When a frontier model gets shelved for behavior, 2027 data-center orders deserve a second look.
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
When a profitable company with four times the demand refuses to price, the window closed on terms, not on interest,…
Jensen Huang Is in the Room Where It Happens
Trump’s “AI Force” shifts Nvidia’s biggest policy risk in Washington.
Tesla’s Optimus Supply Chain Is Real. How Much Is in TSLA?
Zhejiang supplier audits confirm a real robot bill of materials, but TSLA is about 26% below its December 2025 high.
Three Major Airlines Cut Flights to Offset Fuel Shock
American, United and Southwest opt for capacity trims as jet fuel hits $4.71 a gallon.
OpenAI Models That Hide Mistakes: What Are Investors Paying For?
Six OpenAI incidents, plus King Charles’s Scotland summit, put AI control at the center of valuations.
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…
Copart Paid $1.9 Billion Because Insurance Volume Told It To
Its biggest acquisition ever makes sense once you see the volume problem hiding inside a quarterly beat.
Silver at $67 Is Up 63% in a Year and Still Pulling Away From Gold
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to…
Zara’s Owner Just Posted Record Profits. Its Stock Fell Anyway.
What Inditex's H1 2026 results reveal about advantages rivals cannot replicate, regardless of where the shares closed today.