Investment Strategies

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5 ARTICLES

5d ago

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

The contracts greatly improve revenue visibility while the company must still deliver and commission GPU capacity before that run‑rate becomes GAAP revenue.

3 ARTICLES

5d ago

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

9 ARTICLES

last wk.

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

17 ARTICLES

last wk.

Broadcom Strengthens Multi‑Year AI Footprint as Analysts Back Revenue Outlook

9 ARTICLES

last wk.

Alphabet Prepares for Q2 Report After Huge Equity Raise to Fund AI and Cloud Build‑Out

9 ARTICLES

last wk.

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

7 ARTICLES

2w ago

Costco Shares Slip After June Sales Slow

3 ARTICLES

2w ago

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

3 ARTICLES

2w ago

Magnificent Seven Trade at Cheapest Relative Valuations in Over a Decade

7 ARTICLES

2w ago

Nebius Reaffirms Aggressive Buildout as Market Worries Over Hyperscaler Compute Stir Volatility

10 ARTICLES

2w ago

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

9 ARTICLES

3w ago

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

3 ARTICLES

3w ago

Mineralys Secures Global Rights to Lorundrostat and Lines Up $650 Million in Capital

6 ARTICLES

3w ago

Microsoft Stock Edges Higher After Steep First‑Half Slide

10 ARTICLES

3w ago

Adobe Posts Record Quarter and Raises Guidance as AI Usage Climbs

8 ARTICLES

4w ago

Salesforce Shares Fall Roughly 40% as AI Revenue Climbs and M&A Accelerates

Investment Strategies

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

Oracle Confronts Funding and Execution Test as AI Buildout Pressures Stock

Goldman Lifts End‑2026 Target to $4,900 as Central Banks Create a Price Floor

Nvidia Shares Slip Near $200 as Investors Await Alphabet Earnings

Gold Holds Near $4,000 as Geopolitical Risk Collides With Rate Pressure

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

Broadcom Strengthens Multi‑Year AI Footprint as Analysts Back Revenue Outlook

Alphabet Prepares for Q2 Report After Huge Equity Raise to Fund AI and Cloud Build‑Out

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

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Investment Strategies

Costco Shares Slip After June Sales Slow

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

Magnificent Seven Trade at Cheapest Relative Valuations in Over a Decade

Nebius Reaffirms Aggressive Buildout as Market Worries Over Hyperscaler Compute Stir Volatility

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

Mineralys Secures Global Rights to Lorundrostat and Lines Up $650 Million in Capital

Microsoft Stock Edges Higher After Steep First‑Half Slide

Adobe Posts Record Quarter and Raises Guidance as AI Usage Climbs

Salesforce Shares Fall Roughly 40% as AI Revenue Climbs and M&A Accelerates

Never miss stories about

Investment Strategies