Walmart’s Robots Are Cutting Shipping Costs
September 9, 2026 Automation is turning delivery from a money-loser into a margin lever, and rivals are running out of…
Apple’s Foldable iPhone Debuts Today. Levels for AAPL.
The ‘Surprise and Shine’ event starts at 1pm ET, with Pro iPhones and a first foldable. What to watch.
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger than ever.
Regional Banks Face a $875 Billion Maturity Squeeze
September 8, 2026 Office vacancies near 20% are turning loan renewals into losses, and smaller lenders have less room to…
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Amazon’s Miami Crash Puts Its Contract Model on Trial
Five people are dead, the NTSB is on site, and investigators are scrutinizing responsibility for Flight 7598.
China’s August Trade Numbers Drop Tuesday. Here’s What to Watch.
Exports seen up 25%, imports up 30%, surplus near $119bn, and South Korea’s chip data already told you what to expect.
AeroVironment Has $1.2 Billion in Backlog and a Laser Contract. So Why Is Profit Guidance So Thin?
Wednesday’s earnings report is the first chance to reconcile war-driven demand with FY27 GAAP net income guidance of just $8 million to $24 million.
Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The key is what FY2027 guidance looks like.
The $19 Billion Signal Quant Trading Is Sending to AI
Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and neoclouds.