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Thursday, 23 July 2026

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AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes

Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…

The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO

There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…

Nasdaq Stock: Is NDAQ Underperforming the Financial Sector?

New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries worldwide. Valued at $49.5 billion by market cap, the company provides trading, clearing, exchange tec…

OpenAI eyes 10 GW Ohio facility: The Information

OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…

Amazon secures $17.5 billion loan facility for AI spending

Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …

Air Products and Chemicals (APD) Rallied Amid Improved Demand

The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…