The Claude maker confidentially filed its S-1 at a $965B valuation. The real story isn’t Anthropic — it’s what this does to the listed AI complex.
Marvell Technology (MRVL) may be the most important chip company most investors still haven’t fully priced.
Q1 blowout, raised guidance, oral GLP-1 coverage expansion — LLY is redefining what a pharmaceutical platform looks like.
Jensen Huang called MRVL “the next trillion-dollar company” — what that actually means for investors
Newmont just posted $3.1 billion in free cash flow in a single quarter. The market hasn’t fully noticed.
The cybersecurity leader crossed $5 billion in ARR and announced a 4-for-1 stock split. The post-earnings selloff may be the setup.
Before Anthropic trades publicly, there’s already a trillion-dollar infrastructure play sitting in plain sight
The Dow hit a record 51,561. The Nasdaq barely moved. That divergence is the trade setup traders need to understand right now.
Jensen Huang’s trillion-dollar declaration at Computex 2026 ignited MRVL’s biggest single-day gain ever. The trade is real. The valuation debate is just getting started.
MCHP’s first formal data center revenue disclosure set off a 12% move. Here’s what the numbers actually mean.
