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AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Energy availability, depreciation costs, capital recovery now define the economics of the AI data‑center buildout.

Micron Extends Rally After Blowout Quarter as 2026 HBM Capacity Is Fully Committed

Designer Brands Soars After Earnings Beat as Turnaround Gains Traction

Gap Beats Q3 Expectations, Lifts Outlook as Marketing Push Fuels 5% Comp Gain

Diamond Hill’s Q3 Letter Shows Fund Lagging as New Stakes Include FedEx, Thermo Fisher, Zoetis and Equitable

Trex Tumbles 28% After Earnings Miss and Guidance Cut on Remodeling Slowdown

Markets Reward AI Monetization as Big Tech Lifts Capex and Meta Stumbles

Cramer Flags AST SpaceMobile’s $1 Billion Convertible, Warns of Stock Pressure

Genmab to Buy Merus for $8 Billion to Secure Petosemtamab Cancer Drug