High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.
AeroVironment (NASDAQ:AVAV) stock is up 6% to $155.22 midday Monday, extending a post-earnings recovery the rest of the drone group hasn’t joined. The move follows the defense contractor’s fiscal first-quarter results reported earlier this month. The gain still leaves AeroVironment shares down 36% year to date. Ondas (NASDAQ:ONDS) stock is rising 2% to $7.37 on […]
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.
Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the stock to go.
TPG just bought into the exact Optum clinics that derailed UnitedHealth's profits, and management is hours away from reaffirming guidance that could either validate the deal or reopen a wound investors hoped was healing.
Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
Adobe named an internal successor days before a scheduled earnings report, and investors are not treating the timing as a coincidence. The question hanging over the stock is whether the new CEO can answer what the AI era actually means for the company's core business.
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.
Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.
Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong report.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has dropped sharply all week. That contradiction tells long-term investors something important about what to do next.
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.
DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.
At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings
Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.
President Donald Trump discussed efforts to de-escalate US-Iran tensions with Qatari Emir Tamim bin Hamad Al Thani.
I’ve just returned to the office after an approximately 1,500-mile run across the American West on one of my favorite motorcycles – and I LOVE what I see. “Buy the best, ignore the rest” is as true today as it was years ago, notes Keith Fitz-Gerald, editor of 5 With Fitz.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...
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