Nvidia's (NVDA) first-quarter 2026 earnings report next week should serve as another catalyst for the tech sector, as this season has been a "wake up call for the tech skeptics on the sideline of the ...
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The Hyperscalers Are Hyperspending
Then there's this weird normalization function going on where these investors are thinking ahead as they build these data centers. At some point, this is going to hit our income statement. Today, it's ...
Saudi Arabia is seeking a US security guarantee in exchange for normalization with Israel. The US only has two such agreements with countries outside NATO. If Biden commits, he faces serious questions ...
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