Business
Markets, options and derivatives — calls, puts, futures and the flows that move them.
Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI
Taiwanese chipmaking giant TSMC plans to invest $1 billion in leading AI developers Anthropic and OpenAI, with $500 million allocated to each. This move gives TSMC direct stakes in AI companies, further benefiting from the AI data center buildout, despite concerns from analysts about circular financing in the AI market. TSMC has reported six consecutive quarters of record profit due to high demand for AI-related chips.
Nvidia has a Jensen Huang problem—and no obvious successor
Nvidia CEO Jensen Huang is under investigation by the company's board for an extramarital affair, reportedly with an executive at a major Nvidia customer who is also alleged to be a Chinese spy. This scandal threatens Huang's leadership at the world's second-most-valuable company, alarming investors and raising concerns about succession planning given his central role in Nvidia's success and the AI boom. The news has already impacted Nvidia's share price, which fell over 5% following the revelations.
1 Screaming Buy Value Stock Hiding in Plain Sight
Netflix is presented as a "screaming buy" value stock, despite investor concerns about AI and YouTube competition. The article argues these fears are overblown, highlighting Netflix's consistent earnings growth, expanding content library, and embrace of advertising revenue. Its current valuation is considered cheap compared to future earnings projections.
Best Stock to Buy Right Now: Dutch Bros vs. Sweetgreen
The article compares the stock prospects of Dutch Bros and Sweetgreen, noting Dutch Bros' rapid expansion towards 2,029 locations by 2029, while Sweetgreen faces declining revenue due to falling customer traffic and less profitable sales mix. Despite both companies pursuing growth through loyal customer bases and rapid expansion, Dutch Bros appears more promising from an investor's perspective due to its current growth trajectory.
Oil Prices Little Changed Near Three-month Lows
Oil prices showed slight gains on Wednesday but remained near three-month lows due to expectations of increased supply and reduced demand forecasts by the IEA. Investors are optimistic about a potential U.S.-Iran peace deal, which could lead to an increase in Iranian oil sales and global supplies.
Is SpaceX Stock Overvalued? Here's What the Numbers Say.
SpaceX, now publicly traded with a market cap near $2.6 trillion, faces questions about its valuation given modest sales growth and significant net losses. Despite CEO Elon Musk's ambitious plans for space colonization and the momentum of its Starlink satellite business, the company's stock is trading at an extremely high price-to-sales ratio of around 135, raising concerns about its current overvaluation.
Gold Prices Little Changed Ahead Of Fed Verdict
Gold prices remained stable on Wednesday after four consecutive days of gains, as investors awaited the Federal Reserve's rate decision. The U.S. central bank is expected to maintain interest rates despite inflation concerns, with market focus on the policy statement and economic projections from the meeting.
Leaked financial docs show OpenAI is losing billions of dollars a year
Leaked financial documents show OpenAI reporting significant revenue growth from $3.7 billion in 2024 to $13.07 billion in 2025, but with expenses, particularly in research and development, outpacing revenues, leading to substantial operating losses of $20.92 billion in 2025. Despite these challenges, the company aims for profitability by 2030, though it faces pressure to control costs and manage customer expectations regarding AI investment returns.
General Motors announces new defense partnership with Lockheed Martin
General Motors and Lockheed Martin have formed a partnership to enhance manufacturing capabilities and expand production, particularly for munitions, under the facilitation of the U.S. Department of Defense. The collaboration aims to improve production readiness, strengthen supply chains, and apply advanced manufacturing techniques, reflecting efforts by both companies to bolster U.S. defense industrial capacity in response to growing national security needs and international conflicts.