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Spot Memory Prices Are Running 4 Times Contract Prices. That Is Not What a Cycle Peak Looks Like.
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Lilly Launches Foundayo in the UK as NICE Review Continues
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Guardant Health Faces a $245 Million Patent Judgment, But Its Newer Tests Could Offer Protection
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Alibaba’s Wan3.0 Expands Its AI Ambitions, Could Shareholders Be Paying the Bill?
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Five Below (FIVE) Reported Sales Growth and Authorized a $600M Repurchase Program. Can Recovery Fund Expansion and Capital Returns?
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DocuSign (DOCU) Raised IAM’s Share of ARR to 15%. Can Platform Mix Lift Total ARR Growth Beyond Single Digits?
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UiPath (PATH) Grew ARR 12% as Net Retention Rate Reached 109%. Can Agentic Automation Reaccelerate Expansion?
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Aehr Test Systems (AEHR) Climbs 13%; Hedge Fund Holdings Rocket by Eightfold
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Asana (ASAN) Reached a 10% Non-GAAP Operating Margin. Can Agentic Products Restore Expansion?
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Toro Co (TTC) Grew Third-Quarter Sales 8.4%. Can Residential Gains Offset Professional Margin Compression?
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Ambarella (AMBA) Grew 2Q Revenue 13.2% and Signed 7-Year Channel Agreements. Can Edge-AI Scale Reverse Margin Compression?
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ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?
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Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck?
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He Doesn’t Want a Data Center 400 Yards From His Home, but One Is Coming Anyway. Dave Ramsey Says, ‘The Drama Is Always Worse Than The Reality’
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Immatics and 4 More Stocks See Action From Activist Investors
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Marvell Raised Its Outlook but Fell as Google Chip Revenue Stayed Distant. Has the AI Payoff Been Priced In? (Ready for review)
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Jim Cramer Thinks This Struggling Stock Could See A “Big Earnings Acceleration”
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Jim Cramer Might Have Revealed A Major Hidden Nuclear Stock As Part Of His Discussion Of Materials & Chemical Companies
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TiVo OS Added Generative AI Discovery. Can Xperi Take Share From Roku Without Owning the TV Screen?
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Nasdaq Bought an AI Due-Diligence Platform as ICE Built Private-Credit Intelligence. Which Data Moat Is Deeper?
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Ambarella Beat Estimates but Fell as NXP Buyout Talk Lingered. Is the Edge-AI Upside Already Priced In?
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PlusAI Picked a SPAC to Fund Its 2027 Autonomous-Truck Launch. Is Aurora Already Too Far Ahead?
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Quanex (NX) Expanded 3Q Margins and Repaid $42M of Debt on 1.3% Sales Growth. Can Execution Outrun Soft Volumes?
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Pasqal (PSQL) Has $360M to Scale From Seven Quantum Systems. Is €16.5M of Revenue Enough to Support the Road Map?
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Jim Cramer Highlights AeroVironment’s (AVAV) Steep Competition
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‘Somebody Dangled a Carrot and Now You’re the Horse’: Ramsey to 21-Year-Old Eyeing $198K Sales Job
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Wall Street financier seizes on Treasury Secretary Bessent’s debt warning
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The Only Account the IRS Never Taxes Going In, Growing, or Coming Out: 3 ETFs That Belong Inside It
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Why Is Dogecoin Down?
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TikTok’s Parent Company Just Borrowed $30 Billion to Go All-In on AI
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