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3 ARTICLES

3d ago

SpaceX Will Cast Its Own Turbine Blades but Analysts Say Howmet Is Safe for Now

Analysts say specialized foundry know‑how, multi‑year OEM contracts running to about 2030, recent capacity additions with a Q2 beat mean rapid displacement is unlikely.

4 ARTICLES

last wk.

Costco Posts Strong Q3 Sales and Membership Growth, but Shares Slip on Margin Concerns

9 ARTICLES

2mo ago

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

3 ARTICLES

2mo ago

Ross Stores Shares Rally to Record After Strong Q1 Results

5 ARTICLES

3mo ago

NIO Reaches Profit Inflection as Deliveries and Margins Rise

10 ARTICLES

3mo ago

Microsoft Launches In‑House AI Models at Build 2026 to Shift Off Third‑Party LLMs

4 ARTICLES

3mo ago

Novo Nordisk Narrows Gap With Lilly as Wegovy Pill Leads Early Oral Sales

3 ARTICLES

3mo ago

Intel Stock Near $120 After Rally Outpaces Wall Street Targets

3 ARTICLES

3mo ago

ConocoPhillips’ 30-Year Gas Deal Puts Alaska LNG at Phase One FID Threshold

6 ARTICLES

3mo ago

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

5 ARTICLES

3mo ago

Faraday Future Adds RobotShop Channel for AI Robots

3 ARTICLES

4mo ago

U.S. Review Puts DeepSeek V4 Eight Months Behind the Frontier

3 ARTICLES

4mo ago

Bloom Energy Extends Surge After Q1 Beat, Target Hikes and Big-Name Buying

Investment Analysis

SpaceX Will Cast Its Own Turbine Blades but Analysts Say Howmet Is Safe for Now

AWS and Microsoft Launch Open Private Interconnect for Their Clouds

FDA Approves First Broad RAS Inhibitor for Metastatic Pancreatic Cancer

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

AI Turns Shopping into Agent-Driven Commerce

Rocket Lab Agrees to Buy Iridium for About $8 Billion

Perplexity Confirms It Will Deploy Nvidia's Vera CPU

Bayer Creates Ruveon to House U.S. Glyphosate Business

Costco Posts Strong Q3 Sales and Membership Growth, but Shares Slip on Margin Concerns

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

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Investment Analysis

Ross Stores Shares Rally to Record After Strong Q1 Results

NIO Reaches Profit Inflection as Deliveries and Margins Rise

Microsoft Launches In‑House AI Models at Build 2026 to Shift Off Third‑Party LLMs

Novo Nordisk Narrows Gap With Lilly as Wegovy Pill Leads Early Oral Sales

Intel Stock Near $120 After Rally Outpaces Wall Street Targets

ConocoPhillips’ 30-Year Gas Deal Puts Alaska LNG at Phase One FID Threshold

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Faraday Future Adds RobotShop Channel for AI Robots

U.S. Review Puts DeepSeek V4 Eight Months Behind the Frontier

Bloom Energy Extends Surge After Q1 Beat, Target Hikes and Big-Name Buying

Never miss stories about

Investment Analysis