Snap Stock Sits Near Multi-Year Lows. Evan Spiegel Says That’s the Least of Tech’s Problems
From the street, a building in Santa Monica doesn’t seem like much. It’s a low-key, beachfront location where...
Inside the Oklo Stock Frenzy: How a Pre-Revenue Nuclear Bet Became a $11 Billion Question
Oklo’s headquarters are located in a section of an office park in Santa Clara. From the outside, it...
Coinbase Stock Slides Below $185 — And Wall Street Can’t Agree Why
Coinbase closed poorly on Friday. If you had been watching the ticker that afternoon, you would have seen...
Inside Mark Cuban’s Investment Performance — From “I’ve Gotten Beat” to $250 Million
Investor forums continue to circulate a clip from the Full Send podcast from 2022. Leaning back and sounding...
Why the 10 Year Treasury Yield Just Became the Most Watched Number in America
This week, a junior analyst on a lower Manhattan trading floor most likely witnessed the 10-year Treasury yield...
The Reason Goldman Sachs Just Upgraded Three Technology Stocks Nobody Expected Them to Touch
When a research note that no one quite anticipated appears on a trading floor, a certain kind of...
Why Nvidia’s Next Earnings Report Will Either Validate or Destroy the Current AI Infrastructure Investment Thesis
The afternoon before Nvidia releases its earnings, a certain silence descends upon trading desks. You can almost feel...
The Fintech Company That Is Processing More Transactions Than PayPal and Still Has a $4 Billion Market Cap
Walking through downtown Oakland and discovering that the modest building next to Broadway is owned by a business...
Micron Stock Price Just Crossed $746 — And Wall Street Can’t Stop Talking About It
A memory-chip fabrication plant has a certain stillness that you only truly notice when you’re standing close to...
The SpaceX IPO Investor Windfall That’s About to Reshape American Wealth
For the majority of the last twenty years, SpaceX has been one of those businesses that almost no...