Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet
Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.
Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.
With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU's AI-disruption discount has become an argument for owning…
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…
Goldman Wants OpenAI Rated Investment Grade. The Math Does Not.
That rating could open bond markets for OpenAI and shrink Nvidia’s $105B Ohio risk.
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Trump Named Bombardier. Now Every Cross-Border Industrial Carries a Political Price.
When a president singles out one company on social media, the discount doesn't stop at that stock.
The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio.
This week’s 3-, 10-, and 30-year auctions offer rare income levels and they reset the hurdle for stock returns.
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…
Guardant Health Gains a Companion-Diagnostic Role in AstraZeneca’s Breast Cancer Approval
The FDA approved Guardant360 CDx alongside camizestrant, and that shifts the testing volume math.
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses…