Tech
There is a number Wall Street has been quietly sitting with since Saturday morning: 2026. That is the year Sam Altman just ruled out for OpenAI's initial public offering - a decision that carries implications far beyond one company's listing timeline and cuts to the heart of
News
Nvidia is reportedly in talks to anchor Anthropic's IPO with a $10 billion investment, signaling confidence in a $2 trillion valuation that would make it one of the ten most valuable companies on earth. What does this mean for the AI economy?
Tech
There is a number that Wall Street has been quietly recalibrating around this week: 60. That is how many billions of dollars Amazon could spend on Qualcomm's AI data-center chips and related products under a landmark partnership announced Tuesday - a deal that signals a seismic shift in
News
Bloom Energy's S&P 500 inclusion signals Wall Street's recognition that fuel cell technology is critical infrastructure for the AI economy. With data center power demand outpacing grid capacity, the company's on-site generation capability has become essential.
Tech
Tech
Broadcom's AI semiconductor revenue surged 221% year-over-year in Q3 2026. CEO Hock Tan's guidance projects $230 billion in AI revenue by fiscal 2028, validating the custom silicon thesis and reshaping the competitive landscape against Nvidia.
Tech
There is a number that Wall Street has been watching closely this week: 15. That is how many years Tim Cook served as Apple's chief executive officer before handing the keys to John Ternus on September 1, 2026 - a transition that marks the most consequential leadership change at
Tech
Anthropic's IPO prospectus drops after Labor Day, with investors targeting a $2 trillion valuation that would make it the largest public offering in history. Here is what Wall Street needs to understand before the roadshow begins.
News
There is a number that Wall Street has been watching closely this week: 18 billion. That is how many dollars Meta Platforms agreed to pay - spread over the next decade - to settle a landmark federal trial brought by nearly every state in the country over claims that Facebook and Instagram
Tech
Bloomberg reports Nvidia has notified its largest customers of AI server price hikes exceeding 15%, driven by soaring memory chip costs. With Q2 earnings due August 26, here is what the pricing shift means for the hyperscalers and the broader AI buildout.
Macro
Goldman Sachs data shows hedge funds suffered their worst underperformance vs the S&P 500 in over 20 years in July 2026. Here is what the AI crowding unwind means for markets heading into Jackson Hole.
Tech
Google's $12.2 billion warrant agreement with Marvell signals a major shift in the custom silicon supply chain, challenging Broadcom's decade-long dominance as the primary partner for Google's AI chip development.