Venture capital firm Eclipse disclosed a $1.3 billion fundraise this week…
Most earnings calls handle tariffs the same way: acknowledge the headwind,…
For roughly two years, the central question in enterprise technology investing…
The last time Cerebras Systems tried to go public, it withdrew…
On January 28, Microsoft reported a quarter that most companies would…
Investor Buzz This Week
For weeks, Terafab read like a Musk announcement in search of an execution plan. The March 21 unveiling was characteristically ambitious: Tesla, SpaceX, and xAI would construct…
Venture capital firm Eclipse disclosed a $1.3 billion fundraise this week in filings with the Securities and Exchange Commission, making it the firm’s largest fund to date.…
Most earnings calls handle tariffs the same way: acknowledge the headwind, cite mitigation, decline to put a firm number on it. That language has been useful for…
For roughly two years, the central question in enterprise technology investing was whether AI would actually generate revenue, or whether it would remain a perpetual R&D story…
Bank earnings season opens in six days. Goldman Sachs reports before the bell on April 13. JPMorgan Chase, Citigroup, and Wells Fargo follow the morning after. Morgan…
The last time Cerebras Systems tried to go public, it withdrew its registration statement in October 2025 — days after closing a funding round — citing an…
On April 1, 2026, SpaceX submitted its confidential draft registration to the U.S. Securities and Exchange Commission, setting in motion what could be the largest initial public…
On January 28, Microsoft reported a quarter that most companies would celebrate. Revenue of $81.3 billion, up 17% year-over-year. Non-GAAP earnings per share of $4.14 against a consensus of…
