Samsung Foundry Price Hike Exposes a Recovery Built on Borrowed Time
The Samsung foundry price hike of up to 15% on new orders is the most concrete evidence yet...
The Subprime Auto Crisis That Wasn’t: How Fintech Algorithms Saved the Used Car Market
Although the headline figure is truly concerning, it is not the most peculiar aspect of the auto loan...
The Tech Stock That Every Major Pension Fund in Europe Just Added to Its Portfolio in the Same Quarter
When the topic of Palantir Technologies is brought up in the conference rooms of the biggest pension funds...
The 5 Best-Performing AI Stocks in April 2026 — and the One Metric That Each of Them Has in Common
A hyperscale data center has a unique sound that is uncommon in many other industrial settings. It’s not...
How AMD’s Data Center Revenue Went From Zero to Threatening Intel’s Most Profitable Business in 36 Months
In 2017, there was a time when mentioning AMD in a hyperscale data center seemed almost absurd. The...
Shopify Stock Climbs 5% Before Earnings — But the Real Test Comes Tuesday
This week, a picture of the Shopify sign in Ottawa partially covered in snow appeared in the Financial...
VT Stock at $151: Is the World’s Index Finally Having Its Moment?
VT has an almost unyielding quality. It doesn’t pursue momentum. It doesn’t turn. It simply sits there year...
Why the Venture Capital Returns on AI Investments Made in 2021 Are Coming In Far Below Expectations
These days, when the topic of 2021 comes up in venture capital meetings, there’s a certain silence. Before...
The Three AI Stocks That Every Major Sovereign Wealth Fund Now Holds — and What That Signal Actually Means
This winter, a certain type of discussion has been taking place in private banking offices; it doesn’t quite...
Why Northrop B-21 Production Investment Matters More Than the Pentagon Is Saying
North of Los Angeles is a section of the California desert where hangars are low and unmarked, and...
The Quiet Revolution Inside Advanced Micro Devices Investment Analysis
At semiconductor conferences, late in the day, after the keynotes have concluded and the badges have begun to...