High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
David Sacks issued a sharp warning to tech executives cozying up to Washington regulators, while investors are already debating whether PayPal's reported takeover offer drastically undersells one of fintech's most contested assets.
Meta stock slumped in June -- then jumped in July.
AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...
The cinema chain is enjoying record results as moviegoers flock to its theaters.
CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […]
This battle between tech heavyweights is much closer than you might guess.
The quarter itself was solid. So why does the stock keep falling?
In July 2026, IREN Limited announced it had secured US$2.80 billion in new multi-year AI cloud services contracts with customers including Microsoft, NVIDIA, and several AI developers, lifting its 2026 AI Cloud annualized run-rate revenue target to more than US$4.00 billion, about 85% of which is now under contract. A key feature of these agreements is sizable customer prepayments covering roughly 45% of related GPU capital expenditure, which, together with IREN’s US$7.60 billion cash...
NVIDIA (NASDAQ:NVDA) used its 2026 SIGGRAPH Research Keynote to outline a broad push to combine computer graphics, simulation and artificial intelligence, including a new DLSS 5 technology for real-time rendering, advances in AI-assisted physics simulation and new additions to its Cosmos world found
The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.
XLK's expense ratio looks almost free, but the fee that will actually hurt your portfolio never appears on the factsheet. Before you add another tech position, check what you are quietly paying twice for.
Nebius remains one of the most intriguing AI infrastructure companies, but there are risks to watch out for.
The crypto mining sector was on fire that trading session.
<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>
It shouldn't be the bulk of your portfolio, but the right ETF can be a good complement.
While everyone piles into the same recycled tech and AI ETFs, one overlooked niche fund is quietly outpacing them all by tapping into a geopolitical crisis most investors have already forgotten about.
Two peer companies announced very lucrative new contracts.
A fresh era of earnings growth may be on the horizon.
The company beat on revenue but fell short on earnings.
A federal judge ordered a temporary halt to a major Hollywood merger.
Scott Melker discusses Trump Media's proposal to charge institutional traders $100,000 a month for early access to Truth Social posts, warning that retail investors will likely get front-run and lose money trying to trade on the news. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
Ryanair's CFO just warned that several European airlines may not survive the coming winter, and he thinks that spells opportunity rather than crisis for his carrier. The reasoning behind that confidence reveals a cost structure gap so wide it barely seems like the same industry.
Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...
Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.
The AI memory boom may last longer than past cycles, but history warns investors not to mistake it for a permanent supercycle.
The streaming stock recently hit a new 52-week low.
Micron and Sandisk have tumbled since the calendar flipped to July.
The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...
The facility begins partial operations as Z.AI expands AI infrastructure and targets enterprise growth.
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