Tech
There is a phrase that gets used a lot in technology investing right now: "AI monetization." The idea is simple enough. Hundreds of billions of dollars have been poured into AI infrastructure - chips, data centers, power, cooling - and the question that has been building for two years is
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For more than two centuries, the New York Stock Exchange has operated on a simple premise: buyers and sellers meet, a price is discovered, and a trade settles. That is about to change. The question is whether Wall Street is ready for what comes next.
Tech
When SpaceX filed its S-1 with the Securities and Exchange Commission on May 20, the financial world finally got what it had been waiting years for: a real look inside Elon Musk's rocket company. What it found was not quite what most people expected. Yes, SpaceX is
Tech
Micron Technology briefly crossed $1 trillion in market capitalization for the first time in its history on Tuesday, May 26, 2026, as the memory chip business is structurally transformed by artificial intelligence.
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John Deere is not a company that typically appears in conversations about artificial intelligence. It makes tractors, combines, and excavators. Its customers are farmers and construction contractors. Its stock trades on the New York Stock Exchange under the ticker DE, and for most of its 189-year history, its fortunes
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Meta, Microsoft, Alphabet, and Amazon beat earnings expectations but disappointed markets anyway. The culprit: $650 billion in AI infrastructure spending that's getting more expensive, not cheaper.
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The Wall Street Journal published a report on Monday evening that sent tremors through the AI trade on Tuesday, arriving at the worst possible moment: the day before Meta, Microsoft, Alphabet, and Amazon were all scheduled to report earnings. The report said OpenAI had missed its internal goal of reaching