Q2 deliveries beat expectations (12,194 vs ~11,000) and Rivian raised 2026 guidance to 65,000–70,000. JPMorgan also lifted ...

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

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

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

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

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

NiceHash, the hashrate marketplace operating since 2014, has confirmed a milestone in its EasyMining solo mining service: 200 ...

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

The article ties the rally to power/data-center capex: power revenue +22% in Q1 and construction equipment +38%, with demand ...

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

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

The Iridium deal creates vertical integration (launch + spacecraft + spectrum + on-orbit comms) and should reduce third-party ...