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AI Data Center Bear Case: $99bn Backlog, $50bn Debt, 1 of…
Every AI data centre stock on this page has a backlog problem, and it is not the one you think. The bear case is...
Elon Musk says he was wrong about Anthropic
Anthropic runs some of the most powerful AI models in the world on computing hardware it doesn't own. The company signed a deal in...
Exxon (XOM) flashes key signals on New Jersey exit
Exxon Mobil (XOM) officially moved its legal home from New Jersey to Texas this week. The move became official on July 1, as shareholders...
Airline cancels all flights to country over geopolitical instability
While French flag carrier Air France once ran daily flights between Paris and the Mali capital of Bamako, this route was suspended indefinitely in...
Wall Street dealmaker Roger Altman delivers candid Comcast verdict
I have watched plenty of Wall Street veterans hedge their commentary on big corporate breakups. We have had too many qualifiers, too much...
