Nebius delivered category-defining results, but investors fixated on a mild revenue miss. Let’s unpack the full story.
Big Tech volatility, hawkish Fed commentary, and global slowdown signals collide
Talks with Novo Nordisk are back, GRAIL is in the mix, and Hims is building a healthcare empire one subscription at a time.
Nvidia tumbles, data goes dark, and markets relearn that momentum needs proof.
As rivals slow, Reddit’s engagement and monetization climb — and Wall Street might be missing one of tech’s most overlooked compounding stories.
Amazon and AI infrastructure lead a market rally as global trade optimism returns.
Record growth and surging members prove SoFi’s evolution is no longer just a story.
From banks to AI, more sectors are joining the climb as the Fed’s pivot nears.
A brief SEC scare can’t hide the fact that AppLovin is now the most efficient adtech engine in the market.
From tech resilience to credit fragility — investors navigate a week where hype met hard data.
Surging revenue, expanding margins, and a new AI engine under the hood.
The S&P slides 2.7%, insiders move billions, and investors learn to trade through the noise.