Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order...
Co-designing your own disruption is either the shrewdest capital allocation on Wall Street or a slow-motion surrender...
With output at a 36-year low and export routes constrained, oil dips are opportunities to buy, not...
Cloud infrastructure up 121% to $7.4 billion and a $90 billion guide are the first real answers...
August PPI topped estimates and core CPI ticked up, but Danske Bank cut its 2026 growth call...
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the...
Revenue up 21% to $292.8 million with record free cash flow, yet cautious Q3 guidance erased nearly...
When travel sells off with no company news, crude is hitting demand next.
With a BOJ rate hike now heavily priced for Sept. 17-18, traders need a plan across four...
A record $72 billion backlog, the first $20B quarter ever, and data-center power demand into 2028 make...