High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
SpaceX (SPCX) just got some very good news. The U.S. Space Force awarded the company two task orders worth a combined $1.6 billion to launch 18 Falcon 9 rockets carrying military satellites. The news was announced on July 29. Every launch will lift off from Vandenberg Space Force Base in ...
Amgen heads into Q2 earnings with a history of beats as investors watch key drug sales trends and seek updates on its MariTide obesity candidate.
In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident answers to reporters’ questions. Warsh kicked things off by saying, “For some households, businesses, and market professionals, five years of high inflation have left a mistaken impression…that the Fed’s implicit inflation target was somehow above 2%,” but in fact, “there’s only a target, and it’s 2%.”
Reddit Shares Sink Despite Earnings Beat as AI Search Threat Takes Center Stage
(Bloomberg) -- Short sellers have piled into SpaceX at a rapid pace ahead of two major milestones next week: the company’s first earnings report as a public company and the release of hundreds of millions of locked-up shares.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April 2025: Markets WrapM
Moby summary of Linde plc's Q2 2026 earnings call
Honeywell’s spin-off into three separate public businesses from its massive industrial giant is complete. Investors are just beginning the hard part, Jim Cramer says. The CNBC host sees Honeywell Technologies (HON) and new independent Honeywell Aerospace (HONA) as an interesting long-term setup, ...
NXP Semiconductors is in talks to buy chip designer Ambarella, the Financial Times reported on Friday, citing people familiar with the matter. Shares of Ambarella, with a market capitalization of $3.25 billion, jumped nearly 17%, while NXP fell over 3% following the report. Here are a few details: • A potential deal could bolster NXP's capabilities in software-defined vehicles, radar and electrification, as Ambarella develops low-power AI chips and software for edge devices such as cameras, vehicles and robotics.
Colgate-Palmolive (NYSE:CL) said its second-quarter 2026 results reflected broad-based organic sales growth, gross-margin expansion and higher advertising spending, while executives outlined steps to improve performance in North America amid softer category trends and elevated competition. Chairman
Cameco (NYSE:CCJ) said its 2026 annual plan remains intact as it navigates temporary operational disruptions at its Saskatchewan uranium assets and sees strengthening conditions in long-term uranium contracting and nuclear-power development. Chief Executive Officer Tim Gitzel said the company is on
Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.
Microsoft faces an August 11 Copilot lawsuit deadline, days after the biggest one-day market cap gain in US history.
Strategy just reported a staggering quarterly loss that would sink most companies, yet analysts remain almost unanimously bullish on the stock. Understanding why requires looking past the income statement and into what the balance sheet actually holds.
Moby summary of nVent Electric plc's Q2 2026 earnings call
The California governor has told people involved in the suit that blocking the $81 billion deal could harm Hollywood jobs.
Moby summary of Brookfield Renewable Corporation's Q2 2026 earnings call
(Bloomberg) -- Defense software company Space-Eyes enlisted Eric Trump as an investor and adviser, expanding the first family’s military technology portfolio amid criticism from ethics watchdogs and President Donald Trump’s political opponents.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April
One market level could validate Microsoft's renewed momentum
Moby summary of AbbVie Inc.'s Q2 2026 earnings call
Selling the Aug. 7-expiring put with a strike price of 110 could generate around $230 in option premium.
Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.
Wall Street sees stronger returns behind massive infrastructure spending
The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
Tesla Inc. is weighing a potential separation of its China business to pave the way for a possible merger with SpaceX, according to the Wall Street Journal. Separating Tesla's China operations would be a complex undertaking due to the auto factory's deep embedding in China's electric vehicle supply chain and its role in supplying vehicles to markets worldwide. Gene Munster, Managing Partner at Deepwater Asset Management, joins Bloomberg Intelligence to discuss Tesla as well as to break down Apple's earnings.
Over the past two days, four of the trillion-dollar tech giants have reported earnings. Each day, there's been one clear winner and one clear loser. Today, Amazon stock is winning while Apple is down.
Free cash flow is now expected to be between $1.75 billion and $1.85 billion, up from $1.6 billion to $1.8 billion
IDCC beat Q2 estimates, raised 2026 revenue guidance and posted record recurring revenue, but investors still face valuation and licensing-related risks.
There's a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn't get told as often is what actually happens when all that infrastructure starts getting used. That's the part Lisa Su was talking about on July 24 ...
Apple Stock Tumbles as Memory Costs Threaten iPhone Demand
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