U.S. spot Bitcoin ETFs recorded over $560 million in net inflows on February 2nd, signaling renewed institutional confidence despite BTC's recent volatility. Meanwhile, data reveals a contrasting trend of significant Ethereum accumulation by large-scale investors, even as its own ETF products face outflows.
Elon Musk merges his space and artificial intelligence ventures, positioning SpaceX to challenge Big Tech's AI dominance with a radical vision for orbital data centers powered by the sun.
A sweeping analysis of 364 U.S. counties reveals renters are dedicating a staggering portion of their income to housing, with coastal regions facing the sharpest pinch. The data underscores a widening affordability gap even as home price growth outpaces rents in most markets.
Following the late-January market turmoil, scrutiny has intensified on the Binance ecosystem. Our analysis identifies three tokens—CAKE, ASTER, and BNB—where on-chain data and price action suggest accumulating confidence, despite ongoing sector-wide concerns.
Seagate Technology's robust fourth-quarter performance, driven by cloud data center demand and a shift to high-capacity drives, has lifted its stock. However, analysts are scrutinizing the pace of HAMR adoption and margin sustainability as key tests for the coming year.
While investors chase AI's flashiest names, a foundational player in data storage is quietly capitalizing on the boom, presenting a compelling opportunity that may be flying under Wall Street's radar.
While gold and silver prices plunged from record highs, positioning data reveals institutional investors had already begun rotating capital out of precious metals and into energy futures in the preceding weeks.
Amidst a downturn fueled by weak Chinese trade data and falling commodity prices, analysts identify a cluster of London-listed equities trading significantly below their intrinsic value, presenting potential opportunities for patient investors.
William Blair upgrades Palantir Technologies (PLTR) to 'Outperform,' arguing that a recent 30% decline in share price presents a buying opportunity for the AI and data analytics leader, citing strong government and commercial momentum.
Arcellx (ACLX) shares are caught in a tug-of-war between conflicting valuation signals. While a sky-high price-to-book ratio suggests the stock is richly valued, a discounted cash flow model implies massive upside potential. We examine the data behind the biotech's recent price swings and what investors are really betting on.
Gilead Sciences reports compelling Phase 3 data for its Trodelvy immunotherapy combined with Merck's Keytruda in frontline metastatic triple-negative breast cancer, marking a significant stride in its strategic pivot to expand beyond virology. The company also bolsters its pipeline through a new partnership with Repare Therapeutics.
As millions of European workers await pay adjustments, new data reveals a continent deeply divided on minimum wage levels. While Western nations lead in nominal terms, purchasing power parity tells a more nuanced story of living standards across the EU and candidate countries.
Wall Street maintains a positive stance on American Tower Corporation (AMT) as it enters 2026, with over 70% of analysts recommending the stock. While several firms have trimmed price targets citing sector headwinds, the long-term outlook for the communications infrastructure giant remains favorable, driven by its data center portfolio and stable tower business.
Bank of America has initiated coverage on electronics manufacturing services provider Celestica with a 'Buy' rating, citing the company's strategic position to capitalize on the AI data center infrastructure boom. The firm set a price target of $400, forecasting strong growth driven by custom server and networking switch demand.
Analysts highlight Credo Technology Group (CRDO) as a core beneficiary of soaring cloud and AI data center spending, with revenue projected to nearly triple in FY2026 amid industry-wide capex surge.
Micron Technology has broken ground on a massive new NAND fabrication facility in Singapore, a decade-long, $24 billion project aimed at meeting explosive demand for AI and data storage. The move signals a strategic long-term pivot but raises questions about market cycles and capital discipline.
The AI and data management firm, Cordel Group Plc (LON:CRDL), is forecast to reach breakeven in 2027 after significant losses. With aggressive growth targets and a conservative balance sheet, analysts are watching closely to see if the company can navigate its critical investment phase.
Elon Musk's aerospace company SpaceX has finalized its acquisition of artificial intelligence firm xAI, announcing a controversial long-term strategy to develop space-based AI data centers powered by solar energy, citing insurmountable earthly constraints on power and cooling.
Lemonade's stock soared in January, propelled by the launch of a novel, usage-based insurance plan for Tesla vehicles that slashes premiums when Full Self-Driving is engaged, signaling a strategic pivot towards data-driven, autonomous future.
While voice-AI firms like SoundHound capture headlines, data analytics giant Palantir Technologies leverages deep government ties and enterprise contracts to build a potentially more resilient growth narrative in the volatile AI sector.
