High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.
AI CEOs want the industry to pump the brakes on capability gains. Nvidia, Intel, and AMD didn't like the sound of that. Bitcoin didn't seem to mind.
Palantir's year-long consolidation, surging commercial AI demand, record bookings and exceptional profitability strengthen its case as a buying opportunity.
The security opportunity is growing, but today's rally raises the financial performance required to justify the valuation.
The company's security franchise is expanding, but reported and adjusted earnings tell materially different stories.
Richard Choe reversed JPMorgan’s bearish rating as customer signings, higher neocloud pricing and 2027 capacity strengthened the bank’s outlook for IREN.
A sharp split between software and large-cap tech is driving unusual gains across enterprise AI names today, and the reason behind it traces back to a weekend argument among the world's top AI researchers.
Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...
VSXY's growth is accelerating across key categories, but a richer valuation, rising costs and demand risks temper the bullish case.
The retailer is scheduled to release its fourth-quarter earnings later this month.
Kroger beats Q2 earnings estimates as cost savings, pharmacy, fuel and e-commerce gains offset soft sales, while fiscal 2026 sales guidance is cut.
If we're still in the early stages of AI, then Bloom could have years of growth ahead.
Coinbase Global (COIN) stock has gained about 18% over the past month, and it is still down about 44% over the past year. At about $175 a share, the market pays 7.3 times sales against 3.2 for the S&P 500, more than double the market's price for revenue that is shrinking. The question is whether what Coinbase is building is worth more than what it is losing.
Target, Hormel and Procter & Gamble, all Dividend Kings, are rebounding from depressed valuations with reliable yields, improving traffic or market share trends, and firming analyst support.
TTMI sees N+M scaling into a $600 million business in the second half as AI data-center demand and improving yields support growth.
Amphenol's premium valuation is backed by surging AI demand, diversified end markets, strong cash flow and improving acquisition contributions.
M trades below industry and market valuations as stronger Q2 execution and raised guidance support the stock, despite soft second-half expectations.
The stock's high valuation will likely put expectations incredibly high for the Duo.
TTEK expands its share buyback authority to $898 million as stronger cash flow supports returns, acquisitions and debt reduction.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout without going to the debt markets, and that gap may define the trade for 2027.
Comcast and Paramount Skydance are reviewing strategic options for their European joint venture streaming service SkyShowtime, which has several million subscribers and could reportedly wind down.
TTM Technologies' 2.59X P/S, surging AI data-center demand and a $1.7B defense backlog support its growth case despite an 83.3% YTD gain.
The seven-seat version undercuts the average American midsize SUV.
W. R. Berkley's underwriting discipline, record investment income and AI gains support earnings, while global risks and competition remain headwinds.
US President Donald Trump attacked what he called a ‘sick conspiracy’ against AI, rejecting calls for regulation.
V's premium valuation is backed by strong margins, VAS growth, AI and stablecoin moves, but rising competition and regulation temper near-term upside.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
Fourth-quarter GMV rose 36% to $14.1 billion with adjusted operating margin at 30%
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