Analyst warns software stock has an $18B problem
Bending Spoons has built its public-market story around acquisitions, but Bank of America says investors may be expecting far more dealmaking than the company can realistically fund. In a note…
Apple’s next iPhone battle just got more complicated
Apple (AAPL) is preparing to undertake a pretty unpleasant AI test. Google has unveiled the Pixel 11 series. With Gemini Intelligence incorporated much more deeply into the smartphone experience, it…
Arm ARM stock prediction: $412 bull case vs $158 bear case
The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the mistake matters if you are trying…
Intel INTC stock prediction: $148 bull case vs $62 bear case
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s own Form 10-Q for the quarter…
CXMT’s 466% debut hit Micron and SK Hynix — its…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on…
T-Mobile’s CEO just dismantled SpaceX and Starlink’s big goal
SpaceX‘s first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a…
Wells Fargo sends strong signal on Dick’s Sporting Goods
Dick’s Sporting Goods stock (DKS) got a fresh vote of confidence from Wall Street this week, and the timing is unusual. The upgrade landed just two weeks before the company…
Berkshire’s record cash pile sparks growing pressure
Greg Abel took over as Berkshire Hathaway’s chief executive on January 1, 2026, inheriting a cash position unlike anything in the conglomerate’s six-decade history. Berkshire’s cash and short-term Treasury holdings…
A $9.1 billion AI deal just changed this Bitcoin miner’s story
Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal…
Scott Bessent’s Hormuz declaration puts Chevron at the center
About 20 million barrels of petroleum liquids pass through the Strait of Hormuz every day. That is roughly 20% of global oil consumption moving through a waterway just 21 miles…