High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.
Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.
The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?
Novo Nordisk is playing catch-up in the GLP-1 race.
The Asia-based company posted its second-quarter results early Tuesday.
NuScale Power could become a much larger company if rising power demand translates into a repeatable commercial business.
The specialty lender posted a displeasing quarterly earnings report.
The beaten-down adtech took another hit, this time from an analyst's recommendation downgrade.
Nvidia just lined up Wall Street's biggest names to funnel $500 billion into AI data centers. It sounds bullish -- but dig deeper, and this deal may reveal more about the sustainability of the AI boom than Jensen Huang would hope.
The Iran war isn't just an energy supply issue any longer.
The automotive industry has had an allergic reaction to producing smaller, more affordable vehicles over the past decade, but with pent-up demand for them, the time might be perfect to strike.
Oracle just hit a fresh 52-week low, while its AI backlog is exploding.
The data center builder found its first tenant for Project Matador.
Behind the eye-popping $600 price target lies a tower of assumptions.
These stocks can help you withstand (almost) any storm.
Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]
Tesla's large market cap and valuation is largely driven by the potential of its future robotics, robotaxi, and AI businesses -- but here are two valid reasons for investors to be nervous.
On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.
Its majority investor is unloading a large pack of shares.
Mounting order book of $104 billion shows strong demand for cloud computing despite infrastructure challenges and AI-bubble fears.
The nuclear start-up stock could rebound sharply if this happens.
Moby summary of Harvard Bioscience, Inc.'s Q2 2026 earnings call
Moby summary of Flowco Holdings Inc.'s Q2 2026 earnings call
Moby summary of Electrovaya Inc.'s Q3 2026 earnings call
Moby summary of Aramark's Q3 2026 earnings call
Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...
The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
