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Nvidia’s $1 Billion Naver Investment Expands Sovereign AI

Technology & AI Ishan Majumdar -
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined to stay at the center of...

Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?

Technology & AI Ishan Majumdar -
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with investors looking for another quarter of...

Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.

Miscellaneous Ishan Majumdar -
The LENS Index added its ninth and tenth positions this week. Neither is a semiconductor. Neither tracks the Nasdaq....

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Consumer & Retail Ishan Majumdar -
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the clearest warning yet for the AI...

Nike China Strategy: Can Its Online Reset Restore Growth?

Consumer & Retail Ishan Majumdar -
Nike (NYSE:NKE) is making one of its boldest moves yet in China, and the Nike China Strategy now centers...

Tesla Q2 2026 Review: Cash Flow in Focus

Automobiles Ishan Majumdar -
This Tesla Q2 2026 Earnings Preview arrives as Tesla reports second-quarter 2026 results after the market closes on July...
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Alphabet Earnings Preview: The $190 Billion AI Test

Technology & AI Ishan Majumdar -
Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July 22, with Wall Street expecting another...

Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Consumer & Retail Ishan Majumdar -
Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence race. The Alibaba Qwen3.8 Max AI...

Intel 18A Process Faces A Crucial Earnings Test

Technology & AI Ishan Majumdar -
Intel reports second-quarter 2026 results after the market closes on Thursday, July 23, followed by a call at 5:00...

SpaceX Stock Outlook After Starship Abort

Technology & AI Ishan Majumdar -
Okay, let's talk about SpaceX for a second, because if you've been anywhere near financial Twitter (or X, whatever...

Verizon Job Cuts Signal a Wider AI and Retail Reinvention

Telecom Ishan Majumdar -
Verizon Communications (NYSE:VZ) is preparing to cut roughly 3,000 jobs while transferring 274 corporate-owned stores to franchise operators. The...

Meta AI Layoffs Lawsuit and Discrimination Claims

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) has spent years telling investors that artificial intelligence can improve products, advertising, and employee productivity. That...
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Nvidia’s $1 Billion Naver Investment Expands Sovereign AI

0
Artificial intelligence infrastructure is entering a new phase, and...

Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?

0
Microsoft reports fiscal fourth-quarter results after the close on...

Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.

0
The LENS Index added its ninth and tenth positions...

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

0
Amazon reports second-quarter results on July 30, one week...

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