Mega-Cap
Big Tech Earnings Kick Off With AI Spending in the Spotlight
Intel leads the season as investors weigh hyperscaler capex, PC demand, Apple momentum, and Nvidia’s China risk. The first wave...
AI’s Power Hunger Sparks Nuclear Revival as Tech Turns to Long-Term Energy Deals
Meta’s nuclear agreements send Oklo and Vistra soaring, signaling a broader shift in how data centers fuel the AI boom...
CES 2026: Where AI Gets Physical
Robots, chips, and bold ideas take center stage as tech’s biggest show returns to Las Vegas Welcome to 2026—and welcome...
ServiceNow Makes $7.75 Billion Bet on Cybersecurity With Armis Acquisition
Largest-ever deal aims to strengthen AI-era defenses, even as investors question deal pace ServiceNow (SNOW) announced Tuesday that it has...
Bitcoin Treads Water Near $86,000 as Macro Fears Cloud Year-End Outlook
Fed leadership uncertainty, tax-driven selling, and “whale” activity weigh on crypto sentiment Bitcoin (BTC) hovered near $86,000 on Wednesday, struggling...
Chip Giants Face Legal Firestorm Over Alleged Role in Russian Weapons
Intel, AMD, Texas Instruments, and a Berkshire-owned distributor accused of “willful ignorance” as US-made chips surface in Russian missiles and...
Nvidia Shares Climb as Trump Administration Reportedly Moves to Approve H200 Chip Sales to China
Proposed policy shift reignites debate over AI competition, national security, and the role of U.S. tech giants in China’s rapidly...
Netflix to Acquire Warner Bros. Studios and HBO in Historic $72 Billion Mega-Deal
A transformational merger reshapes Hollywood as the world’s largest streaming platform gains control of one of entertainment’s most iconic studios...
Alphabet’s TPU Chips Emerge as a Potential Trillion-Dollar Catalyst Behind Its Market Surge
Growing investor confidence signals that Google’s custom AI semiconductors may become a major new revenue engine — and a powerful...
Q3 Earnings Season Ends on a Strong Note as S&P 500 Companies Deliver Robust Growth
With earnings rising faster than expected and standout performances from tech leaders like MongoDB, investors head into December with renewed...
