For The Better

The AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.

The makeup of RTX’s massive backlog might not be what you would expect.

None of the underlying conditions that sent Sandisk to its all-time high earlier this year have changed.

If you’re applying normalized earnings ratios, Micron could be one of the most valuable stocks in the world in a few years.

John Ternus replaced Tim Cook as Apple’s CEO on Sept. 1, 2026, ending a 15-year run that took the company from roughly $350 billion to about $4.6 trillion. Cook isn’t leaving — he becomes executive chairman of the board.

This warehouse automation company is tightly tethered to Walmart.

The high-flying healthcare leader looks unstoppable right now.

Netflix hasn’t said its last word.

The memory chip bottleneck shows no signs of slowing at the moment.

A $45 million gap, a commercial business growing far faster, and a crossover the current growth rates put just one quarter away.

Energy Transfer and MPLX are reliable income-generating pipeline plays.

In my book, there’s lots to be gained by moving to a smaller space.

AI data center owners are looking to cut operating costs. One way is to drop a century-old electricity convention and replace it with something surprising.

Google is going big after geothermal power amid the AI data center boom, and Fervo is its first choice. Here’s why.

The Oracle of Omaha’s investment philosophy in 2026 would surely be different than his playbook from the 1950s.

Oracle spent $23.7 billion more cash than it brought in last fiscal year and borrowed $43 billion to cover the gap. That’s a fine trade when money is cheap. It’s a worse one with the 30-year Treasury yield near a 20-year high and long bonds selling off from Tokyo to London.

Apple stock jumped 2.5% Tuesday while the S&P 500 and Nasdaq both fell, and the reason is a name change at the top: John Ternus is officially CEO.

Cash only feels safe when you forget about the destructive impact of inflation.