High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a...
Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...
On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts’ expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrowe
Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.
Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.
The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?
The Iran war isn't just an energy supply issue any longer.
These stocks can help you withstand (almost) any storm.
On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.
Mounting order book of $104 billion shows strong demand for cloud computing despite infrastructure challenges and AI-bubble fears.
Moby summary of Harvard Bioscience, Inc.'s Q2 2026 earnings call
Moby summary of Flowco Holdings Inc.'s Q2 2026 earnings call
Moby summary of Electrovaya Inc.'s Q3 2026 earnings call
Moby summary of Aramark's Q3 2026 earnings call
Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...
The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.
AI cloud company CoreWeave edged past Wall Street estimates for quarterly revenue on Tuesday, driven by strong demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave and peer Nebius, which offer hardware and cloud capacity to other technology companies, have seen demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with Nvidia have made it a key supplier of Nvidia's AI chips, has attracted several high-profile customers so far this year.
Super Micro Computer on Tuesday forecast fiscal 2027 revenue above Wall Street expectations, betting that strong demand for its AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading following the results. The server maker has been a winner in the race to equip data centers for generative AI, leveraging its close relationships with chipmakers and its reputation for speed-to-market.
Honeywell's CFO took the stage at a high-profile Deutsche Bank summit this morning, and within 75 minutes the stock was in freefall. One comment about future earnings targets appears to have lit the fuse.
GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.
Moby summary of The Middleby Corporation's Q2 2026 earnings call
Moby summary of Janus International Group, Inc.'s Q2 2026 earnings call
Upwork's second-quarter report has increased concerns about the company's future.
Moby summary of Imunon, Inc.'s Q2 2026 earnings call
Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.
In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.
Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
