
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Lisa Mateo, and Alexis Christoforous.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Lisa Mateo, and Alexis Christoforous.

HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.

Intel and SK Hynix held exploratory talks for US chip manufacturing. The market doesn’t care that the talks were exploratory, clearly.

The main indexes finished higher Thursday thanks to easing bond yields and surging tech stocks.

SpaceX said on Thursday that Starship’s Flight 14 is now targeted for Monday, September 28, pending regulatory approval.

Stocks bounced back on Thursday, more than making up for the Federal Reserve decision-driven downturn seen in the prior session. The tech-heavy Nasdaq Composite led gains, up 1.7%, but that's not to say the rally was concentrated to one area of the market.

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 6.8% in the afternoon session after Wells Fargo initiated coverage of the company with an Overweight rating and named the stock a top idea. According to TipRanks, the firm cited 1.4 gigawatts of contracted capacity and a power-advantaged footprint as key supports for the call. An Overweight rating typically means the analyst expects the shares to outperform peers over the firm’s investment horizon. For a capital-inten

The company is in the process of expanding the uses for its Hugo Surgical System and expanding its revenue base.

Lucid stock rallies on a robotaxi partnership with Bolt. But LCID shares remain rather unattractive as a long-term holding.

These stocks should benefit from long-term tailwinds in energy demand over the coming decade.

Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
Three California depots expand freight infrastructure without revealing contract value, utilization or truck demand.

Selective Insurance Group has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 15.8% to $88.57 per share while the index has gained 12.9%.

Strive (ASST) heads into the H.C. Wainwright 28th Annual Global Investment Conference on September 15, 2026, with investors watching CFO and director Benjamin Bartley Pham for fresh clues on the asset manager’s direction. Strive’s recent trading tells a mixed story, with a 30-day share price return of 107.65% and a 90-day gain of 84.58% pointing to strong short-term momentum, while the 1-year total shareholder return has declined 62.76% and the 3-year total shareholder return is down...

ChargePoint stock surged 61% in a single month while every sector peer moved the opposite direction, and nobody can point to a catalyst that explains it. That combination of facts makes the buy-or-wait decision unusually uncomfortable right now.

Over the last six months, International Paper’s shares have sunk to $34.16, producing a disappointing 8.7% loss - a stark contrast to the S&P 500’s 12.9% gain. This may have investors wondering how to approach the situation.

MARA Holdings (NASDAQ:MARA) stock is rallying in Thursday afternoon trading, with MARA shares up 6% to $11.76. Over the past month, MARA has gained 21%, a run that puts the stock well ahead of both its listed peers and the broad market benchmark. For context, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has declined 1% […]

Fieldly's $494,000 purchase brings his direct holdings to 956,063 shares worth $25.5 million, signaling confidence amid recent weakness.

As consumer confidence falls, investors look for more resilient stocks.

Rivian has a lot to offer investors, albeit with risk, thanks to its liquidity, improvements in gross profitability, and avoidance of shareholder dilution.
Taiwan workers want permanent profit participation while tight memory supply strengthens their bargaining position.

Clarity on how much revenue Tempus AI will bring in through Medicare reimbursements for two of its cancer screenings appeased investors this week as shares surged Thursday. Tempus stock added 15% Thursday as part of a 36% advance over the last five sessions. in which Tempus is the third-largest position behind Tesla and SpaceX rose 4.3%.
The Committee for Medicinal Products for Human Use recommended European Union marketing authorization for Frehemgo in adults and children with haemophilia A on Thursday.

Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.
Self-hosted agents widen Cisco's addressable market while pricing and customer commitments remain undisclosed.

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.
Super Micro Computer stock climbs. AI server demand gives the stock a lift

Guests can now enjoy their favorite PepsiCo beverages while enjoying a meal at The Great Greek Mediterranean Grill. The two companies announced their partnership, making PepsiCo the official provider of soft drinks for the fast-casual restaurant brand. Rolling out nationwide through 2026, the partnership brings The Great Greek Mediterranean Grill a best-in-class beverage platform designed […]
Purchase-linked warrants align Amazon with its generator supplier as data-center resilience becomes a strategic constraint.

In recent days, General Dynamics was upgraded to a Zacks Rank #2 (Buy) after analysts raised their full-year earnings estimates by 2.3% over the past three months, signaling greater confidence in the company’s earnings outlook. This shift in analyst sentiment comes as General Dynamics’ year-to-date return has outpaced the broader Aerospace group, suggesting its mix of defense and aerospace businesses is being viewed as relatively resilient within the sector. We’ll now examine how this...
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