When server processors surge past Nvidia in one session, investors have to ask whether GPUs are still the scarce asset.
Lufthansa Just Chose Boeing to Refresh Its Short-Haul Fleet
Europe's largest airline group firmed 20 MAX 10 options. A union vote ending Oct. 1 could still test Boeing.
Costco Reports in 5 Days. A Special Dividend May Follow.
A 92% renewal rate and growing cash make COST’s Sept. 24 earnings more interesting than a straight revenue beat.
Amazon Pays More Right When the Fed Says That’s the Problem
A $1.5 billion wage commitment landing on the same day as the Fed’s first rate hike in three years puts…
Anthropic Wants $2 Trillion. The Math Says Prove It First.
With OpenAI’s listing pushed to 2027, Anthropic’s October IPO becomes the only public test of what frontier AI is actually…
Apple Raised iPhone 18 Pro Prices Less Than Expected. Now Comes the Harder Test.
Pre-orders opening this morning show whether consumers will absorb $1,199 starting prices shaped by a global memory shortage.
TSMC’s August Revenue Hit a Record. AI Demand Isn’t Slowing.
August revenue of about $16.3 billion, up 53.3% year on year and 10.1% from July, is a clear monthly signal…
DocuSign’s Margins Are Surging. Is 9% Growth Enough?
DocuSign raised ARR guidance. The next question is what it earns.
American Gas at $2.87 While Europe Burns Through Its Reserves
The Atlantic price gap is wider than it has been in years. Here is what that means for investors holding…
Robinhood’s Call Market Is Pricing In Good News. Room Left?
Four targets from $136 to $160 in 48 hours. With HOOD at $113.80 and the NFL here, have premiums already…