High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.
Asset managers are doing an about face on outsourcing, seeking to bring more functions in-house. A combo of factors has created an opportunity in muni bond investing. These are among investment must reads for financial advisors this week.
Decent Holding (NASDAQ:DXST) reported sharply higher first-half revenue driven by wastewater treatment projects and the launch of its AI-powered Suncare senior healthcare platform, while increased expansion costs weighed on earnings. Key Investor TakeawaysDecent Holding (NASDAQ:DXST) reported first-half fiscal 2026 revenue of $18.
The US dollar (DX-Y.NYB) has weakened after the US and Japan jointly intervened to boost the yen. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the dollar's decline and the yen's growing strength, comparing it to prior events in the yen's history.
Investors are increasingly concerned that AI spending won't pay off.
Ark Invest added to three existing positions on Monday, with two of them still trading for half of last year's peak.
Integrated energy company Chevron (NYSE:CVX) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 56.3% year on year to $70.06 billion. Its non-GAAP profit of $6.06 per share was 8.8% above analysts’ consensus estimates.
XOM's Q2 earnings missed estimates, but strong production, oil prices and balance sheet strength support its outlook.
Bruker (NASDAQ:BRKR) returned to organic revenue growth in the second quarter, posted stronger bookings across its Scientific Instruments business, and maintained its earnings outlook while adjusting guidance for currency and tax changes. Key Investor TakeawaysBruker (NASDAQ:BRKR) returned to organic revenue growth, with second-quarter revenue increasing 5.
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Pfizer lifted its 2026 revenue forecast by $500 million at the midpoint.
IRDM's Aireon deal adds at least $100 million in annual service revenue, but new debt, integration demands and Rocket Lab uncertainty raise the stakes.
Uber is expected to deliver another quarter of robust growth, driven by continued strength in its Mobility and Delivery businesses.
An analysis of the last seven years of Tesla earnings calls shows just little attention Musk pays to Tesla's car business.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]
NRG's Q2 earnings miss estimates, but revenues climb 11% as lower operating costs and shareholder returns support performance.
Bristol Myers Squibb's (BMY) reported merger discussions with AstraZeneca (AZN) will unlikely result
SpaceX received about 20% of its 2025 revenue from U.S. federal agencies.
Investors need to pay close attention to AAL stock based on the movements in the options market lately.
A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.
Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.
CrowdStrike has notably outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.
Palantir just delivered one of the most jaw-dropping software quarters in recent memory, while SpaceX enters August weighed down by lock-up pressure and a skeptical prediction market. Two NASDAQ giants, two radically different risk profiles, and only one looks built for a strong month.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]
There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.
Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.
Heavy AI infrastructure spending has increased reliance on debt financing.
Paul Mueller's Q2 revenues jump 29% y/y, but lower margins weigh on earnings as strong pharmaceutical demand and a healthy backlog support the results.
Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]
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.
