Intel Q4 2025: revenue dips, DCAI grows, 18A ramps; cautious Q1 guide as supply tightens
Intel closed 2025 with mixed results: top line slipped year over year as Client softened, but Data Center & AI...
Microsoft wins $170.4M U.S. Air Force cloud task order; Azure deepens defense foothold
Microsoft has secured a $170.4 million firm-fixed-price task order to deliver Azure cloud services for the U.S. Air Force’s Cloud...
Nvidia’s Jensen Huang at Davos 2026: “largest infrastructure buildout in human history”
Nvidia CEO Jensen Huang used the World Economic Forum stage in Davos on January 21, 2026 to make a blunt...
Gold Blasts Through $4,700; Silver Tops $95 as “Greenland Tariffs” Ignite Safe-Haven Stampede
Key takeaways: Spot gold ripped to fresh record highs above $4,730/oz on January 20, while silver pierced $95/oz for the first...
Netflix Q4 2025 Earnings Preview: What to Expect Tomorrow
The Short Version Netflix is set to report Q4 2025 results on January 20, 2026. Street consensus points to strong double-digit revenue growth, modest...
Copper & Uranium 2026: Targeted Commodity Exposure for the Electrification Decade
In 2026, electrification and nuclear life-extensions turn copper tightness and uranium term contracting into targeted, cash-visible commodity trades. Thesis &...
Power, Utilities & the AI Energy Grid 2026: Investing Where Electricity Becomes the Bottleneck
As compute demand surges, electricity becomes the governing constraint in 2026, turning regulated utilities, grid equipment, and data-center power/thermal into...
PayPal x Paychex: Early Paychecks Land in Employees’ Wallets—Here’s Why It Matters
Date: Thursday, January 8, 2026 (Europe/Berlin) PayPal and Paychex have struck a partnership that lets employees of Paychex client companies receive...
Google’s Gemini appears to gain ground on ChatGPT – what it means for 2026
A December read-through from a major sell-side house indicates Google’s Gemini likely narrowed the gap with ChatGPT on key public adoption metrics. While a...
SMX (Security Matters) stock snaps into focus as 2026 begins with funding runway and post–reverse split recalibration
Quick take SMX (NASDAQ: SMX) kicked off 2026 with fresh messaging around execution, a secured capital base, and a tighter go-to-market...