High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Chewy fell 11% yesterday as the once-strong growth story seems to be falling apart.
Moby summary of Optical Cable Corporation's Q3 2026 earnings call
Moby summary of Destination XL Group, Inc.'s Q2 2027 earnings call
Moby summary of SailPoint, Inc.'s Q2 2027 earnings call
Moby summary of Korn Ferry's Q1 2027 earnings call
Moby summary of Core & Main, Inc.'s Q2 2027 earnings call
Moby summary of Oddity Tech Ltd.'s Q2 2026 earnings call
Moby summary of Cognyte Software Ltd.'s Q2 2027 earnings call
Moby summary of Chewy, Inc.'s Q2 2026 earnings call
Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.
The earnings report for Nvidia, the world's most valuable company, could have huge economic ramifications.
Moby summary of United Natural Foods, Inc.'s Q4 2026 earnings call
Moby summary of Gamehaus Holdings Inc.'s Q4 2026 earnings call
Moby summary of ABM Industries Incorporated's Q3 2026 earnings call
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
When the words “not seen since 2007” are thrown around, investors start to look harder at what’s going on with bonds.
Lululemon shares plunged after another guidance cut.
Even after a more than tenfold rise in the past five years, it's valid to argue that this AI stock is cheap.
Home Depot's combination of potential upside and dividends make the stock attractive.
Both companies are delivering impressive revenue growth.
Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.
Despite a solid quarter, the market seems skeptical about the fintech's future.
Some investors worry that the pace of artificial intelligence (AI) infrastructure build-outs is not sustainable.
Moby summary of KNOT Offshore Partners LP's Q2 2026 earnings call
The food supplier’s shares jumped after stronger core trading, currency help and the Dalco exit outweighed seafood trouble.
Moby summary of Genesco Inc.'s Q2 2027 earnings call
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Nvidia stock could drop in September as investors fret about the sustainability of AI spending.
Broadcom's Q3 2026 revenue jumped 86% to $29.6 billion and adjusted EPS hit $3.32, both above Wall Street's targets, as AI chip sales more than tripled to $16.7 billion.
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