Economy

Three years of underperformance, a 20% valuation discount, and a mean-reversion case that’s getting harder to ignore.

The power bottleneck is the most underpriced constraint in the AI buildout — and utilities are finally getting noticed.

A $7 billion equity raise, $39 billion in AI server orders, and a stock in freefall — the setup is messier than it looks.

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.

Marvell Technology is rewriting its own story — and the market is finally paying attention

Quantinuum just pulled off the largest quantum computing IPO in history. The valuation math is extreme. The opportunity is real. Here’s how to think about it.

Jensen Huang called MRVL the ‘next trillion-dollar company.’ The options market is still catching up.

Defense spending is hitting levels not seen in decades — and the compounding thesis for the sector just got structurally stronger.

HPQ’s +8.50% session is not a hardware rally. It is a structural re-rating of a company sitting at the intersection of Nvidia’s consumer AI buildout and enterprise device refresh cycles.

Rate expectations are shifting, and the housing supply gap is forcing a revaluation of the sector’s most underloved names.