High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Figma, Inc. (FIG) delivered earnings and revenue surprises of +66.67% and +5.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.
Crypto exchange Gemini Space Station said on Thursday it has received a $100 million strategic investment from the family office of its founders, Cameron and Tyler Winklevoss. Winklevoss Capital Fund purchased Gemini’s Class A common stock at a price of $14 per share, with the payment made in bitcoin.
Investing.com -- Applied Materials reported record second-quarter revenue on Thursday and projected third-quarter revenue above Wall Street expectations, anticipating that robust investment in data centers and AI infrastructure will continue to drive demand for its chip-making equipment.
Gemini stock jumped 9% to $5.73 after Q1 2026 revenue rose 42% and Winklevoss Capital invested $100M in bitcoin.
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige
Rising oil prices are lifting inflation indicators and weighing on bond prices. Sentiment in the U.S. government bond market is bearish, which could explain why the odds favor the upside.
On May 12, I wrote about Micron's relative strength index, or RSI, hitting 85. That was one of the most extreme overbought readings on the daily chart, before the stock pulled back over 7% during the session to breathe. The technical signal was real. So was the concern about chasing a stock up 700% ...
<body><p>STORY: Shares of Cerebras Systems surged 89% above the initial public offering price in their U.S. market debut on Thursday, giving the chip designer a valuation of about $107 billion. </p><p>The listing on the Nasdaq is benefitting from a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom.</p><p>The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict.</p><p>Founded in 2015, Cerebras which is a competitor to Nvidia, sought to challenge conventional AI by designing chips roughly the size of a dinner plate to speed up processing.</p><p>It dropped initial plans to go public last year after drawing a U.S. national security review though the committee eventually cleared the deal.</p><p>Cerebras has secured Amazon and OpenAI, two of the biggest builders of AI infrastructure in the world, as customers.</p><p>It raised the size and price range of its IPO earlier this week to manage surging interest in its shares. Sources told Reuters that the offering had drawn orders for more than 20 times the number of shares available.</p></body>
Coinbase and other crypto stocks surged on Thursday after a major bill that cements the crypto industry’s legal standing got one step closer to the finish line.
Apple Inc.'s two-year-old partnership with OpenAI has reportedly become strained, with the AI startup preparing possible legal action after failing to see the expected benefits from the deal.
Tight weekly action near highs and a possible new buy point have made GE Vernova stock our pick. Amazing earnings help too.
Cisco Systems Inc. jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which runs through July, the company said in a statement Wednesday. Analysts estimated sales of $15.8 billion, according to data compiled by Bloomberg. The news signaled that Cisco, a four-decade-old stalwart of Silicon Valley, is successfully pivoting to the AI economy. Orders from data center customers are accelerating, and the company's restructuring plan is designed to further improve its position. Bloomberg's Ryan Vlastelica takes a closer look.
INOD shares have nearly doubled since Q1 results, as revenues jump 54% and guidance is raised. Meanwhile, a lofty 73.4x forward P/E has investors weighing profit-taking.
Investing.com -- Treasury Secretary Scott Bessent said Thursday he anticipates price pressures will ease soon despite universally negative recent inflation data, predicting one or two more "hot inflation numbers, but then I think we're going to see substantial disinflation."
Nvidia stock surged 4% on Thursday.
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios
Brookfield Corporation reported improving first-quarter results.
Q1 earnings season continues at its robust pace, and apparently no news is good news when it comes to the war in Iran.
Klarna Group (NYSE:KLAR) shares jumped more than 13% in premarket trading Thursday after the company reported first-quarter results that exceeded Wall Street expectations, supported by strong transaction growth and improving profitability. Revenue and GMV Growth Outpace ExpectationsKlarna posted an adjusted loss of -$0.
Riley Exploration Permian's Q1 beat, surging output and free cash flow spotlight a discounted growth-and-dividend story despite Permian gas constraints.
Investing.com -- TD Cowen has upgraded Starbucks to Buy and raised its price target to $120, arguing that the coffee chain's turnaround is still in its "early innings" with multiple drivers that could push earnings and margins above Wall Street expectations over the next two and a half years.
Legence (NASDAQ:LGN) shares surged 9% in premarket trading after the company reported first-quarter results that topped analyst expectations and lifted its guidance for the full year. The company posted adjusted earnings per share of $0.
Stocks opened higher after a pair of healthy economic reports, with the Dow getting a boost to 50,000 from Cisco’s strong earnings. The Dow was up 0.8%, to trade at 50,080.30. The picture for the U.S. economy is positive, with retail sales coming in healthy and jobless claims showing the labor market continues to hum.
Grocery prices jumped 0.5% in April and restaurant menu prices climbed 0.7%, the biggest monthly moves in either category since late 2025. Before that, you would have to go back to 2022 to find a hotter print. The April CPI report, released Tuesday by the BLS, showed headline inflation running at 3.8% year over year, ... Grocery and Restaurant Prices Post Biggest Jump Since 2022
The AI chipmaker opened at $350 per share on Thursday, well above its IPO price of $185.
The AI chipmaker opened at $350 per share, well above its IPO price of $185.
Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are
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