Tech
There is a number that defines what Super Micro Computer reported on Tuesday night: 315. That is how many percent the company's earnings per share grew in its fiscal fourth quarter compared to a year earlier - a figure that, in isolation, would be remarkable for almost any company.
Tech
There is a number that defines what Nvidia announced on Monday: 500. That is how many billion dollars the chipmaker is aiming to mobilize in third-party capital for AI infrastructure - a figure so large it would rank among the biggest financing initiatives in the history of American industry. But
News
There is a number that defines what Ford announced on Thursday: 28,350. That is how many dollars the company's new Fathom electric pickup truck will start at - a figure that, in the context of a US auto market where the average new vehicle costs $50,000 and
News
SpaceX reports its first earnings as a public company with a $1.4 trillion valuation on the line. Tonight's results will reveal whether the market's appetite for transformational, pre-profit technology companies has survived the macro environment of 2026.
News
There is a number that defines what happened to Wall Street's most celebrated AI hedge fund in July 2026: 67. That is how many percent Leopold Aschenbrenner's Situational Awareness fund lost in a single month - a collapse so swift and so total that it has already
Earnings
Wall Street closed out July with a week that will be studied in business schools for years. Three of the most powerful companies on earth - Microsoft, Apple, and Amazon - reported earnings that, by any historical measure, were extraordinary. And yet, the bond market spent the same week sending a very
Earnings
Meta's Q2 2026 earnings revealed a 91% collapse in free cash flow to just $784 million, an EPS miss of nearly 14%, and capex guidance raised to $130-145 billion. Here is what the numbers reveal about the true cost of the AI arms race.
Earnings
Meta faces a critical test tonight as it reports Q2 2026 earnings with a $125 billion AI infrastructure spending commitment hanging in the balance. Wall Street is watching whether the company can deploy $35-42 billion per quarter without triggering a market selloff.
Tech
For years, Nvidia has been the arms dealer of the AI revolution - selling the picks and shovels while others built the mines. That model may be quietly shifting. On Tuesday, the Financial Times reported that Nvidia has signed leases worth up to $50 billion on Hut 8's Beacon
Tech
Intel's Q2 2026 results show the company's strongest revenue growth in 15 years, with data center and AI segment revenue up 59% year-over-year, signaling a genuine turnaround.
Tech
Google Cloud's 82% revenue growth in Q2 2026 beat expectations, but Alphabet's stock fell due to surging capital expenditure guidance reaching $205 billion annually. Explore what this means for the AI infrastructure spending cycle.
Earnings
There is a number that defines what Tesla is walking into tonight: 480,126. That is how many vehicles the company delivered in the second quarter of 2026 - its best Q2 performance ever and a 25% jump from the same period a year ago. By any traditional measure, it is