Microsoft's Q4 showed that the AI CapEx story is beginning to look more like future operating leverage than margin pressure.
The Warsh-led Fed may let markets drive long-term Treasury yields as the yield curve steepens—impacting financial conditions ...
Microsoft Cloud revenue is at $59.3 billion in Q4, growing 27% YoY, bringing total annual Microsoft Cloud revenue above $214 ...
Jersey Mike's Subs opened trading at $21.00 after pricing its IPO at $23.00, which was in the middle of the expected range of ...
AMC CEO Adam Aron backs Paramount Skydance’s $110B Warner Bros. Discovery deal, urging approval despite AG lawsuits.
Core Scientific was upgraded to Buy from Hold by Freedom Capital Markets due to its second quarter financial results and its ...
AI and memory semiconductor stocks surged as Sandisk, Micron, AMD and Nvidia jumped—likely on hedge fund selling relief.
PFFA offers a 10% yield via preferred stocks, but NAV and sustainability risks exist due to realized gains and sector ...
The cost of AI inference at a constant level of model performance fell roughly tenfold a year between 2021 and 2024, a factor ...
Bankwell Financial Group is downgraded to Hold, driven by strong fundamentals but a less compelling valuation. Learn more ...
Bitcoin has now closed below its 200-day moving average for 270 consecutive days, marking its fourth-longest streak ever ...
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