3 Stocks to Buy for an October Surprise
Oil infrastructure risk and record political ad spending are setting up two distinct investor themes for October. These three stocks are positioned around them: Transocean (RIG), Oil States (OIS) and Versant (VSNT).
Special Report
Orbital data centers get a real stress test next week when $GOOGL launches its first TPUs into orbit aboard SpaceX's Transporter-18 mission.
The proto...
This looks like an effort to get ahead of the backlash over rising electricity bills, constrained grids, and canceled energy projects by getting visib...
Anthropic committed $11.6 billion over seven years to $AKAM for growing CPU workloads.
The workload mix makes this especially interesting.
CPU demand ...