
Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.

Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.

There's one thing you must know before you buy Oklo stock.

Cardinal just delivered a big sales beat and a huge increase for full-year revenue guidance. So why are investors dumping the stock?

Ark Invest was a buyer of tech stocks that have hit fresh all-time highs in the last three months.
Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.
The space economy has a timing problem. Investors want quarterly proof of progress, but rockets don’t care about earnings calendars — they fly when the hardware, the weather, and the physics all agree at once. That mismatch showed up again this week when Rocket Lab (NASDAQ:RKLB) posted one of the best quarters in its history ... Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why
The Information reported that Nvidia is developing Nemotron 4, which could exceed 1 trillion parameters.
Nvidia (NVDA) is mobilizing up to $500 billion to fund artificial intelligence infrastructure, with
Just don't take it to heart. There's plenty to consider besides this statistical information.
There are multiple concerning headwinds that could weigh on the market before the end of the year, prompting investors to load up on gold again.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.
Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.
Gild your retirement while you can.
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.
Fidelity built a large-cap index fund that charges absolutely nothing, and the case against owning it has nothing to do with the fee.
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]
Alphabet's investment in SpaceX was a wise move.
Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."
Oil prices steadied after Brent crude pulled back from $90, as reports of progress in Middle East peace talks eased pressure on markets
Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.
What is Berkshire's new CEO waiting for to put more cash to work?
The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.
Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.
In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.
Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.
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