High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.
Coinbase (COIN) stock enters Q2 earnings after Citi cut its target 41%. See what analysts expect and how traders are positioned.
Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.
Just because the company hasn't reported any news doesn't mean a catalyst to drive its stock higher doesn't exist.
TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.
Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.
Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.
Strategy, the biggest bitcoin whale, hasn't bought any of the cryptocurrency in more than a month. It has even unloaded some bitcoin to pay preferred stock dividends as the company has raced to raise cash to stem an investor crisis of confidence. Strategy may be ready to dive back into bitcoin accumulation now that it has raised $3.75 billion in cash, calming investor fears.
SCHD built its reputation on strict dividend screening, but that same rulebook quietly locked out the stocks that dominated the last five years. One Fidelity fund found a way around that constraint, and the performance gap it opened may change where your next contribution lands.
Crocs (CROX) shares were slumping Thursday after the footwear maker issued a downbeat third-quarter
Aehr's record bookings, AI-driven backlog and expanding burn-in portfolio give it the edge over FormFactor for long-term growth.
Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.
Better-than-expected earnings sent Chipotle Mexican Grill past a buy point Thursday while Yum Brands seemed to be overcoming a lettuce-linked illness that hurt its Taco Bell chain. Starbucks showed signs its turnaround was taking effect. Chipotle shares jumped more than 12% to the highest level since early February.
The market backdrop has become far more challenging than it was during the AI-led rally of the past few years. While the broader bull market remains intact, volatility has picked up as investors contend with elevated valuations, geopolitical uncertainty, questions surrounding the Federal Reserve’s policy path, and growing questions about whether the hundreds of billions of dollars being invested in AI infrastructure will generate sufficient returns. As a result, earnings reports have become far
Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.
SoFi delivered strong member growth in the second quarter.
Rocket Lab has bounced back from yesterday's rout.
Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.
Guardant Health is the IBD Stock Of The Day in a thriving market for colon cancer screening tests. Health and biotech stocks are acting well in the current market. Several biotech and health names can be found on the IBD 50 list of top growth stocks.
Coca-Cola’s dairy brand Fairlife spent eleven days completely offline in July. A ransomware group calling itself Anubis broke into Fairlife’s production systems, forcing a shutdown across all four U.S. plants, according to a filing Coca-Cola made with the SEC. Two weeks later, Coca-Cola turned in ...
ICE's Q2 earnings beat estimates as recurring data and mortgage growth offset weaker energy revenues, while strong cash flow supports capital returns.
Xcel Energy's Q2 earnings rose 24% and beat estimates as infrastructure recovery and lower power costs offset a revenue miss.
Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.
Bloom Energy reported second-quarter 2026 revenue of $1.065 billion, surpassing $1 billion for the first time, as AI power demand strengthens and major hyperscalers approve its solid oxide fuel cell technology.
Investors might find that the 3.81% dividend yield is too hard to overlook.
As the market continues to flirt with record highs, investors have concerns about valuation.
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