Category: Business

NATO rearmament, Middle East operations, and a record U.S. defense budget have defense names flying. The primes look crowded. The drone plays don’t.

ORCL is the most important print of the week. Here’s what the numbers actually mean.

The power bottleneck is the most underpriced constraint in the AI buildout — and utilities are finally getting noticed.

The Dow hit a record 51,561. The Nasdaq barely moved. That divergence is the trade setup traders need to understand right now.

The sector that lagged tech for two years is quietly building one of the best fundamental setups in the market.

Jensen Huang’s trillion-dollar declaration at Computex 2026 ignited MRVL’s biggest single-day gain ever. The trade is real. The valuation debate is just getting started.

UiPath’s fiscal Q1 results did more than beat estimates. They reframed the entire debate about where AI-native automation fits inside the modern enterprise stack.

Why IonQ Is Emerging as the Stock to Watch in the Next Phase of Computational Power

49% revenue growth. 84 million active buyers. A fintech arm expanding at 87%. The opportunity is hiding in plain sight.

85% revenue growth. $1.63B in Q1. A Rule of 40 score of 145%. The question now is whether the multiple makes sense — or has already been answered.