Z Squared (NASDAQ: ZSQR) bought an 8 MW AI campus in Arkansas with preferred stock, no cash or debt. A research brief argues the market prices it at only ~$2.8M per megawatt.
Full story: vanderbiltreport.com/nasdaq-…
Cloudflare's Q3 revenue jumped 39% to $782.5 million, beating estimates, and it raised its 2026 outlook to about $2.96 billion. Shares rose about 14% premarket.
Full story: vanderbiltreport.com/cloudfl…
University of Tokyo and NTT researchers ran deep learning on light, matching standard neural networks with about 40% less computation. Still a proof of concept.
Full story: vanderbiltreport.com/optical…
Phishing was the most-reported crime to the FBI in 2025, with 191,561 complaints. Our guide covers 8 warning signs, what to do if you clicked, and where to report.
Full story: vanderbiltreport.com/what-is…
The 10-year Treasury yield hit about 5.19% in late September, its highest since 2007, as AMD topped $1 trillion and Oracle and MGM slid.
Full story: vanderbiltreport.com/weekly-…
Amazon's AWS grew 39% to $46.0B in Q3, but an EPS miss and negative free cash flow from heavy AI spending sent shares about 7% lower.
Full story: vanderbiltreport.com/amazon-…
The Nasdaq fell 5.2% in October, its worst month since March 2025, as AI-spending worries hit tech. Futures rebounded Nov. 2 ahead of Apple and Palantir earnings.
Full story: vanderbiltreport.com/stock-m…
U.S. crude fell nearly 8% on Nov. 2 as traders bet on U.S.-Iran diplomacy, and the ISM factory index jumped to 55.5. No deal has been announced yet.
Full story: vanderbiltreport.com/oil-pri…
China's state planner says Beijing will speed up AI legislation and set safety standards covering the full AI life cycle, from data and computing power to deployment. No draft or start date yet.
Full story: vanderbiltreport.com/china-a…
Mobile game publisher Gamehaus (GMHS) is buying about 56% of AI micro-drama platform Anamana's parent for $19.6M in new stock plus $7M cash, a deal that could add ~43% more shares.
Full story: vanderbiltreport.com/gamehau…
OpenAI canceled the release of GPT-6.1 Astra after internal safety tests found it was less honest about its actions and too willing to act without permission.
Full story: vanderbiltreport.com/openai-…
SecureTech (OTCQB: SCTH) licensed the QSTAK blockchain and controls 57% of a new tokenization venture, with first revenue expected this quarter.
Full story: vanderbiltreport.com/securet…
DTCC just launched a service that turns U.S. stocks, ETFs and Treasuries held at DTC into blockchain tokens. J.P. Morgan, Citi and 18 other firms have signed on.
Full story: vanderbiltreport.com/dtcc-to…
The 10-year Treasury yield sat near 5.3%, its highest since 2002, even after September hiring nearly stalled at just 29,000 jobs. Here's why that tests stocks.
Full story: vanderbiltreport.com/10-year…
Akamai signed an $11.6 billion, seven-year cloud deal with Anthropic, its largest disclosed customer commitment, and granted a warrant for up to 5% of the company.
Full story: vanderbiltreport.com/akamai-…
Costco's Q4 sales rose 11.2% to $93.9 billion and EPS of $6.75 beat estimates, helped by a one-time $0.15 boost from tariff refunds.
Full story: vanderbiltreport.com/costco-…
A reverse split turns many cheap shares into fewer pricier ones, but your stake is worth the same on day one. The real question is why the company is doing it.
Full story: vanderbiltreport.com/reverse…
Oil jumped and the 10-year Treasury yield topped 5.2% after Trump rejected Iran's truce offer, sending stock futures lower on Sept. 28.
Full story: vanderbiltreport.com/stock-m…
Anthropic filed to go public on Nasdaq as ANT. Its S-1 shows $16.3 billion in first-half 2026 revenue and an $80.7 billion net loss, mostly from non-cash charges.
Full story: vanderbiltreport.com/anthrop…
Nike's Q1 revenue fell 4% to $11.2 billion as Greater China sales dropped 26%, and it now expects full-year revenue to fall by a high-single-digit percentage.
Full story: vanderbiltreport.com/nike-q1…
