Quick Read - Nebius (NBIS) grew Q1 revenue 684% year over year and holds a $50 billion contracted backlog anchored by deals with Microsoft and Meta. - North American data center vacancy has collapsed to 0.9%, with 88% of new Dallas-Fort Worth capacity already pre-leased before...
Stephanie Roth at Wolfe Research argues the AI capital expenditure cycle has substantial runway ahead with no signs of a bubble forming. - Micron Technology (MU) reports earnings Wednesday with 97.35% probability of another beat due to critical high-bandwidth memory demand for...
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agreement with Anthropic covering AI infrastructure design, supply commitments, enterprise software adoption and a strategic investment. The memory chip maker said
When investing, it's easy to be impressed with stocks that deliver almost overnight gains. We might see this after an initial public offering -- for example, artificial intelligence (AI) chip company Cerebras Systems jumped 68% on its first day of trading last month <p
Quick Read - PYPL trades at 8x earnings while growing payment volume 11% to $464 billion and retiring $6 billion in stock over the past year. - Margins contracted, net income fell 13%, and management guided Q2 EPS down 9% as Apple Pay and Stripe pressure conversion rates. - Just...</stron
CMB.Tech (CMBT) up 4.9% in Monday's trading after signing an agreement with Australian miner Fortescue (FSUMF) for the charter of up to 12 ammonia-capable bulk carriers, in what the companies said is a major step towards scaling zero-emission shipping. Under Newsletters fo
IREN targets $115 with 92% upside IREN has locked in 84% of its $3.7 billion 2026 ARR target through contracts with major companies. The company's transformation from a Bitcoin miner to an AI cloud platform has driven its stock up 511.84% over the past year. IREN
Tech stocks are leading the market's rally in 2026. While the S&P 500 has risen by around 10% this year, the Technology Select Sector SPDR ETF is up by 34% Tech continues to be a hot trend, with spending on artificial intelligence (AI) remaining high among businesse
Lucid Group Inc (NASDAQ:LCID) is reducing its United States workforce by approximately 18% as part of a broader cost-cutting initiative aimed at improving efficiency and aligning production with demand, the electric vehicle maker announced on Monday. The company said the r
THE GIST Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick Tap here. easyJet rejected a £4.74 billion takeover bid from private equity firm Castlelake, turning a quiet pursui
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