CoreWeave’s Revenue Backlog of $104B Drives a 14% Stock Surge
CoreWeave’s revenue backlog hit $104 billion at the close of Q2 2026, and the market liked what it...
Tesla’s Japan Network Expansion Hits 60% as Sales Shatter Records
Tesla’s Japan network expansion is accelerating at a pace the company’s own infrastructure was not built to handle,...
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...