Q2 revenue +196% YoY, EPS $12.07 vs $9.33, and Q3 revenue guide implies >200% YoY growth. This is the “picks-and-shovels” play on inference/training scaling and supply-constrained DRAM/NAND cycles.

Buy Costco (COST) on the pullback. The CFO signaled excess cash and a special dividend as the “most effective” return method, and history suggests another one-time payout within 2–3 years. A repeat ...

The Asda deal to overhaul UK online grocery is a clear catalyst and the stock already moved, but the real edge is that it can expand Ocado’s platform usage and improve unit economics across a major UK ...

Oil prices slipped more than 1.5% on Friday as optimism grew over the US and Iran reaching a peace deal, which could ease the ...

TVL just crossed $500M (up sharply from $175M), volume is extremely hot (24h volume-to-mcap ~408%), and an ascending triangle is forming with a measured upside target near $0.2915. Anchorage’s ...

Key thesis: even if the defendant’s sentence changes, the industry will spend more to avoid “tainted evidence” and evidentiary disputes. Key Risk: Regulatory or market shift away from on-chain ...

A Danish pension fund that previously attracted attention for selling US Treasuries and exiting Tesla has said it will not invest in SpaceX, citing concerns over both valuation and corporate ...

The chart is breaking down: double-top at ~114.97 with neckline ~86.15 implies a move toward ~$58, and price is already below ...

Asian stocks continued their uptrend today, May 19, as investors adopted a risk-on sentiment amid hopes of a deal between the ...

Ethereum fell below $2,000 for the first time since March. On-metrics for Ethereum has weakend but retail sentiment remains ...

Silver extended gains on Friday, with the XAG/USD pair trading near $75.80 an ounce in Asian morning trade, as investors ...

The GDP growth revision down to 1.6% plus weaker consumer/investment revisions strengthens the case that high rates are ...