There's a $6 billion catch.
Great week. Just don't buy it for NVIDIA's sake.
Costs are heading back up, and the stock still isn't cheap
Cheap, but I want to see the margin first
Cheap on book, but it needs its premium back first
Microsoft has more options than ever, and Nebius needs it to keep buying
The next year looks covered. It's 2028 I'd worry about.
Demand is the easy part for Nebius.
The signed deal should hold, but IREN needs a lot more than that
A good week, but the debt bill hasn't gone anywhere
Japan's money helps, but the satellites still need a ride
Bigger business, same old question: When does Neutron fly?
A great week for robotaxis. The bigger news may come from SpaceX.
A big week, but the deal still hangs over the stock
It's finally building hardware, and the stock trades close to its cash
Todd Hornbeck is putting his money where his name is
Strip out the token sale, and the quarter looks a lot weaker
Even the Street's $185 is asking a lot.
That's a lot riding on one customer's next fundraise.
Don't count on a regulator to close this gap
The exposure is real, but so is the exit plan
Good news for the bondholders, at least
It's a smaller ask than it sounds.
Piper isn't budging, but the estimates under its target keep slipping
Nvidia's mess could be Broadcom's opening
The orders haven't gone anywhere
Record growth, with an asterisk
A great lease. Now it just needs one loan refinanced.
