META Reports July 29. The Stock Is Down About 29% and Is Plotting a Cloud Business Nobody Expected.
A $125B-$145B capex bet is either the worst trade in tech or the birth of the next AWS.
Category: Top News
Broadcom Is Down 25% From Its High. The AI Numbers Say Something Different.
Custom chip revenue just grew 143% year over year. The selloff may be the opportunity.
Micron Just Reported the Most Profitable Quarter in Memory History. The Stock Is Still Cheap.
Revenue quadrupled, margins hit 81%, and $100 billion in locked contracts just rewrote the memory cycle.
Big Oil Just Became the Backbone of AI
The Chevron-Microsoft deal rewrites who benefits from the data center buildout.
The Homebuilding Consolidation Nobody Saw Coming
Berkshire just paid $8.5 billion for a homebuilder. Four Japanese firms bought U.S. builders in five weeks. The remaining public names are pricing almost none of this in.
Tesla Is Down From Its High. Q2 Deliveries Could Change Everything.
The robotaxi story is real. Whether the stock has already priced it in is the only question worth asking.
Broadcom’s $100 Billion AI Roadmap Is Now the Trade — Here’s What the Numbers Actually Say
AVGO just posted record revenue and a $30B+ backlog. The real question is what the market has already priced in.
The Chip Nobody Talked About — Until Jensen Huang Said Four Words
Marvell Technology is no longer flying under the radar, and the case for owning it goes well beyond one speech.
GSK Just Paid $10.6 Billion for This Precision Oncology Bet — Here’s What It Signals
The Nuvalent acquisition is the biggest biopharma deal of the week — and it’s rewriting the playbook for lung cancer investing.
Anthropic’s Near-Trillion Dollar IPO Filing Is Repricing Everything. Here’s What Investors Actually Own.
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.