Sandisk's capital efficiency is exceptional, with Q3 capex at just 1.4% of revenue, supported by the Kioxia partnership. Read ...

China’s quantitative hedge funds reportedly saw some of their steepest drawdowns last week as a local market rout deepened ...

Netflix maintains industry leadership, leveraging scale and tech investment, with ad revenue and live events as emerging ...

Hewlett Packard is transforming into a leading AI infrastructure company, poised to benefit from surging enterprise AI demand ...

Coca-Cola now trades at a premium 26x forward P/E, about 69% above peers, suggesting muted upside from current levels. Read ...

ICE Brent broke above US$90/bbl this morning with no let-up in the escalation in the Persian Gulf. The issue for the oil ...

British startup CuspAI launched the AI Materials Foundry on Monday, a 48-member coalition comprising prominent technology, ...

Netflix has shifted from a momentum FAANG leader to a bear market laggard, down ~25% YTD. Read why I downgraded NFLX stock to ...

Netflix offers a generational buying opportunity after a 50% decline, trading at historic low multiples and 52-week lows. See ...

Treasury bill issuance hits $80B, draining liquidity and pressuring risk assets like NASDAQ/SMH. Click for an updated market ...

Shares of Alibaba rose as much as 5.4% in Hong Kong on Monday after releasing a preview version of its flagship Qwen 3.8 Max ...

Boutique asset manager, Affiliated Managers Group, Inc. advanced during the quarter, with strong momentum in its alternatives ...