Micron Targets $50 Billion Next. The Stock Trades at 7x Earnings.
HBM capacity is sold out for 2026, fiscal Q4 results land Sep. 30, and Wall Street is split on whether…
Vicor Turned a Full Factory Into a Royalty Machine
September 18, 2026 A new licensing deal may be the growth engine Wall Street has...
The Yen Fell After Japan’s Rate Hike. The Fed Gap Explains Why.
With USD/JPY above 157 and two BOJ dissenters clouding the path forward, the market’s real trade is in what the…
Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back.
Morgan Stanley's new OTA rankings use engagement data, and Expedia's 0% user growth is a warning sign.
The Chip Suppliers Outrunning the Headlines
September 17, 2026 When Rubin clusters went live, Lumentum and Coherent outran the cloud provider...
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Oracle Is Down 44% This Year. Its Cloud Numbers Say That’s Wrong.
Revenue up 30%, cloud infrastructure up 121%, and a $664 billion backlog.
Grab Just Bought a $1.49 Billion Loan Book
September 16, 2026 Grab is buying into consumer credit, and the Atome deal explains why....
Waystar Is Down Big. Now It Wants Out.
Waystar hired Evercore to explore a sale, two years after its IPO, with EQT still holding about 13% and analysts…
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…