A detailed analysis of the bullish investment thesis for insurtech disruptor Lemonade, Inc. (LMND), examining its path to profitability, AI-powered scaling, and the significant challenges that remain.
Tesla and Matrix Renewables have signed an agreement to build a landmark 500MW/1GWh battery storage system in Scotland, marking a significant step for Tesla's energy division amid a challenging year for its automotive business.
Seagate Technology's CEO sold a substantial portion of his holdings in February 2026, a move that is drawing scrutiny from the market as the company rides a wave of AI-driven demand for its data storage products.
Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.
Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.
Kennametal posts robust Q2 FY2026 results, exceeding sales and EPS forecasts. The industrial tooling leader cites strategic wins in energy and aerospace, effective pricing actions to counter soaring tungsten costs, and an upgraded full-year outlook as key drivers.
In a major consolidation move within the semiconductor industry, Texas Instruments has agreed to acquire Silicon Laboratories in an all-cash deal valued at approximately $7.5 billion, aiming to significantly expand its embedded connectivity offerings.
U.S. natural gas futures rallied sharply as a prolonged cold snap and expectations of a historic inventory withdrawal tightened supply concerns, pushing prices to multi-year highs.
Nvidia CEO Jensen Huang predicts the AI revolution will fuel a historic infrastructure build-out, creating high-paying jobs for skilled trades. While wage growth is already evident, experts caution the sustainability of this boom hinges on addressing deep-seated labor shortages and long-term economic shifts.
At a major Wall Street Journal conference in Palm Beach, financial leaders from Blackstone, Citi, and Lazard grappled with the immediate market fallout and long-term implications of an AI startup's latest move, revealing a stark divide between panic and opportunity.
A faster-than-expected coronal mass ejection, triggered by a major solar flare, has heightened forecasts for a widespread aurora borealis display visible from multiple northern U.S. states Wednesday night into Thursday morning.
LyondellBasell Industries' latest earnings beat suggests the prolonged downturn in chemicals may be bottoming out. With cost discipline, early demand stabilization, and industry-wide capacity cuts, a path to margin recovery is emerging.
Alphabet Inc. (GOOGL) has transformed from an AI observer to the indispensable infrastructure backbone of the industry. With blockbuster Q3 results and a solved 'Innovator's Dilemma,' the tech giant is leveraging its unique scale to fuel sustained growth.
Confluent, Inc. (NASDAQ: CFLT) is demonstrating robust growth and improving profitability, driven by strong demand for its core data streaming platform and effective execution of its go-to-market strategy. Recent quarterly results exceeded expectations, highlighting the company's resilience and competitive edge.
Elon Musk's move to merge SpaceX and xAI signals a pivotal shift for the tech industry, pointing toward a future where the most ambitious energy, computing, and industrial projects leave Earth's surface.
At the Cisco AI Summit, Nvidia CEO Jensen Huang challenged the corporate obsession with immediate AI ROI, advocating instead for a culture of open-ended experimentation and learning, drawing parallels to nurturing childhood curiosity.
Facing sustained sales pressure, Home Depot announces a multifaceted strategy for 2026, blending smart home upgrades, an unlikely burger partnership, and AI-powered tools in a bid to re-energize its customer base.
The AI-powered 3D modeling firm expands its Krafty Lab enterprise platform by integrating advanced aviation simulations, including an F-35 fighter jet experience, targeting leadership development and premium corporate events.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Elon Musk consolidates his space and artificial intelligence ventures, creating a vertically-integrated tech giant valued at $1.25 trillion. The merger aims to overcome Earth-bound data center limitations by launching computing infrastructure into orbit, while also drawing scrutiny over xAI's regulatory challenges and financial pressures.
