High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Broadcom Inc. (NASDAQ:AVGO) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it beats expectations. The bigger question may be what CEO Hock Tan says about Broadcom’s AI customers and growing competition for...
Investing.com -- Berkshire Hathaway's Chief Executive Greg Abel said Wednesday the company sees opportunities for its energy business from the expansion of AI data centers, following the conglomerate's $10 billion additional investment in Alphabet three months ago.
Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.
Marvell just learned why a huge AI deal may not be enough.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.
Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D
Duquesne Family Office's billionaire boss was a busy bee in the artificial intelligence (AI) arena during the second quarter.
Geothermal company Fervo Energy has signed a major deal to sell power to Alphabet Google from a Utah project that it plans to turn into the world’s largest enhanced geothermal facility. The agreement for nearly 400 megawatts of electricity is enough to power a midsize city and would be Fervo’s largest-ever power deal. Fervo plans to begin selling power to Google in 2028 from its Cape Station project in southwestern Utah.
Meta may have just rewritten the rules its rivals must follow.
Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.
Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.
Across S&P 500 companies, per-share earnings soared 53% in the second quarter from a year earlier, while sales rose nearly 16%, according to data from LSEG. Investment gains from tech giants Amazon.com and Alphabet added fuel to the big earnings surge.
Here’s what could happen to ESTC shares next.
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.
Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.
A stronger forecast comes with one important valuation catch
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
The company is changing how it enforces its site reputation policy within the European Economic Area, to appease regulators and avoid a potentially hefty fine.
Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.
Alphabet (GOOGL) YouTube is under final-stage investigation by the US Federal Trade Commission over
Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.
By Max A.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
