UBS said Amkor’s expanded $1.5-billion partnership with Nvidia strengthens its position in packaging next-generation AI chips and could support future growth.
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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Lazard's Q2 results are hurt by weaker Financial Advisory revenues and higher expenses. Shares fell 1.2% despite growth in Asset Management and AUM.
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.
Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.

AMD (AMD) CEO Lisa Su sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the company's new partnership with Anthropic and explain why it's important for AI companies to be "intertwined."
Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.
ENVA's Q2 results benefit from higher revenues and improving credit quality. However, shares fall as rising expenses weigh on investor sentiment.
Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”
KNX's Q2 earnings beat estimates as truckload pricing, network efficiency and intermodal growth lift margins and profitability.
Rising oil prices and shifting rate expectations pressure global bonds ahead of key central bank meetings.
I keep hitting the buy button on Amazon (NASDAQ:AMZN) for a reason that barely makes the headlines: the custom silicon business sitting inside AWS. Everyone argues about retail margins and NVIDIA‘s (NASDAQ:NVDA) next quarter while I quietly load up on the company that is building its own chips at a scale most investors have not ... Amazon’s Quietest Business is Why I Keep Buying Hand Over Fist
The three-year deal covers AI agents for triage, scheduling and care coordination across the department
Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the biggest hyperscaler contracts in the industry.
Retirees are snapping up JEPQ for its generous monthly payouts, but the mechanics hiding inside a covered-call fund make a specific and costly promise during the very market moments that matter most to a retirement portfolio.
All three dividend heavyweights crushed Q2 estimates on the same morning, yet the market punished one of them with a brutal selloff. The diverging reactions reveal something important about where value actually sits right now.
Intel Corp (NASDAQ:INTC, XETRA:INL) shares reversed sharply on Friday, falling more than 4% after an initial surge after Thursday’s bell as investors weighed a mixed picture from Wall Street analysts following the chipmaker's second-quarter results. Intel beat expectations with $0.42 in...
RTX (RTX) reported strong Q2 results as all three business segments exceeded expectations amid robus
HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.
Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.
After a brutal Q1 miss and lagging peers by double digits, Lockheed Martin just posted a quarter that sent shares surging past 10% in a single session, and analysts who stayed cautious may be about to get left behind.
Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip hype to a specific price point where the math stops making sense.
Norfolk Southern's (NSC) Q2 earnings beat was driven by revenue outperformance and better-than-expec
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Sensata (ST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Sandisk Corporation (SNDK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Rockwell Automation (ROK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Huntington Ingalls (HII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Advanced Energy (AEIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Morgan Stanley (MS) head of digital assets Amy Oldenburg joins Scott Melker at the Out East Summit on Long Island's North Fork to discuss the firm's expanding digital asset strategy and the success of the Morgan Stanley Bitcoin Trust (MSBT), its first bitcoin exchange-traded product (ETP), which has surpassed $400 million in inflows. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.