Marvell vs. Lightmatter: Who Wins the 2027 AI Rack Specs
The OCP Global Summit opens Monday in San Jose, a standard-setting moment that could separate the real AI infrastructure winners…
Tower REITs Rallied Before SpaceX Filed Anything
Crown Castle, American Tower and SBA surged as carriers fell hard. The market said the landlord wins either way.
ASML’s $13.2 Billion Quarter Is Not the Point
Wednesday’s bookings figure is the key read on 2027 AI chip capacity.
Who’s Really Buying the Damaged BDCs: Opportunists or Survivors?
Ares, Barings, and BC Partners are circling troubled private credit funds. The question isn't what they're buying — it's what…
Waller Wants More Hikes. Rate-Sensitive Sectors Pay First.
Futures lean toward December, the 10-year is at 5.23%, and the dollar is near 102.3. Here is where the pressure…
Software Stocks Hit 2026 Highs While the Rest of the Market Sells Off
The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields…
Nvidia Moves Into Consumer PCs. Is That Bullish?
Microsoft’s Surface Laptop Ultra puts RTX Spark on desks, and the stock story is trickier than the keynote suggested.
Bristol Myers Squibb’s Dividend Looks Cheaper Than It Used To
With a 10-year Treasury yielding more than 5%, BMY's 4.3% payout demands a harder look from income investors.
Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.
Ad Agencies Are Cutting Production Time in Half. The Junior Designer Is Paying the Bill.
Generative design tools are shrinking 23-day cycles to under six days, and the headcount math at WPP and Dentsu is…