A deeper look at a sector, an industry structure or a company's strategy, drawing on several sources.
Solana funds have now pulled in money for 12 straight weeks while Bitcoin ETFs posted their quietest week on record, even as Bitcoin ETFs' total holdings reached 6.29% of all bitcoin in circulation.
Solana ETFs logged a 12th consecutive week of inflows while Bitcoin ETFs saw their quietest week on record, even as Bitcoin ETF holdings climbed to 6.29% of all bitcoin outstanding.
Processing capacity, not oil in the ground, is emerging as the constraint on how much fuel reaches the market.
Refining capacity has become the binding constraint on global energy supply even as crude output holds up.
Broadcom's sales have more than doubled in two years while Applied Materials posted only modest gains despite three straight quarterly increases.
Applied Materials now generates $9.1 billion in quarterly revenue after three consecutive quarterly gains, but that growth trails Broadcom, whose revenue has more than doubled in two years on AI demand.
The debate comes as margin debt, money borrowed to buy stocks, rose 2.6% in August, adding to concerns about how much leverage is propping up the rally.
Goldman Sachs is weighing whether current S&P 500 earnings represent a bubble, a question sharpened by an August rise in margin debt of 2.6%.
Researchers used rival Anthropic's models to hack into OpenAI's systems, a disclosure that lands just as SoftBank prepares to test investor appetite for its AI infrastructure bet.
A security firm breached OpenAI using tools built on Anthropic's models, a disclosure that surfaced as SoftBank's SB Energy prepares a $50 billion data-centre listing tied to Masayoshi Son's AI strategy.
CEO Eric Dube's $25.4 million sale led a wave of disposals by the company's top leadership, all disclosed within the same reporting window.
Travere Therapeutics' CEO, EVP, CFO, R&D chief and legal chief together sold more than $51 million in company stock, a concentration of insider selling across nearly the entire executive suite.
Arm's chief executive says orders are "off the charts," while cloud provider Nebius is raising prices for Nvidia GPU access starting in October, both pointing to the same bottleneck: not enough chip capacity.
Arm's CEO says chip demand is outstripping manufacturing capacity, and Nebius is raising Nvidia GPU rental prices from October as a result.
Executives and large shareholders at Natera, Integer Holdings and PC Connection sold multi-million-dollar stakes this week, while smaller buyers appeared at Terawulf and Mach Natural Resources.
A wave of insider stock sales this week included Natera's executive chairman selling $34.8 million and Integer Holdings' CHRO selling $3.98 million, alongside smaller purchases at Terawulf and Mach Natural Resources.
Executives at small companies like Neonc Technologies and Solidion Technology bought modest stakes even as insiders at Delek US Holdings, Palvella Therapeutics and Dropbox sold larger blocks.
A batch of insider filings shows small-company executives making modest purchases while insiders at larger, better-known firms executed sales ranging from hundreds of thousands to over $4 million.
CFOs, presidents and directors at Microsoft, HPE, Uber, Cloudflare and Pagaya all filed large stock sales on the same day.
Insiders at Microsoft, Hewlett Packard Enterprise, Uber, Cloudflare, Pagaya, Radian Group and Century Therapeutics disclosed stock sales ranging from under $5,000 to more than $20 million on September 15, 2026.
The CEO and CFO both sold large blocks of stock or ADSs within the same period, a scale of insider selling that stands out from routine filings.
Belite Bio's CEO sold $19.08 million and its CFO sold $12.8 million in company shares, a combined total exceeding $30 million from the two top executives.
A cluster of Silver Lake-affiliated sales alongside multiple insider disposals at Dell Technologies points to concentrated profit-taking rather than a single one-off trade.
Silver Lake affiliates and Dell Technologies directors have filed at least seven separate stock sales in recent days, with individual transactions ranging from $351,764 to $42.9 million.
Revised second-quarter growth of 1.4% and a 2.4% jump in real wages are feeding the yen's rally to a seven-month high.
Japan revised its second-quarter GDP growth up to an annualized 1.4% and reported real wages rose 2.4% in July, the biggest gain since 2021, both supporting the case for a Bank of Japan rate hike.
Applied Digital has locked in $36 billion of 15-year rent contracts, but almost none of that cash arrives until new data centers are finished.
Applied Digital has signed roughly $36 billion in 15-year contracted rent, yet the company will collect almost none of it until 2029, leaving a multi-year gap that depends on billions more in construction being completed on schedule.
One data-center operator's revenue doubled in two quarters while the other's fell 43% from its peak, widening the gap between AI infrastructure players.
Applied Digital's revenue has doubled over two quarters even as IREN's has fallen 43% from its peak, a widening split between two data-center operators competing for AI workloads.
A decade-long spending commitment to Amazon's cloud unit is large enough to show up in Anthropic's own IPO paperwork, expected within days.
Anthropic has committed more than $100 billion in spending to Amazon Web Services over ten years, a sum equal to roughly a fifth of the cloud unit's total contracted future revenue.
Sandisk and Micron are drawing bullish calls tied to AI-driven memory demand, while Credo's post-selloff bounce is being framed as a buying opportunity rather than a warning sign.
A cluster of new analyst calls argues memory chip demand tied to AI infrastructure is entering a second rally phase, with Sandisk, Micron and Credo all cited as beneficiaries despite a recent pullback in AI-related names.
Three separate signals — a Fed risk-premium reading, a rarely-seen historical pattern, and Warren Buffett's own commentary — are converging on the same conclusion.
The Federal Reserve has flagged the S&P 500's equity risk premium near its lowest level in decades, a reading that has coincided with market trouble in only two prior instances since 1871.
Executives at Rocket Lab, JFrog and Grab each sold six-figure share counts, with sales following both sharp gains and a steep decline.
Insiders at Rocket Lab, JFrog and Grab all disclosed large stock sales this week, a mix that includes profit-taking after big rallies and a sale following a 28% share-price decline.
The Federal Reserve's Beige Book pointed to data centers as the standout driver of modest growth, as demand for capacity and new insurance products around the buildout both surge.
The Federal Reserve's latest Beige Book found that data center construction and demand are now the primary source of growth across regions reporting only modest overall activity.