The Chip Suppliers Outrunning the Headlines
September 17, 2026 When Rubin clusters went live, Lumentum and Coherent outran the cloud provider...
2026
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Oracle Is Down 44% This Year. Its Cloud Numbers Say That’s Wrong.
Revenue up 30%, cloud infrastructure up 121%, and a $664 billion backlog.
Grab Just Bought a $1.49 Billion Loan Book
September 16, 2026 Grab is buying into consumer credit, and the Atome deal explains why....
Waystar Is Down Big. Now It Wants Out.
Waystar hired Evercore to explore a sale, two years after its IPO, with EQT still holding about 13% and analysts…
OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Two of the largest capital decisions in tech history are moving in opposite directions, and the divergence tells you something…
Marvell Is Up 180% in 2026. BofA Sees a $300B Market.
Most of the semiconductor complex opened Monday in the red, dragged down by Anthropic CEO...
Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Arista Just Had Its First $3B Quarter. The Next Act Is Bigger.
The switch maker that built its name in cloud data centers is now the backbone of AI infrastructure, and the…
Exelixis Gets a Three-Month Wait on Its Next Big Drug
Exelixis shares fell roughly 3.5% in pre-market trading on Friday, September 11, after the company...