High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
RenaissanceRe trades at $328.71 per share and has stayed right on track with the overall market, gaining 11.2% over the last six months. At the same time, the S&P 500 has returned 14%.
The shipping industry group continues to show why it's one of the best in the current stock market, with boatloads of stocks making new highs.
In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...
Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.
As Paramount looks to take over Warner Bros. Discovery, it’s racked up billions of dollars in financial backing from three Gulf countries. The FCC cleared the way on Thursday, granting sovereign wealth funds from Saudi Arabia, Qatar and the United Arab Emirates to hold indirect equity interests in a Paramount-Warner combo, but no voting stakes. Skydance-owned Paramount — whose $81 billion merger with Warner is still on hold amid a separate antitrust battle with twelve states and Hollywood writers — welcomed the FCC's ruling.
Cerebras has the buzz, the OpenAI partnership, and the fastest inference chips in the market. Innodata has 12 straight quarters of growth, record profits, and a broadening customer base.
Fed's rate hike and higher 2026 rate forecast put the focus on Goldman Sachs, Interactive Brokers and Talos Energy.
NVIDIA's scale, diversified AI exposure, stronger profitability and lower valuation give it an edge over Credo after earnings.
Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.
Occidental Petroleum and Chevron are still reliable plays on higher oil prices.
GameStop's reinvention story is unlike anything else happening in retail right now. Home Depot's stability and dividend make it one of the most dependable long-term holds.
After a blockbuster 2026 debut, where will SpaceX be in 2031?
Over the last six months, Tesla’s shares have sunk to $365.62, producing a disappointing 6.9% loss - a stark contrast to the S&P 500’s 14% gain. This might have investors contemplating their next move.
One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.
The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF) is running hard while the group it usually trades with barely moves. IREN Limited (NASDAQ:IREN) is running too, and the pair look more like two separate single-name bids than a coordinated sector trade. The Global X Data Center […]
Palantir's Q2 2026 commercial revenue more than doubled to $945 million, outpacing government growth and narrowing the segment gap to just $45 million.
Should you take the market's small discount now, or hold out for a bigger one?
CoreWeave added $25 billion in new customer commitments this quarter as demand and pricing for its AI cloud platform keep climbing.
Datavault AI jumped more than 10% after announcing a $100 million initial purchase order for its $QEST tokenization services on Sept. 15.
Barclays expects Tesla to deliver 475,000 vehicles in Q3, above the 466,000 estimate reportedly compiled by Bloomberg, according to The Fly.
Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with NVIDIA and Google, networking and data center buildouts, and AI defense systems. Jim Cramer replied: I like Nokia very much. I’m glad you brought it to our […]
Astera Labs is riding explosive demand for AI connectivity chips with gross margins above 70%. Arm is compounding royalty revenue across billions of devices while its data center business accelerates.
On September 16, a caller asked if CoreWeave, Inc. (NASDAQ:CRWV) is going to break out anytime soon, and Mad Money host Jim Cramer replied: Okay, so CoreWeave’s got a yin and yang here. It’s borrowing a lot of money and that’s going to be harder now if the Fed starts raising rates, but it’s smack […]
Artisan Partners currently trades at $37.33 per share and has shown little upside over the past six months, posting a middling return of 3.7%. The stock also fell short of the S&P 500’s 14% gain during that period.
Home Depot (HD) shares trade near $300, down about 26% over the past year, while the S&P 500 returned about 17%. Housing turnover has sat at historic lows for four years, and investors doubt the quality of Home Depot's reported profit. One number argues the other way. The stock trades at 1.8 times trailing sales, against a ten-year range of 1.7 to 2.9.
The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
Samsara (IOT) trades near $40, about 88% of its 52-week high. Over the past year the stock has gone nowhere, up 1.3% against 17% for the S&P 500. The easy read is that the AI that analysts keep asking about is not showing up in the money. It is showing up. It arrives bolted to hardware, and paying upfront for more of that hardware as growth accelerates is why Samsara now expects a thinner cash margin and a fatter operating margin for fiscal 2027.
Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.
Over the past six months, Banner Bank has been a great trade, beating the S&P 500 by 7.7%. Its stock price has climbed to $70.82, representing a healthy 21.7% increase. This run-up might have investors contemplating their next move.
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