High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.
The voice artificial intelligence (AI) company releases its second-quarter numbers next week.
Palantir Technologies (PLTR) is expected to report "solid" Q2 revenue growth and raise its full-year
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.
Micron just shed a quarter of its value and now flashes a valuation number that sounds almost too cheap to ignore, but seasoned investors know that cyclical chip stocks can punish bargain hunters just as brutally as they reward them.
Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo
C's record Q2 results, transformation plan and shareholder returns fuel optimism, but does its valuation still leave room for more upside? Let us find out.
Apple stock notched a record high on Monday, three days before its fiscal third-quarter earnings report.
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
Crown Holdings, J.B. Hunt and JPMorgan stand out for strong sales growth, solid cash flow and attractive valuation metrics amid a cautious market backdrop.
The S&P 500 index gained about 0.8%, while the Nasdaq Composite rose about 0.7%.
On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]
AT&T is expanding its partnership with D-Wave Quantum (NasdaqGS:QBTS) to deploy quantum annealing technology in network operations. The collaboration focuses on applying D-Wave systems to optimization tasks such as outage detection, technician routing, and network planning. AT&T is also assessing D-Wave's planned gate-model systems for possible future use in additional network and operations use cases. D-Wave Quantum, a provider of quantum annealing systems and software, is moving deeper...
Kraft reports its second-quarter earnings next week.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...
Circle announced it has acquired more than 680 blockchain patent families and nearly 1,000 issued patents from IBM's blockchain portfolio.
Vertex (VRTX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Voyager Technologies, Inc. (VOYG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Palantir Technologies (PLTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CRISPR Therapeutics (CRSP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Advanced Energy (AEIS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Williams Companies (WMB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Chrysler-parent Stellantis however, got a cut. Over the weekend, Jefferies analyst Philippe Houchois upgraded shares of Ford and GM to Buy from Hold. Ford stock was up 2.4% at $14.72 in morning trading Monday.
Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA
Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions about what the bounce actually signals.
Intel's turnaround is just starting, but the stock has fully priced in a complete revival.
The tech company has earnings coming up in a few weeks.
Palantir heads into August earnings with analysts raising the bar even higher, Michael Burry betting against it, and a valuation that still makes skeptics wince. Whether the AI platform's commercial momentum can finally move the needle is the question every investor needs answered before touching this stock.
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.
