27 articles
SEC-filed figures show Micron's capital spending nearly doubled in fiscal 2025 while its cost of revenue rose about 15%. Its cash more than doubled in a year. Analyst targets, supplier alliances and consolidation deals sit around those numbers, but the sources behind them vary a lot in reliability.
Verified SEC figures show Summit Therapeutics burning $322.9M in operating cash in FY2025 ahead of a November 14 FDA decision on ivonescimab. A $5.8B take-private of Option Care Health shows where capital is going in oncology care. We flag where our sources are weak.
SEC-filed figures show Micron's capital spending nearly doubled in fiscal 2025 and its cash balance has climbed to about $25 billion. Around that sit deals meant to lock in chip supply, plus a Wall Street rally call that rests on weaker sourcing than the filings.
Merck's filed cash fell from $18.2B to $5.3B in two quarters, while its cost of revenue rose by about 23% year over year. Next to that sit three Q4 oncology catalysts, a small-cap cash-stretch story, and an AI pitch with a weak source-reliability record. Every figure here is traced to SEC filings or named documents.
Merck's SEC-filed numbers show cash that more than doubled over two years, capital spending that rebounded, and a cost of revenue up about 23-24% year on year in the first half of 2026. Two oncology catalysts, ESMO on Oct 24 and an FDA decision date of Nov 14, test where that money is going.
SEC-filed data shows Micron's annual capital spending nearly doubled to $15.9 billion in FY 2025 while its cash pile climbed to $25 billion. Analysts are bullish on AI infrastructure but warn on price: one values D-Wave at 171 times sales. Consumer names tell a split story.
SEC-filed figures show Micron's annual capital spending roughly doubled to $15.9 billion in fiscal 2025, while its cash climbed to $25 billion. Analysts call the AI chip shortage a 12-to-18-month cycle, but the sources behind those calls are less reliable than the filings.
A survey says every respondent plans agentic AI within two years, yet AI reaches only about 45% of company data. Money is moving toward governance and data plumbing. Nvidia's checked filings show where the costs are rising. The survey source has a weak track record in our checks, so we flag it.
Mattel, Verra Mobility, BellRing, Brown-Forman and others changed leaders in 2026, while Kneat, NGEx and Silvercorp put deals and rule changes to shareholders. The statements are polished and say little about price. The sources we cite match only 30% to 57% of the time when checked.
Meta has created an enterprise platform under a departing MongoDB CEO, while startups raised $6.7M and $35M in September. Via News checked each number against its source. The investor most focused on finance software says AI should not do the calculations.
Every organization surveyed plans to use AI agents within two years, but only about 45% of company data is AI-accessible. Meanwhile, Nvidia's SEC-verified cost of revenue rose from $16.6B to $62.5B in two fiscal years. We set the spending against the bottleneck, and flag where the sources are weak.
Merck's SEC-filed numbers show cash down sharply since 2025 and cost of revenue up about 23% year on year, while its personalized mRNA melanoma vaccine heads to ESMO on Oct. 24. Smaller cancer biotechs are leaning on deals and runways. Source reliability varies, and we flag where.
A survey says 100% of respondents plan to use agentic AI within two years, yet AI reaches 30% or less of company data at 'laggard' firms. SEC-checked Nvidia figures show where spending lands, and a source with a poor reliability record is flagged.
SEC-filed figures show Micron nearly doubled its annual capital spending in FY2025 and held almost $25 billion in cash by Q3 2026. Around that checked core, analyst calls on power, data-center and memory names look strong. Quantum and consumer stocks look stretched or weak. We flag which sources held up.
Enterprise AI agents are reaching production at banks, insurers and health administrators. The research on data readiness is weaker: the one source that quantifies it failed every check we ran on it. The verified SEC figures show where spending has clearly landed, which is Nvidia's cost base.
Vertical AI startups are pitching to replace labor budgets, and Nvidia's verified filings show what building the underlying compute costs. But a Google Cloud-based finding in Via News's narrative says firms give agents only 45% of their data. The source that reported the 100%-adoption plan has a weak accuracy record.
Google quietly loosened its AI watermarking rules and OpenAI lost another senior executive in the same week — while claimed AI infrastructure spending kept accelerating and enterprise ROI claims from AI vendors ranged from well-documented to speculative. Via News traces the money behind the governance headlines.
Vicor trades near 24x trailing revenue on $471.7M in sales even as semiconductor equities sell off; Solitron's backlog grew 28% while Amkor guided below consensus. Via News traces the earnings, M&A and capital data behind the divergence — including a leveraged ETF that swung from a 196% one-year gain to a 17% one-day collapse.
Late-July's chip selloff hit a sector still signing nine-figure supply deals: Vicor posted $471.7M TTM revenue against an $11.3B market cap, Washington moved toward a $300M equity-linked stake in GlobalFoundries, and Amkor guided below consensus — a market repricing execution risk, not the AI capex thesis.
Survey data cited by MIT Technology Review claims 100% of enterprises plan agentic AI within two years, but its own reliability record is weak. What is verifiable: Manulife's five-year Microsoft deal, Box's new agent controls, and venture capital pricing narrow, auditable finance and healthcare workflows as the safer bet.