Microsoft's Q4 showed that the AI CapEx story is beginning to look more like future operating leverage than margin pressure.

The Warsh-led Fed may let markets drive long-term Treasury yields as the yield curve steepens—impacting financial conditions ...

Microsoft Cloud revenue is at $59.3 billion in Q4, growing 27% YoY, bringing total annual Microsoft Cloud revenue above $214 ...

T1 Energy surges after saying it entered into agreements with a group of investors to sell $120M of 4.75% convertible senior ...

AGCO (AGCO) stock drops after cutting 2026 sales and earnings guidance on weak farm demand, cautious spending and tariffs.

Hilton Grand Vacations (HGV) shares plunge after Q2 miss: contract sales and VPG fall, costs rise, and guidance holds.

AMC CEO Adam Aron backs Paramount Skydance’s $110B Warner Bros. Discovery deal, urging approval despite AG lawsuits.

Palantir faces a major revaluation as AI competition tightens. Sky-high P/E and $290–300B valuation risk compression. Click ...

PFFA offers a 10% yield via preferred stocks, but NAV and sustainability risks exist due to realized gains and sector ...

The cost of AI inference at a constant level of model performance fell roughly tenfold a year between 2021 and 2024, a factor ...

Bitcoin has now closed below its 200-day moving average for 270 consecutive days, marking its fourth-longest streak ever ...