Nvidia’s $10 Billion Bet on Anthropic Just Got Harder to Read
A second IPO slip to November turns the reported anchor stake into an open question about what the AI complex…
Nvidia’s Best Hope in China Is Sitting at the Dinner Table
Jensen Huang at Thursday’s Trump-Xi state dinner shows what semis are pricing in, and what they already got wrong once.
Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
US Energy and Farm Goods Are the Real Trade at Stake
With $30 billion in reciprocal tariff cuts being finalised ahead of Xi's Washington visit, soybeans, LNG, and China-exposed equities are…
ChargePoint Surged 75% After Earnings. Q3 Is the Real Test.
A record 38% non-GAAP gross margin and 18% revenue growth triggered the biggest one-day jump in CHPT’s history. Whether it…
VICI’s Ex-Dividend Day Is Today. The Yield Is 7.6%.
A fresh dividend raise, a 20% stock slide, and a 40-year lease book put VICI at the center of income-seeking…
Ashland’s Bids Are Due This Month. The Stock Trades Below Ancora’s Floor.
Apollo and Carlyle are circling a live auction, and a call spread lets you own the outcome with the premium…
Etsy’s AI Bet Is Real. The Consumer Headwind Is Too.
Oppenheimer’s $90 target cites shifting search behavior, but discretionary spending is the variable Wall Street can’t model away.
Etsy Is Getting Re-Rated on AI. Here Is the Case for Buying It Now.
Three analysts are converging near a $90 target, and the bull case rests on whether smarter search converts more shoppers,…
Diesel at $6 Is Splitting Freight and Farm Budgets
Truckers with fuel-surcharge contracts can pass costs along. Farmers and construction operators cannot.