High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Alphabet reports its second-quarter 2026 results after the bell on Wednesday, and for this cycle, Wall Street has made clear that the numbers themselves are almost beside the point.
SK hynix (SKHY) is considering acquiring Intel's (INTC) semiconductor campus in New Albany, Ohio, as
The Congressional Budget Office in January 2001 predicted such large future budget surpluses that it said all redeemable U.S. government debt could be paid off within five years. Treasury reversed course five years later as deficits instead widened, yet those bonds remain an afterthought. The long bond isn’t as closely followed as the 10-year note, the benchmark shown daily in this newsletter and important for things like mortgage rates.
LONDON, July 22 - What matters in U. and global markets today , Editor-At-Large, Finance and Markets Oil prices, bond yields and chip stocks were rising in sync again overnight, as this renewed round of fighting between the U.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Reach (LON:RCH) said first-half revenue fell as lower referral traffic, particularly from Google, continued to weigh on digital audiences, but the publisher maintained that it remains on track to deliver full-year profit in line with market expectations. Chief Executive Piers North told investors t
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.
Reddit, Politico and others are weighing how—or even if—they can work with the tech company as AI tools supplant traditional searches.
Google reports Q2 earnings today. Here's what Wall Street expects from Alphabet's cloud growth, AI spending, and ad business.
The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results.
A Berkshire acquisition from 10 years ago gives the Oracle of Omaha's conglomerate exposure to the data center proliferation trend.
AI spending and cloud growth will drive the reaction
Investing.com -- oogle on Tuesday unveiled three new artificial intelligence models, including its most capable Flash model to date and a cybersecurity-focused system, as the tech giant steps up competition with OpenAI and Anthropic in the rapidly evolving AI market.
Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.
Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.
Alphabet Q2 Earnings Loom: Can AI and Google Cloud Deliver Another Beat?
(Bloomberg) -- Moonshot AI is preparing to begin discussions in August on a final round of fundraising before listing in Hong Kong, capitalizing on the excitement around its latest model to raise capital at a valuation of as much as $50 billion.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than
Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center spending, months after raising expectations with a blockbuster quarter for cloud sales. The Google parent — set to report second-quarter results on Wednesday — has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks. "While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors.
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.
Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.
Google will report its second quarter earnings after the bell on Wednesday.
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.
