Latest News
Strategy's Bitcoin Bet Faces Earnings Test as Options Signal 8% Swing
Strategy Inc. reports Q1 earnings Tuesday, with options implying an 8.07% stock swing. Bitcoin holdings hit 818,334 BTC after a $255M purchase pause, as analyst raises target to $225.
Dow Futures Slide as Middle East Tensions Drive Oil to $100, Testing Wall Street's Record Rally
US stock futures dropped early Monday after unconfirmed reports of a US warship strike near the Strait of Hormuz pushed oil 5% higher, stoking inflation concerns and testing Wall Street's record run.
Paul Tudor Jones Warns of Negative Decade Returns as Market Cap Hits 252% of GDP
Paul Tudor Jones warns the S&P 500 may deliver negative returns over the next decade as total U.S. stock market capitalization hits a historic 252% of GDP, exceeding pre-Great Depression and dot-com bubble levels.
Eaton's Q1 Earnings Test: AI Data Center Demand Under Microscope
Eaton reports Q1 results Tuesday, with Wall Street watching AI data center orders, margins, and the Boyd Thermal acquisition for signs of sustained growth.
Brown University Reduces Blue Owl Stake Amid Private Credit Scrutiny
Brown University slashed its OBDC stake by 53% as private credit faces scrutiny. Blue Owl reported revenue growth but a 1.1% direct-lending loss.
Alibaba's AI Adoption Surges as Cloud Growth Key to Earnings Test
Alibaba's Accio Work AI tool reaches 230,000 businesses in one month. May 13 earnings will test if AI and cloud growth can counter weaker e-commerce margins.
NuScale Power Faces Key Test as Earnings Approach and SMR Competition Intensifies
NuScale Power reports Q1 earnings May 7 as shares close at $12.14. The SMR firm faces pressure to show commercial progress amid rising competition from rivals like X-energy.
Applied Digital Shares Dip After $7.5B AI Data Center Lease Deal
Applied Digital shares retreated 2.04% to $33.55 Friday, giving back some gains from a $7.5 billion AI data center lease deal announced April 23.
X-Energy's IPO Surge Faces Reality Check Amid Nuclear Ambitions
X-Energy shares rose 33% from IPO price to $30.53, but fell from weekly highs. Kentucky utilities explore its Xe-100 reactor as the company tackles licensing and construction challenges.
Bitmine's $23M Private ETH Deal Boosts Stake to 5M Tokens
Bitmine Immersion Technologies bought 10,000 ETH from the Ethereum Foundation for $22.9M, boosting its total ETH holdings to over 5M tokens, or 4.2% of supply. BMNR closed at $21.88.
Boeing Receives Dual Boost: Israeli F-15IA Approval and EgyptAir 737 MAX Delivery
Israel greenlights a squadron of Boeing F-15IA fighters as part of a $119 billion military expansion, while EgyptAir receives its first 737 MAX. Boeing's defense backlog reaches a record $86 billion.