Pages
From News
AI Concerns Drive Tech Stock Selloff Amid Rising Bond Yields
Explore why tech stocks are plummeting as rising treasury bond yields make AI company valuations look risky. Institutional investors question long-term profitability.
CrowdStrike Earnings: Outage Pain & Stock Fall Analysis
CrowdStrike's Q2 earnings reveal stock drop despite revenue beat, as July's global outage impact lingers. Analyze the financial fallout and Q3 forecast.
Dell AI Revenue Surge: Wall Street Skepticism Despite Record Sales
Dell Technologies reports record Q2 revenue of $29.78 billion, driven by AI, but faces Wall Street skepticism over margin concerns. Unpack this revenue paradox.
Figma's Lukewarm Wall Street Reception & $37.6B Valuation
Figma receives neutral Wall Street ratings. Investment banks cite $37.6B valuation concerns despite acknowledging the design platform's strong AI integration opportunities.
NVIDIA AI Chip Sales Cool: Q2 Misses Estimates & Market Questions
NVIDIA's Q2 earnings reveal the first signs of cooling in AI chip sales, missing estimates despite $46.7B revenue. Explore market questions on AI spending sustainability.
Nvidia Earnings: AI Hype Test & Quantum Computing's Rise
Nvidia's earnings report could define the AI stock rally. Explore the market's bet on AI hype and why smart money is shifting focus to quantum computing breakthroughs.
Nvidia Earnings: AI Trade Faces Ultimate Test - August 27, 2025
Nvidia reports Q2 earnings, testing the $4 trillion AI trade. Discover how market concentration risks are rising to dot-com bubble levels. Get the reality check.
Nvidia's $45B Earnings Test: AI Chip Tensions & Tech Market Impact
Nvidia faces a $45B earnings test amid high Wall Street expectations and AI chip tensions. Discover how Q2 2026 results could impact the Nasdaq and the future of AI hardware demand.
Nvidia's Secret Buyers: Two Customers Drive 40% of Revenue
SEC filings reveal Nvidia's top two mystery customers account for 40% of revenue, driving $18.2B in Q2 sales. Understand the concentration risk and its implications.
Roblox Stock Jumps 5% as Analysts See Kids' Game Potential
Roblox stock surged 5% as Wall Street analysts finally recognize the immense value of virtual item spending by millions of kids, leading to raised price targets.
Tenable Appoints Matthew Brown as CFO Amid Market Growth
Tenable Holdings appoints Matthew Brown as its new CFO, signaling strategic shifts in the cybersecurity market. Learn how this C-suite change impacts exposure management.
Trump's Euro Digital Tax Plan & Intel Deal Escalate Trade War
Trump's new Euro digital tax plan escalates trade tensions. Discover the implications of this move and the US government's 10% Intel acquisition, signaling state involvement in tech.
Trump's US Sovereign Wealth Fund: Intel Deal & More Stakes
Explore Trump's plan for a US sovereign wealth fund after the Intel deal, turning America Inc. into America Government. Learn how it could work or fail.
US Govt Takes 10% Stake in Intel: $11.1B Historic Deal
The US government acquires an unprecedented 10% equity stake in Intel Corporation, a historic $11.1B deal marking a new era in American tech and chip manufacturing.