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23,024 signal articles · 294 in last 24h · 110,275 total before filter · latest 1h ago
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Bloomberg13d agoneutral
Hong Kong Data Center Loan Sale Shows Banks Hitting Sector Limits

(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A

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Tilray Brands Q4 Earnings Call Highlights
MarketBeat13d agoneutral
Tilray Brands Q4 Earnings Call Highlights

Tilray Brands (NASDAQ:TLRY) reported record fiscal 2026 revenue and adjusted EBITDA, supported by growth in international cannabis, pharmaceutical distribution, wellness and the fourth-quarter acquisition of BrewDog. For the fiscal year ended May 31, 2026, net revenue rose 11% to $915.5 million fro

TLRY
Seagate Technology Q4 Earnings Call Highlights
MarketBeat13d agoneutral
Seagate Technology Q4 Earnings Call Highlights

Seagate Technology (NASDAQ:STX) reported fiscal fourth-quarter results that exceeded its outlook, driven by data center demand for mass-capacity storage and continued expansion in profitability. Management said the company expects revenue growth in fiscal 2027 to surpass the 34% growth recorded in f

STX
KLA Q4 Earnings Call Highlights
MarketBeat13d agoneutral
KLA Q4 Earnings Call Highlights

KLA (NASDAQ:KLAC) reported record June-quarter revenue and raised its outlook for the wafer equipment market, citing accelerating investment in artificial intelligence infrastructure, leading-edge logic, high-bandwidth memory and advanced packaging. Chief Executive Officer Rick Wallace said revenue

KLAC
Enphase Energy Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Enphase Energy Q2 Earnings Call Highlights

Enphase Energy (NASDAQ:ENPH) reported second-quarter 2026 revenue of $291.9 million, up 3% sequentially, as growth in Europe offset softer U.S. demand. The company shipped 1.59 million microinverters and 113.8 megawatt-hours of batteries during the quarter and generated $25.9 million in free cash fl

ENPH
Ford’s Sales and Revenue Are Down. The Automaker Isn’t Sweating It
The Wall Street Journal13d agoneutral
Ford’s Sales and Revenue Are Down. The Automaker Isn’t Sweating It

Ford Motor’s revenue fell in the second quarter amid declining U.S. sales. The automaker is nonetheless upbeat about the auto industry. The Dearborn, Mich., company on Tuesday raised its full-year profit forecast and said it is confident Americans would continue to buy pricey, big pickups and sport-utility vehicles that dominate its lineup.

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Wall Street ends mixed as investors await tech earnings
Reuters Videos13d agoneutralVIDEO
Wall Street ends mixed as investors await tech earnings

<body><p>STORY: Wall Street's main indexes closed mixed on Tuesday with the Dow gaining 1%, the S&P 500 edging up about two-tenths of a percent and the Nasdaq dipping by roughly two-tenths of a percent.</p><p>Markets have been volatile this month as investors worry that Microsoft, Amazon and other tech heavyweights may be overspending on data centers in the race to build out AI infrastructure.</p><p>But Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, said to expect these companies to announce more AI spending when they report quarterly results this week.</p><p>"Make no mistake, we're in an AI arms race. I think you will continue to see spending. I think you'll actually see companies increase spending next year and then things will normalize and stabilize... We're focused on adding to the US names because you can't have a situation where companies are penalized for spending, i.e. the hyperscalers, and companies are penalized for being on the receiving end to the spending, Micron, chip names. At some point, this will come, regress to the mean and we'll start to pay attention to fundamentals."</p><p>Shares of Microsoft rose ahead of its report on Wednesday, while Amazon dipped before its results on Thursday.</p><p>Shares of Apple closed almost 1% higher, though they rose nearly 2% during the trading session and briefly exceeded a $5 trillion market valuation for the first time.&nbsp;The iPhone maker reports its results on Thursday.</p><p>Outside of technology, shares of Coca-Cola rallied 5% after the beverage company raised its annual revenue and profit forecasts.</p><p>:: Archive</p><p>And shares of Boeing jumped nearly 5% after the airplane maker generated positive free cash flow as its turnaround plans gained momentum.</p><p>Meanwhile, the Federal Reserve is due to announce its interest-rate decision at the conclusion of its two-day policy meeting on Wednesday. Traders see about a 70% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>

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Why Prices Could Rise for Medicare Drug Plans Next Year
Barrons.com13d agoneutral
Why Prices Could Rise for Medicare Drug Plans Next Year

Medicare beneficiaries may face higher premiums next year for their Part D drug plans, as the federal government plans to end subsidies that helped mitigate price increases in the program. The Trump administration will not continue the subsidies beyond 2026, The Wall Street Journal reported. About 25 million Medicare recipients are enrolled in a stand-alone Part D plan for their drug coverage.

UNH
Deutsche Bank doubles down on Tesla at a lower price
TheStreet13d agoneutral
Deutsche Bank doubles down on Tesla at a lower price

There is a version of a vote of confidence that costs the person giving it almost nothing. Wall Street has perfected it. An analyst can keep a buy rating on a stock for years, through good quarters and awful ones, because the rating answers a fairly simple question. Do you think this is worth ...

TSLA
Analysts hike Robinhood stock price target ahead of July 29 earnings
TheStreet13d agoneutral
Analysts hike Robinhood stock price target ahead of July 29 earnings

Robinhood Markets (Nasdaq: HOOD), the e-trading brokerage platform popular for its equity, crypto, and tokenized stock offerings, is set to report the earnings for Q2 2026 on July 29. Last quarter, the brokerage firm missed Wall Street estimates as it generated $0.38 in earnings per share ...

HOOD
Michael Saylor warns Bitcoin's biggest threat is here
TheStreet13d agoneutral
Michael Saylor warns Bitcoin's biggest threat is here

“Bitcoin has won. Now it must survive victory,” Strategy executive chairman Michael Saylor said on July 28. Strategy (Nasdaq: MSTR) is a business intelligence and software company that has also become the world’s largest corporate holder of Bitcoin. As of July 28, it holds 843,775 BTC, valued at ...

MSTRSTRC
Skyworks Solutions Q3 Earnings Call Highlights
MarketBeat13d agoneutral
Skyworks Solutions Q3 Earnings Call Highlights

Skyworks Solutions (NASDAQ:SWKS) reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company. For the June quarter, Skyworks gen

QRVOSWKS
Ribbon Communications Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Ribbon Communications Q2 Earnings Call Highlights

Ribbon Communications (NASDAQ:RBBN) reported second-quarter 2026 revenue of $192 million, up 18% sequentially but down 13% from a year earlier, as stronger IP Optical demand and enterprise activity offset continued softness in its Cloud and Edge business tied largely to lower Verizon sales. Chief E

VZ
NXP Semiconductors Q2 Earnings Call Highlights
MarketBeat13d agoneutral
NXP Semiconductors Q2 Earnings Call Highlights

NXP Semiconductors (NASDAQ:NXPI) reported second-quarter 2026 revenue and earnings above the midpoint of its guidance, citing broad-based growth across end markets and continued momentum in software-defined vehicles, industrial edge processing and data center infrastructure. Revenue totaled a recor

NXPI
Ford Motor (F) Reports Q2 Earnings: What Key Metrics Have to Say
Zacks13d agoneutral
Ford Motor (F) Reports Q2 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Ford Motor (F) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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Markets brace for Fed decision and Big Tech earnings
Yahoo Finance Video13d agoneutralVIDEO
Markets brace for Fed decision and Big Tech earnings

Josh Lipton stock the market movers for Wednesday, July 29th, including the Federal Reserve's interest rate decision. After the closing bell, Microsoft (MSFT) and Meta (META) report second quarter earnings, with investors watching closely for signs that their massive AI investments are beginning to pay off.

METAMSFT
Visa Shares Slip on Mixed Guidance Update
The Wall Street Journal13d agoneutral
Visa Shares Slip on Mixed Guidance Update

Visa shares were down less than 1% in post-market trading after the company tweaked its guidance for the year. For the full year, Visa expects revenue to grow in the "low-end of low teens" and per-share earnings to be up in "the low-end of mid-teens" Previous guidance was revenue growth in the low-double-digits to low teens, and low-teens EPS growth In 3Q, revenue and adjusted earnings both beat analysts' estimates.

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Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending
Reuters Videos13d agoneutralVIDEO
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending

<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>

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