Cloud & Infrastructure
CoreWeave’s $104 Billion Backlog Is Also the Collateral for Its Debt
CoreWeave beat on nearly every line that Wall Street models and the stock jumped…
Author: Scott Allan
Author: <span>Scott Allan</span>
Markets
Reddit Joins the S&P 500 on August 18 With Its Front Door Under Google’s Control
Reddit will enter the S&P 500 before the opening bell on Tuesday, and the…
Analysis
On Holding Posted a Record 65.4% Gross Margin and Had the Worst Day in Its History
On Holding did almost everything the market says it wants. The Swiss running brand…
Analysis
Intel Raised $20 Billion at $95 a Share for Factories Most of Its Customers Have Not Signed For
Intel closed a $20 billion common stock offering on Wednesday, and the striking part…
Business
Nelson Peltz Wants Wendy’s Private After 18 Years, a Withdrawn Outlook and a Halved Dividend
The man who assembled the modern Wendy’s is now trying to buy it at…
AI
Cisco Needs $3.7 Billion of AI Orders Tonight to Make Its $9 Billion Year Work
Cisco reports fourth-quarter and full-year fiscal 2026 results after the close today, with the…
Business
Blackstone Is Paying a 96% Premium for MarineMax Because It Is Not Buying a Boat Dealer
Safe Harbor Marinas agreed this week to take MarineMax private for $53.00 a share…
AI
Nvidia Just Made Its GPUs Collateral, and Six Wall Street Firms Signed On for $500 Billion
Nvidia spent three years telling the market that AI compute was infrastructure. On Monday…
Analysis
Cathie Wood Sold $37.5 Million of Deere to Fund Nvidia and Broadcom Buys
ARK Invest’s largest transaction on Monday was not a purchase. Cathie Wood’s firm sold…
AI
Zuckerberg’s 6,500-Word AI Manifesto Is a Pricing Attack on OpenAI and Anthropic
Mark Zuckerberg spent 6,500 words on Monday arguing that the greatest danger in artificial…