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Dan Loeb's Third Point disclosed holdings in Hut 8 shares and Riot Platforms debt. The article highlights execution risks in both firms' AI infrastructure buildouts, noting Riot delivered 25 megawatt…
An Iranian lawmaker declared the Nuclear Non-Proliferation Treaty non-binding amid ongoing US strikes. While no formal withdrawal has been filed, geopolitical tensions pushed Brent above $109, while …
Despite rising macro headwinds including elevated oil prices and potential Fed rate hikes, historical data suggests timing market crashes is ineffective. Long-term investors are advised to hold quali…
Netskope posted strong Q2 results, with ARR surging 27% to $899 million and raised full-year guidance fueled by AI security demand. However, free cash flow remained negative at $29.8 million, roughly…
Emerald AI secured $150 million with backing from NVIDIA to address AI data center power constraints. Partnering with Digital Realty, they are developing a 100-megawatt Virginia facility due online t…
Dividend growth ETFs like SCHD have outperformed the broader market, driven by higher interest rates favoring cash-generative companies over long-duration growth. However, this outperformance is cycl…
Analysts evaluate portfolio allocations for investors amid record stock highs and rising bond yields. Historical data indicates that buying the S&P 500 at all-time highs carries low long-term risk of…
Stock index futures face headwinds as upcoming Federal Reserve rate hike expectations, rising Treasury yields, and elevated oil prices pressure equities. However, selective names like Apple emerge as…
Stocks continue to struggle under pressure from climbing oil prices and rising Treasury yields ahead of an upcoming Federal Reserve meeting. Despite market headwinds, Apple and Moderna are highlighte…
Electrum released version 4.8.2 to fix a critical backup vulnerability affecting select Lightning wallets using non-deterministic keys. The update hardens codebase security, improves key validation, …
ClearBridge strategists argue the S&P 500 rally remains resilient despite rising 10-year Treasury yields, citing strong corporate earnings and real economic growth. Historically, strong performance t…
ClearBridge Investments strategist Jeff Schulze argues that robust corporate earnings and solid economic growth will support S&P 500 momentum despite climbing Treasury yields, highlighting that stron…
Strategy CEO Phong Le clarified that the firm's 'never sell' Bitcoin stance was purely marketing, not formal board policy. The company would sell BTC if necessary to secure bank credit or prevent ins…
Asset managers and institutions like BlackRock and Bitwise argue investors should consider replacing underperforming government bonds with Bitcoin. Facing surging US debt and negative real bond retur…
Apple unveiled its first foldable smartphone, the $2,000 iPhone Duo, alongside the iPhone 18 Pro series featuring high-performance A20 Pro chips. The launch sparked significant attention from crypto …
Solana Mobile disclosed that its third-party email service provider Brevo suffered a security incident affecting customer accounts. Solana Mobile disabled the account and found no evidence of unautho…
Solana Mobile disabled its Brevo email marketing account following unauthorized access at the third-party provider. The company stated no unauthorized emails were sent and clarified it never requests…
Anthropic is reportedly in talks with Nvidia regarding a potential $10 billion investment ahead of a record-breaking IPO. The deal would strengthen ties between the chipmaker and a major AI customer,…
Nvidia director Mark Stevens sold 1 million shares worth $235.64 million, representing 3.42% of his stake. Tesla CFO Vaibhav Taneja also sold $938,419 in stock. Across the broader market, insiders sh…
This article explores the restaurant origins of Nvidia and Reddit. Nvidia co-founder Jensen Huang conceived the company at a Denny's, while Alexis Ohanian founded Reddit after an epiphany at a Waffle…