We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
高シグナルの見出しのみ — マクロイベント、決算、M&A、規制。リスト記事とアナリストのクリックベイトはデフォルトでフィルタ。1時間ごとに更新。
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.
Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.
The data center operator's latest spate of news items confirmed both its upside potential and its lingering risks.
The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f
Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.
Nvidia earnings report is expected to be the main event for tech investors this week.
Nvidia earnings report is expected to be the main event for tech investors this week.
With U.S. federal debt exceeding 100% of GDP, VXUS and IXUS offer investors international equity exposure as a hedge against rising sovereign risk.
Shares tumbled after the drugmaker said a late-stage clinical trial of a skin cancer medication fell short of its target.
The agency plans to round up any fraction of an inch for several of its services, part of a wave of changes set to impact package shippers on July 12.
(Bloomberg) -- Global bond jitters took center stage as Group of Seven finance chiefs discussed how oil-fueled inflation risks overshadowing world economic prospects.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenBillionaire Rinehart Bets $100 Million on US Defense StocksThe talks in Pari
It’s a quite week on the earnings front, but all eyes will be on Nvida who are due to report on Wednesday after the closing bell. Other big names reporting this week include Walmart, Home Depot, Target and Baidu.
(Bloomberg) -- Elon Musk has turned science fiction into reality for the better part of two decades, making believers rich and earning the benefit of the doubt from many on Wall Street. Away from rockets and electric cars, his companies are bending reality on another plane – convincing analysts to stretch their traditional valuation tools, and assign multiples based on what one academic calls “optionalities.”Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWi
Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.
US equity investors will remain focused on President Donald Trump's attempts to force Iran to reopen
May 18 (Reuters) - Compass Minerals plans to jump back into the lithium market by partnering with technology startup EnergyX to extract the battery metal from Utah's Great Salt Lake, a move that comes as prices rise for the critical mineral alongside a broader push to boost U. The companies have signed a memorandum of understanding that, if finalized, would see General Motors-backed EnergyX invest more than $400 million and use its direct lithium extraction (DLE) technology to filt
Baidu stock was rising even as the Chinese internet company’s profit tumbled, with the focus on AI progress.
U.S. stocks offer the lowest dividend yields since the dotcom bubble in 2000. The yield on the Datastream index of the top 1,000 or so U.S. stocks compiled by LSEG hit 1.077% on Thursday, briefly dipping below the 1.078% level it hit in September 2000, amid the technology, media and telecom bubble.
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
Retail earnings to offer glimpse at household spending, NextEra-Dominion tie up would capitalize on AI power boom, the Warsh era begins, and more news to start your day.
Samsung Electronics and its labour union plan to hold more talks on Tuesday in a bid to avert the biggest strike in the tech giant's history, amid concern that a walkout by more than 45,000 workers could hit South Korea's economy and disrupt global supply chains. The threatened 18-day strike starting on Thursday comes amid an acute global shortage in memory chips, which are essential components in AI data centres, smartphones and laptops. The shortage has fueled soaring profits at Samsung and its peers in recent months.
May 18 (Reuters) - U.S. stock index futures edged lower on Monday as rising Treasury yields and oil prices weighed on equity markets, while investors awaited key earnings from Nvidia and Walmart later
(Bloomberg) -- Global bond yields hovered near multiyear highs as rising energy prices stoked inflation concerns. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimWhile the moves were subdued compared with the rout that swept markets
By Nick Carey LONDON, May 18 (Reuters) - Ford will launch seven new models in Europe by 2029, it said on Monday, as it seeks to revive its flagging passenger car sales, fight off fierce competition
