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Meta & AMD’s $100B Deal Isn’t Supply — It’s Strategic SHIFT!

When Meta Platforms (NASDAQ:META) announced it would buy 6 gigawatts of AI computing power from AMD in a deal...

Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?

It has been a bruising few weeks for Novo Nordisk (NYSE:NVO). First came the clinical disappointment: CagriSema, the company’s...

PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset

PayPal (NASDAQ:PYPL) ripped higher on Feb. 23, 2026, after Bloomberg reported early-stage takeover interest from potential suitors. The move...

Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?

Apple (NASDAQ:AAPL) is quietly doing something big in the desert. It is using its wallet to pull more of...

Is Chevron’s Iraq Deal A Win — Or A Twelve-Month Test With Hidden Friction?

Chevron (NYSE:CVX) just slid into the driver’s seat for one of Iraq’s crown-jewel oil assets. The company signed preliminary...

Nvidia’s Earnings May Beat Again—Why The Stock Still Might Not Care!

Nvidia reports earnings this week with expectations still firmly elevated. Consensus continues to model strong revenue growth, healthy profitability,...

Google Just Expanded TPU Access — & NVIDIA Should Notice!

If you thought Alphabet (NASDAQ: GOOGL) was content renting Nvidia chips like everyone else, think again. Over the past...

ConocoPhillips Just Pruned $2B Of Permian Assets—Discipline Or HIDDEN RISK?

When ConocoPhillips (NYSE:COP) explores selling roughly $2 billion of Delaware Basin assets, it is rarely just about trimming acreage....

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...

Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign

The latest pullback in Carvana (NYSE:CVNA) has been framed by some as a routine earnings wobble. The company missed...

Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

It has been a busy stretch for Salesforce (NYSE:CRM). Fresh off a strong fiscal third quarter, the company is...

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end...