Earnings
Cerebras Earnings Beat But Stock Falls
Cerebras posted Q1 revenue of $193.4 million, a $10 million beat, yet shares plunged 15% after the company guided for gross margins of 36% …
Alana Hill
More from Alana Hill
Earnings
Memory Squeeze May Lift Micron Earnings Through 2028
Cantor Fitzgerald's CJ Muse argues the memory cycle peak is further out than most investors model, with supply tighter in 2027 than 2026. Micron …
Markets
Oil Prices Drop to Pre Iran War Lows
Brent crude fell nearly 5% to $73.50 a barrel on Wednesday, the lowest since before the Iran war began. National gas prices sit at …
Technology
Dow Jones Drops Verizon, Adds Near-Monopoly June 29
Alphabet's Class A shares are replacing Verizon in the Dow Jones Industrial Average on June 29. The data behind that decision — share price …
Earnings
Premium Freight Lifts FedEx Revenue
FedEx beat Q4 earnings expectations with $25 billion in revenue — up 13% — and a record four-year adjusted operating margin of 7.7%, fueled …
Technology
China Black Market Nvidia AI Chip Prices Double
Nvidia AI chips are reportedly trading at more than double standard prices on China's black market. The steep premium is a direct reflection of …
Markets
Bourbon and Beer Maker Files Chapter 7, Shuts Down
Craft beer production fell 5.1% in 2025 as Americans drink less and spend more carefully. Goodwood Brewing joins a growing list of Chapter 7 …
Technology
Dye & Durham CEO Steps Down, Board Takes Control
Dye & Durham CEO George Tsivin has stepped down after about a year, with no reason given. A board sub-committee takes over operations while …
Crypto
Trillion-Dollar AI Shockwave Nobody Is Ready For
Bitzero signed a binding 15-year, $2.6 billion lease with OneQode for 110 MW in Norway, yet still trades near $339 million. We break down …
Technology
SpaceX vs. Nvidia: Which AI Stock Wins
SpaceX now owns xAI, but does that make it a better AI bet than Nvidia? The valuation math, revenue growth, and diversification scorecard point …
Technology
Buffett's Top AI Stock to Hold Forever
Berkshire Hathaway has crossed $30 billion in Alphabet exposure after Greg Abel closed a $10 billion private placement. Here's what the numbers behind Alphabet's …