High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...
GitLab shares surged over 20% after Q2 FY2027 revenue rose 21.3% and guidance improved, with analysts raising price targets and institutions accumulating shares amid strong enterprise demand.
FuelCell Energy (NASDAQ:FCEL) reported third-quarter fiscal 2026 revenue of $33 million, down 29% from $46.7 million in the prior-year period, as fewer module deliveries to South Korea and lower generation output weighed on results. The company also highlighted new data-center-related commercial act
It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.
Owens Corning trades at $135.23 per share and has stayed right on track with the overall market, gaining 15.9% over the last six months. At the same time, the S&P 500 has returned 11.8%.
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus
Vertex (VRTX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Whirlpool (WHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Grab (GRAB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
CNH (CNH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Cabot (CBT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]
Over the past six months, Booking has been a great trade, beating the S&P 500 by 5.5%. Its stock price has climbed to $196.08, representing a healthy 17.3% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.
Dell Technologies stock (DELL) is jumping Wednesday morning after the computer company blew past fiscal full-year guidance forecasts. Yahoo Finance Executive Editor Brian Sozzi breaks down the positive stock reaction to Dell's latest earnings release.
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
Broadcom Inc. (NASDAQ:AVGO) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it beats expectations. The bigger question may be what CEO Hock Tan says about Broadcom’s AI customers and growing competition for...
The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Broadcom Inc. will release earnings for its third quarter after the closing bell on Wednesday, Sept. 2. Analysts expect the Palo Alto, California-based company to report quarterly earnings of $3.24 per share. That’s up sharply from $1.69 per share in...
MongoDB Stock Takes a Hit as AI Costs Cloud Strong Earnings
The database company topped revenue and profit estimates for its fiscal second quarter, but Atlas revenue grew at the same pace for a third straight quarter
FuelCell Energy stock falls after the company reports a wider-than-expected loss and underwhelming revenue.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Campbell's and Lululemon both report on the same Thursday, but one of those earnings releases carries consequences that will shape an entire portfolio year while the other is just another quarter. Knowing which is which changes everything about how retirees should position right now.
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