High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Venture capitalist Chamath Palihapitiya said artificial intelligence (AI) may have entered a self-improvement cycle that could accelerate AI capabilities rapidly, predicting breakthroughs and falling model costs over the next 18 months. Chamath Sees AI Feedback Loop On Sunday, Palihapitiya, founder...
Moby summary of Leidos Holdings, Inc.'s Q2 2026 earnings call
Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.
Both companies view robotics as a big part of their future, but Nvidia has some advantages that Tesla doesn't.
Moby summary of TransDigm Group Incorporated's Q3 2026 earnings call
SOXL rewarded patient semiconductor bulls with one of the most explosive yearly returns on U.S. exchanges, then erased a fifth of that gain in a single month. Understanding exactly why reveals the hidden engine that makes this fund a wealth builder and a wealth destroyer at the same time.
Devon Energy reported second-quarter net earnings of $1.9 billion as production reached the upper end of its forecast following the completion of its merger with Coterra Energy.
Moby summary of Grab Holdings Limited's Q2 2026 earnings call
Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...
AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.
Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into China, two of the sources said.
Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.
Suncor Energy tripled profits in the spring quarter to $3.7 billion, allowing it to boost shareholder rewards and more than double royalties
On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform. AMD Analysts Say Wall Street Wanted a Bigger Helios Forecast Futurum Group CEO Daniel Newman said AMD’s results were solid, but the market had been expecting a stronger forecast driven by Helios, the company’s upcoming rack-scale AI p
Upstart Holdings posted $365 million in revenue, up 42% year-on-year, and ahead of Wall Street expectations.
ViaSat (VSAT) delivered earnings and revenue surprises of +70.00% and -3.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Investor Ross Gerber said Sunday that the collapse of former OpenAI researcher Leopold Aschenbrenner‘s AI-focused hedge fund Situational Awareness was a lesson in the dangers of excessive leverage rather than a failure of the artificial intelligence investment thesis. Leverage Can...
Moby summary of Pinnacle West Capital Corporation's Q2 2026 earnings call
Amazon stock has been soaring.
Over the past year, the broader market continued to overlook weaker earnings, provided companies make a strong case for AI investments. The market used to believe that if companies spend significantly today, they can dominate tomorrow. However, this narrative seems to be changing. Investors are now being selective, wondering if these investments will eventually translate […]
The space, satellite broadband, and AI company made a surprise announcement regarding the AI chipmaker.
Rocket Lab was awarded a $397 million contract to build, launch, and operate advanced Flatellites for the U.S. Space Force's SB-AMTI program. The award expands Rocket Lab's role in military space applications and is expected to draw on its Neutron launch system. Rocket Lab, NasdaqGS:RKLB, is moving deeper into defense work with this multi hundred million dollar U.S. Space Force contract. The stock trades at $74.47 and has returned 16.6% over the past week and 66.4% over the past year. Over...
SoundHound AI (SOUN) is back in focus after MUSC Health expanded use of its Emily voice agent across retail and specialty pharmacy phone lines, marking one of the first agentic voice deployments for an Epic system. See our latest analysis for SoundHound AI. The MUSC Health expansion has arrived just as SoundHound AI’s share price return has swung sharply this year, with a 1-day move of 6.89% and 7-day gain of 4.49% contrasting with a 90-day share price return that is down 30.42% and a 1-year...
Paramount Skydance (NasdaqGS:PSKY) has received formal clearance from the European Commission for its acquisition of Warner Bros. Discovery. This approval addresses a key regulatory step in Europe after reviews in multiple major jurisdictions. The decision was announced as most global regulatory approvals for the transaction have now been secured. For investors following Paramount Skydance, the company operates at the intersection of filmed entertainment, television and streaming, where...
Dynatrace (NYSE:DT) announced new autonomous agents, a no-code agent builder, and more integrations within its Dynatrace Intelligence platform. Gremlin Inc. introduced a native resilience testing app that now runs directly inside the Dynatrace platform. Chandu Thota, a senior engineering executive from Google, was appointed to the Dynatrace Board of Directors. Dynatrace sits at the intersection of observability, application performance, and security for large enterprises. The latest...
A U.S. appeals court has overturned a previous ruling and allowed Perplexity to use its AI shopping tools on Amazon's platform. This is the first federal appellate decision on how AI agents may access and operate on major online marketplaces. The ruling affects Amazon.com's control over third party tools on its marketplace and may influence future platform policies. Amazon.com, listed as NasdaqGS:AMZN, now faces a new legal backdrop for how AI driven services plug into its marketplace. The...
Rowan Street Capital recently highlighted Shopify’s past Q1 2026 results, where the company reported 34% revenue growth and a 35% increase in Gross Merchandise Volume, marking its second straight quarter above US$100 billion GMV and strong gains in B2B and Shop Pay activity. The firm also underscored how Shopify’s core operating income more than doubled while AI-powered commerce tools helped broaden platform usage across larger and more complex merchants. We’ll now examine how Shopify’s...
Southern Copper (SCCO) is back in focus after reporting record financial results driven by strong metal prices, while dealing with lower production and announcing a US$1.10 per share second quarter dividend. See our latest analysis for Southern Copper. Southern Copper’s share price has reacted strongly to the record results and higher dividend, with a 1-day share price return of 4.98% and year to date share price return of 33.69%, while the 1-year total shareholder return of 119.60% points to...
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