Constellation's big power play
Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results...
1 Okt 5min
Micron on top
Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTubeShow links: Steven Cress' analysisWall Street Breakfast with Steven Cress (TGT, BA, MU)Alpha PicksE...
30 Sep 8min
Target extends value drive
Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) E...
30 Sep 5min
Anthropic wants $2T, warns AI could kill us
Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show NotesOura p...
29 Sep 3min
Federal boost for Navitas
A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent batt...
29 Sep 6min
Meta poaches MongoDB CEO for AI push
Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10) Show No...
28 Sep 3min
SK Hynix hit by IPO concerns
A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) ...
28 Sep 4min
AI safety fears hit Washington
Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:...
27 Sep 3min
