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…
Business
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.
Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Washington Gave Beijing Two Months. That’s a Warning.
Bessent’s short Busan extension keeps pressure on China until Jan. 10.
Wendy’s Biggest Franchisee Just Went Bankrupt. Is Your ‘Safe’ Fast-Food Stock Safe?
The Meritage collapse exposes a fault line beneath fast-food defensiveness.
Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
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…
Skyworks Is at a 52-Week High. The Qorvo Merger Is Why You Keep Buying It.
With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009.…