High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.
Over the past six months, Clarus’s shares (currently trading at $3.37) have posted a disappointing 8.1% loss, well below the S&P 500’s 7.7% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
Cathie Wood just called SpaceX the most important company in history and started buying a 38% dip that has a $116 billion share unlock waiting on the other side. Her actual thesis has almost nothing to do with rockets.
While not disclosing a specific launch timeframe, with de novo clearance in hand, J&J initially plans to launch Ottava with “select customers”.
By Lawrence Delevingne, Johann M Cherian and Gregor Stuart Hunter July 22 (Reuters) - Oil prices rose to a six-week high on Wednesday as the U.S. and Iran traded more strikes, further threatening
Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.
JPMorgan Chase CEO Jamie Dimon has said he would not buy long-dated government bonds, warning that elevated government debt and persistent fiscal deficits across major economies could eventually push interest rates higher and unsettle financial markets. Speaking on an episode...
TEL tops Q3 earnings and revenue estimates as record orders, Industrial strength, and upbeat Q4 guidance highlight accelerating demand.
These stocks are winning in the AI boom.
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]
The Trump administration is focusing on expanding nuclear power, domestically and abroad.
Bond yields continued to climb on Thursday as oil prices rose amid an escalating conflict in the Middle East.
RGLD's Q2 GEO sales rise 8% year over year as stream sales surge, while debt repayment and a gold delivery settlement reshape the quarter.
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
Tesla Inc (NASDAQ:TSLA) reports second-quarter results after the bell Wednesday, and the numbers investors already have in hand tell a split story: a blowout on deliveries, a question mark on spending. The electric vehicle maker posted 480,126 deliveries and 451,758 vehicles produced for the...
Bae Systems stock has delivered a very strong 5 year return, yet current valuation checks, including an intrinsic value estimate based on a Discounted Cash Flow (DCF), still indicate the shares trade at a discount to that assessment of fair value. Bae Systems has returned 293.0% over the last 5 years, which puts extra focus on whether the current price is still below a reasonable estimate of intrinsic value. Recent contract wins in autonomous combat aircraft and advanced electronic warfare...
Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.
Old Dominion (ODFL) 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.
Norfolk Southern (NSC) 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.
Nasdaq (NDAQ) 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.
ISRG's strong procedure growth, recurring revenue and cash position support its case, but tariffs, mix shifts and placement risks cloud the outlook.
Does Okta (OKTA) have what it takes to be a top stock pick for momentum investors? Let's find out.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Litecoin popped 16% in recent weeks. Here's why I'm still not buying.
FTNT, OKTA, S and ZS are well-positioned as rising enterprise AI adoption drives demand for AI security, identity protection and Zero Trust solutions.
CNC reports Q2 results July 28 as investors weigh improving profitability against membership declines and revenue pressure ahead of earnings.
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the market most investors refuse to touch. One signed acquisition is trading at a suspicious discount, and the rest carry catalysts Wall Street keeps ignoring.
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