Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
(Bloomberg) -- Private investors are pouring growing sums into artificial intelligence projects across the developing world, pushing deal volumes to record highs in the first half of 2026. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splurge Puts a Damper on Debut Ear
Amazon's cloud computing business could be heading for mind-boggling revenue growth thanks to artificial intelligence.
Moderna Inc. (NASDAQ:MRNA) stock rose in Wednesday premarket trading after gaining 3.4% in the previous session, as investors reacted to the company’s latest progress in expanding its infectious disease pipeline with an investigational Ebola vaccine. Moderna Begins Phase 1 Trial For Ebola Vaccine Moderna has initiated a Phase 1 clinical trial evaluating mRNA-1469, an investigational vaccine designed to prevent Bundibugyo ebolavirus disease, for which no licensed vaccines currently exist. The stu
Nvidia is weighing more than $750 billion in AI investments, financing deals and partnerships — betting that any growth in the compute market will ultimately benefit its chip business.
Deere, Kubota, CNH, AGCO and Alamo have been highlighted in this Industry Outlook article.
Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.
ExxonMobil missed Q2 earnings estimates, but strong production, higher oil prices and a solid balance sheet continue to support its longer-term outlook.
Tesla and Waymo were just put on notice, with Amazon's Zoox receiving federal approval for its driverless vehicles. It will begin charging for its service soon.
Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate of $11.28 billion. However, much of the market’s attention shifted to the company’s outlook, particularly expectations for Helios, its upcoming rack-scale AI platform. Futurum Group C
Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks.
Billionaire Dan Gilbert plans to create new housing, a park and an entertainment district on the city’s waterfront.
SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers.
US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.
(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS
We're about to witness a massive wealth transfer from retail investors to SpaceX's insiders.
Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona
Crypto is creating a parallel market where investors can value companies before they go public.
Qnity Electronics, Inc. reported past second-quarter 2026 results showing higher sales of US$1,429 million versus US$1,170 million a year earlier, but lower net income of US$124 million compared with US$188 million. The company coupled this mixed profit picture with a raised full-year 2026 net sales outlook to US$5.55 billion–US$5.65 billion and a series of collaborations in semiconductor research, manufacturing and talent development that could influence its longer-term...
↘️ Space Exploration Technologies (SPCX): Elon Musk’s space company said its capital expenditures hit $18.4 billion in its most recent quarter. Shares fell 9% in premarket trading. ↘️ Advanced Micro Devices (AMD): The chip maker's stock tumbled premarket following Musk's comments that SpaceX would no longer buy AMD chips.
Why Zeta Global Holdings Stock Is Back in Focus After Its Latest Earnings Zeta Global Holdings (ZETA) is drawing fresh investor attention after reporting second quarter 2026 results and updating its outlook for the rest of the year. The earnings release and raised guidance provide new data points to assess the stock. See our latest analysis for Zeta Global Holdings. The earnings beat on revenue and raised guidance arrive while Zeta Global Holdings’ share price has been strong, with a 90 day...

<body><p>STORY: From crypto giants feeling the squeeze to South Africa's new crypto rules...</p><p>This is Crypto Weekly.</p><p>:: Crypto Weekly</p><p>:: Coinbase posts third straight quarterly loss</p><p>Coinbase posted a third straight quarterly loss.</p><p>The crypto giant saw a drop of close to $360 million for the quarter ended June 30 - well down from a profit of $1.43 billion a year earlier.</p><p>Crypto markets came under pressure during the April-to-June quarter.</p><p>Investors turned away from riskier assets due to uncertainty over U.S. interest rates, geopolitical tensions and outflows from crypto investment products.</p><p>:: Trump-backed American Bitcoin swings to quarterly loss</p><p>American Bitcoin was another company to feel the mood sour around crypto.</p><p>The bitcoin miner is backed by two of U.S. President Donald Trump's sons.</p><p>Its net loss hit just over $57 million as bitcoin prices slid 11% from April to June.</p><p>:: South Africa drafts new crypto rules</p><p>South Africa took a step closer to bringing crypto into its financial rulebook.</p><p>The country released draft guidelines for the first time on when moving crypto across borders becomes a regulated and reportable event.</p><p>The draft Crypto Asset Manual was published jointly by the National Treasury and the South African Reserve Bank, and comes as crypto use widens in the country.</p><p>:: Robinhood Markets sees weakness in crypto trading</p><p>And Robinhood Markets beat Wall Street estimates for second-quarter profit.</p><p>It saw strong trading in equities, options and prediction markets, but weakness in crypto trading.</p><p>Analysts argue the quick expansion of prediction markets has turned investor focus away from crypto.</p><p>And market watchers now expect the prediction sector to play an even more key role in Robinhood's revenue mix.</p></body>
The US business was the primary driver of growth, with net revenue climbing 8.7% year-on-year (YoY) to $3.12bn.
Annuity payouts are the most competitive they have been in years, which makes the timing of this comparison unusually consequential for anyone sitting on a $675,000 nest egg and trying to decide which structure actually puts more money in their pocket for life.
Five momentum stocks stand out for August after a mixed July, backed by strong growth drivers, rising earnings estimates and favorable momentum ratings.
In Bitcoin ETF news today, Intesa Sanpaolo, Italy’s largest bank, filed its Q2 2026 Form 13F, the SEC’s mandatory quarterly disclosure of institutional long positions in US-listed securities, on August 4, and the numbers tell a sharp story. The bank slashed its BlackRock iShares Bitcoin Trust (IBIT) position by roughly ...
Keytruda made Merck an oncology powerhouse, but as the patent cliff looms, its business development leader outlines what’s next.
While Intercontinental Exchange has significantly underperformed the broader market over the past year, analysts remain optimistic about its growth prospects.
Lumen Technologies (NYSE:LUMN) reported second-quarter results that management said were in line with expectations, as the company continued to shift its business toward digital, strategic networking services and away from legacy offerings. Chief Executive Officer Kate Johnson said Lumen is positio