3+ hour, 41+ min ago  (1321+ words) This is not just another supply agreement. This is a structural shift in how the AI chip market works, and it forces every investor holding NVIDIA, AMD, or Meta to reconsider what the competitive landscape looks like over the next…...

5+ hour, 16+ min ago  (1701+ words) Ethereum shifted from Proof-of-Work to Proof-of-Stake in September 2022. Validators lock 32 ETH as collateral, propose and attest to blocks, and earn rewards " new ETH issuance plus transaction fees plus MEV tips. Inside an ETF wrapper, the mechanics look different from solo…...

3+ day, 4+ min ago  (1700+ words) The numbers were strong. The stock still got destroyed. Total revenue hit $81. 3 billion, beating consensus by over a billion dollars. EPS of $4. 14 topped the $3. 97 LSEG consensus by 4. 3%. Operating income grew 21% to $38. 3 billion, and Microsoft Cloud revenue reached $51. 5 billion, up 26% year-over-year....

1+ day, 16+ hour ago  (1109+ words) The Morgan Stanley Bitcoin Trust begins trading on NYSE Arca under ticker MSBT on April 8, 2026, making Morgan Stanley the first major U. S. bank to issue a spot Bitcoin ETF under its own name. The fund holds physical Bitcoin through a custodial…...

1+ day, 15+ hour ago  (1305+ words) The logic is simple: when oil prices spike, inflation rises. When inflation rises, the Federal Reserve can't cut rates. When rates stay high, liquidity contracts. When liquidity contracts, risk assets including Bitcoin get crushed. Reverse every step of that chain,…...

1+ day, 15+ hour ago  (1426+ words) Let's cut straight to what happened: On March 31, 2026, ARK Invest executed a Series C allocation purchase of 348, 995 Open AI share units valued at approximately $240 million. The shares landed across three funds: ARKK (ARK Innovation ETF), ARKW (ARK Next Generation Internet…...

1+ day, 19+ hour ago  (432+ words) The crisis unfolding at the Strait of Hormuz did not emerge overnight. It is the product of a five-week military campaign that has reshaped the geopolitical and energy landscape of the Middle East. Understanding the sequence of events is essential…...

1+ day, 20+ hour ago  (738+ words) Apple has disclosed tariff-related costs on earnings calls with unusual specificity for a company that typically avoids granular cost breakdowns. The following table compiles every disclosed or projected figure from SEC filings and earnings call transcripts since tariffs took effect....

1+ day, 20+ hour ago  (838+ words) Huang's biggest single month was July 2024, when he unloaded $322. 7 million in one batch. Yahoo Finance noted at the time that the sale brought his summer total to nearly $500 million, a figure that would have been unthinkable just two years earlier…...

1+ day, 18+ hour ago  (722+ words) Broadcom reported $8. 4 billion in AI-specific revenue for Q1 FY2026 (the quarter ending February 2, 2026), representing a 106% increase from the prior year. CEO Hock Tan's Q2 guidance implies AI revenue approaching $10. 7 billion, which would mark a near-30% sequential jump. For the full fiscal year 2026, analysts…...