Tech
There is a number that has been haunting Oracle's stock price for months: $553 billion. That is the size of Oracle's remaining performance obligations at the end of its fiscal third quarter - a backlog so large it would rank among the top 20 companies in the
Tech
There is a number that Wall Street has been circling for months: $1 trillion. That is the valuation OpenAI is targeting as it confidentially filed for a U.S. initial public offering on June 8, 2026 - a move that, combined with Anthropic's filing one week earlier and SpaceX&
Tech
There is a number that captures the stakes of what Apple is unveiling today at its Worldwide Developers Conference in Cupertino: 1.6 billion. That is the size of Apple's installed iPhone base - the largest captive consumer technology audience on the planet. For years, that audience has been
Macro
A 172,000 jobs report in May 2026 shocked markets and reversed expectations for Federal Reserve rate cuts. Here's what the data means for investors.
Tech
The semiconductor sector's worst day in six years reveals deeper concerns about valuation extremes and supply dynamics in the AI chip trade.
News
There is a number that captures the audacity of the SpaceX IPO better than any roadshow slide: 555,555,555. That is how many shares Elon Musk's rocket company plans to sell at exactly $135 apiece - a fixed price, not a range - to raise $75 billion in what
News
Greg Abel's first major acquisition as Berkshire CEO signals a more active approach to capital deployment and integration, marking the official beginning of the post-Buffett era.
Tech
Alphabet announced an $80 billion equity raise to fund AI infrastructure buildout, signaling its commitment to win the AI arms race. The deal includes a $10 billion Berkshire Hathaway investment and a $40 billion at-the-market offering program.
Tech
There is a number that tells the whole story of INNIO Holding's upcoming IPO better than any roadshow slide deck: 85. That is roughly how many times over the company's annual orders from data center customers have multiplied in just two years. In 2023, INNIO booked
Macro
There is a number that energy traders have been watching with a mixture of relief and disbelief: 19. That is roughly how much Brent crude oil fell in percentage terms during May 2026 - its worst monthly performance since the COVID-19 pandemic sent demand off a cliff in 2020. The
Tech
Dell Technologies reported a stunning 757% year-over-year surge in AI server revenue for Q1 FY2027, sending its stock up 32.76% and signaling that the AI infrastructure buildout is accelerating faster than Wall Street models predicted.
Tech
There is a number that capital markets have never seen before: $75 billion. That is how much SpaceX is targeting to raise in its initial public offering, set to begin its roadshow on June 4 and price as early as June 11, with Nasdaq trading under the ticker SPCX expected