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Microsoft’s Mistral Expansion and Earnings Countdown: A Test of the AI Investment Thesis
Analysis
July 23, 2026
Marvell’s Optical Ambition: Can a 1.6 Terabit Bet and Custom Chips Reshape the AI Infrastructure Play?
AI & Quantum Computing
July 22, 2026
D-Wave Quantum’s Record Order Backlog Can’t Mask a Brutal 60% Slide From the Peak
AI & Quantum Computing
July 22, 2026
Oracle’s Two-Faced Market: Record Backlog Meets a Historic Credit Squeeze
AI & Quantum Computing
July 22, 2026
Nebius’s $40 Billion Backlog and Nvidia’s Seal of Approval: Inside the AI Infrastructure Bet
AI & Quantum Computing
July 22, 2026
SK Hynix’s Nasdaq Triumph Turns Toxic: Margin Liquidation and a 15% Plunge Precede Earnings Reckoning
Asian Markets
July 21, 2026
Anavex Life Sciences Gains on Dual Boost: Nasdaq Compliance Plan and Alzheimer Study Validation
Nasdaq
July 20, 2026
Intuitive Surgical’s Insurance-Fueled Slowdown Overshadows a Blowout Quarter
Earnings
July 20, 2026
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