Micron (MU) Smashes Q4 Estimates as AI Memory Demand Surges
Micron Technology posted fiscal Q4 2026 results that topped Wall Street forecasts, with 23 tracked gurus holding positions. Here’s what it means for chip investors.
Hedge Fund Letter: Night Watch Returns 0.84% in Q3, Hedges With Refiners
Night Watch Investment Partners gained 0.84% net in Q3 2026, pushing since-inception CAGR to 18.45%, while using refiners as a hedge against Iran and Ukraine risk.
Asia’s AI Boom Could Become Its Biggest Economic Risk, AMRO Warns
A new AMRO report finds Asean+3 economies dangerously exposed to an AI correction, with a potential 1.5 percentage point hit to 2027 growth. Here’s what it means for your portfolio.
Iran Offers 7-Day Plan to Reopen Strait of Hormuz as Oil Tops $100
Tehran proposes a seven-day roadmap to end the Hormuz blockade in exchange for sanctions relief and $12 billion in unfrozen assets. Trump has rejected the terms. Here’s what it means for oil prices.
Iran’s Rial Crashes 25% as US Sends Carrier Strike Group to Gulf
Iran’s currency has lost a quarter of its value in two months and inflation nears 90% as the US deploys the USS Theodore Roosevelt and 10,000 troops to the Gulf, while Tehran vows the Strait of Hormuz stays shut.
Meta’s AI Data Centers Tagged ‘Experimental’ Saved It Billions in Taxes
An NYT investigation reports Meta classified AI data centers as pilot research projects, cutting its tax bill from $700 million in 2023 to over $3 billion by 2025 — but tax experts warn the IRS may not agree.
MaxLinear Stock Jumps 15% to $105.93 Ahead of Oct. 22 Earnings
MXL shares hit a three-month high after a 15% single-day jump, with Q3 revenue expected up to 74.6% year-over-year as AI data center chip demand surges and hedge fund stakes soar 673%.
US Sends 9,000 More Troops and Third Carrier to Middle East as Iran Tensions Rise
A third US aircraft carrier and 9,000 additional troops are heading to the Middle East as Trump weighs fresh strikes on Iran. Here’s the market impact.
NVIDIA Unveils Record $150B Buyback as Data Center Revenue Hits $89B
NVIDIA’s historic $150 billion share buyback and 106% revenue growth have Jim Cramer doubling down. Here’s what the numbers mean for your portfolio.
Amazon Pledges $1B for Data Center Communities Amid Political Backlash
Amazon will invest over $1 billion in communities hosting its data centers as political backlash grows. Here’s what the $220B capex surge means for investors.