Lumentum Soars NVIDIA’s Boom Fueled AI Data Center Rally
Lumentum shares jumped about 12% on a $2 billion NVIDIA partnership, as AI data-center buildout and robust backlog un...
Using Indices To Gauge Market Breadth
The article shows how different indices measure market breadth and why breadth trends matter for identifying trend strength and potential reversals.
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Nespresso’s Lipa Marks Shift From Clooney Era Toward Gen Z
Nespresso taps Dua Lipa as its new global ambassador, signaling a deliberate shift from the Clooney era to a Gen Z-fo...
Three Asias, Three Different Playbooks Drive PepsiCo
PepsiCo unveils a landmark Asia strategy, reframing markets into three asias, three different playbooks to capture gr...
Fed Rate Freeze Tests Gladstone Capital's Recovery
GLAD faces a delicate turning point as the Fed freezes rates, pressuring yields on its floating-rate loans while port...
Iran Open Deal Talks Roil Markets as Trump Signals Shift
Markets react to hints of a possible iran open deal, sparking optimism in equities and relief in energy prices. This ...
Intel vs AMD: Which Is Better for Long-Term Investors?
Intel and AMD delivered contrasting Q4 results, highlighting divergent paths: Intel grappling with foundry losses ami...
Microsoft Picking Texas Data Center Move Signals Rift
Microsoft steps into a Texas data center project abandoned by OpenAI, reshaping AI infrastructure near Abilene as the...
Strategy Likely Sell Bitcoin to Cover STRC Dividends, Saylor Says
Strategy, led by Michael Saylor, plans to fund STRC dividends by selling Bitcoin, with a long-term goal to buy more B...
Kevin Warsh’s Undisclosed Wealth Sparks Fed Scrutiny
As confirmation hearings approach, kevin warsh’s undisclosed wealth becomes a flashpoint, with a 69-page filing leavi...
Solana Just Overtook Ethereum in Developer Signups
Solana just overtook Ethereum in developer signups, marking a major shift in blockchain mindshare. The latest data po...
MiB: Howard Lindzon, Social Leverage and Venture Trends
Howard Lindzon’s work with StockTwits and Social Leverage reshapes how we think about investing in communities. This ...
Saudi Aramco Reports Jump in Q1 Profit Amid War Shocks
Saudi Aramco posted a 25% year-over-year profit rise in Q1, supported by higher crude prices and rerouted exports ami...
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