Tech
Alphabet reports Q2 2026 earnings tonight with $190 billion in AI infrastructure spending on the line. Here's what Wall Street is watching as the first Magnificent Seven company to open its books this earnings season.
News
There is a number that captures the scale of what Morgan Stanley has quietly built over the past eighteen months: 40. That is how many billion dollars the bank has sold in a new class of AI infrastructure bonds - a financial instrument that barely existed two years ago and is
Tech
There is a number that captures the scale of what happened to the AI trade last week: 1 trillion. That is how many dollars in market value were erased from chip stocks in a matter of days, as the Philadelphia Semiconductor Index posted its steepest weekly decline in over a
News
Stripe and Advent International are offering $53 billion to acquire PayPal - a 90% discount from its 2021 peak of $360 billion. What does this deal mean for the future of digital payments and stablecoin adoption?
Earnings
Netflix's Q2 earnings beat expectations, but Q3 guidance miss sent shares down 9%. What the numbers reveal about the streaming economy's transition from growth to profitability.
Tech
There is a number that captures the scale of Apple's AI problem: 45.57. That is how many billion dollars Apple had in cash and cash equivalents as of March 28, 2026 - and according to a report published Wednesday by The Information, the company is now actively shopping
Tech
IBM's stock plummeted 25% on July 14, 2026 - its worst day in history - as enterprise clients redirected capital budgets from software to AI infrastructure, signaling a hidden casualty of the AI boom.
Tech
There is a phrase that captures the speed at which Silicon Valley alliances can collapse: two years. That is how long it took for Apple and OpenAI to go from announcing a landmark partnership - integrating ChatGPT directly into the iPhone's operating system - to facing each other in federal
Tech
There is a number that captures the scale of what begins trading on Nasdaq today: 26.5. That is how many billion dollars SK Hynix raised in its American Depositary Receipt offering, pricing at $149 per ADS on Thursday and launching under the ticker SKHY on Friday, July 10, 2026.
News
There is a number that captures the significance of what happens to the Nasdaq-100 today: 4.3. That is how many billion dollars J.P. Morgan estimates will flow into SpaceX shares as passive index funds are forced to buy the stock following its inclusion in the benchmark index.
Macro
Analysts are forecasting 25% S&P 500 earnings growth, but some of Wall Street's most respected voices are asking if these record profit forecasts are sustainable. With Q2 earnings season beginning July 13, the margin of safety on earnings has narrowed to a critical point.
Tech
Sam Altman has proposed giving the U.S. government a 5% stake in OpenAI worth $42.6 billion. We examine what this means for AI ownership, government industrial policy, and the future relationship between Washington and Silicon Valley.