Saturday, 14 November 2026
Independent coverage of global markets, trade and finance
Applied Digital Corp (NASDAQ:APLD) is one of the best data center stocks to invest in according to billionaires. Applied Digital shares have gained around 57% year-to-date and have surged more than 245% over the past 12…
In yet another sign that the paper oil market may be too complacent about the magnitude of the supply disruption in the Middle East, trades have been boosting their short positions in oil futures for most of the past tw…
We live in a dangerously synthetic world. Scalper-style traders reportedly generated significant profits on suspiciously timed oil trades surrounding Iran war developments in Q2.
Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Visa (NYSE: $V) is bringing AI-agent payments, tokenized deposits and stablecoin settlement into the same commerce roadmap, framing programmable money as part of the next upgrade to its global payments network.
Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Parabilis Medicines just broke the record for the largest venture-backed biotech IPO, only weeks after Kailera Therapeutics took the crown. Shares of the cancer biotech company closed their first day of trading at $31.6…
OpenAI's IPO filing has drawn reactions from prominent analysts, commentators and AI leaders who see the listing as a defining moment for the rapidly growing AI sector.
Vertiv Holdings Co (NYSE:VRT) is one of the best data center stocks to invest in according to billionaires. In the past six months alone, Vertiv shares have gained more than 63%. The shares have surged more than 175% ov…
Broadcom (NASDAQ: AVGO) was one of the better-performing artificial intelligence (AI) stocks of 2026, up by almost 40% year to date -- until June 3, when it reported its fiscal Q2 earnings. Following that report, Broadc…
Last quarter, AI semiconductor revenue hit $10.8 billion, up 143% year over year. Management expects that to reach $16.0 billion this quarter, a jump of more than 200%.
Mark Witkowski: Thanks, Landon, and good morning, everyone. Thanks for joining us today. Before getting into the details of the quarter, it's helpful to frame the broader demand backdrop. The fundamental drivers of wate…
Senior Vice President, Investor Relations and Business Development — Brian Johnson
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While the historic antagonism between China and the U.S. appears to be morphing into a sort of “co-opetition” complete with photo ops (1), potential trade agreements (2) and some progress towards recognizing shared goal…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
IonQ outpaced SPY by 19% over 30 days, while Polymarket assigns 54.5% odds the US government takes a stake by year-end.
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…