AWS growth +37% with margin expansion to ~39% proves AI/cloud spend is paying off, and the stock’s rally is justified by ...
Key risk: price chops sideways or mean-reverts below $4.80, and implied volatility collapses, making calls lose value even if ...
Asian stocks surged on Friday as strong results from Microsoft and Amazon revived confidence in artificial-intelligence ...
Thesis: $4,000 is acting like a valuation floor—buyers keep stepping in on dips, turning the $4,000 level into a “buy line” ...
Tesla stock jumped after more reports of a SpaceX merger emerged. WSJ reports that Tesla wants to separate its Chinese ...
Setup: silver is below the 20-day EMA (~$58.91) and near $58.5, but the article flags a likely 2026 physical deficit (~67Moz) ...
If AI capex is still the dominant theme, NVDA is the cleanest beneficiary of the same forces that are hurting Apple: ...
Taylor Wimpey stock dropped after the company slashed its distributions. The company is facing major headwinds amid UK housebuilding sector woes. Taylor Wimpey will reduce its payouts to investors to ...
Samsung Electronics stock surged 25% on Friday, while SK Hynix climbed nearly 28%, powering a rebound in South Korea’s stock market. The KOSPI jumped more than 16% and triggered a trading halt after ...
AWS is the profit engine and the AI compute demand is still outstripping supply. Revenue +37% and the fastest growth in 18 quarters, plus contract backlog up to $496B, confirm durable enterprise AI ...
Buy Palantir (PLTR) into Monday’s earnings. Setup: revenue growth is expected to re-accelerate (80% YoY to ~$1.81B) with government strength (defense spending tailwind; gov revenue +85% last quarter) ...
The article shows power/energy sales up 22% and profit up, plus a record $63B backlog (+79% YoY). With construction also growing and analysts expecting 16% revenue growth in the next quarter, earnings ...
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