Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow
Akamai Got $11.6B From Anthropic. It Also Gave Away a Piece of Itself.
The warrant Akamai handed its biggest customer changes the risk profile of this deal in ways the stock move alone…
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
GRAIL’s Cancer Test Won the Safety Vote. Reimbursement Is the Bet.
A 6-4 split on effectiveness means FDA approval, if it comes, is only the first gate investors need to think…
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.
WTI Just Hit $89. If Hormuz Reopens, Where Does Crude Land?
Iran’s seven-day offer and three hours of UNGA talks have cracked the war premium in oil. The real question is…
Bitcoin Hit $86,000. Now Comes the Hard Question.
A short squeeze did the lifting. Whether Bitcoin belongs in your plan, and how much, is a question that does…
South Korea’s Chip Boom Is Accelerating. Watch This Closely.
When exports per working day jump 89.8% in twenty days and the pace is still picking up, the question isn't…
Wendy’s Biggest Franchisee Just Went Bankrupt. Is Your ‘Safe’ Fast-Food Stock Safe?
The Meritage collapse exposes a fault line beneath fast-food defensiveness.
FedEx Spent $8.9 Billion on InPost. Here Is What It Has to Earn Back.
The parcel-locker buyout is closed. Now the return-on-investment math begins.