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@moninvestor
Independent Analyst. High Risk Investor. Writing about Finance. Not Financial Advice. DYOR. Subscribe for deeper insights into my portfolio.
World & Business
CNBC puts revenue above LSEG's $12.72 billion estimate and reports $4.4 billion in net income.
Technology
A post says Microsoft pulled out of a UK Nscale supercomputer deal; the site had reportedly faced power-grid delays.
World & Business
Reuters reports CoreWeave shares fell nearly 25% for the week, while its 2031 bond yield briefly topped 16%.
World & Business
An investor argues rising Treasury yields could make AI buildouts harder to finance despite expected growth in compute demand.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
