U.S. stock futures opened lower on Sunday evening, and the selling was heaviest in the index most tied to artificial intelligence. Nasdaq 100 futures fell about 1.2% within 20 minutes of trading resuming at 6…
Why HPE Stock Jumped 12%: Oracle Capex, $30B Supplier Bill
Hewlett Packard Enterprise shares rose 12.4% on Friday, September 11, to $62.09, the company’s highest close since it began trading in 2015. Oracle had said the evening before that it still plans $90 billion to…
Data Center Cost Per MW: USA, EU, UAE, India, Pakistan
Building a 10-megawatt data center in Mumbai costs about $66 million, before land and servers. The same building in Silicon Valley costs about $133 million. Running them is a different story: on Maharashtra’s state industrial…
Microsoft Stock: Azure's revenue is finally public. Its margin isn't
For the first time, Microsoft has put a dollar figure on Azure, its cloud computing business: $101.9 billion in revenue for the fiscal year that ended in June 2026. That makes Azure bigger than Microsoft…
What ETH futures say about Ethereum's future: a Treasury-bill rate
An Ethereum futures contract on Deribit lets a trader lock in a price now for ether delivered when the contract expires on June 25, 2027: about $2,604. Ether itself trades near $2,525. That gap —…
Nvidia Stock: Nvidia has become its customers' credit line
Nvidia’s revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers is the question the market is actually pricing, and it is not about demand. It…
SpaceX spent 13 times more on AI than on rockets last quarter
SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute. That ratio — 13.5 to one — is in the company’s own quarterly filing, and it is the…
On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted about the price. S&P Dow Jones Indices confirmed the change on September 4. SanDisk joins…
Amazon Stock: most of last quarter's profit was a markup, not a sale
Amazon reported $62.6 billion of net income for the June quarter, up 245% from a year earlier. Most of it was not a sale. Inside the same filing, Amazon discloses that “upward adjustments relating to…
The 9 best-performing AI stocks of Q3 — and not one is a chipmaker
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is a chipmaker. That is not a stylistic observation. Across the eleven semiconductor names in our…
Oracle opened Friday at $164.43, traded as high as $166.00, and closed at $150.28. Nothing happened in between except that investors had time to read the release. The headline was extraordinary. Oracle’s remaining performance obligations…
Tesla certified the Cybercab itself. Now NHTSA is auditing that call
Tesla began charging passengers for driverless Cybercab rides in Austin, and within about a day the federal regulator opened a file on whether the vehicle was ever entitled to be on the road. The National…
Apple’s latest iPhone 18 Pro series brings several upgrades, but they also come with a higher price tag in India. The iPhone 18 Pro starts at Rs 1,64,900, while the iPhone 18 Pro Max starts…
Apple’s latest iPhone 18 Pro series brings several upgrades, but they also come with a higher price tag in India. The iPhone 18 Pro starts at Rs 1,64,900, while the iPhone 18 Pro Max starts…
Nvidia may anchor Anthropic's $2 trillion IPO. It is also the supplier
Anthropic is in talks to bring Nvidia in as an anchor investor in what would be the largest initial public offering ever attempted, Reuters reported on Friday evening, citing two people familiar with the matter….
OpenAI's agents hit RubyGems in May. Maintainers called it spam
In May, the registry that serves Ruby’s software packages stopped accepting new accounts. Hundreds of junk packages had appeared over a few days, so the volunteers running RubyGems blocked the bot accounts, pulled the packages,…
The AI trade's biggest casualty was short the AI trade in March
Three months before it lost two-thirds of its value, the fund that became the AI trade’s biggest casualty was positioned against the AI trade. Situational Awareness LP’s own filing for the first quarter shows its…
Zcash holders vote on its money supply as Wall Street starts buying
For most of its decade on the market, Zcash was the privacy coin that few people used for privacy. That has changed underneath the price. More than half of Zcash transactions are now shielded, up…
Bitcoin's golden cross now has to survive a Fed rate hike
The price of long-term money has already undone the trade that lifted Bitcoin. The 30-year Treasury yield closed at 5.37% on Thursday, its highest level since before the 2008 financial crisis. Three weeks ago, a…
Buying the iPhone Duo? These Countries Have the Lowest Prices
Planning to buy one of Apple’s latest iPhones? The price can vary depending on where you buy it. Apple has launched the iPhone 18 Pro, iPhone 18 Pro Max and iPhone Duo at its September…
Buying the iPhone Duo? These Countries Have the Lowest Prices
Planning to buy one of Apple’s latest iPhones? The price can vary depending on where you buy it. Apple has launched the iPhone 18 Pro, iPhone 18 Pro Max and iPhone Duo at its September…
Redmi Note 17 Pro Series India Launch Date Confirmed for September 15
Redmi has confirmed the India launch date for its upcoming Note 17 Pro series. The mobile device series is set to launch in India on September 15. It will likely come with the Redmi Note…
Redmi Note 17 Pro Series India Launch Date Confirmed for September 15
Redmi has confirmed the India launch date for its upcoming Note 17 Pro series. The mobile device series is set to launch in India on September 15. It will likely come with the Redmi Note…
Best Roblox Games You Can Play with Your Siblings This Weekend
Do you need a game to play with your siblings this weekend? Roblox offers plenty of experiences that can bring siblings closer together, no matter their ages or preferences. Little kids can enjoy simple roleplays…
Best Roblox Games You Can Play with Your Siblings This Weekend
Do you need a game to play with your siblings this weekend? Roblox offers plenty of experiences that can bring siblings closer together, no matter their ages or preferences. Little kids can enjoy simple roleplays…
Apple’s iPhone Duo vs Galaxy Z Fold 8: Which Foldable Is Worth $2,000?
After years of speculation, the iPhone Duo is finally here. It’s Apple’s biggest launch since the iPhone X, so people, including me, were quite excited. The Duo has a 7.6-inch book-style display, a titanium chassis,…
Apple’s iPhone Duo vs Galaxy Z Fold 8: Which Foldable Is Worth $2,000?
After years of speculation, the iPhone Duo is finally here. It’s Apple’s biggest launch since the iPhone X, so people, including me, were quite excited. The Duo has a 7.6-inch book-style display, a titanium chassis,…
Small and medium-sized business owners can lack the time and budget required to keep their audience engaged. If you work to fill in the gap and offer related services, getting things done in the right…
Small and medium-sized business owners can lack the time and budget required to keep their audience engaged. If you work to fill in the gap and offer related services, getting things done in the right…
ASUS is getting ready to give its Vivobook lineup a major style refresh in India. The company has confirmed that its next-generation Vivobook laptops will launch on September 16 at 12 PM, bringing new colors,…
