High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 4.1% in the morning session after its participation in a major partnership to launch a new stablecoin called Open USD continued to fuel investor optimism.
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Reddit (NYSE:RDDT) ranks #6 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 70 Reddit (NYSE:RDDT) stock has real long-term growth catalysts that most investors are missing. The company is not just a social media platform anymore. It’s become […]
Robinhood shares rallied on the official mainnet launch of Robinhood Chain. Mizuho believes HOOD stock will rip higher from here as the year unfolds.
Wall Street does not punish companies for spending money. It punishes them for spending money without a story. Give investors a believable path from this year's bills to next year's profits and they will forgive almost any number on the capital expenditure line. Take that story away, and every ...
Alphabet's AI Bet Keeps Growing, but Wells Fargo Sees Less Upside for the Stock
On a recent Diet TBPN segment, Jordi Hays and his co-host wandered back to December 2010, when a young neuroscientist named Demis Hassabis raised a small amount of funding for a research outfit called DeepMind. The number Jordi surfaced is the kind that makes you spit out your coffee. He said DeepMind “sold half the ... Did the World’s Best AI Lab Really Sell to Google for Just $5 Million?
AI has made it a lot harder for tech companies like Amazon and Google to deliver on their net-zero pledges.
More than six dozen data-center projects were blocked or delayed in the first quarter due to locals’ opposition. Public pushback is becoming a risk factor for AI companies and their shares.
Alphabet Inc (NASDAQ:GOOG) shares traded about 1% lower on Thursday after the European Court of Justice (ECJ) upheld a €4.1 billion ($4.67 billion) antitrust fine against Google over its Android mobile operating system. The ruling marks the end of Google's legal challenge against the European...
Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back
The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building a cloud infrastructure business to sell AI compute.” The stock responded, jumping 7.56% on July 1 as investors digested the idea ... Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival
Walmart just handed Google's Gemini AI the keys to its checkout lane, and the ripple effects stretch far beyond one retailer. Five stocks across logistics, robotics, payments, and merchant platforms stand to capture the most value as AI agents take over the shopping cart.
Alphabet (GOOGL) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Robinhood Markets Inc (NASDAQ:HOOD) shares rose about 4% on Wednesday following the launch of Robinhood Chain, a new Ethereum-based layer-2 blockchain built using Arbitrum’s Orbit technology and designed to support tokenized assets and onchain financial products. The move marks a significant...
Reddit (NYSE: RDDT) and Chewy (NYSE: CHWY) just posted fresh quarters that read like opposite chapters of the same internet economy. Reddit is selling words, communities, and the data that trains AI models. Chewy is selling kibble, prescriptions, and recurring shipments. Both stocks have whipsawed in June, and both businesses now look very different under ... Reddit Vs. Chewy: The Better Buy Stock In 2026
EU court backs regulators in long-running case.
Ed Elson and tech reporter Alex Heath spent a recent segment of Prof G Markets arguing about the same set of facts and reaching almost opposite conclusions. Elson thinks OpenAI is a company drifting sideways while leaks about an IPO pile up. Heath thinks the leaks are the story, and most of them are being ... Is OpenAI’s IPO a Hot Mess or Just Media Noise? Two Reporters Can’t Agree
Alphabet's Google Cloud is gaining traction in enterprise AI as its Jack Henry deal expands AI and cybersecurity use among financial institutions.
Europe's top court upheld findings that Google abused Android's market dominance.
Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens to be the one U.S. lab most aggressively courting overseas customers. Bloomberg senior strategist Neil Campling flagged the shift on July 1. He called it a green light for Anthropic’s global push at the exact ... Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating
The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s MacKenzie Sigalos framed the split neatly on June 30: “the mag-7 erased 2.3 trillion in June alone, the largest monthly market cap loss ... The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It
Super Micro Computer (NASDAQ:SMCI) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying data tells a different story. The rotation is already underway. Super Micro is down 14.79% over the past week and 41.02% over the past month, while capital ... Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July
On this episode of Stock Movers: - SoftBank (SFTBY) shares are responding to news that it is starting a new U.S. venture to rent out the computing power needed to build and run artificial-intelligence models, aiming to capitalize on strong American demand for AI computing resources. - Shares of Alphabet/Google (GOOG) are responding to the company losing its long-running fight against a 4.1 billion ($4.7 billion) European Union antitrust fine after the bloc's top judges said regulators were right to punish the US giant for abusing Android's market power.
OpenAI (Unlisted:OPAI) has proposed giving the US government a 5% equity stake in the company as part of early discussions with the Trump administration, according to a Financial Times report citing people familiar with the matter. The reported proposal comes as leading artificial...
The cable will connect India with Malaysia and Singapore.
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.
