Analysts raised the bar early. Here is how to trade Lamb Weston today, Delta on Oct. 9, and JPMorgan on…
Tokenized Real Estate’s $16 Billion Number Is Wrong
The headline figure overstates liquid on-chain property
Eaton Paid €810M for Factory Slots. That May Be the Point.
The COL Group deal is not about Italian switchgear. It is about who controls delivery slots when lead times run…
Nscale’s $103 Billion Backlog Is Mostly Unbuilt. That Is the Bet.
The neocloud NYSE filing asks investors to fund infrastructure not yet built, backed by contracts that can be cancelled if…
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
Allstate Is Down Sharply. Is the Dividend Worth the Storm Risk?
With $1.43 billion in catastrophe losses over two months and the stock at its lowest level since spring, the real…
Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings
Revenue up 58%, EPS up 203%. Next report is late November.
Novo Nordisk Stock Falls 7% After 2030 Targets
CEO Mike Doustdar delivered 2030 ambitions in London. The market still sold.