RTX’s Raytheon lands a $22.9 billion Pentagon deal to triple Tomahawk missile output after US forces burned through over 1,000 units fighting Iran. Here’s what it means for defense stocks and your portfolio.
US futures point to a choppy open after Friday’s pullback, while Bloomberg reports Anthropic’s Q2 revenue jumped to $11.5 billion from $787 million a year earlier.
Sensex dropped over 300 points and Nifty slipped below 24,300 as oil prices climbed near $90 a barrel, dragging IT and PSU stocks lower amid West Asia tensions.
After strong Microsoft and Amazon earnings, investors are pivoting from questioning AI spending to identifying which chipmakers and hyperscalers will capture long-term profits.
Jim Cramer highlights a proposed new asset class: securitized ‘compute bonds’ backed by data center hardware, echoing auto-loan and mortgage-backed securities.
Treasury yields have climbed across the curve in 2026, with the 2-year up 70 basis points, as stretched equity valuations raise the odds of an earnings disappointment.
Moody’s Analytics economist Mark Zandi warns the Fed’s lack of forward guidance under Chair Kevin Warsh is driving up long-term rates and market volatility.
Arista Networks posts 39% net margins and zero debt while Intel burns cash on its foundry pivot. Here’s what the numbers mean for AI infrastructure investors.
Arista Networks posts 39% net margins and zero debt while Intel burns cash on its foundry pivot. Here’s how the two tech stocks stack up for 2026 investors.
Jim Cramer says Goldman Sachs and NVIDIA are laying groundwork for securitized ‘compute bonds’ backed by data center hardware, a structural shift echoing auto and mortgage-backed markets.
