High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.
Intel's stock surged after reports of a 10% processor price hike, yet the vast majority of analysts still refuse to upgrade their ratings. The disconnect between Wall Street's caution and the market's enthusiasm points to a deeper disagreement about what is really driving Intel's revival.
M's Q2 earnings and sales beat estimates and the company raises its fiscal 2026 outlook, yet shares fall 4.7% as investors weigh a Q3 loss and softer comps.
Applied Materials supplies the tools; Intel builds the chips and factories. One is profitable and debt-light, while the other is burning cash but has a cheaper valuation.
Trump Media & Technology Group Corp. is trending after President Donald Trump promised a $5,000 “dividend” to every adult U.S. citizen if Republicans win control of both the House and Senate in the upcoming midterm elections. Trump’s $5,000 Midterm Pledge...
GameStop stock jumped Friday morning after CEO Ryan Cohen's buy was disclosed in SEC filings. GME has had a topsy-turvy year.
Shopify (NASDAQ:SHOP) shares rose 2. 5% in premarket trading after Bernstein SocGen Group initiated coverage of the e-commerce platform company with an Outperform rating and a $160 price target.
Oracle stock jumped after cloud revenue sales grew by 121% last quarter
Oracle Raises $90 Billion Revenue Target as AI Boom Sends Stock Higher
Berkshire's 18% net margin and fortress balance sheet contrast sharply with Lemonade's unprofitability.
Retail orders ran to more than 6,000 times the shares available
Wall Street remained split after RH’s Q2 earnings, with Wells Fargo backing its second-half growth drivers while UBS and BofA questioned growth estimates, according to TheFly.
One name in this trio has raised its dividend every single year since 1974, but the other two still make a compelling case for your income portfolio despite very different risks lurking beneath their payouts.
Investors should consider buying best-in-class AI energy/power stocks in September and holding them for long-term upside.
Coinbase CEO Brian Armstrong believes Bitcoin has bottomed and considers $400,000 a reasonable target by 2030. It comes as Bitcoin is nearing a "golden cross." ...
A $250,000 rollover sounds like a clean starting point until you realize yield alone is not the whole story, and only one name on this roster actually clears the current Treasury rate. Here is what the math, the coverage ratios, and 43-year dividend streaks reveal about building real income from a common account balance.
Billionaire Elon Musk-led Space Exploration Technologies Corp. has revealed the Starlink satellite internet service’s fourth-generation router, promising better connectivity and water-resistant port covers, among other updates, More Coverage Area In a post on the social media platform X, Starlink’s official...
Bessent is throwing ice cubes into a volcano.
Investing.com - U.S. stock index futures rebounded on Friday as oil prices cooled and investors looked to the latest consumer inflation data for signs that could help markets recover from a difficult week.
The pet retailer scored more than 7% net sales growth in the most recent quarter. Meanwhile, former Hudson’s Bay CEO Helena Foulkes could soon be Rhode Island’s governor.
Adobe raised full-year revenue and earnings targets after record third-quarter revenue. Jefferies and Citi cut price targets, according to TheFly.
Investing.com -- Bernstein initiated coverage of Shopify at Outperform with a price target of $160, implying over 26% upside from the stock’s Thursday closing price.
Stock futures pointed to a higher open Friday ahead of an important Consumer Price Index reading—although major indexes were poised to close lower for the week—as oil prices and Treasury yields declined.
The market remains historically concentrated in tech, but the broader rotation away from that sector continues.
Vertiv is a key AI infrastructure provider, which explains why the company is projected to clock healthy earnings growth over the long run.
Both companies are approaching milestones that could light a fire under their stocks.
The space stock's price has been cut in half from its peak earlier this year.
(Updates with the stock move in the headline and the first paragraph.) Oracle (ORCL) shares were
Investors braced for inflation data that could solidify, or undercut, rising bets that the Federal Reserve will hike interest rates next week.
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