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Nvidia Palantir Technologies Tesla Earnings Reports SpaceX Super Micro Computer Apple Inc. Micron Technology CoreWeave Intel

9 ARTICLES

yesterday

SpaceX Recast as AI-First Firm After Musk Says AI Could Drive Nearly All Value

Investors now face a test over whether rapidly growing loss-making AI operations can justify SpaceX's revaluation following disclosure of a possible $60 billion all-stock deal.

4 ARTICLES

yesterday

Palantir’s U.S.-Fueled Q2 Blowout Reprices Stock and Raises the Stakes on ‘AI Sovereignty’

19 ARTICLES

3d ago

Baron Capital’s Q2 Letters Show Split Results as Opportunity Fund Outpaces Discovery

9 ARTICLES

3d ago

Coherent Tops Q4 Estimates and Raises Q1 Forecast on Surging AI Optics Demand

4 ARTICLES

4d ago

Dell Stock Rises as Super Micro’s AI Server Forecast Fires Up the Sector

Public Companies

SpaceX Recast as AI-First Firm After Musk Says AI Could Drive Nearly All Value

Sea CEO Reports Prearranged Sale of About 1.1 Million Class A Shares

Reddit Added to S&P 500 as Shares Jump on Index Demand

Nu Holdings Posts First $1 Billion Quarterly Profit

Robinhood Lists Second Public Venture Fund RVII on NYSE

Boeing Sells Wisk, Insitu and SkyGrid to Archer for Nearly 20% Stake

Real Shareholders Approve Deal to Create Real REMAX Group

SanDisk Lays Out Multi‑Year AI Storage Plan and Boosts Share Returns

Cisco Raises FY2027 Targets on Surging Hyperscaler AI Orders, Stock Slumps

Nebius Surges After Blowout Quarter as Michael Burry Doubles Down on Short

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Public Companies

Cerebras Posts Explosive Cloud Growth but GAAP Margins Plummet

CoreWeave Posts Blowout Quarter as Backlog Swells to Roughly $104 Billion

SpaceX Pushes AI to Forefront as Stock Rallies and Lockup Risk Looms

Microsoft’s AI Push Boosts Revenue as Record Data‑Center Spending Drains Cash

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

Peltz’s Trian Reportedly Preparing Take-Private Bid for Wendy’s

Palantir’s U.S.-Fueled Q2 Blowout Reprices Stock and Raises the Stakes on ‘AI Sovereignty’

Baron Capital’s Q2 Letters Show Split Results as Opportunity Fund Outpaces Discovery

Coherent Tops Q4 Estimates and Raises Q1 Forecast on Surging AI Optics Demand

Dell Stock Rises as Super Micro’s AI Server Forecast Fires Up the Sector

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Public Companies