Nvidia Put Real Money Into DOE’s Genesis Mission. Google and Amazon Put In Far Less.
The $2.4 billion headline obscures a wide gap between firms with large commitments and those offering modest credits.
Business
Lone Pine Turned a 44% Gain Into Almost Nothing. Here Is How It Happened.
The Cypress fund's Q3 collapse shows what went wrong in crowded AI infrastructure bets.
Apple’s Home Bet Has to Do More Than Echo
With iPhone 18 Pro demand softening, Tuesday’s HomePad launch must show smart home can lift services.
Micron’s Next Quarter: $61B at 6x Forward Earnings
HBM is largely sold out for 2027. Guidance beats. The stock sits 15% off its 52-week high.
Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.
DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue.
Bank of America upgraded DraftKings to Buy Monday, saying prediction markets could add to the sportsbook, not replace it.
Lam Research Is the Chip Stock Hedge Funds Keep Buying
Smart money sees a 27% dividend hike and an Oct. 21 earnings date as reasons to reload on LRCX after…
Anglo American and Teck Face a New Kind of Merger Tax
Beijing's copper supply demand rewrites the rules for every large mining deal still to come.
What GPT-6.1 Astra’s Grounding Reveals About the Real Risk in Chip Stocks
Semiconductor investors spent years pricing capability delays. OpenAI introduced a different kind of delay.
Microsoft’s $115.9B AI Spend Finally Has a Product
A rebuilt Copilot with Code and Autopilot is Microsoft’s clearest case yet for its AI capex.