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Oracle’s stock collapsed 24% in 2026 as $130 billion in AI debt and negative free cash flow of $23.7 billion rattled markets. Inside the hyperscaler’s existential...
A global memory chip shortage is hitting AI hyperscalers, tanking Nvidia and Apple shares, and triggering a Wall Street rotation. Here’s what the AI sector’s supply...
Hyperscalers are spending $725 billion on AI infrastructure in 2026. The energy demands of this buildout are reshaping global power markets, utility valuations, and electricity costs....
On June 24, 2026, Micron Technology shares fell 13% in a single session — the stock’s worst single-day performance since June 5. The memory chipmaker had...
AI’s insatiable electricity demand is driving a global energy infrastructure race worth trillions of dollars, benefiting gas turbine makers, copper miners, and clean energy firms. Here...
Micron Technology delivered a historic earnings blowout for Q3 fiscal 2026 — $41.46 billion in revenue, 84.9% gross margins, and a $50 billion Q4 outlook. Here’s...
The 2026 Iran war dominated headlines. But in the background — in the server farms of Virginia and Singapore, in the data centers of Shenzhen and...
With SpaceX now public, Anthropic has confidentially filed at a ~$965 billion valuation and OpenAI follows at $852 billion. We break down what their IPOs mean...
SpaceX completed the largest IPO in history on June 12, 2026, raising $85.7 billion under ticker SPCX on the Nasdaq. Here’s everything investors need to know...
On the evening of June 12, 2026, at 5:21 p.m. Eastern, a letter from the Commerce Department landed in Anthropic’s inbox. By the next morning, Claude...