Markets
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
Markets
Chinese internet services provider Baidu (BIDU) shares fell 2.1% intraday on June 8, as the company’s name was added to the Department of Defense’s (DoD) list of Chinese military companies (CMC) operating in the U.S. Un…
Markets
Vulcan Materials Company (VMC), headquartered in Birmingham, Alabama, produces and supplies construction aggregates. Valued at $36.2 billion by market cap, the company’s principal product lines are aggregates, asphalt m…
Markets
New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries worldwide. Valued at $49.5 billion by market cap, the company provides trading, clearing, exchange tec…
Markets
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…
Markets
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
Markets
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Markets
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Markets
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Markets
AI vendors promote their enterprise products as if they’re turnkey solutions, but the chances are low that AI agents will hit the ground running right away. Unless you put in the effort to train a model on the specifics…
Markets
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Markets
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Markets
While the historic antagonism between China and the U.S. appears to be morphing into a sort of “co-opetition” complete with photo ops (1), potential trade agreements (2) and some progress towards recognizing shared goal…
Markets
At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market. Gold stood out as a bright spot in 2024, deliveri…
Markets
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Markets
It will take more than being immensely smart to land a coveted job at Elon Musk's SpaceX (SPCX).
Markets
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Markets
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…
Markets
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Markets
Lisata Therapeutics Inc (NASDAQ:LSTA, FRA:8NE) has agreed to be acquired by privately held Kuva Labs Inc. for $4 per share in cash, plus a contingent value right worth up to an additional $3.00 per share tied to drug de…
Markets
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Markets
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Markets
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
Markets
Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…