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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The market expects the fed funds rate to be higher before this year comes to a close.
This consumer-facing company has increased its net sales annually for more than three decades.
Jerome Powell's successor vowed to get the Fed "out of the fiscal business" -- but that's not happened.
Nearly three-quarters of last quarter's earnings came from a one-time tariff refund. Strip it out, and the picture gets more interesting.
TSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market expectations and rising 36% from a year earlier on surging interest in artificial intelligence applications. An LSEG SmartEstimate, drawn from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan dollars. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple.
Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.
Recession fears are back. This boring, dirt cheap fund has survived every recession it has faced.
Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...
No forward-looking guidance is necessary when Warsh and the Federal Open Market Committee (FOMC) are providing decisive claims like this.
Inflation is sneaky, but here's a way you can help protect your investments.
New Fed chairman Kevin Warsh has made it clear that he is not here to rescue stocks.
The oil and gas giant is teaming with GE Vernova to power next-generation AI data centers.
Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.
The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...
SpaceX insiders have not yet begun to sell -- but they're going to soon, and repeatedly.
Here's what a record-breaking share sale says about demand for the chips powering AI.
Here’s how memory-chip maker SK Hynix compares with peers after its first U.S. trading day. 2026 Debuts, day 1 performance Cerebras Systems: 68% Innio: 23% SpaceX: 19% Madison Air: 18% 🎯 SK Hynix: 13%.
South Korean chip giant SK hynix soared 13 percent on its first day of trading on Wall Street on Friday, capping one of the world's biggest ever stock sales as it takes advantage of the AI boom.Tech stocks have tumbled in recent weeks on fears of overheated valuations -- although SK hynix has soared more than 220 percent this year in Seoul -- and questions about when enormous global AI spending will reap returns.
John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
The US-Iran ceasefire is fracturing, Brent is climbing, and energy stocks are repricing fast. Whether this is a temporary spike or the beginning of a sustained oil shock will reshape the Fed's next move and every duration-sensitive position in your portfolio.
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
The most anticipated public debut ever comes from a company that has drawn incredible investor enthusiasm.
Nvidia stock hit an all-time high on May 14, 2026. Since then, it has lost roughly $1 trillion in market value. The stock is down about 16% from that peak, trading around $204, while the broader market has mostly moved higher. For investors who bought in during the spring run-up, it has been a ...
Moby summary of Delta Air Lines, Inc.'s Q2 2026 earnings call
A Korean memory giant just pulled off the biggest foreign U.S. listing ever and blew past the year's most hyped debut on its first morning of trading, leaving investors to decide whether the AI hardware frenzy priced into this deal can actually survive contact with reality.
Jim Cramer is calling on Wall Street analysts to act before Monday's open, and the pressure he is putting on the SK Hynix syndicate reveals exactly how fragile the biggest Nasdaq IPO in years could become at the starting gate.
Federal regulators are raising serious questions about whether autonomous vehicles can safely interact with first responders, and their concerns could throw a massive wrench into Tesla's most ambitious moneymaking plan yet.