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
News
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.