News

Gemini creates a premium consumer lane beside Dell's much larger AI-server business.

Cross-border underwriting creates fees while export controls and military-link scrutiny increase compliance risk.

John Ternus has barely settled into the CEO chair when Washington starts pressuring him to abandon the memory chip deal Tim Cook spent a year fighting to protect, and the pressure is arriving at the worst possible moment for iPhone pricing.

Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.

Persistent AI agents create orchestration work, but Meta has disclosed no Intel deployment.

(Updates with statement from the office of British Columbia's Attorney General Niki Sharma in the fi

UBS maintained its 'sell' rating on Paramount Skydance Corp (NASDAQ:PSKY) even as the company's settlement with attorneys general from 12 states removed the last major obstacle to closing its acquisition of Warner Bros Discovery. Management expects the deal to close in approximately two...

Annual subscriptions could productize Unit 42 expertise, but model costs and human remediation may constrain margins.

Lowe's Companies (LOW) stock trades near $191, its lowest price of the past year and about 33% below its 52-week high. Over the trailing twelve months, it lost 25.9%, while the S&P 500 returned 18.5% with dividends reinvested. No market crash did this. So how much further could it fall if one arrives.

Fastly (NYSE:FSLY) held its Investor Day on Tuesday, and its stock is falling hard into the very event holders had been racing toward. Fastly’s peers are trading the other way, which points to a Fastly-specific reaction rather than a rethink of the edge and content delivery group. The Invesco QQQ Trust (NASDAQ:QQQ) is at $745.32, […]

Stock market crashes of 30% or more have taken anywhere from six months to 7.5 years to fully recover since 1957.

Lowe's Companies (LOW) stock may be set for a drop over the next quarter, based on unusually heavy LOW put options activity. However, analysts still have higher price targets and LOW is below historical metrics.

Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.

A leaked document covering 546 employees in Oracle's cloud infrastructure division shows software developers made up about 17% of the cuts

Applied Materials (AMAT) runs a services business, Applied Global Services, that grew 22% from a year earlier in its latest quarter. You probably think of the company as a seller of chipmaking machines, a business that rises and falls with factory spending. The stock is down 27% over the past three months. So how large is the services business.

JPMorgan Chase just landed a $20 billion sovereign wealth partnership, yet its stock is leading the big banks lower today. Something bigger than a press release is moving the tape, and it starts with where Treasury yields are sitting right now.

Wall Street thinks the odds of Chinese automakers breaking into the US market is low, but the US auto industry is taking no chances.

A Wells Fargo analyst noticed something personal about his own Netflix habits, turned it into a formal downgrade, and put himself against nearly every other analyst covering the stock. Whether that instinct is genius or noise depends on what happens to Netflix engagement over the next two quarters.

Microsoft is consolidating its gaming operations under fewer studios as its sweeping Xbox restructuring nears completion.

Dollar Tree's sales and traffic gains support its rebound, but tariff-refund benefits and rising costs leave margin durability in focus.

As FactSet has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain cautious about the stock’s prospects.

Mechanical selling from an index rebalance is dragging Trade Desk lower, but the way its ad-tech peers are splitting tells a more specific story about which corner of programmatic advertising the market is actually repricing right now.

The government thinks it's been overpaying Quest Diagnostics. They plan to stop doing that next year.

A Reuters report on Iran's Hormuz offer sent defense primes tumbling Tuesday morning, but the selloff in Lockheed Martin and RTX started long before today's headline, raising a harder question about what the market is actually pricing in.

A fourth Indian cloud region adds sovereign-ready capacity without disclosing site-level megawatts or revenue.

Banks want disclosure and interoperability before agentic commerce scales fraud and dispute costs.

The government thinks it's been overpaying Labcorp. They plan to stop doing that next year.

ACM's 30.1% six-month slide reflects project setbacks and cash-flow pressure, while record backlog and infrastructure demand support longer-term prospects.

Despite News Corporation’s underperformance relative to the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.

Rumors that the Strait of Hormuz might reopen in seven days are driving tanker stocks lower.