Wolfspeed reports Q4 results on August 19 with a 932.81% borrow fee and a nine-day-old LITEON partnership. Here is who…
The $9.8B Question Behind the WBD Arb
A March 2027 trial date, a $7 million daily clock, and a March 4 end date have turned this into…
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
SMCI’s Margin Doubled. That’s the Number That Matters.
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.
$963B in Interest. The Japan Risk Nobody Is Pricing.
The CBO's August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.
Sony Is Going Fab-Light. TSMC Is the Reason.
A planned Kumamoto JV shifts Sony’s sensor model, and physical AI is the prize.
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
Doximity’s 10x Unit Economics Just Changed the Story
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote the investment case.