The Claude maker confidentially filed its S-1 at a $965B valuation. The real story isn’t Anthropic — it’s what this does to the listed AI complex.
Oracle’s Q4 earnings hit after close — and the derivatives market is positioning for a major swing in either direction.
Marvell Technology just had the wildest week in the chip sector. The question now isn’t whether the story is real — it’s whether the market has already paid for it.
Vera Rubin is in full production. Three suppliers certified. And the real trade might not even be NVDA.
A guidance slash in consumer discretionary meets the hottest labor market print in two years — and the VIX noticed
The biggest AI listing in history is coming. The smart trade might not be Anthropic itself.
Jensen Huang called MRVL “the next trillion-dollar company” — what that actually means for investors
The largest IPO in history hits Nasdaq next week. The numbers are extraordinary. The risks are real.
Marvell Technology is rewriting its own story — and the market is finally paying attention
Q1 results were strong. The cloud business Zuckerberg dangled? Not happening yet — but the setup is interesting.
