SpaceX is rated a sell, reflecting Starlink profits vs. xAI losses, a lofty $1.75T valuation, and governance red flags. Click ...

Nvidia ( NVDA) has hired lobbyist Bruce Andrews to run its government affairs office in Washington, D.C. Andrews formerly ...

Improved economic momentum and elevated inflation suggest the Federal Reserve will acknowledge the possibility of a future ...

Toll Brothers is rated Hold: order growth comes from community expansion, not demand. Click here to read more on the TOL.

Boston Scientific stock plunged ~53% on guidance cuts and WATCHMAN/EP issues, but trades cheap vs. peers. Click here to read ...

Nvidia Corporation Overweight: $305 target, 50%+ upside. Networking growth, CUDA moat vs ASICs, China optionality, $80B ...

Xbox warns of a memory/NAND shortage driving console storage costs up through 2027, signaling price hikes and layoffs.

Adobe’s Q2 was not weak on the surface, but the market no longer cares about clean beats when AI monetization remains unclear ...

Adobe stock drops after Q2 beat as analysts downgrade on CEO/CFO transitions and freemium AI pivot impacting ARR and margins.

JAB Holdings completed its systematic winddown of Keurig Dr Pepper as a core platform investment. Keurig Dr Pepper's path ...

Canopy Growth (CGC) reports Q4 results June 15. See forecasts, turnaround progress, cost cuts and valuation vs peers—get the ...

Mistral AI nears €3B funding at ~€20B valuation. Learn what it means for Europe’s AI race, chips, data centers, and 2026 ...