The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across...

Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames...

Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market's opinion of...

The week of August 10–14 was relatively calm after the publication of US CPI for July. No panic or capitulation...

NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand...

Space equities can have dramatic rises, but investors eventually need more than a compelling mission and a solid story.Intuitive Machines...

OpenAI has spent years being known for one thing: ChatGPT, and the millions of people who type questions into it...

Netflix stock has taken a beating in recent months, down 42% from its all-time highs. For a company once seen...

A federal appeals court just handed Gilead Sciences (GILD) a legal win that extends into the company's revenue.The decision blocks...

I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins,...