Investors: Watch Hyperscaler Capex Guidance in H2 2026
Tech investors brace for the second half of 2026 as hyperscaler capex guidance from major cloud players could reshape...
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23,457 articlesTech investors brace for the second half of 2026 as hyperscaler capex guidance from major cloud players could reshape...
Tech founder moves set a high bar for OpenAI's IPO. This article breaks down the reality behind altman called openai ...
Meta’s aggressive AI infrastructure push is drawing scrutiny, but a SpaceX-like monetization model could flip the scr...
Palantir surging in July shines a contrast with Google’s cloud-driven growth. Both giants report strong quarters, but...
The memory-chip rally cools as prices soften and demand slows. This report weighs Micron, SanDisk, and Applied Materi...
Oil traded near a multi-week low on July 10, 2026, with Brent around $76.80 per barrel. Investors and households alik...
Anthropic and Airbnb are placing big bets on New York City, expanding footprints and hiring aggressively while critic...
Jim Cramer argues that the MAG 7 must be analyzed separately, not as a single basket, outlining five core reasons eac...
Visa and Mastercard operate the core rails of digital payments. Both offer durable moats, steady cash flow, and limit...
AMD narrows the AI accelerator gap with NVIDIA as cloud providers diversify their AI infrastructure, signaling a shif...
Investors are turning their attention from faster GPUs to a broader shift in AI hardware. This next stage revolution ...
As natural gas swings capture traders’ attention, UNG and FCG offer competing paths: near-term futures exposure vs. e...