The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has...
Business
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term...
Cloud infrastructure grew 93%. Revenue is guided to $90B. The stock trades at about 14 times forward...
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder...
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin...
The market sold the headline miss. The portfolio story matters more.
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through...
A 60% EPS jump and raised guidance couldn't stop a 10% selloff.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
The chip world's invisible quality cop is set to report fiscal Q4 earnings.
