Netflix didn't end up acquiring Warner Bros. earlier this year, but there may be another great opportunity for it to consider now that Comcast is breaking up.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market and take on entrenched players such as Intel and Advanced Micro Devices. Nvidia has said it expects to generate $20 billion in sales from its "Vera" CPU, a more generic computing chip than its AI-specific offerings, by the end of this fiscal year. The Vera chips are part of Nvidia's efforts to diversify sales as artificial intelligence companies such as OpenAI and DeepSeek make their own AI chips.
The Number With oil now trading well below the $100 level (and seemingly poised to continue heading lower, after OPEC announced further production increases recently and recessionary concerns pick up), it’s unclear where certain oil stocks are headed. One such name that’s on my radar right now just reported its Q1 2026 earnings in early ... Oil’s $100 Threshold: What It Means for Energy Stocks Now
Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
Bank stocks have enjoyed a nice run overall, and valuations are now fairly elevated.
Warsh is early in his tenure as the new chair of the Federal Reserve's Board of Governors, but investors are awaiting big changes.
Analysts and early enterprise adoption updates reinforced AMD's position in AI compute
Analog Century's long/short fund gained 9.4% in June as AI infrastructure bets drove record first-half returns.
Investing.com - U.S. stock futures hovered around the flatline on Tuesday as investors weighed the durability of the artificial intelligence rally alongside renewed tensions in the Middle East.
July 7 () - Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia and Huawei chips, which it has depended on to train and run its globally popular models. The chip is designed for inference — the stage of AI computing in which a trained model generates responses for users — rather than for training new models, the sources said.
Some investors may be eyeing SpaceX for the wrong reasons.
July 7 (Reuters) - Futures tied to the tech-heavy Nasdaq dropped on Tuesday on declines in chip stocks over concerns about the sustainability of the AI-driven rally despite strong results from Samsung
The U.K. artificial-intelligence infrastructure startup said the funds would inject flexible liquidity to accelerate its data-center plans across Europe, the U.S. and the Asia Pacific.
The president's latest comments on the Federal Open Market Committee (FOMC) threaten to undermine policymakers' credibility.
Possible Fed rate increases in 2026 could make short-term bonds a good choice.
It all comes down to how you define overhyped.
Nvidia (NVDA) investors were more or less expecting another clean step forward in the AI upgrade cycle. Rubin was expected to continue pushing the roadmap ahead, customers would keep chasing capacity, and rivals would remain stuck trying to close an insurmountable lead. That confidence, though, has ...
Dow Jones Futures: AI stocks rallied, with Astera, Bloom Energy and Tesla higher. But SpaceX stock dropped ahead of Nasdaq-100 inclusion.
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
With the Federal Reserve’s benchmark funds rate parked at 3.75% since Dec. 11, 2025, and the 10-year Treasury offering just 4.38%, income investors entering July are still hunting for yield well above the risk-free rate. Business development companies remain one of the cleanest ways to get it. BDCs are required to distribute at least 90% ... 3 Reliable Income Generators to Buy in July
Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
The future looks a lot different after Warsh made his policy goals clear for the Federal Reserve.
Warsh is intent on implementing major changes at the Fed.
(Bloomberg) -- Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, part of the Southeast Asian nation’s growing efforts to clamp down on Nvidia Corp. chips being diverted illicitly to other locations including China. Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Globa
So far, the results haven't lived up to the hype.
The debate over a possible Tesla-SpaceX merger is getting harder to ignore.
(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.’s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E