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
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
Earnings
Broadcom posted record revenue and guidance that would have seemed like science fiction two years ago. Then the stock fell 12% in after-hours trading. Welcome to the AI chip market in 2026, where extraordinary is no longer enough.
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
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
Tech
Snowflake's 38% surge and Zscaler's 30% crash reveal which companies have cracked AI monetization. The earnings verdict is clear: AI tailwinds are not uniformly distributed.
Macro
There is a number that Israel's exporters have been watching with growing dread: 2.82. That is roughly how many shekels it takes to buy one US dollar today, a rate last seen in October 1993. For a country that has spent nearly three years on an effective
Macro
Goldman Sachs raised its S&P 500 year-end target to 8,000, projecting 17% returns driven by AI-powered earnings growth. Here is what the upgrade means - and what could derail it.
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