High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Every technology that mints a new fortune tends to make an enemy somewhere else. The railroads did it. The factory floor did it. Artificial intelligence (AI) is doing it now, and the backlash is showing up in places Wall Street doesn't usually watch. For two years, the only AI story most investors ...
Learn how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO.
Prices have continued to soar even after retirees saw the amount of their benefits payment grow at the beginning of this year.
There is a point where a number gets so large it stops feeling real. A billion dollars is hard enough to picture. Five trillion is just noise. That is roughly what one company is now worth. Nvidia (NVDA), the chipmaker whose hardware runs almost every major artificial intelligence (AI) system, ...
On a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano surfaced a notable statement from Amazon (NASDAQ:AMZN) founder Jeff Bezos: the bottom 50% of Americans should pay no federal tax. Pompliano paired that proposal with a data point and a pivot. The data point: that bottom-half cohort currently contributes about ... Jeff Bezos Says Bottom 50% of Americans Should Pay No Tax. The Real Culprit Is Federal Spending
Abel and his team were active in the first quarter of the year in Berkshire Hathaway's massive equities portfolio.
Something is likely to break -- the question is: Will it be the Fed's credibility, the U.S. economy, or Wall Street?
Inflation tied to the Iran conflict may force the Federal Reserve to raise interest rates, and Warren Buffett says higher rates will compress stock market valuations.
Alphabet is a major SpaceX shareholder.
Berkshire Hathaway has nearly $400 billion in cash, but that's no longer just dead money.
Memory prices for PCs, smartphones, and gaming consoles are spiking. Consumers will bear the brunt of the inflation.
Trulieve, Curaleaf, and Green Thumb Industries showed up on the app this week as the federal government inches toward reclassifying recreational marijuana.
A lack of fresh news from the Fed usually drives investors out of the market.
Bank of America (NYSE:BAC) has spent 2026 grinding sideways despite a Q1 print that ranked among the strongest in the bank’s recent history. With the stock down on the year and analysts staying overwhelmingly bullish, I think the setup is now interesting enough to call. Our 24/7 Wall St. price target for Bank of America ... Bank of America Could Be a Bargain After Strong Q1 Earnings
The Italian luxury icon wants a manufacturing presence in the US to duck trade friction and chase a younger generation of remote working multi-millionaires.
Is this a warning?
In Mid-May, India’s Prime Minister Narendra Modi publicly urged Indian citizens to avoid buying physical gold and silver for a year. Soon afterwards, India increased its import tariffs on precious metals from 6% to 15%. This is yet another sign that the physical silver shortage is escalating, which should bode well for ETFs that hold ... India Doubled Tariffs on Silver and Gold Imports To Protect a Plunging Rupee; Will Foreign US Treasury Bond Dumping Cause the US To Follow Suit?
Kinder Morgan (NYSE:KMI) and Williams Companies (NYSE:WMB) just closed the books on record 2025 results, and both pipeline operators are pointing the same firehose of capital at LNG exports and data center power demand. The way they are doing it, however, looks quite different. One is leaning on a $10 billion pipeline backlog. The other ... Kinder Morgan vs Williams Companies: Both Crush Earnings, But Take Opposite Paths
Jerome Powell passed the Federal Reserve gavel to Kevin Warsh while the committee appears to be drifting opposite to where the incoming chair has historically wanted to go. That is what CNBC’s Steve Liesman walked through, citing remarks from two Fed presidents speaking overseas and a voting governor speaking the day before. Austan Goolsbee was ... Steve Liesman: Fed Pivots to Inflation Fight Under Incoming Chair Warsh
This crypto exchange is giving investors a form of exposure to SpaceX before its IPO.
Taiwan chip designer MediaTek said on Friday it supports both TSMC's and Intel's advanced packaging technologies, allowing customers to choose between the two approaches. CoWoS, or Chip-on-Wafer-on-Substrate, is TSMC's advanced packaging technology widely used for artificial intelligence chips, including those designed by Nvidia.
By Eduardo Baptista and Liam Mo BEIJING, May 29 (Reuters) - When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang, who drew
President Trump desperately wants lower interest rates, but his decision to attack Iran could force the Federal Reserve to raise rates.
The chances of market mayhem are lower with Powell remaining at the Fed.
TAIPEI, May 29 (Reuters) - Taiwan's tech-driven economy is expected to grow at its fastest pace in 16 years in 2026, the government statistics agency said on Friday, thanks to booming demand for
TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.
The company filed a prospectus with important information for potential investors.
Taiwan's Foxconn, the world's largest contract electronics maker, has "immense confidence" in its growth momentum because of soaring AI demand, Chairman Young Liu said on Friday. The company, Nvidia's biggest server maker and Apple's top iPhone assembler, this month reported a 19% rise in first-quarter profit versus the same period a year earlier, beating expectations due to strong global demand for AI products. Liu, speaking at an annual shareholders meeting in Taipei's neighbouring city of New Taipei, said AI remains highly sought after, with capital spending by the major cloud service providers already exceeding $700 billion this year.
Samsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry's first shipment of such products. Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's efforts to strengthen its position in the next-generation AI memory market by proactively supplying samples of its latest products.
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