Financial News & Analysis
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Concentrating positions, not diversifying. Insights from those that have done this?
Retail investor discusses simplifying portfolio, moving from individual stocks to ETFs; low attention.
CoreWeave edges past quarterly revenue estimates
CoreWeave beats revenue estimates, stock up 4% after hours.
An inflation report Wednesday should be a big deal for the Fed. Here's what to expect
CPI report expected to show modest July increase, likely keeping Fed on mild path and supporting stocks
Nvidia Can’t Solve the Two Big AI Buildout Problems
Nvidia faces chip scarcity and margin pressures, challenging AI buildout economics.
LIONSGATE Misses the Mark -- Yet Again.
Investor frustrated with Lionsgate's failed acquisition attempts, expects share price to decline.
AI computing power is becoming a tradable asset class as CME launches futures contracts
CME to launch AI compute futures with Silicon Data, creating tradable asset class for computing power.
Citadel Securities Says Prepare for a Reload on Levered Stock Bets
Citadel Securities sees systematic buyers reloading levered stock bets after the unwind, signaling fresh demand for equities.
Don't See Evidence That US is on 'Back Heels' Against Iran, Says Megan Ortagus
Former envoy says US not on back heels vs Iran, strategic patience; military options remain; no market-moving news.
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter...
Samsung reaches 80% HBM4 yield, expects revenue tripling, bullish for Samsung and AI chip supply chain.
Longtime OpenAI executive Brad Lightcap leaves as shakeup at AI lab continues
OpenAI executive Brad Lightcap departs amid ongoing leadership shakeup, raising questions about AI lab stability.
AI Data Center Boom Is ‘Maxing Out’ P&C Insurers, AIG CEO Says
AIG CEO says AI data center boom strains P&C insurers, potentially raising premiums.
AI Billions, Oil Swings and an Inflation Test | Open Interest 8/11/2026
AI investments, oil swing on Iran deal optimism, and inflation test