News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Intel's shares rose 6% in premarket trading on Friday after bullish forecasts signaled the AI boom was propelling the chipmaker's long-awaited turnaround. The company forecast third-quarter revenue above Wall Street expectations and raised this year's capital expenditure estimate to $20 billion from $18 billion. Intel's improving outlook reflects growing adoption of its data center central processing units (CPUs) by customers building infrastructure for artificial intelligence, as CEO Lip-Bu Tan works to position the company as a broader beneficiary of AI-driven semiconductor demand despite Nvidia's lead in accelerator chips.
These companies are nearing trillion-dollar valuations. However, only one is actually living up to the hype at the moment.
Founder Elon Musk wants to establish a permanent human colony on the moon.
Wall Street still rates the iPhone maker a buy. Its own numbers say the stock has already arrived.
Xi confidant leads fevered effort for domestic alternatives to win AI race. Chinese AI companies get warned that anyone who resisted using local chips was a traitor.
AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...
Amkor Technology said on Thursday it had entered a multi-year agreement with Nvidia worth $1.5 billion to expand advanced semiconductor packaging and test capacity in the U.S., as the chip industry races to build out AI infrastructure. • Under the agreement, Nvidia will make a prepayment to support the expansion of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop packaging and testing technologies for Nvidia's AI and accelerated-computing platforms, focusing on combining different types of chips in a single package.
Moby summary of Pacific Gas & Electric Co.'s Q2 2026 earnings call
Moby summary of Union Pacific Corporation's Q2 2026 earnings call
Moby summary of Cleveland-Cliffs Inc.'s Q2 2026 earnings call
Moby summary of Tractor Supply Company's Q2 2026 earnings call
Moby summary of Teck Resources Limited's Q2 2026 earnings call
Moby summary of Popular, Inc.'s Q2 2026 earnings call
Moby summary of Gentherm Incorporated's Q2 2026 earnings call
Tariffs on Brazilian imports could reshape competitive dynamics for select companies.
This ETF has outperformed in all recessions and bear markets since it debuted.

AMD launched its Helios rackscale systems to rival Nvidia's Vera Rubin-powered platform.
The investment bank is reporting records all around, and shareholders are benefiting.
Moby summary of Visteon Corporation's Q2 2026 earnings call
Moby summary of RTX Corporation's Q2 2026 earnings call
Moby summary of Dover Corporation's Q2 2026 earnings call
Moby summary of Ardagh Metal Packaging S.A.'s Q2 2026 earnings call
Moby summary of Albertsons Companies, Inc.'s Q1 2026 earnings call
For the third quarter in a row, Rollins failed to live up to the market's quite lofty expectations.
If the idea of inflation in retirement keeps you up at night, you may have less to worry about than you think.
Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?