High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
Nvidia stock is approaching a proper buy point as the artificial intelligence chip leader received some reassuring news this week.
Moby summary of M&T Bank Corporation's Q2 2026 earnings call
Moby summary of BlackRock, Inc.'s Q2 2026 earnings call
Netflix shares have cratered over 40% in the past year while the business quietly grew revenue and raised its cash flow outlook, creating a disconnect that has our model flashing a buy signal at an unusually high confidence level heading into tomorrow's earnings.
Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
Investors were watching closely for clues about the staying power of the AI revolution. They got what they were looking for.
Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current
The streaming service reports critical financials on Thursday afternoon. Let's hope cameras are rolling.
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
If you want to know the tech sector's priorities, follow the money.
There's more to U.S. inflation than just energy prices.
The stock has a lot riding on the company's second-quarter report.
Investors can gain exposure to the space boom through established defense contractors benefiting from Golden Dome spending without relying on SpaceX alone.
Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...
There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...
Chinese large language model (LLM) developer DeepSeek is reportedly preparing for an IPO later this year or in 2027. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.
Moby summary of Citigroup Inc.'s Q2 2026 earnings call
Moby summary of Wells Fargo & Company's Q2 2026 earnings call
Inflation cooled faster than expected in June, but Fed Chair Kevin Warsh isn't ready to declare victory.
Every good party has one guest who starts eyeing the door while the music is still loud. They are not trying to spoil anything. They have just seen how these nights tend to end. Wall Street has its own version of that guest, and right now the speakers are cranked. The S&P 500 keeps closing at ...
Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?
Two defense giants are betting on opposite sides of naval warfare, and one of them just posted negative free cash flow while the other is sitting on nearly two billion dollars of it. The question is whether a $3.45 billion sensor acquisition can close that gap before program charges do further damage.
WASHINGTON, July 14 (Reuters) - A top U.S. official told Congress on Tuesday that "very few" Nvidia H200 chips to date have been shipped to China or Hong Kong.
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.
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