News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Until the price of Bitcoin recovers, Strategy is going to have a hard time attracting new investors.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.
IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia systems, the companies said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs and weigh concerns about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process of running trained AI models to generate responses, has become one of the largest drivers of demand for computing capacity, prompting cloud providers and chipmakers to spend billions of dollars expanding AI infrastructure.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
The GPU giant's stock price has soared since its last split.
Larry Fink, the man who helped turn the home mortgage into a global financial product, has a new obsession. He recently compared the latest Nvidia-led consortium to the birth of mortgage-backed securities in the 1970s. It is a comparison that should make any investor sit up straight, not because it promises a golden age of […]
For the first time since Ronald Reagan was in his first term, the U.S. Strategic Petroleum Reserve has collapsed below a threshold that one analyst says renders it effectively gone, and the infrastructure meant to refill it may be too broken to matter.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
The pharmaceutical company hopes that another big-time acquisition will pay off.
To say that the proposal was controversial doesn't quite capture the strength of the backlash.
Walmart offers more consistency with boosting its dividend payouts, but Costco's special dividend is alluring.
ARKK and ARKG completely exited their respective positions in 10x Genomics.
A Goldman Sachs executive says the AI trade is quietly shifting away from chips toward a different hardware category entirely, and two companies are already racing to fill a supply gap that could take years to close.
The company is expanding to capture its share of a $84 trillion opportunity in the next 20 years.
The reusable orbital rocket maker still looks pricey relative to its growth potential.
Energy Transfer is rapidly becoming one of the most dependable dividend growers in the midstream space, and that's saying something.
Most ordinary people's investment wealth is built just a few dollars at a time. The key is committing to the process for years on end.
The first phase of Terafab costs more than four times what the electric-car maker earned over the past year.
This Steady Eddie compounder is down 45% from its 52-week high, and its president and CEO is buying shares.
This marks the sixth forward stock split for this consumer-facing giant.
The turnaround is becoming more believable.
U. S. stock futures traded close to unchanged on Tuesday as investors monitored renewed Middle East tensions, higher oil prices and developments across the artificial intelligence sector ahead of key inflation data later this week.
Nvidia’s chief executive has defended a $500bn (£370bn) AI financing plan after the move unnerved investors.
The Iran war has highlighted a requirement for a lot more Patriot air defense missiles, both high- and low-end.
There's now another easy way to invest in the memory supercycle.