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Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting

IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most

Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company has ever done,

Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm

Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed

CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The company guided second-quarter

Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep

The Japanese yen softened against the US dollar, even after the Bank of Japan (BoJ) flagged rising risks of faster interest rate hikes

The July jobs report released today by the Bureau of Labor Statistics (BLS) revealed that the US economy shed jobs in July, a