News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
<body><p>STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent.</p><p>Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet.</p><p>Jed Ellerbroek is portfolio manager at Argent Capital Management.</p><p>“Obviously, an extension from last week, in terms of the big cloud computing giants, doing well after their earnings report. And then I think we're also starting to see some semiconductor and AI data center CapEx beneficiary flow through and do well too. Nvidia, for example, is up I think a little more than 3% today. So, I guess a broad tech rally. And I think investors are becoming increasingly convinced that the return on investment from all of the CapEx spending that the big tech companies are doing has got an appealing ROI to it - both now and I think in the future, too. And so that's why we've seen those stocks rally so much here in the last three or four trading days. And that’s really an amazing contrast to just the week before.”'</p><p>:: Amazon</p><p>Sticking with tech, shares of Amazon gained about four-and-a-half percent as the company's market cap surpassed $3 trillion for the first time after its earnings results last week.</p><p>And shares of SpaceX, which will report its first quarterly results on Tuesday, jumped more than five-and-half percent. The stock has been trading below its $135 issue price for nearly three weeks after its debut in mid-June.</p><p>Meanwhile, crude prices settled down about 5% after President Donald Trump said on Sunday that talks with Iran to reopen the Strait of Hormuz would take place on Monday, though Iran disputed that talks were planned.</p><p>Lower oil prices helped push the S&P 500 Energy sector down more than one percent, making it the worst performing sector of Monday's session.</p></body>
Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.
Adeia (NASDAQ:ADEA) reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 mi
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
The company announced a new integration with a tech titan it has partnered with for years.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
SpaceX is due to release its first earnings report as a public company Tuesday. Here’s what to look for in the company’s second-quarter performance: Starlink growth: SpaceX’s satellite internet product is the company’s cash cow.
Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.
Alphabet's earnings were up nearly 300% last quarter, largely due to investments.
A widening efficiency gap could reshape AI valuations
The potential breakthrough comes with a dangerous revenue gap
Amazon's cloud acceleration strengthened confidence that Alphabet's own infrastructure investments could generate measurable revenue growth.
Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.
Alphabet might remain free cash flow positive in 2026 -- but what about 2027?
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Google will source the full output of RWE’s Oklahoma solar project under a 15-year agreement, with operations slated to begin in 2028.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge on which platform corporations trust with their future.
Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.