martin stock has delivered an 86.2% total return over the past five years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading below that intrinsic value by a meaningful margin. An 86.2% return over five years leaves existing holders with solid gains, while raising the question of whether the current price still leaves room for further upside. A multiyear, up to US$58.62b PAC-3 missile contract...
Visa’s $2.4 billion cash acquisition of BioCatch on August 3, 2026, represents an 85% premium over the company’s 2024 valuation, signaling a strategic pivot to control the plumbing of future commerce. By securing this asset, Visa is positioning behavioral biometrics not merely as a fraud-prevention tool, but as the foundational agent identity layer for a […]
A sixfold jump in capital spending overshadowed stronger results and a more ambitious long-term revenue target.
The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.
(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2
A shakeup in Google's AI division has prompted one of its chief scientists and other AI colleagues to leave and create a company Google will invest in.
Goldman Sachs stock has doubled off its "Liberation Day" lows, powered by equity trading, M&A, and blockbuster IPOs.
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