High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
After 30 consecutive quarters of more than 30% top-line growth, investors need more from the bottom line.
Moby summary of Global Partners LP's Q2 2026 earnings call
Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap
All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St
Warsh has not yet delivered on promises to defeat inflation.
Homegrown companies continue to struggle to access capital and move from research to commercialization
SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) said it expanded its secured AI factory capacity, contract backlog and funding during the second quarter, as the company works to deploy GPU infrastructure across Australia and New Zealand. Chief Executive Officer and co-founder James Manni
Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
U.S. stocks haven't had a week this strong for months. The S&P 500 and Dow are up 2.9% and 2.7%, respectively, through Thursday—putting both on track for their largest weekly gains since the week ending April 17.
(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi
PubMatic (NASDAQ:PUBM) reported second-quarter revenue growth of 11% year over year, returning to double-digit growth ahead of its prior expectations, as the company cited momentum in connected TV, mobile applications and AI-powered products. Adjusted EBITDA rose 38% from a year earlier to $19.6 mi
The bond market is telling quite a tale for those willing to listen.
SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.
So why did a 36% growth quarter set off a double-digit sell-off?
Firmus said on Friday it had raised $2 billion in equity in its latest funding round to speed up the build-out of AI factories in Australia and Asia Pacific, bringing up the company's post-money valuation to above $10.5 billion. Here are the details: • The latest funding round saw follow-on participation from Nvidia and tech investor Coatue Management, along with backing from Blackstone's funds and Jane Street. The raise values Australia-based Firmus post-money above $10.5 billion, nearly double the $5.5 billion valuation from its earlier round in April.
The South Korean internet company posted resilient second-quarter earnings despite higher AI-related operating costs, supported by solid growth in its core search platform and e-commerce businesses.
Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile
AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power infrastructure without a clear timetable for returns. Wall Street’s been bracing for evidence of the spending boom being a drag on margins, free cash flows, and earnings. Some of the ...
Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...
Moby summary of Nuveen Churchill Direct Lending Corp.'s Q2 2026 earnings call
Moby summary of Haemonetics Corporation's Q1 2027 earnings call
Moby summary of Ralph Lauren Corporation's Q1 2027 earnings call
Moby summary of Ligand Pharmaceuticals Incorporated's Q2 2026 earnings call
Moby summary of Acushnet Holdings Corp.'s Q2 2026 earnings call
Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...
Moby summary of Keurig Dr Pepper Inc.'s Q2 2026 earnings call
Moby summary of Legacy Housing Corporation's Q2 2026 earnings call
Moby summary of Millicom International Cellular S.A.'s Q2 2026 earnings call
Moby summary of Evolent Health, Inc.'s Q2 2026 earnings call
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.
