Analysts lifted targets on improving momentum and AI-driven security demand, and the CyberArk $25B deal directly expands ...

The news puts IREN in Anthropic’s shortlist for a 1.4GW Australia data-center procurement, alongside top peers. That’s a ...

AMD also has fresh upside catalysts (Wells Fargo target bump and a design win with Turing), which should keep earnings ...

If Israel blocks the current structure, Hapag-Lloyd still has a strong strategic rationale to pursue ZIM via a revised deal ...

The company just proved it will monetize BTC to fund preferred obligations, and the new framework formalizes “two-way risk” ...

Morgan Stanley’s pivot is from “chip winners” to hyperscalers with AI infrastructure optionality. MSFT has the strongest mix ...

Second-order: record open interest means more traders are already positioned; if price holds near highs, longs tend to get ...

The news is a double catalyst: robotaxi expansion to Miami (July 3) keeps the autonomy narrative alive, and the delivery print beat expectations (480,126 deliveries; +25% YoY) plus strong energy ...

This score is generated through AI-driven analysis of the article's content. Buy Oracle (ORCL). The sell-off looks overdone ...

The article flags bearish divergence and a Wyckoff distribution-to-markdown setup, with RSI collapsing (81→46) and price far ...

That’s a multi-year revenue visibility boost and should keep demand resilient even if the broader chip trade gets choppy.

A 20-year Anthropic lease for ~400MW starting 2H’27 is a direct demand signal for hyperscale AI power, and it monetizes ...