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Markets

Stock moves, analyst notes, and the numbers behind the hype.

11 articles
AI Capex Explained for Investors
Markets

AI Capex Explained for Investors

An explainer on how investors actually read AI capital expenditure numbers, covering the revenue ratio, financing method, and segment-level detail.
Why AI Stocks Swing So Hard on Earnings
Markets

Why AI Stocks Swing So Hard on Earnings
How to Invest in AI Stocks: A Guide
Markets

How to Invest in AI Stocks: A Guide
How to Read an AI Earnings Report
Markets

How to Read an AI Earnings Report
Treasury Warns AI Poses Systemic Risk
Markets

Treasury Warns AI Poses Systemic Risk
Palantir Soars 93%, Karp Attacks Rivals
Markets

Palantir Soars 93%, Karp Attacks Rivals

Palantir posted 93% revenue growth in Q2 2026 and raised guidance, while CEO Alex Karp accused Anthropic and…
Big Tech AI Spending Splits Winners
Big Tech

Big Tech AI Spending Splits Winners

Microsoft, Amazon, and Alphabet gained nearly $1.5 trillion in market value during earnings week while Apple, Meta, and…
ChatGPT Nears 1 Billion Weekly Users
ChatGPT

ChatGPT Nears 1 Billion Weekly Users

ChatGPT is approaching 1 billion weekly active users, per internal OpenAI data, arriving seven months behind schedule alongside…
Senators Ask SEC to Probe Trump Media
Markets

Senators Ask SEC to Probe Trump Media

Senators Warren and Schiff have asked the SEC to investigate Trump Media's Truth API, a paid data feed…
Oracle’s Debt-Fueled AI Bet, Explained
Data Centers

Oracle’s Debt-Fueled AI Bet, Explained

A New York Times investigation details how Oracle borrowed tens of billions to fund AI data centers, with…

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