Rosenblatt Calls CoreWeave the “De Facto Operating System for AI” with Buy Rating and 148% Upside
Nearly 50 data centers, $100B backlog, and 77% expected annual growth through 2030.
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Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.
Micron Soars on Record $41.5 Billion Quarter as AI Memory Boom Continues
Micron delivered its strongest quarter ever with revenue more than quadrupling to $41.46B. Record earnings and strong Q4 guidance send shares higher after hours.
Major Housing Bill Clears Congress with Strong Support as Homebuilder Stocks Rally
Congress approves sweeping housing legislation to accelerate construction and limit Wall Street investors. Trump delays signing, but markets cheer the supply-boosting reforms.
Nancy Pelosi Discloses Up to $6 Million in Bullish Intel and Uber Call Options
Her first major trades since early 2026.
Sunrun, Tesla, and Renew Home Launch Nation’s Largest Virtual Power Plant to Power AI Data Centers
Sunrun, Tesla, and Renew Home partner to create the largest U.S. virtual power plant with 16GW from home batteries and smart thermostats — powering AI data centers without new infrastructure.