Nebius Group N.V. (NBIS) is aggressively scaling as a neocloud provider, posting 454% YoY revenue growth but remains deeply ...
Nvidia’s ( NVDA) share of China's market for data-centre AI chips fell to 34% in the first half of 2026 as U.S. export ...
Mixed stock futures as tech slips ahead of JPM, Goldman, Citi & Wells earnings; yields fall and home sales data looms.
Inflation-linked coupons & principal increased, but the rise in investors’ required real returns had a much greater effect on ...
Cathie Wood warns China’s memory-chip expansion may spike HBM/DRAM price volatility amid semiconductor sell-offs.
Q2 2026 results, driven by strong Infant Formula segment gains and operational leverage. See why I rate PRGO stock as a hold.
Netflix faces significant price declines, underperforming the S&P 500 and its peers year-to-date. Learn why NFLX stock is a ...
Marram Investment Management appreciated +2.7% (net of fees) in the 2nd quarter, bringing our year-to-date (YTD) 2026 return ...
Microsoft has rebounded in AI sentiment, but fundamental capability gaps persist versus hyperscaler peers. Check out why MSFT ...
General Motors ( GM) CEO Mary Barra said Monday that the automaker remains on schedule to launch “eyes-off, hands-off” ...
Q4 FY26 record results, AI chip demand, and margin upside drive a Buy case. Read here for a detailed investment analysis.
Goldman Sachs Group (GS) has upgraded its three-month outlook on global equities to overweight from neutral, citing strong ...