Michael Burry, the investor who famously predicted the 2008 financial crisis and shorted the US housing market before it collapsed, has turned his att.
In a Feb. 18 note, UBS credit strategists said such increases imply a $40 billion to $50 billion ramp-up in borrowing from hyperscalers, pushing public market debt issuance to between $230 to $240 ...
One of the smartest investors you could follow is Seth Klarman. He runs the private investment partnership Baupost Group and ...
To say Nebius will be the next Amazon is a fairly large stretch. Amazon is doing quite well, and there are no signs of it ...
This division is contributing a much larger share of the company's sales and profits these days.
Before we get to what’s coming this week, let’s take a moment to honor the company that has honed the power of magical thinking. That would be OpenAI, whose latest long term revenue and profit ...
Amazon dethroned Walmart as the world’s top company based on their respective sales in 2025 after 13 years of the Bentonville ...
Pershing Square initiated an Amazon position in 2025, citing cloud growth and retail margin potential. Read the full analysis ...
Advertising remains a high-growth segment, with a 22% year-over-year increase in sales in the fourth quarter, right behind ...
Big Tech’s rapid data center expansion is driving an aggressive recruitment push into the energy sector, intensifying competition for skilled workers and reshaping the global power landscape.
In a tiny Indiana town, massive artificial intelligence data centers were pitched as economic saviors. So far, residents say the results are mixed.
My father graduated from what's now Ouachita Baptist University in spring 1948. He was 23. His college experience had been interrupted by two years of service in the Army Air Corps during World War II ...