TSMC at AGM: ‘Will Be a Long Time’ Before AI Supply Catches Demand
TSMC CEO C.C. Wei told the June 4 AGM AI demand still outpaces supply, signaling pricing power as Arizona buildout hits $165 billion.
Dark Pools Explained: How Off-Exchange Trading Works
Dark pools now match nearly half of U.S. stock trades — and most retail orders never touch a lit exchange. Here is how they actually work.
Triton Buys Flender from Carlyle in PE-to-PE Wind Deal
Triton Fund 6 will take Flender, the 125-year-old German gear specialist with major wind exposure, off Carlyle’s hands in a Q4 2026 close.
CrowdStrike Beats and Raises — Why CRWD Still Dropped 9%
CRWD beat Q1 FY27, raised full-year guidance, and announced a 4-for-1 split. A $1.35B billings print missed — and the stock fell 9% after hours.
Yield Curve Explained: What Inversion Really Means
What the yield curve is, why inversion has preceded every US recession since 1970, and how to read the current US Treasury curve as of June 1, 2026.
Alphabet’s $80B AI Raise: Largest Stock Sale on Record
Alphabet’s $80B equity raise—$15B common, $15B convertible preferred, $10B from Berkshire, $40B ATM—is the biggest stock sale ever, all to feed AI.
Broadcom Reports Tonight: $2.3T AVGO and the AI XPU Print
Broadcom prints Q2 FY26 at 5 PM ET. AVGO is at all-time highs, options price a big move, and the AI accelerator number is the only one that matters.
Return on Invested Capital (ROIC) Explained
ROIC measures profit per dollar of capital invested. When ROIC beats WACC, the firm creates value. Here is the formula, math, and where it misleads.
Berkshire’s $6.8B Taylor Morrison Buy: Abel Era Begins
Berkshire Hathaway is buying Taylor Morrison for $72.50/share ($6.8B equity, $8.5B EV) at a 24% premium — Greg Abel’s first big deal as CEO.
Micron’s $1 Trillion Moment: HBM and the AI Memory Reset
Micron crossed $1 trillion in market cap on June 1, 2026 after a 6.6% pop to $1,035, a 263% YTD gain driven by AI-memory demand.