High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Key TakeawaysZscaler’s net new ARR growth (excluding Red Canary) accelerated to 17% year over year in the fiscal fourth quarter, the fastest pace in years, yet FY27 guidance points to that growth cooling back down toward the high teens or lower. Deferred revenue, an independent forward indicator of billings, has decelerated every year since FY22, falling from 62% growth to just 18.
The commerce company has made major inroads into embedded finance, a strategy that could get a boost from partnering with the social media giant's new AI agent.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how health insurance providers stocks fared in Q2, starting with CVS Health (NYSE:CVS).
The search giant's in-house AI chip is now a product line. Two companies collect on every system that ships.
Investors have good reason to pay attention to how much money companies distribute back to shareholders.
Warren Buffett has a playbook for moments like this one.
Ethereum ETFs bled hundreds of millions in two days while whale wallets moved in the opposite direction, and the two camps could not have read the same market data more differently.
The real divide may be revenue, not model quality
On is leaning further into its battle with Nike, tapping its former spokesperson.
Coinbase stock rallies as Bitcoin surpasses the psychologically important $80,000 level. But is it already too late to invest in COIN shares?
Firefly Aerospace Inc. had a busy stretch this past month that included a new NASA contract, a lunar mission partnership and a fresh launch agreement. NASA Spacecraft Processing Contract On August 17, Firefly announced it was awarded a Spacecraft Processing...
Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher.
Cameco's stake in Westinghouse could be a strong tailwind for the stock as nuclear energy enjoys a resurgence.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
XRP rose on Friday as oil prices eased and the SEC offered limited relief for tokenized-stock trading.
HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) earlier this week highlighted the appointment of capital markets veteran Hubert Marleau to the board of its high-performance computing subsidiary BuzzHPC, as the business prepares for further expansion in Canada. CFO...
Diesel prices keep getting gnarlier. As geopolitical violence chokes Russian refineries, the Strait of Hormuz and the Red Sea, the upshot is soaring fuel costs that "hit everyone" — not just drivers of supersized pickups, says Golf Oil's Tom Kloza. Diesel prices on Friday averaged $6.45 a gallon across the U.S., according to AAA, and $8.39 in California — the...
Bitcoin is higher Friday as oil prices retreat and the SEC offers limited relief for tokenized-stock trading.
Bristol Myers' Sotyktu delivers durable PsA responses for two years, supporting its growth strategy as competition intensifies.
The first rate cut in over three years is just the latest catalyst that could spark a fourth straight year of double-digit gains. Kevin Matras will get you ready for the historically best quarter of the year and a powerful finish to 2026.
SGF Fang Holdings, an investment vehicle for billionaire Lyndal Stephens Greth, sold more than 9 million Diamondback Energy shares.
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
AI suddenly has a regulator breathing down its neck. California’s new oversight push throws fresh risk at developers, yet quietly shines a spotlight on companies that help police algorithms and prove they are safe. That creates a story investors rarely get in real time. Rules tighten, complexity grows, and specialists in governance and auditing step forward. This article walks through 3 stocks exposed to that policy shock. The three stocks below are a sample of what this new AI rulebook is...
Vicor has turned into one of the market’s bigger movers over the past year, which puts fresh attention on a simple question for investors: Is the current share price, after such a strong run, adequately supported by the cash flows that the business can generate over time? Vicor has delivered a 301.9% return over the past year, which puts a lot of expectation pressure on the cash flows that are meant to justify that kind of move. The recent non exclusive license of its Vertical Power Delivery...
Riot Platforms has delivered a 3 year share price return of 128.4%, which puts a lot of weight on whether the underlying sales story justifies where the stock trades today. With the shares recently closing at US$21.88, valuation now turns on how much revenue investors are effectively paying for. A 128.4% gain over 3 years means anyone looking at Riot Platforms now is really asking how much of that move is backed by its sales base rather than trading momentum alone. The business model leans...
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