High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side.
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Wall Street's Buy consensus and a $460 price target sound convincing until you look at what is actually driving Tesla's margin recovery and what prediction markets are saying about the growth story holding that valuation together.
Netflix beat estimates, authorized a massive buyback, and still watched shares crater to their lowest point in nearly a year. Fast Money traders agree something is broken, but they cannot agree on whether current levels are a gift or a trap.
Both companies offer attractive yields, but one has lower risk and higher free cash flow.
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.
AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.
The shares should rebound once economic conditions improve.
The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.
The company is developing a direct-to-device satellite internet business, but will face major hurdles if it is to be successful.
Google is developing a new AI accelerator with built-in software coding from its Gemini model, said a report. Google stock rose on the news.
The company has some promising opportunities in the voice artificial intelligence (AI) market.
The United States has been quietly draining its emergency oil stockpile at a record pace, and one analyst says the moment it runs dry could trigger a price shock the market is not prepared for.
Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.
The hottest AI ETF of 2026 isn't focused on Nvidia. It targets the overlooked memory chips powering the entire AI revolution.
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector rises or falls with it.
Arizona buildout and advanced chips support long-term growth
Bezos-backed startup targets the next chipmaking breakthrough
Mira Murati's startup just launched its first open-weight model with a 1-gigawatt Nvidia partnership behind it, and the timing puts serious pressure on closed-source labs riding high on premium pricing.
M&T Bank's earnings came in better than analysts expected.
Three numbers are quietly making Costco one of the most compelling setups for retirement portfolios, and the obvious competitor does not come close to matching them.
Costco just pulled back from a 52-week high while still putting up double-digit comp growth and a 90% membership renewal rate. Whether that dip is a warning sign or a rare entry point depends on which force wins out.
Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday’s early trading, leading a broad rebound across global chip stocks. Advanced Micro Devices (NASDAQ:AMD) stock is up 3% to $514, Intel (NASDAQ:INTC) stock 2% higher at $97.25, and NVIDIA (NASDAQ:NVDA) stock is up 2% to $206. The bounce follows a brutal stretch for ... SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks
Jensen Huang sees global data center spending climbing sharply by 2030.
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