Microsoft reports Q3 FY2026 earnings on April 29. Here’s what analysts expect from Azure cloud growth, AI Copilot revenue, and the company’s evolving competitive position.
CoreWeave has surged 176% since its 2025 IPO. Here’s what the GPU cloud provider’s rise reveals about the next phase of AI infrastructure investment.
Blackstone surged 6% on April 13 as private equity benefits from M&A revival, real asset demand, and surging institutional inflows to alternatives.
SanDisk surged 11.83% on Nasdaq-100 inclusion news. Here’s the capital markets mechanics behind why index additions reliably move stock prices.
BlackRock’s Investment Institute moved back to overweight U.S. stocks. Here’s the thesis behind the world’s largest asset manager’s bullish reversal.
Nokia stock has surged over 60% in 2026, fueled by a Bank of America upgrade and rising demand for AI data center networking. Here’s what’s driving the comeback.
Fresh inflows of $1.1 billion into crypto ETFs signal growing institutional commitment to digital assets, even as Bitcoin trades near $71,000.
Revolution Medicines’ daraxonrasib nearly doubled survival in a Phase 3 pancreatic cancer trial, sending shares up 39% and reigniting biotech M&A speculation.
Oracle stock surged 11% as AI cloud contracts and the Stargate JV accelerate. Here’s what the ORCL rally signals for the cloud wars and enterprise tech.
US tariff revenue fell 30% since October to $22 billion in March. Here’s what the shortfall means for the deficit, Treasury supply, and bond yields.