NEWS

Key Takeaways Shareholders approved a record-shattering, performance-based package that could ultimately be worth up to $1 trillion to CEO Elon Musk—cementing the largest...

Michael Burry’s Scion Asset Management disclosed large put-option positions tied to Nvidia (NVDA)and Palantir (PLTR) in its Q3 2025 13F, with roughly $1.1B notional exposure. The headlines are huge,...

Key Takeaways Royalties at new highs: Broader adoption of Armv9 and higher-value chips in data center, mobile, and edge lifted the...

Key Takeaways Rapid reversal: On Nov 5–6, 2025, Huang first said China “will win” the AI race, then clarified that China is very...

Rheinmetall (XETRA: RHM) heads into the final quarter with momentum building across its defense portfolio. Management has repeatedly signaled a...

Taiwan Semiconductor Manufacturing Co. (TSMC) has informed key customers—including Apple—that wafer prices will increase. The move follows multiple years of elevated capex,...

U.S. stocks retreated as a jump in announced job cuts stoked recession worries and pulled Treasury yields lower. Here’s what...

Qualcomm (NASDAQ: QCOM) reported fresh quarterly results that put the spotlight on three forces at once: the first commercial wave of AI...

IonQ (NYSE: IONQ) delivered a standout third quarter, coupling a sizable top-line beat with higher full-year guidance and headline technology milestones....

Palantir (NASDAQ: PLTR) just delivered another beat-and-raise quarter, and Wall Street moved quickly to refresh its models. Below is a crisp...