High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
RBC is making a strongly bullish case for The Kraft Heinz Company (NYSE:KHC), pointing to the company’s investment in innovation, pricing, and marketing as evidence that its strategy is beginning to work. The firm expects 2027 to serve as a potential turning point and has provided a detailed case supported by specific operating factors. However, […]
IBIT gives you Bitcoin exposure without a penny of cash flow, and BlackRock quietly launched a companion fund that flips that equation by converting Bitcoin's famous volatility into monthly income. Whether that tradeoff costs you more than it pays depends on what Bitcoin does next.
Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping…
(Updates with index/price moves and comments from the first paragraph.) US equity indexes ended m
Moby summary of Here Group Limited's Q4 2026 earnings call
<p>Table below reflects daily flows on September 21, 2026 and asset totals as of that date.</p>
Spot Bitcoin ETFs just logged their biggest single-day haul in nearly a year, and the surge flipped the average investor from underwater to break-even. Whether that crossover signals a rally or a selling trigger depends on what happens next.
Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.
(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit
Morgan Stanley, Bank of America, Citi, Goldman Sachs and Wells Fargo are identified as the originators and sellers of the $800M loan tied to the property.
A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.
Amazon and Palantir will both profit from the AI market's breakneck expansion.
The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.
Goldman Sachs’ Neutral initiation of Tempus AI, Inc. (NASDAQ:TEM) on September 21 puts the company’s fastest-growing businesses under different tests: diagnostics offers visible near-term growth, while the data and applications segment faces renewal risk as several major contracts approach extensions over the next two years. The timing is notable because Tempus AI, Inc. (NASDAQ:TEM) announced […]
The rapid adoption of the new artificial-intelligence agent threatens to disrupt wealth managers, brokerages and insurers.
While speaking about software platforms during the September 17 episode of Mad Money, Jim Cramer shared his recent takeaways from catching up with Snowflake Inc. (NYSE:SNOW), as he commented: While we were out in San Francisco, I got a chance to catch up with Snowflake, the software company that gives customers a platform to store, […]
Goldman Sachs Asset Management chief investment strategist for Innovator, Tim Urbanowicz, explains why he is neutral on US equities (^DJI, ^IXIC, ^GSPC) and where he is finding "relative value" outside of the US.
Kinder Morgan's (KMI) third-quarter core earnings should get a boost from favorable commodity prices
A number of stocks fell in the afternoon session after investors kept bidding the group lower after last week’s Federal Reserve hike. On September 16, the Fed raised the federal funds target range by 25 basis points to 3.75%–4.00%, its first increase since 2023, according to the Federal Reserve’s FOMC statement. The Fed said economic activity and domestic spending remain resilient, but stressed that inflation is still elevated and that the increase is intended to support a return to its 2% infla
A jury determined after trial that Google wrongly gathered analytics information even after mobile users attempted to block data collection.
Novo Nordisk is dealing with headwinds, but was its name really one of the big problems?
A new Wall Street forecast shows who collects the Robotaxi fares, and the answer should worry Tesla owners.
Vanguard's 0.06% expense ratio and emerging-market exposure outpace iShares' developed-markets-only approach, though performance diverges less than fees suggest.
Leaving a job he couldn’t stand was supposed to be a decision a 46-year-old father of two would make on his own. Instead, an unexpected conversation at work gave him another option at just the right time. After years of...
WASHINGTON, Sept 22 (Reuters) - Boeing's drone subsidiary Insitu and aviation Wi-Fi provider Gogo have successfully tested a military drone using satellite communications, the companies said on Tuesday, underscoring growing efforts by governments and defense firms to reduce reliance on Elon Musk's Starlink. Gogo Special Missions, the military and government arm of Gogo, and Insitu integrated a modified version of Gogo's Galileo HDX antenna onto Insitu's Integrator drone, a mid-sized uncrewed
NVIDIA's AI demand, Berkshire's diversified earnings and GE Aerospace's commercial and defense strength drive today's research focus.
Tech stocks extended their record-setting run, while the S&P 500 ended the session not far from where it started. The Nasdaq Composite rose 0.5% in its second consecutive day of setting a new high. The S&P was flat.
Networking components are in high demand in AI data centers, which explains why Arista Networks' growth has been accelerating.
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