News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
The CEO of one of Apple’s biggest carrier partners did not mince words.
Instead, according to a federal judge, the tech giant will be required to implement less severe behavioral remedies.
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Investing.com -- Palantir Technologies (NYSE:PLTR) shares plunged 7% on Wednesday. While the broader market context remains complex, the sharp sell-off appears directly tied to Google’s sudden entry into Palantir’s most lucrative territory: specialized government and defense AI. The decline accelerated shortly after Google DeepMind unveiled Gemini 3.8 Flash Cyber, a specialized artificial intelligence model built explicitly for cybersecurity, vulnerability detection, and automated patching. Cruc
AMZN stock dropped on Monday after a Wall Street Journal report said the FTC plans to sue the company over how it prices ads on its retail site.
Investing.com -- Amazon.com Inc shares fell 2.8% on Monday following a report by the Wall Street Journal that the Federal Trade Commission will file a lawsuit against the company over allegations related to its advertising pricing practices.
Marvell Stock Crashes Below Key Support After 10% Selloff
Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.
The U.S. Federal Trade Commission (FTC) is reportedly investigating Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) YouTube for a potential violation of consumer protection laws after it suspended users’ accounts. What the FTC Is Investigating The antitrust regulator has been probing YouTube since last year and is in the final stages of preparing a potential lawsuit, Bloomberg News reported, citing people familiar with the probe. The investigation is looking into whether YouTube may have misled use
The U.S Federal Trade Commission (FTC) is reportedly in the final stages of a probe into whether YouTube’s content policies misled users and violated consumer protection laws.
LONDON, Aug 27 (Reuters) - Google has agreed to settle a mass London lawsuit brought on behalf of app developers for £260 million ($353.21 million), according to a deal published on Thursday.
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.
Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.
Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.
Aug 24 (Reuters) - Alibaba shares fell 8% in early Hong Kong trade on Monday after the tech company finalised a HK$80 billion ($10.21 billion) share placement at HK$112.70 apiece, in a deal aimed at
(Updated with response from Meta spokesperson in the seventh paragraph.) Meta Platforms (META), A
(Updated with response from Google spokesperson in sixth paragraph.) Meta Platforms (META), Alpha
(Updated with response from Snap spokesperson in fifth paragraph.) Meta Platforms (META), Alphabe
Aug 21 (Reuters) - U.S. stock index futures inched up on Friday following a battering in the last session, in a week that saw elevated government bond yields and heightened geopolitical tensions weigh
Meta Platforms (META), Alphabet's (GOOGL) Google and Snap (SNAP) face one fewer teen social media ad
Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.
By Avinash P and Purvi Agarwal Aug 19 (Reuters) - The main U.S. stock indexes were on track to open higher on Wednesday after a tech-led selloff in the previous session as investors assessed fresh
Alphabet Inc. is poised to pay just under 7% to borrow longer-dated funds in its debut Australian dollar bond deal, in potentially its highest-ever coupon, underscoring how broader demands for cash among hyperscalers around the world are feeding into more costly funding almost everywhere.
The $10 million purchase turns airline data into training material.
The Chinese internet titan’s second-quarter net profit and revenue came in below analysts’ expectations.
