High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.
Next-generation nuclear reactors need fuel, and Standard Nuclear is one of the companies that provides it.
Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk’s exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences. On Friday, OpenAI cut off model access for Cursor after […]
Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.
One bold Wall Street call resets Nvidia’s upside potential
History says SpaceX shareholders will lose money in the coming months.
Prices have hardly budged where it counts for consumers, courtesy of Trump’s tariffs and the Iran war.
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
The Fed chair signals his commitment to bringing down inflation, boosting the chance of a September rate hike.
The chipmaker beat on both lines Thursday, then watched its stock shed nearly 11% by Friday.
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Moby summary of Hafnia Limited's Q2 2026 earnings call
Moby summary of Chagee Holdings Limited American Depositary Shares's Q2 2026 earnings call
AST SpaceMobile stock sank 15.5% this week as Fed Chair Kevin Warsh signaled inflation is now the central bank's top priority, raising the odds of a rate hike.
Shrinking margins are enough to raise the red flag for some investors.
Moby summary of BW LPG Limited's Q2 2026 earnings call
The Federal Reserve has a problem that won’t be solved by simply waiting. Inflation remains well above the central bank’s 2% target, while several forces pushing prices higher are still in place. The Bureau of Economic Analysis reported July PCE inflation at 3.7%, with core PCE at 3.3%. Meanwhile, the Bureau of Labor Statistics said […]
The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
Slatestone Wealth Chief Market Strategist Kenny Polcari, F.L. Putnam Investment Management Co. Chief Market Strategist and Portfolio Manager Ellen Hazen, and Prime Capital Financial Chief Investment Officer Will McGough join Yahoo Finance's Brooke DiPalma to discuss Nvidia's (NVDA) latest earnings report, concerns about circular financing, and whether it's the end of the Magnificent Seven's lackluster performance.
Wood is making another bold bet after a brutal slide
Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong report.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
The chip giant stepped back from the AI Compute Partnership program last week, less than two months after announcing it in July
By Lewis Krauskopf NEW YORK, Aug 28 (Reuters) - A fresh look at the U.S. labor market in the coming week along with quarterly results from semiconductor company Broadcom will test a market rally that
Nvidia has spent more than $2.5 million on federal lobbying this year, according to Bloomberg.
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