Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.
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Oracle's latest dividend payment landed very differently depending on who was collecting it. The gap between the company's biggest shareholder and a serious retail investor reveals something striking about how wealth actually compounds at scale.
SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.
Alphabet's (GOOG, GOOGL) Google, Meta Platforms (META), and other social media platforms could face
BUSINESS The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0429 ET – Novo Nordisk’s second-quarter earnings beat and guidance raise imply minimal changes to the midpoint of consensus estimates, Bernstein analysts write.
AGX's $8.3 million ValCor acquisition gives Teledata a New England foothold, skilled workers and access to defense, aerospace and tech customers.
Operating as "energy tollbooths," these three stocks have high yields and strong track records of dividend growth.
Walt Disney's profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. Bloomberg's Geetha Ranganathan joins Bloomberg Intelligence to discuss Disney as well as Paramount Skydance's earnings.
Find insight on interest rates, HSBC Holdings, United Overseas Bank and more in the latest Market Talks covering financial services.
(Bloomberg) -- Starboard Value Chief Executive Officer Jeff Smith said his firm has built a new stake in Shake Shack Inc.Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevStarboard has a position of several hundred million d
It can still get uglier for SpaceX.
The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to build power-dense facilities with 1.5x to 2x the electrical and mechanical capacity of traditional data centers. With regional electric utility networks struggling to […]
MAT's Q2 sales rise 10% as Vehicles and games gain, but higher costs and margin pressure drive a sharp earnings decline.
Strategy Inc, the world's largest corporate holder of Bitcoin, is putting money into a different kind of investment: its employees' children. The company announced it will contribute to Trump Accounts, tax-deferred savings accounts for children under 18 that invest in low-fee U.S. index funds, on ...
Set against the backdrop of a mixed Q2, Novo is eyeing bolt-ons in favour of transformative acquisitions.
FormFactor (FORM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Samsung will gain access to Netlist's patent portfolio, while Netlist will source DRAM and NAND products from Samsung.
The e-commerce tools provider is defying the SaaSpocalypse narrative.
According to a Reuters report, a senior source denied merger discussions between AstraZeneca and Bristol Myers Squibb.
A wave of sophisticated cyberattacks has targeted several of Wall Street’s most prominent money managers in recent days, highlighting the growing threat posed by artificial intelligence-enabled fraud, Bloomberg reported. The hackers attempted to breach information systems at major hedge funds—including Two Sigma Investments, Citadel, and Point72 Asset Management—as well as several private equity firms, according to people familiar with the matter who spoke to Bloomberg on the condition of anonym
Palantir Technologies (PLTR) has posted the kind of earnings report that makes a pricey company seem nearly fair. Revenue surged 93% year over year. U.S. commercial sales jumped 149%. Government revenue climbed 90%. Profit margins expanded while growth accelerated, an unusual combination for any ...
ADTN is expanding its AI networking portfolio, but execution issues and margin pressure may delay the payoff from growing AI infrastructure demand.
ZETA raises its 2026 outlook after Q2 as Athena adoption, AI-led revenue quality and partner selling strengthened growth and pipeline momentum.
Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
Rockwell Automation reported its fiscal third-quarter 2026 results, with sales rising to US$2,313 million and net income to US$408 million, and raised its full-year 2026 sales and diluted EPS guidance. The company’s improved margins, stronger outlook, and growing software-led wins such as the Plex MES deployment at Arriyadh Roaster highlight how higher-value digital solutions are becoming a more important earnings driver. Next, we’ll examine how Rockwell’s stronger guidance and margin...
Ondas Holdings (NasdaqCM:ONDS) appointed former Mossad Director David Barnea as Global President and Chairman of its subsidiary Ondas Defense Ltd. Barnea will oversee global expansion and technology direction for the company’s defense activities. The move signals a stronger focus on an AI enabled, multi domain defense platform and international growth. Ondas focuses on wireless connectivity and autonomous systems, with Ondas Defense Ltd positioned at the intersection of security, data and...
AIDS Healthcare Foundation publicly criticizes Gilead Sciences on its global HIV drug pricing and access policies. The advocacy group alleges that Gilead benefits from taxpayer-funded research while limiting affordable treatment options in low and middle income countries. The dispute focuses on licensing terms and pricing of key HIV therapies that are widely used in global treatment programs. Gilead Sciences (NasdaqGS:GILD) is a major player in HIV therapeutics, with its treatments used...