Cerebras Lands $10 Billion OpenAI Deal in Challenge to Nvidia
TLDR Cerebras Systems landed a contract worth over $10 billion to supply OpenAI with computing power through 2028. The deal provid...
Daily Market Update: Bitcoin and Stocks Diverge as Geopolitical Tensions Impact...
TLDR Bitcoin held above $96,000 on Thursday after rallying 6% over the past week, while total crypto market value reached $3.25 tr...
QCP Says Bitcoin’s Finally Waking Up After Lagging Stocks and Gold
Bitcoin pushes through $95,000 resistance to reach $97,000 as the digital asset finally aligns with broader risk-on sentiment, tho...
Why Peter Thiel Just Sold All His Nvidia Stock for Apple and Microsoft
TLDR Billionaire Peter Thiel completely divested from Nvidia and most of Tesla in Q3 2025, shifting capital to Apple and Microsoft...
Oracle (ORCL) Stock: Top Analyst Sees 48% Upside After Recent Sell-Off
TLDR Oracle stock dropped nearly 33% since late September, prompting KeyBanc to call it undervalued KeyBanc maintains Overweight r...
Arista Networks (ANET) Stock: 5% Jump Fueled by AI Switch Demand and Analyst Upg...
TLDR Arista Networks stock rose 5.3% on Tuesday to close at $129.93 Piper Sandler upgraded the stock citing improved visibility in...
Microsoft (MSFT) Stock: The Cloud and AI Numbers That Have Analysts Bullish
TLDR IT budgets expected to grow 5.3% in 2026, up from 4.6% in 2025, according to KeyBanc survey of resellers 30% of respondents e...
Wells Fargo (WFC) Stock: Earnings Miss Sends Shares Down After Strong 2025
TLDR Wells Fargo missed Q4 profit estimates with earnings of $1.62 per share versus expected $1.67 per share Net interest income o...
Bank of America (BAC) Stock: Consumer Spending Drives Earnings Beat
TLDR Bank of America reported Q4 2025 profit of $7.6 billion, up 12% year-over-year, beating analyst expectations at $0.98 per sha...
Huawei Reclaims Top Spot in China’s Smartphone Market, Edging Out Apple
TLDR Huawei regained the No. 1 spot in China’s smartphone market with 46.7M units shipped, surpassing Apple. Despite a 1.9% drop i...