All eyes are on ARR over at SpaceX.
NVIDIA is reportedly working with a group of major Wall Street firms to put together a $500 billion funding package for AI infrastructure, according to Reuters. The group includes some of the biggest Wall Street names such as Apollo Global, Blackstone, BlackR…
As the second quarter earnings season begins to wind down, Wall Street and Main Street alike are tallying up the scores, and the numbers have been unquestionably strong. With just under 90% of companies in the S&P 500 (^GSPC) having released second quarter ea…
The announcement comes as data center projects face mounting opposition from communities concerned about the massive developments and broader societal worries
Enterprise software stocks spent much of 2025 and the first half of 2026 under a cloud of skepticism. Investors fretted that generative AI agents would hollow out demand for traditional collaboration and workflow tools. That narrative collided with reality la…
