High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.
SpaceX Corp (NASDAQ:SPCX) shares rose about 2.5% on Thursday, despite the expiration of the first major lockup period that made more than 900 million shares held by insiders and other investors eligible to trade. The release of up to 911.5 million restricted shares more than doubled SpaceX's...
An 85% yield sounds like a dream until the fund paying it quietly returns your own money and calls it income. What happened to MSTY investors reveals a structural flaw hiding inside every eye-popping distribution rate.
Moby summary of Warner Bros. Discovery, Inc.'s Q2 2026 earnings call
One reassuring trend still faces a crucial employment test
But will AI-powered inventory control at department stores dry up the availability of stock?
NuScale Power is preparing to reach a critical growth catalyst.
The timing raises new questions about Xbox's turnaround
Nvidia stock was trying to pick up some momentum on Thursday. Nvidia’s stock has gained 17.4% so far this year and is up 21.1% over the past 12 months. The market might be giving credit to Nvidia for its continued dominant artificial-intelligence chip share.
PPL and Vistra head into Q2 release with support from data-center demand, new rates, clean-energy investment and disciplined cost controls.
PWR's raised 2026 outlook and record backlog highlight accelerating infrastructure demand, with acquisitions expanding its reach into power and data centers.
Early demand points to a potentially broader smartphone shift.
The approval makes mFLUSIVA Moderna’s fourth FDA-cleared product and the first messenger RNA-based flu vaccine.
The real opportunity extends well beyond prescription delivery
AppLovin shares are tumbling after the ad technology firm’s sales and outlook disappointed.
The facility in Grimes County will span more than 100 million square feet and is expected to create at least 3,000 jobs
Also, studies with real-time brain scans show that the sight of a Coke label can light up the sensory pleasure region, even for subjects who like Coke and Pepsi equally in blind tests. All I know is that although I don’t mind Diet Pepsi, I reach first for Coke products, and for Zero sodas before Diet ones.
AppLovin Slides After Revenue Falls Short, AI Spending Ramps Up
TeraWulf Inc. has now reported its second-quarter 2026 results, with revenue of US$44.77 million and a net loss of US$939.92 million, while simultaneously advancing its shift toward high-performance computing through expanded capacity and new data center assets. A centerpiece of this update is a 20-year, roughly US$19 billion lease agreement with Anthropic, which materially reshapes TeraWulf’s business mix toward long-duration AI infrastructure contracts backed by significant...
Chevron (NYSE:CVX) is expanding its North American base oils distribution network through new partnerships as part of its downstream business plan. The move coincides with recently reported strong financial results that have drawn fresh attention to profit levels linked to geopolitical factors. The expanded network is intended to reshape Chevron's base oils footprint in core markets and could affect long term product mix and logistics. Growth moves like Chevron's base oils push highlight...
Sterling Infrastructure, Inc. recently reported second-quarter 2026 results showing revenue of US$1.17 billion and net income of US$155.83 million, alongside raised full-year guidance to US$4.00–US$4.15 billion in revenue and diluted EPS of US$17.25–US$17.85. Management highlighted that capacity, rather than demand, is the main growth constraint as the company pursues acquisitions and invests to support mission-critical e-infrastructure projects. We’ll now look at how Sterling’s raised 2026...
Fluor stock has delivered a very strong 177.6% return over the past 5 years, yet current valuation checks suggest it no longer looks obviously cheap or excessively expensive at around US$50.42 per share. For investors, the question now is whether that past compounding still leaves enough value on the table or whether most of the easy gains are already behind it. Over 5 years, Fluor has returned 177.6%, which puts long term holders in a strong position but raises the bar for future returns to...
Moby summary of Oscar Health, Inc.'s Q2 2026 earnings call
In medieval Europe, the grim reaper evolved as a personification of impending doom. For technology companies, the modern equivalent is Bending...
Seagate Technology Holdings is back in focus after analysts raised fair value estimates from US$959.48 to US$1,115.87, a sizeable reset in how models value the stock. Much of this shift relates to new research that takes a more positive view of pricing power in hard disk drives, AI-led storage demand, and the company’s margin and cash generation outlook. Read on to see what is driving the new targets and how you can track the next developments in the Seagate narrative. Stay updated as the...
Eli Lilly recently reported that second-quarter 2026 sales rose to about US$23.0 billion with net income of roughly US$7.10 billion, and the company raised its full-year 2026 revenue guidance to US$85.0 billion–US$87.0 billion from US$82.0 billion–US$85.0 billion. Management attributed this step-up in outlook largely to surging demand for its GLP-1 diabetes and weight-loss portfolio, reinforcing how central these products have become to Lilly’s overall earnings power. With Lilly lifting 2026...
In late July 2026, Vistra’s board declared a semi-annual US$40.00 dividend per share on its 8.0% Series A preferred stock and a quarterly US$0.23 common dividend, payable in October and September respectively to shareholders of record as of early autumn record dates. These dividend actions, alongside rising interest in Vistra as a potential beneficiary of AI-driven power demand, highlight how the company is positioning itself as an income-paying player in the evolving US electricity...
T-Mobile US stock has fallen this year but still sits on a 3 year gain, and with valuation checks sending a mixed signal, investors are weighing whether the recent pullback has simply brought the price closer to fair or hinted at deeper concerns. Over the past 3 years, T-Mobile US has returned about 31.7%, which suggests long term holders have still come out ahead despite the recent slide. New premium plan uptake and network initiatives, including AI supported customer experience tools, can...
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