
Citi sees Meta rising 19% on its Connect event, but the real question is whether AI spending is finally boosting the ad business.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Citi sees Meta rising 19% on its Connect event, but the real question is whether AI spending is finally boosting the ad business.

Your screener shows Blackstone yielding over 4%, but the actual check that lands in your account follows a completely different logic than that number suggests, and confusing the two has burned plenty of income investors.

Dalio made his fortune by understanding historical trends and applying that comprehension to present conditions.

Firefly Aerospace has seen its share price fall sharply over the past year, which puts a spotlight on a basic question. Is the current US$20.97 price tag still in line with what the business is generating in sales? The stock has declined 53.6% over the past year, which raises fresh doubts about how much investors are willing to pay for each dollar of revenue. A new multi-launch agreement for Alpha rockets from Sweden’s Esrange Space Center, along with radar work tied to the U.S. Space Force,...

Recursion Pharmaceuticals (RXRX) is back on traders’ screens after a sharp daily move, with the share price closing at US$3.83. Recent returns have been mixed over the past week and month. For context, Recursion Pharmaceuticals has delivered an 8.19% 1-day share price return and a 19.69% 7-day share price return, yet the total shareholder return over the past year is down 22%. This hints at short-term momentum building against a more difficult long-term backdrop and shifting views on the...

IonQ (NYSE: IONQ) and partners Oak Ridge National Laboratory, NVIDIA, and the University of Tennessee built a generative AI system that writes quantum optimization circuits. The joint team reports that the AI driven circuit synthesis cuts out manual trial and error tuning for complex quantum optimization tasks. The research, benchmarked at scale, received a best paper award at a major industry conference, signaling peer recognition of its impact. This new generative AI circuit writer is only...

Bill Ackman's Pershing Square Inc., a recent IPO, broke out past a buy point Friday in a rocky market. The hedge fund billionaire's publicly traded investment vehicle, Pershing Square Inc., rallied an impressive 27% for the week after bullish analyst upgrades.

Carl Icahn keeps piling into his own holding company even as its units sink to multi-year lows, and the reasons behind his accumulation are far more complicated than a simple vote of confidence.

The Nvidia chief makes the case for engineering solutions—not new laws or industry speed bumps—to address AI safety concerns.

The food giant fell after Moscow placed its local operations under temporary external administration, reviving fears that another Western company could ultimately lose control of its Russian assets.

Motley Fool analysts share how to build a portfolio that gives back less ground when the market turns south.

Fast-growing funds can build your wealth surprisingly quickly.

Fink said he was "on track to become CEO of the firm."

Capital Economics has outlined the potential consequences of a collapse in artificial intelligence-related stock valuations, forecasting substantial declines in global equities, limited gains in some government bonds and a weaker US dollar. In a note published this week, chief economic adviser John Higgins said he sees “plenty of signs that we are now in the late stages of a bubble in AI,” identifying the US equity market as the primary source of potential disruption.

Walmart's fundamentals and valuation don't suggest a quick run-up to $1 trillion.

Investor and entrepreneur Kevin O’Leary warned investors that excessive borrowing can quickly destroy the value of an otherwise strong investment when markets turn against them. O’Leary Warns About Investment Leverage On Wednesday, O’Leary said on X that excessive leverage is...

SpaceX completed the largest IPO in history in June.

Fortinet has ridden a powerful share price run in recent years, which puts a sharp spotlight on whether the current US$169.84 level is adequately supported by the cash the business can generate. With expectations shaped by both strong historical returns and fresh corporate milestones, the question now is how the stock lines up against its own cash flow potential. Over the past 3 years the stock has returned 191.6%. This raises the stakes on whether that performance is reflected in the...

Conference spotlight and why Hubbell is back on investor radar Hubbell (HUBB) steps into the spotlight as President and CEO Gerben W. Bakker speaks at Morgan Stanley's Laguna Conference. The appearance gives investors fresh commentary to measure against recent share performance. Recent trading tells a mixed story. Hubbell’s share price has eased over the past month, with a 30 day share price return of 6.04% in the red. By contrast, the 1 year total shareholder return of 2.48% and the 5 year...

Earlier this month, Vicor Corporation granted a non-exclusive license to a leading AI original equipment manufacturer for its patented Vertical Power Delivery (VPD) technology, allowing the OEM to source VPD modules from both Vicor and unlicensed suppliers. This licensing approach, combined with Vicor’s patented VPD architecture that tackles the “last inch problem” in powering high-performance AI processors, could materially influence how hyperscalers structure their power-delivery supply...

Tempus AI (NasdaqGS:TEM) announced a new whole-genome sequencing initiative linked to clinical data for AI research in September 2026. The project aims to create a de-identified multimodal dataset that connects full genome reads with real-world clinical and imaging records. Management targets scaling the platform to one million whole genomes tied to patient outcomes for use in drug development and personalized care. This new whole-genome sequencing and clinical data platform comes against a...

Money is flowing back into crypto ETFs, but which one is the best fit for your portfolio?

Despite Nvidia's growth, the return on such a modest investment may be surprising.

Iovance Biotherapeutics (NASDAQ:IOVA) said it is expanding its tumor-infiltrating lymphocyte, or TIL, therapy platform across multiple solid-tumor indications after reporting a record second quarter marked by nearly $100 million in revenue and a 56% margin. Speaking at the H.C. Wainwright 28th Annu

On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027. The announcement gives no scope and no price tag, so it works better as a signal than as a number. The real substance sits in the results Ferrari posted on July 30, when it raised […]
Squatters took over several abandoned Brewdog pubs after the company collapsed, administrators said.

Outsize Social Security raises come with a silver lining for tens of millions of retirees, but also the potential for serious consequences.

On August 20, Royal Caribbean Group (NYSE:RCL) said it had completed a sale of $1.25 billion of notes that carry a 5.55% coupon and come due on January 20, 2034. The money is earmarked first for floating-rate term loans, with anything left over used to repay or refinance other debt, and the offering rode on […]

How does $20,000-plus in annual dividend income sound?

Warren Buffett became the world’s most famous investor by betting on the boring stuff.
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.