Iran Conflict Lifts Mortgage Rates, Yet Demand Holds Steady
Tensions in the Middle East pushed mortgage rates higher, but U.S. homebuyers pressed on. A weekly tracker shows dema...
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Apple Sued OpenAI Over Secrets; Musk Piles in Today
Apple filed a federal lawsuit alleging trade secret theft by former employees at OpenAI, threatening hardware know-ho...
Lockheed Martin’s $100 Billion Backlog Signals Demand
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Exclusive: Delaware Proposes Testing AIC Sandbox Framework
Delaware announces a plan to create a new legal form for AI-driven firms—the Autonomous AI Company (AIC)—to be triale...
Bitcoin Versus Gold as Reserve Asset in 2026 Market Debate
Institutions are increasingly weighing Bitcoin as a potential reserve asset alongside gold, amid macro uncertainty an...
Morgan Stanley Destroys Bear Case Against Nebius AI Rally
Morgan Stanley's latest bottom up view argues that AI infrastructure demand will outpace supply, turning the Nebius s...
Amazon Tops Mag 7 as Stock Heads Into Q2 Earnings Outlook
Jefferies positions Amazon as the leading Mag 7 stock headed into earnings, underscoring AWS momentum, Prime Day stre...
Broadcom Emerges as Core AI Winner, Says Wall Street Legend
A veteran investor casts Broadcom as a core AI winner, arguing durable AI demand and strategic partnerships could kee...
Netflix Getting Stingier About Data, Wall Street Reacts
Netflix is tightening access to viewing data as it trims public reporting on audience insights, prompting a cautious ...
Price Prediction: Qualcomm Over 50% Upside From AI Push
Qualcomm's AI data-center push is fueling a fresh round of upside bets, with investors watching for a sustained ramp ...
Reasons I’m Buying Amazon Through Late 2026: AI and AWS
Amazon enters the back half of 2026 with sustained AWS growth, a scaling silicon stack, and a resilient Prime-driven ...
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