Benchstone Capital exited its position in Norwegian Cruise Line during the fourth quarter as the cruise operator moves deeper into a post-reopening travel cycle. With its mix of premium and luxury brands, Norwegian is betting that higher-end demand can sustain revenue strength even as the broader travel surge normalizes.
In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, AMD (NASDAQ: AMD) shares surged 9% following the announcement of a landmark, multi-year strategic partnership with Meta Platforms (NASDAQ: META). The deal, characterized by analysts as one of the largest hardware procurement agreements in the history
NEW YORK — In a milestone that once seemed years away, the S&P 500 (NYSEARCA: SPY) has officially breached the historic 7,000 level, marking a new frontier for American equity markets. This psychological and structural barrier was finally broken in late January 2026, culminating a relentless 14-month climb from
The global financial markets held their collective breath today as NVIDIA Corporation (NASDAQ: NVDA) released its highly anticipated fourth-quarter fiscal 2026 earnings report. In a display of continued dominance that has silenced skeptics of an "AI bubble," the semiconductor giant reported a staggering $68.1 billion in revenue, comfortably surpassing
In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, Meta Platforms (NASDAQ: META) and AMD (NASDAQ: AMD) have officially announced a landmark multi-year strategic partnership to deploy a staggering 6 gigawatts (GW) of AI compute capacity. This deal, valued at an estimated $100 billion over
As the sun sets on February 25, 2026, the global financial community has fixed its collective gaze on a single data point: the fourth-quarter earnings report from Nvidia (NASDAQ:NVDA). Scheduled for release after the closing bell today, the report arrives at a precarious juncture for the technology sector. With
The global commodities market reached a historic milestone this week as copper prices surged to an all-time high, shattering previous records and sending a jolt through the industrial sector. On the London Metal Exchange (LME), the "red metal" climbed to a staggering $14,527 per metric ton in late January
The U.S. labor market has sent a complex signal to Wall Street this February, as fresh Department of Labor data reveals a "low-hire, low-fire" economy that is complicating the Federal Reserve’s path toward further interest rate cuts. Initial unemployment claims for the week ending February 14, 2026, fell
MENLO PARK, CA — In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Meta Platforms (NASDAQ: META) has unveiled a staggering $135 billion capital expenditure plan for 2026, aimed at cementing its dominance in the global artificial intelligence race. Following a blockbuster Q4 2025 earnings report
NVIDIA Corporation (NASDAQ: NVDA) has fundamentally rewritten the rules of the artificial intelligence (AI) supply chain with a massive $2 billion strategic investment in CoreWeave (NYSE: CRWV), a specialized "neocloud" provider. This move, finalized on January 26, 2026, involves the purchase of 22.94 million newly issued Class A common
SANTA CLARA, CA – The semiconductor landscape has shifted on its axis this week as shares of Advanced Micro Devices (NASDAQ: AMD) surged to record highs, fueled by a transformative multi-year artificial intelligence infrastructure agreement with Meta Platforms (NASDAQ: META). The rally, which saw AMD's stock climb as much as 14%
SANTA CLARA, Calif. — The eyes of the global financial community are fixed on Silicon Valley today, February 25, 2026, as Nvidia (NASDAQ:NVDA) prepares to release its fiscal fourth-quarter 2026 earnings report after the closing bell. Once the undisputed engine of the post-pandemic bull market, the semiconductor giant faces a
Meta is still growing fast and producing significant cash, but investors seem spooked by the social media company's capital-intensive AI spending spree.
