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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Wall Street expects revenue to nearly double, leaving little room for ordinary execution.
Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.

MP Materials is trailing the market in 2026. Under the surface, however, the company is getting stronger.

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
This week's major tech news
Earnings day hasn't been kind to Nvidia.

U. S. stock futures moved lower on Monday as investors prepared for Nvidia’s (NASDAQ:NVDA) quarterly results later in the week, with uncertainty surrounding the artificial intelligence trade combining with geopolitical tensions between Washington and Tehran to weigh on sentiment.
Burry warned that the earnings hype could indicate that most FOMO-driven buyers are already invested.

Nvidia reports earnings Wednesday with $92 billion in sales on the line, and Wall Street is split on whether the AI trade can hold.
U.S. Treasury Secretary Scott Bessent said in a post on X that ‘an economic D-Day’ was about to dawn on Iran on Monday, when Washington is expected to announce fresh sanctions against the Middle Eastern country.

Microsoft, Google and Oracle, which operate massive data centers powered by Nvidia chips, have also notified their customers of the forthcoming increases.

Analysts reveal what could happen to Nvidia shares next, and set expectations for the Q2 report.

The once-struggling retailer just reported a second-consecutive solid quarter just one year after a new CEO took over. Connect the dots.
Investing.com -- Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of the company's Blackwell chips.

The company is reporting some of its best performance in years.

With Nvidia reporting August 26, Oppenheimer just published insights about the stock that cut through the noise around the trade.

Nvidia stock's (NVDA) losing streak hit six days. Analysts see 40% upside. Will Wednesday's earnings end it?

The number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.

Moby summary of ZKH Group Limited's Q2 2026 earnings call

Moby summary of BJ's Wholesale Club Holdings, Inc.'s Q2 2026 earnings call
Wall Street may still be underestimating Nvidia's AI momentum
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.

Nvidia stock has been on an odyssey since reaching an all-time high in mid-May. Will its fiscal Q2 report be a positive catalyst?

Walmart beat estimates, raised guidance, and watched its stock crater 9% anyway. The reason buried in the CFO's comments explains why the quarter's biggest win may actually set up a painful Q3.
