High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.
American Express (AXP) raised its full-year 2026 revenue growth guidance to 10%, as expected, and ma
Amazon has a lot to live up to when it reports second-quarter results.
Wall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...
Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth understanding before dismissing it as reckless.
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.
Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.
AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.
CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.
Earnings season kicks into high gear this week.
Burry highlighted data compiled by Bloomberg that showed that Alphabet, Microsoft, Amazon, Meta, Oracle, Micron, and Tesla detracted from the benchmark S&P 500 index's performance since the start of June.
Zynga founder Mark Pincus breaks down to Yahoo Finance Executive Editor Brian Sozzi the explosive creation of Farmville, the hard truths of scaling a massive gaming empire, and what it was really like investing in a young Mark Zuckerberg during the early days of Facebook.
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