All Issues
Investing · Sep 13, 2026
DRAM prices surge 200% as memory cycle peaks
Hyperscaler capex acceleration is driving unprecedented pricing power across the semiconductor and memory supply chains.
Investing · Aug 30, 2026
Oracle faces $400B AI risk
Hyperscaler capital expenditures continue to divide the tape between infrastructure bulls and application bears.
Investing · Aug 16, 2026
AI capex math demands $2.5T in revenue
Infrastructure constraints and massive capital requirements are forcing a re-evaluation of the AI trade.
Investing · Aug 9, 2026
Eisman flags META capex depreciation drag
AI infrastructure capital expenditures are finally colliding with income statement realities this quarter.
Investing · Aug 2, 2026
Uber burns 2026 AI budget early
Enterprise AI budgets are breaking while foundational models hit architectural scaling limits.
Investing · Jun 7, 2026
MSFT claims 30% Nvidia cost edge
Hyperscaler silicon economics and memory supply lock-ups are reshaping the AI infrastructure trade.
Investing · May 31, 2026
Anthropic valuation officially eclipses OpenAI
Enterprise AI adoption is finally separating the infrastructure winners from the software casualties.
Investing · May 23, 2026
Pfizer CEO warns of Chinese biotech threat
Incumbents face structural threats across pharma and search.
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