High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Traeger (NYSE:COOK) reported lower second-quarter revenue but higher adjusted EBITDA, as the outdoor cooking company cited softer sales at its MEATER accessories business, lower average grill selling prices and channel changes tied to its planned national rollout at Lowe’s. Second-quarter revenue t
On July 29, DoorDash (NASDAQ:DASH) launched DoorDash Air, its own in-house drone delivery program, after clearing a Federal Aviation Administration certification to fly commercial drone deliveries across the US. It is the clearest signal yet that DoorDash wants control over how food and goods move, not just who delivers them. The question for investors is […]
All three major quantum computing pure-plays just snapped back 20% in a single week after a brutal summer selloff, and one looming industry milestone could make August the most important entry point in years.
Ares Management (NYSE:ARES) is arranging a $2.2 billion direct loan to help fund a healthcare services acquisition, marking it one of the largest private credit deals this year. The loan will finance pharmacy benefits manager MedImpact Holdings Inc.’s acquisition of...
With earnings set for August 20th before the market open, implied volatility on WMT stock is through the roof. Implied volatility is sitting at 32% compared to a twelve-month low of 18%.
Elon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.
The retailer noted “trade-offs among product protection, food safety, cost, regulatory requirements, recycled material availability, evolving supplier portfolios” and more.
If you thought cybersecurity was important before, just wait until you see the havoc AI is causing on it.
Data storage companies tumbled in premarket trading on Thursday after quarterly results from Sandisk and Western Digital failed to sustain momentum in an industry that has become one of Wall Street's hottest bets this year. Shares of Sandisk lost 9.2% to trade at $1,226.04, while Western Digital shed 14.6% and was last changing hands at $443.3. After the closing bell on Wednesday, both Sandisk and Western Digital forecast quarterly revenue that beat estimates compiled by LSEG, but fell short of high market expectations.
Investing.com -- SoftBank Group Corp. arranged a $10 billion margin loan backed by its ownership in OpenAI, adding to the company's borrowing to fund its artificial intelligence investments.
It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.
SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.
Higher-impact media partnerships and stronger creative are leading to “green shoots” for its brands in the U.S., executives said.
<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>
Investing in the Invesco QQQ ETF could put you on the path to a $1 million portfolio, if you can ride out the volatility.
Nvidia (NASDAQ:NVDA) is heading into its August 26 earnings date with fresh evidence that AI infrastructure spending is still accelerating. On July 23, Amkor Technology (NASDAQ:AMKR) announced a multi-year, $1.5 billion agreement with Nvidia to expand advanced chip packaging and test capacity in the US, news that sent Amkor shares up about 15% in late […]
1655 GMT – Eli Lilly CEO David Ricks says on CNBC that Foundayo—the company’s recently launched once-daily GLP-1 pill—is expanding the market, not cannibalizing it even though it’s offered at lower prices. At the same time, access to weight-loss treatments continues to expand, further increasing the total addressable market, Ricks says. Eli Lilly is up 3%.
Google shakes up AI leadership, IonQ’s revenue nearly quadruples, Berkshire’s earnings report is near, and more news to start your day.
Not really, but CME Group the granddaddy of derivatives exchanges, would like to keep it respectable. CME provides many products needed for the normal functioning of financial markets. Its business has also gotten a big lift from the explosion in retail options trading and the public’s embrace of leveraged and options income funds.
The Walt Disney Company (NYSE:DIS) plans to evolve Disney+ from a video platform into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027, as Chief Executive Officer Josh D’Amaro declared that the entertainment giant is “just playing a different game” compared to streaming rivals. Transforming the Fan Experience Speaking during Disney’s fiscal third-quarter 2026 earnings call, D’Amaro outlined a vision to position Disney+ as the digital centerpiec
A fresh note from Jefferies pointed to growing confidence in the company's trajectory, according to TheFly.
Marvell Technology has significantly outperformed the broader market over the past year, while analysts remain highly optimistic about its future growth prospects.
Amazon just boosted its capital expenditure forecast due to soaring memory chip prices.
Micron's , Alphabet's and Nvidia have been highlighted in this Earnings Trends article.
Coca-Cola has outperformed the broader market over the past year, and analysts remain highly optimistic about its future growth prospects.
The effort is tied to an expansion of the Alliance for Critical Infrastructure (ACI), a group JPMorgan helped establish.
Investor Gary Black of The Future Fund LLC has backed ride-hailing giant Uber Technologies Inc. (NYSE:UBER) as his pick to lead the autonomous ride-hailing market ahead of the likes of Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo and Elon Musk‘s Tesla Inc. (NASDAQ:TSLA). Gary Black Says Uber Is Not Like Blockbuster In a post on X, Black responded to user @PME2717 who said that being bullish on Uber was not a smart move as the company was like the video rental company Blockbuster Inc. in a
Halliburton has rallied better than the broader market over the past year, and analysts are fairly bullish about its future growth projections.
Macy's, Pebblebrook, Boise Cascade, Apple Hospitality REIT and PBF Energy have been highlighted in this Screen of The Week article.
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