Appleās Mac and iPad price hikes revealed a cost problem the market did not price in. The...
A ~$67B deal for Dominion puts NEE at the center of AI's power crisis.
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A memory crisis born in AI data centers just landed on the consumer's doorstep.
A Super El NiƱo is arriving. The food inflation math is not in the futures curve yet.
MRVL surged 247% in 2026 on Jensen Huang's endorsement, then sold off hard. The business underneath that...
A $250 billion wipeout in one day, two Nobel-caliber researchers gone, and a free cash flow cliff...
GE Vernova's backlog hit $163 billion. The stock just pulled back. Here's what that gap means for...
