Latest News
Palantir and Nvidia Rekindle $331B Government AI Valuation Debate
Palantir fell 4.3% to $128.65, while Nvidia rose 1.2% to $199.32, as their joint government AI product reignites debate over the $331B market cap.
Apple and Broadcom's $30B Chip Pact: A $2-Per-Unit Math Lesson for Investors
Apple (AAPL) and Broadcom (AVGO) finalize a $30 billion chip supply deal through 2031, producing 15 billion U.S.-made chips and funding a $1.5 billion Fort Collins expansion.
Tesla-SpaceX Deal Premium Swells to $428 Billion as Exchange-Rate Risks Loom
The Tesla-SpaceX merger premium has ballooned to $428 billion, with RBC raising Tesla's target to $500. J.P. Morgan cautions on China and governance risks.
Leveraged ETFs Amplify KOSPI Selloff as Chip Stocks Tumble
The KOSPI dropped 5.35%, entering bear territory. Single-stock leveraged ETFs linked to Samsung and SK Hynix are amplifying the selloff, prompting regulatory scrutiny.
New Federal Loan Caps Create Funding Void, Boosting Private Lenders
The elimination of unlimited Grad PLUS loans leaves graduate students with a funding gap above new federal caps, opening opportunities for private lenders like SoFi and Sallie Mae.
Keel Infrastructure faces lease execution test after AI power trade selloff
Keel Infrastructure shares dropped 8.26% to $4.44 as the market tests AI power demand. New president Ganesh Aiyer targets lease conversions to validate the pipeline.
