Qualcomm Jumps on Amazon AI Chip Deal: $15B by FY2029
Qualcomm shares rallied 2.75% Monday on a multi-generational AWS custom AI chip deal targeting ~$15B in data-center revenue by fiscal 2029.
Bruno M.
What Is the P/E Ratio – and When Does It Mislead?
The price-to-earnings ratio is the most-quoted valuation metric on Wall Street. Here’s the formula, trailing vs forward, and when it breaks.
Boring Company Closes $20B Round on ‘Help or Forfeit’ Terms
Musk’s tunneling startup 3.5x’d its valuation in a $4B round — and made investors sign up for a role beyond writing checks.
Duolingo Rallies as Evercore Doubles Target to $210
Evercore ISI upgraded Duolingo (DUOL) to Outperform with a $210 target, citing durable growth as ChatGPT fears fade. Chegg tells the opposite story.
Options Explained: Calls, Puts, Strikes & Expiry Basics
Beginner-friendly guide to stock options: how calls, puts, strike price, expiry, and premium actually work, with worked examples and payoff diagrams.
Anthropic IPO Update: MS, Goldman Lead; October Launch Eyed
Anthropic taps Morgan Stanley and Goldman Sachs to lead its IPO. Filing now targeting late September, with an October launch and a $15B pre-IPO credit line.
Lululemon Crashes 17%: Q2 Comps -9%, FY26 Guide Slashed
Lululemon fell 17% after Q2 FY26 revenue slipped 4%, Americas comps sank 12%, and the company cut its full-year revenue and EPS guide. Here is what changed.
Leveraged ETFs Explained: Daily Reset and Volatility Drag
How TQQQ, SQQQ, and other daily-reset ETFs really work — the compounding math, when they overshoot, and when volatility eats them alive.
NVIDIA to Buy Hugging Face for $12.9B: Deal Terms, Timing
NVIDIA agreed to acquire open-source AI hub Hugging Face for ~$12.9B ($11.9B cash + $1.0B retention equity). Deal targets H1 2027 close.
Jobs Blowout: 162K Hires Force Fed Rate-Hike Bets Back
US employers added 162,000 jobs in August, more than double consensus. Treasury yields ripped and September rate-cut bets flipped to potential hikes.