Curated editorial picks and in-depth analysis from our team — examined from every angle.
For twelve weeks, nobody could answer the question behind POET's biggest deal: who is Lumilens? On August 6th, the customer stepped out of stealth at $5.51B.
Anthropic launched Opus 5 Friday, claiming near-Fable 5 performance at half the price while security breaches raise regulatory risk. Here's what investors should watch.
More than 20 tech leaders, including MSFT and NVDA, warned on July 24, 2026 that restricting open-weight AI models risks concentrating power. Here’s what investors should watch.
Average Americans spent $19,179 on long-term care in their final decade. Rising costs and a caregiver shortage threaten estates, creating investable opportunities in home health, REITs, and Medicare Advantage.
An FDA advisory panel voted to permit compounding of BPC-157 and KPV, potentially opening a $3.3B market. Investors should weigh telehealth winners and compounding suppliers.
The White House will impose 10%–12.5% tariffs on imports from 60 trading partners under Section 301, replacing a temporary 10% duty set to expire Friday.
Intel reported $16.1B in Q2 revenue, up 25% YoY, with EPS $0.42. Strong AI-driven data-center demand and CCPG resilience make INTC a legit rebound play.
Microsoft is shifting more workloads in Copilot and Excel to in-house MAI models to cut costs and own product optimization, a move that could widen MSFT margins.
A tech-led rout erased roughly $400B after Alphabet raised 2026 capex to $205B and Tesla dropped 14%. Investors must reprice AI spending versus near-term margins.
Alphabet raised 2026 capex to $205B. How the photonics rally in COHR, LITE, AAOI, and POET maps to the AI buildout, and what to watch into August 12.
A Portland jury awarded $19,730.52 plus at least $7.5M in punitive damages to a former Nike engineer. We analyze the financial and operational implications for NKE investors.
Kroger-linked recall of 1.6 million dozen eggs raises food-safety and supplier-risk questions. We quantify the exposure and name tickers to watch.
A recall of almost 1.6 million dozen eggs, equal to 19.2 million eggs, is a small share of supply but a clear test for Kroger (KR) and suppliers. Here’s what investors should watch.
EU hits Google with €460M and €430M fines under the Digital Markets Act, forcing changes to Search and Play. Small hit to earnings, big signal on future enforcement.
Alphabet raised 2026 capex to $205B while photonics startup Lumilens hit a $3.6B valuation. Inside the optical supply chain, including POET Technologies.
A U.S. judge issued a 14-day restraining order halting the Paramount-WBD deal after 12 state attorneys general sued, creating immediate risk for WBD and PARA investors.
Retail investors are shifting out of the Magnificent Seven into chip and memory suppliers. We break down why, the risks, and the tickers to watch.
Domino's Q2 revenue of $1.19B beat estimates, powered by franchisee supply-chain purchases while U.S. same-store sales rose just 0.1%, the weakest in five quarters.
U.S. spot Bitcoin ETFs returned $75.7M last week after two months of outflows, following a prior $197.4M inflow and a $424.7M one-day withdrawal.
Jersey Mike's set a $21-$25 IPO range for 43.5M shares, aiming to raise up to $1.09B. With 3,300+ US locations, this franchised model tests appetite for pricey restaurant IPOs.
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