Markets and Equities

Microsoft revealed Azure's $101.9B revenue for the first time, and retired the segment whose margin fell from 64% to 57%. What Microsoft stock investors lose.

What Ethereum is, what ETH futures are, and why the curve now pays about the Treasury yield — while staking pays less. Data from Deribit and Binance.

Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x.

SpaceX's Q2 filing shows $15.83B of AI capex against $1.17B on Space — 86% of all capital spending. Only Starlink earns. What SPCX investors are actually buying.

SanDisk enters the S&P 100 on Sept. 21. The announcement pop is already gone, and July showed what price-insensitive flows do to a stock down 28% this quarter.

Amazon's Q2 net income rose 245%. A $50.5B unrealised markup on its Anthropic stake drove 62% of pre-tax profit — and it flatters the P/E. What the 10-Q shows.

We ranked 41 US-listed AI stocks by Q3 performance. Enterprise software is up 33.5% at the median, semiconductors down 14.6%, and no chipmaker made the top nine.

Oracle opened at $164.43 and closed at $150.28. The release explains why: record AI backlog, negative free cash flow, and $20 billion of stock sold in the quarter.

NHTSA opened its Tesla Cybercab audit on September 4. The review examines self-certification for a vehicle without a steering wheel or pedals.

Reuters reports Nvidia is in talks to invest in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation. The terms remain tentative.

Situational Awareness’s filings show a shift in disclosed holdings and heavy SanDisk–Micron concentration. They do not reveal the fund’s full net exposure.

Zcash’s rally puts its NU7 vote in focus. TECHi examines the proposed changes to coin issuance, the supply math and the limits of the ETF-demand thesis.

Bitcoin’s latest golden cross arrives ahead of the September 15–16 Fed meeting. TECHi examines rate-hike risk and the limits of historical cycle signals.

Palantir’s Q2 2026 results show explosive commercial growth and higher guidance, but investors must weigh AIP momentum against valuation risk.

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

Tesla's Cybercab is heading into robotaxi service this month on hardware no customer car has. The fleet that finally drives itself is the one Tesla kept.

Samsung's foundry share fell to 7.3% from 11.5% in a year, yet it raised advanced chip prices up to 15%, sooner and steeper than TSMC. What that signals.

Ether bottomed at $1,505 in June and trades near $1,911 on August 19, 2026 — a 27% recovery that still has not closed above $2,000, on half the volume.

Intel announced a $15 billion stock offering and INTC fell 3.5%. Why sell after a 175% rally — the dilution math, the foundry bet, and what happens next.

Tesla fell 14.5% to an 11-month low after Q2 margins hit 1.4%. Post-earnings analyst price targets now split from $130 to $600 — here's what it means for TSLA.

Palantir stock fell about 6% on July 22 as NHS scrutiny, an open-source tool, and valuation nerves converged. Why the real test is the August 3 earnings print.

CoreWeave measured 10× more DeepSeek-R1 tokens per megawatt on Vera Rubin NVL72, but missing methodology limits what NVDA investors can conclude today.

TSMC’s 2nm node reached 3% of wafer revenue as HPC hit 66%. The Q3 test is whether demand and utilization can offset a 3–4 point ramp drag.

NRG cleared 6,839 MW in PJM’s 2028–2029 auction. TECHi tests the $811 million gross value bridge, LS Power exposure, and what investors still lack.