Investor Strategy
The common read on Monday’s CoreWeave (NASDAQ: CRWV) Sell call is that the credit market has finally turned on the neoclouds, and the equity...
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Australian Prime Minister Anthony Albanese called out OpenAI chief executive Sam Altman on Wednesday, Sept 23. Speaking at the United Nations General Assembly in...
Longer shipping routes have pushed freight rates higher, while disruptions to refineries and crude oil transportation have reduced supplies of refined products such as...
Meta Platforms (META) just wrapped one of its biggest product weeks in years, and Wall Street’s reaction split in an interesting way. One bank...
Making its way into Swahili and later English from the Arabic word “safar” for “making a long journey,” safari emerged in East Africa during...
The common read on Monday’s CoreWeave (NASDAQ: CRWV) Sell call is that the credit market has finally turned on the neoclouds, and the equity...
Updated 22 September 2026, 13:00 UTC Brent crude (November futures): $98.55 a barrel, down about 1.8% from Monday’s settlement of $100.34, after touching $97.44...
Arm Holdings closed at $322.90 on Monday, gaining 17.16% as Meta’s Muse assistant pushed investors back toward the central processors needed to coordinate agentic...
Updated 23 September 2026, 07:00 UTC Brent crude: $98.43 a barrel, down about 0.83% on the day (Trading Economics, 23 September). Brent settled at...
Updated 23 September 2026, 07:00 UTC Nasdaq-100 (NDX): 30,732.40, up 250.04 points or 0.82% at the 22 September close (Nasdaq official index data). The...
The one-month extension of Fermi’s TensorWave lease is not a paperwork delay on a done deal. The 222 MW lease at Project Matador has...
The $40 million per megawatt that CoreWeave (NASDAQ: CRWV) disclosed on 17 September is not the new price of AI compute. It is the...
Oracle’s $664 billion of remaining performance obligations is usually treated as a far-off promise, a decade of contracts that will take years to matter....
The easy reading of TSMC’s August sales is that a record month signals a record quarter. That gets the logic backwards. The August figure,...
The cryptocurrency market experienced significant momentum as digital assets surged following a wave of event-driven catalysts and technical breakouts, with Pudgy Penguins ($PENGU) emerging...