Markets
Stock moves, analyst notes, and the numbers behind the hype.
13 articles
How to Read an AI Earnings Report
A practical guide to reading AI company earnings reports, covering why capex guidance, cloud growth, and free cash…
Treasury Warns AI Poses Systemic Risk
A leaked Treasury Department draft report from career analysts warns the AI boom poses systemic financial risk, a…
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
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 is approaching 1 billion weekly active users, per internal OpenAI data, arriving seven months behind schedule alongside…