OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Two of the largest capital decisions in tech history are moving in opposite directions, and the divergence tells you something…
Marvell Is Up 180% in 2026. BofA Sees a $300B Market.
Most of the semiconductor complex opened Monday in the red, dragged down by Anthropic CEO...
Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Arista Just Had Its First $3B Quarter. The Next Act Is Bigger.
The switch maker that built its name in cloud data centers is now the backbone of AI infrastructure, and the…
Exelixis Gets a Three-Month Wait on Its Next Big Drug
Exelixis shares fell roughly 3.5% in pre-market trading on Friday, September 11, after the company...
Box Rates to L.A. Are Up 12% in a Month. Retailers Are Paying.
Carriers are trimming capacity as Shanghai-Los Angeles freight hits $7,352 per container, squeezing importers racing to beat China’s National Day…
Skyworks Is at a 52-Week High. The Qorvo Merger Is Why You Keep Buying It.
With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009.…
J&J’s Surgical Robot Is in Operating Rooms. Its Device Business May Never Be the Same.
Wall Street has spent the better part of two years focused on one problem at...
Bloom Energy, Everpure, and Illumina Face the Quarter’s Biggest Forced Flow
Friday is quadruple witching. Monday the S&P 500 swaps out three names. Here is who carries the buying pressure and…
Coinbase Is Already Building the Post-CLARITY Future. Tuesday’s Vote Could Price It In.
The Senate cloture vote on September 15 is a binary event for COIN, and the stock has barely moved to…