IREN has locked up gigawatts of power, billion-dollar contracts with Microsoft and NVIDIA, and analyst targets well above its current price, yet losses are ballooning and the real revenue test has not ...

Wall Street’s main indexes were little changed on Tuesday after the previous session’s strong AI-driven rally, as investors awaited possible US-Iran talks aimed at ending the six-month conflict.

In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.

Advanced Micro Devices has crossed the $1 trillion market-cap as investors increasingly view it as a broader AI compute ...

Exxon wants to become an even bigger player in the global LNG market.

Steve Eisman, the money manager who shorted subprime and was portrayed by Steve Carell in The Big Short, warned on his September 21 podcast that the AI trade rests on dangerous concentration. “70% of ...