News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane
SEOUL, July 25 (Reuters) - South Korea's Samsung Electronics and SK Hynix will pursue memory chip supply partnership with U.S. big tech companies including Nvidia worth $950 billion overall, South
The cable and internet company says it lost more subscribers over the quarter, adding to the industry’s list of woes.
Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?
Paramount on Friday agreed to delay closing its $81 billion buyout of Warner Bros. Discovery well into next year, as a judge continues to consider a challenge from 12 states seeking to block the deal altogether. In a court filing, Paramount said it wouldn’t close the merger until either a court ruling is made on the merits of the states’ lawsuit or June 1, 2027. The move arrives just days after U.S. District Judge Araceli Martínez-Olguín granted a temporary restraining order to freeze the transaction for several weeks, ruling that the states had raised some “serious questions” and a strong case about the merger's potential to “substantially lessen competition.”
Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle that keeps one investor hitting buy on NVDA ahead of August earnings.
Investing.com -- Uber Technologies (NYSE: UBER) shares skidded 4% on Friday, with losses accelerating in the final hour of trading following a revealing Financial Times report that Alphabet’s Waymo is eyeing the exit ramp on their alliance. According to the report, the self-driving car company is holding internal discussions about terminating its current agreements with the ride-hailing giant, which presently include joint operations in Austin and Atlanta. The Breakdown Uber has confirmed the fr
After years of decline, the stock rallied by almost 50% in the first half of 2026.
The company late Thursday posted adjusted earnings of 35 cents a share, from 2 cents a year ago and above Wall Street’s 33 cents expectation. Revenue grew 55% to $168.8 million, beating the analyst consensus view of $164.6 million, according to FactSet. The earnings and revenue growth were due to strong momentum in the company’s optical artificial-intelligence date center business, and management expects that demand to continue.
Gene-editing biotech debuts at $25, backed by Sanofi and Eli Lilly, with a roughly $440.3 million valuation.
South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.
HUM enters Q2 earnings with strong premium and membership growth expectations, but rising medical costs and expenses could test its bottom line.
Sensata (ST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
(Bloomberg) -- Scribe Therapeutics Inc., a clinical-stage developer of gene therapies for heart diseases, surged 67% on Friday after raising $128.7 million in an upsized initial public offering.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Majo
Eli Lilly stock hit an all-time high of 1,249.50 before pulling back into a buy zone above a pivot of 1,133.95.
HOG beats Q2 earnings estimates as motorcycle demand lifts HDMC, while HDFS revenues plunge and LiveWire narrows losses.
NextEra Energy reported another strong quarter.
Ford faces lower Q2 sales and EV weakness, but cost controls, product mix and valuation support its long-term case as investors await clearer guidance.
Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.
American Express (NYSE:AXP) stock is sliding Friday morning, trading at $320.55 and down 6% after the card issuer reported a Q2 2026 beat that traders opted to fade. The reaction hit within an hour of the 8:30 a.m. ET 8-K Form, pulling American Express stock down from a prior close of $340.84. The drop extends ... American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady
RTX tops Q2 earnings estimates and boosts full-year 2026 outlook as commercial aerospace, defense demand, and a record backlog fuel strong growth.
The U.S. Food and Drug Administration on Wednesday granted De Novo authorization for Johnson & Johnson’s OTTAVA Robotic Surgical System, marking the regulatory clearance of the world’s first table-integrated soft tissue robotic platform. The marketing clearance encompasses multiple general surgery...
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.
Strong demand prompts higher spending despite ongoing supply constraints
Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.
NextEra (NEE) delivered earnings and revenue surprises of +5.51% and -5.76%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Verizon Communications Inc. (NYSE:VZ) shares rose 2.