News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Here's why Berkshire could be buying more Alphabet shares this quarter.
GM is bringing Apple CarPlay and Android Auto back to its vehicles, reversing one of the more unpopular decisions in the automaker's recent history.
Warren Buffett became the world’s most famous investor by betting on the boring stuff.
Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.
The assessment isn't a permanent indictment. Indeed, if anything, it's a clarion call.
When Google’s Gemini AI quietly hacked real companies during testing, it turned abstract AI risk into something concrete and uncomfortable. That kind of failure can rattle confidence in big tech; yet it can also shine a spotlight on smaller AI security and governance stocks exposed to the same story from a very different angle. This article walks through three such stocks from our screener, and why their role in this moment matters to your portfolio thinking. The three stocks below are a...
When news breaks that Google’s Gemini can autonomously hack real companies, the story quickly shifts from science fiction to balance sheet risk. Cyber insurance and tech liability insurers suddenly move from background players to potential shock absorbers or pressure points for the AI era. This article walks through three stocks from our cyber-focused screener that appear most exposed to this news and explains why their positioning could matter for your portfolio decisions. The three insurers...
Investing.com -- Artificial intelligence is moving beyond text generation into scientific research, creating investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities, according to UBS Wealth Management.
Whether investors realize it or not, the ruling is huge for Google's parent company and its stock.
IonQ (IONQ) shares rose 9.5% on Thursday, closing at $40.34 after six sessions that had mostly gone the other way. The reason on offer was research: quantum algorithms running inside mainstream engineering software, developed with Synopsys, sped up complex industrial design by up to 14.6%. That is genuine progress. It is also not a sale, and the price you pay for IonQ already assumes a great many sales.
Reddit (RDDT) stock trades near $153, down about 43% over the past year while the S&P 500 returned 17%. The market has already decided something here is wrong. The advertising business is not the problem; it is still growing fast. The risk sits one step upstream, in where the next visitor comes from.
The search giant's in-house AI chip is now a product line. Two companies collect on every system that ships.
Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.
AI is becoming a broader earnings engine across Google
Nvidia, Google and Emerald AI have launched the AI Energy Management Alliance (AEMA), a coalition that dynamically manages the electricity use of data centers in response to grid conditions. Varun Sivaram Founder and CEO of Emerald AI joins to discuss the alliance.
Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with NVIDIA and Google, networking and data center buildouts, and AI defense systems. Jim Cramer replied: I like Nokia very much. I’m glad you brought it to our […]
DTE Energy has been quietly signing contracts with some of the biggest hyperscalers on the planet, and the numbers behind that pipeline suggest most investors are not yet pricing in what it could mean for earnings growth.
JPMorgan Chase & Co. (NYSE:JPM) expects investment banking fees and markets revenue to rise in the mid-to-high teens percentage in the third quarter, according to co-President Doug Petno, contrasting sharply with Bank of America’s expectation for a roughly 10% decline in investment banking fees. Petno said JPMorgan entered the quarter with a strong pipeline and […]
World (WLD-USD), a crypto network co-founded by OpenAI (OPAI.PVT) CEO Sam Altman, just launched its super app "World Money," featuring global stablecoins, Stripe and Kalshi integration, and more. Scott Melker outlines the details in the video above. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
Succession is now fully moving from plan to reality
Fears of AI running amok have increased over the past week, with tech execs and President Donald Trump all weighing in on the matter.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.