NEWS

Crude trades into the Feb 9–13 window with three drivers stacked in a tight sequence: mid-week stock data, a fresh...

After a once-in-a-generation melt-up and equally breathtaking flush, precious-metal traders head into the week of Feb 9–13 trying to separate...

Markets step into the Feb 9–13 stretch with two force-multipliers: a heavy data slate—headlined by U.S. January CPI—and fresh political...

Market snapshot (as of Feb 8, 2026): Bitcoin has fallen roughly 45% from its early-October all-time high, dragging the broader crypto complex...

It was a week that began with Europe pressing to fresh highs, detoured through an AI-spending panic, and ended with...

Jensen Huang calls today’s AI wave a once-in-a-generation infrastructure cycle spanning chips, data centers, energy, networking, and software. That view underpins...

Thesis: The claim that Amazon’s free cash flow (FCF) could turn negative while Alphabet’s stays positive is plausible—but not guaranteed. Both companies are in the...

Microsoft is heading deeper into the AI infrastructure spending cycle, but BNP Paribas argues the company’s free cash flow (FCF) profile...

Global semiconductor revenue is now within striking distance of the trillion-dollar mark. After a powerful rebound in 2025, industry sales...

Amazon.com, Inc. is signaling a step-change in investment to capture surging demand for AI infrastructure. Management outlined a plan to deploy...