MACOM (MTSI) rides RF semiconductor growth in defense, data center & telecom after a beat-and-raise quarter—but lofty valuation risks. See here for more.

The story of the week is absolutely massive capex numbers from hyperscalers. Amazon reported earnings last night and guided to $200 billion in capital expenditures, Wall Street had expected them to ...

Following pressure from U.S. Senators Mark Warner and Tim Kaine, the DHS Inspector General has launched an audit of how ICE and other DHS components are collecting, storing and using sensitive ...

Williams' current target is to grow earnings before interest, taxes, depreciation and amortization (EBITDA) by between 5% and 7% annually. Analysts at UBS said in a February 4 note that they were ...

Alphabet (NASDAQ:GOOGL) announced $175 to $185 billion in capital expenditures for 2026, nearly doubling previous spending.

If Nvidia's current increase holds through the close, the stock would log its largest one-day percentage increase since April 9, when it rose 18.7%, according to Dow Jones Market Data. A gain of any ...

US energy policy and markets. We predict it will be defined by pressure to deliver affordability and reliability ...

Executive Summary A significant component of the United States–Japan trade deal announced in July 2025 is a $550 billion loan fund, which could be an important basis for the two countries’ future ...

Active ETFs have moved beyond their experimental phase and are rapidly becoming a central component of advisor portfolios.

Build a local AI assistant and companion using a Raspberry Pi 5 mini PC. Install Ollama, Whisper, and Piper, so you get fast local voice chat. BMO ...

A former Army officer explains why Florida's approach to AI and data centers is critical for national security, warning against China's influence.

Advanced plant concepts, a comprehensive composites production process portfolio, Evoris digitalization and other concepts ...