News

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.

United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta’s leadership discussed the proposal as part of preliminary due diligence, but the talks never progressed, and both airlines moved […]

Sony will control the business and invest about $2.92 billion.

Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second quarter, the military conflict between the U.S. and Iran significantly influenced […]

(Bloomberg) -- Nasdaq Inc. agreed to buy off-exchange stock-trading venue LeveL Markets to expand its role in the equity market, according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets

The automaker is recalling more than 20,000 vehicles over headlights that may be too bright for oncoming drivers.

A hydrogen fuel cell company trading near multi-year lows and a storage giant riding a hyperscaler wave are both surging before the bell Tuesday, but the reasons behind each move tell very different stories about where these rallies could go.

AST SpaceMobile posted a revenue backlog of roughly $1.3 billion in Q2 while Rocket Lab reported a record backlog of $2.36 billion.

The chipmaker upsized its equity raise by $5 billion as it funds an expensive AI and manufacturing push.

Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.

Investing.com - U.S. stock futures were little changed on Tuesday, as fading hopes for a deal to reopen the Strait of Hormuz kept oil prices elevated, while investors looked ahead to key U.S. inflation data for fresh clues on the Federal Reserve’s interest rate path.

Cathie Wood's firm added roughly $43M in AI chip stocks on Monday while continuing to pare its Deere position

Revenue beat expectations and guidance rose, but falling margins cloud the outlook

The electric air taxi manufacturer will acquire eVTOL maker Wisk Aero, drone company Insitu, and air traffic software firm Skygrid, to form an end-to-end physical AI platform for aerospace and defense.

Meta Platforms Inc. (NASDAQ:META) is betting that powerful AI should become abundant and inexpensive — a vision that could put pressure on the enormous valuations of OpenAI and Anthropic. In a 6,500-word manifesto published Monday, Mark Zuckerberg argued that AI...

Despite C.H. Robinson’s outperformance relative to the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.

Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in […]

The 20-year deal to supply 191 megawatts is reportedly with Anthropic

Revenue jumped 62% to a record, but the CEO said a 2026 Neutron launch looks less certain

French media organisations have asked France’s competition regulator to intervene over Google’s (NASDAQ:GOOG) use of artificial intelligence to generate summaries of news articles, according to a press trade association body. The publishers argue that Google’s AI-generated summaries are reducing the number of users clicking through to their websites, potentially weakening an important source of traffic for traditional media companies.

Shares of Rocket Lab traded down more than 4% premarket after the company indicated its forthcoming Neutron vehicle may not be ready to launch this year. The company said Monday it is planning to deliver the first Neutron rocket to a launch pad in the last quarter of 2026. In May, Rocket Lab said it was in position to debut the rocket this year.

Revenue reached $5 million while the net loss widened to $263 million on heavier investment

Microsoft just posted a quarter that sent the stock surging more than 30% in a month, but a blowout earnings report and a great business are not the same thing as a great entry point right now.

(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimSto

The duopoly dominating the multi-billion-dollar GLP-1 weight-loss market has moved from pharmacy shelves to the federal courtroom. Novo Nordisk A/S (NYSE:NVO) filed a lawsuit in U.S. District Court in New Jersey against Eli Lilly and Company (NYSE:LLY) on July 21, accusing its primary rival of false advertising and unfair competition regarding television and digital campaigns […]

Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in […]

AEM shines with forecast-topping earnings, but rising unit costs and inflation pressure could test its margin discipline in 2026.

Bulls are stacking up price targets that tower above current levels while a famous short seller is betting against the memory giant. The case for each side is stronger than you might expect.

AWS recently made a deal with WBD to expand their partnership for agentic AI-based ad technology, which creates an entirely new architecture on core AWS solutions.