The headline number is $22 billion of enterprise value. The number that decides whether this works is the multiple. Fox is paying roughly 4.6 times trailing sales for Roku and funding part of it by…
OpenAI filed its confidential S-1 with the SEC on May 22, setting up a September debut and a valuation band from $852 billion to more than $1 trillion. If it prices at the top, it will be the largest…
Anthropic submitted its confidential IPO paperwork to the SEC on June 1, formally entering a race with OpenAI to reach Wall Street first. The October target puts it weeks behind OpenAI’s filing date…
The referendum on the AI capex cycle that June could not settle — the data-center growth rate is the whole trade.
No new projections, so the statement and the chair's tone carry the full weight.
The cleanest read on the memory cycle and AI demand before Nvidia — guidance is the tell.
The first decision under the new chair, with a fresh dot plot — the market wants the reaction function, not the rate.
The shekel is trading just above NIS 2.80 to the dollar, its strongest in years. On the eve of the October 2023 war the rate hovered near NIS 3.8. The currency has gained more than a quarter against…
Quantum computing stocks have been the most spectacular trade on Wall Street over the past year — returns of up to 6,217% for IonQ, Rigetti, and D-Wave, valuations that make the dot-com era look…
The math on RV ownership has never been comfortable. A vehicle that costs tens of thousands of dollars to acquire, thousands more each year in insurance, storage, and maintenance, and is actually used…