Technology
Big Tech’s AI Spending Surge Puts Its Free-Cash-Flow Advantage Under Pressure
Big Tech’s AI buildout may test the free-cash-flow strength that has supported its market influence, valuations and role in growth portfolios.
Marcus Rivera • August 28, 2026
Earnings
Marvell Stock Slides 8% Despite Earnings Beat as Investors Question Google AI Revenue Timing
Marvell fell more than 8% after beating estimates, as investors focused on when its Google AI-chip agreement may generat…
Sarah Chen • Aug 28
Markets
AES Gains CFIUS Approval for Consortium Sale, Removing Major Deal Risk
AES’s CFIUS clearance removes a major regulatory hurdle, potentially narrowing the remaining deal spread as traders reas…
James McAllister • Aug 28
Analysis
IMAX Is Open to a Sale. The Problem Is Finding a Buyer Who Can Afford the Story
IMAX is open to a sale, but record performance, a soaring valuation and studio conflicts may narrow the field of credibl…
Marcus Rivera • Aug 28
Free Newsletter
Informed positions start with informed mornings.
Market-moving analysis and institutional-grade research, complimentary and delivered daily.
More Stories
Earnings
Nvidia Rally Sends S&P 500 and Nasdaq to Best Session Since August Ahead of Warsh Speech
Sarah Chen • Aug 28, 2026
IPO
Hecate Energy Advances Toward Nasdaq Listing Under Planned Ticker HCTE After Lender Disputes
James McAllister • Aug 28, 2026
Economy
Fed Hawk Jeff Schmid Says Inflation Remains Sticky as Traders Reassess Rate-Cut Hopes
Marcus Rivera • Aug 27, 2026
Earnings
Nvidia, Salesforce and CrowdStrike Earnings Sweep Keeps AI Trade in Focus
Sarah Chen • Aug 27, 2026
Markets
Canada’s US Seafood Tariff Exemption Signals Targeted Easing in Trade Retaliation
James McAllister • Aug 27, 2026
Technology
Semiconductor Tariff Threat Adds Policy Risk for Nvidia, AMD and Chip Stocks
Marcus Rivera • Aug 27, 2026