High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud backlog are anything but theoretical.
Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial in
Investing.com -- Oppenheimer lifted its rating for Etsy to Outperform from Perform in a note this week, setting a $90 price target based on gains from AI-powered search, product improvements and stronger app engagement.
The deal values Glass Imaging, founded by two former Apple engineers, at more than triple its previous $100 million valuation
By Jayasree Prabhu Sept 15 (Reuters) - U.S. stock index futures slipped on Tuesday as higher crude oil prices, elevated Treasury yields and an uncertain outlook for AI demand kept investors at bay.
YouTube TV users share mixed feelings on a recent move.
Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.
Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.
The three companies are founding members of a new Streaming Access and Choice Alliance that will advocate for consumer access to online content.
Leave it to Elon Musk to say, essentially, I've been right all along.
A viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
More NFL games are moving beyond Sunday afternoon, leaving YouTube and its subscribers paying more for a shrinking package.
Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
The CEO of one of Apple’s biggest carrier partners did not mince words.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
By Essi Lehto HELSINKI, Sept 10 (Reuters) - Finland should introduce a national permitting system for data centres to prevent the risk of power shortages and soaring energy prices, opposition parties
MediaTek Inc. reported a 44% surge in monthly sales, boosted by its emerging AI chip business from the likes of Alphabet Inc.'s Google.
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