News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
SK Group partnership and OpenAI discussions deepen NVIDIA's role in funding global AI infrastructure.
Shares of SpaceX have cratered by 50% from their all-time high.
The tech company recently landed Fortinet as a customer of its foundry service.
Chipmaker Nvidia (NVDA) is reportedly in talks with OpenAI (OPAI.PVT) to help fund a $250 billion backstop, according to the Wall Street Journal, that would guarantee the latter's plans for an AI data center in Ohio. Yahoo Finance Tech Editor Dan Howley touches on the investor concerns this possible partnership could signal about circular investing in the AI landscape.
Rivian could reveal promising sales traction for its new SUV.
Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.
Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.
Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.
Nvidia might guarantee $250 billion for OpenAI and Softbank to build the largest data center on the planet. The U.S. Government is right behind them.
Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.
The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.
Arm could make a big move after its earnings report Wednesday.
If there's one thing to prioritize, it's this.
Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.
There may be a better way to play a rebound in cruise ship stocks.
Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.
Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
China takes aim at memory stock profits, and Micron is the target.
Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.
This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.
