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SpaceX has sold investors on a trillion-dollar vision of millions of solar-powered satellites in orbit, packed with the chips needed to power...
France is heading into a new season of political brinkmanship that will test investors’ patience with a showdown over the country’s towering debt.
XPeng Co-President Brian Gu thinks its margins will eventually eclipse those of the core electric-vehicle business.
Nvidia stock keeps getting more attractive.
Buy now, pay later company Affirm (NASDAQ:AFRM) will be reporting results this Thursday afternoon. Here’s what to look for.
Revenue up 6.8% to RMB5.0 billion, with international expansion and hotel management driving strong momentum.
PSP Swiss Property AG (WBO:PSPN) reports robust half-year results with 1.7% adjusted like-for-like growth, significant valuation gains, and a Moody's credit rating upgrade.
Companies and regulators are struggling to determine who is responsible when things go wrong.
BMO’s Harsh Kumar just ranked Broadcom second only to Nvidia in AI chips.
Something Elon Musk said on SpaceX’s earnings call about Nvidia is still being priced into both stocks.
Meta Platforms Inc. and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, people familiar with the matter said.
AI could lower the price of routine IT projects by as much as 25%, the head of India’s Hexaware Technologies Ltd. said, highlighting the impact the technology will have on a sector known for labor-intensive tasks.
The AI tech leader has surpassed the Wall Street consensus earnings estimate in 22 of the past 24 quarters.
STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.
Orders topped $2 billion for the second straight quarter amid AI infrastructure and defense demand.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
MicroStrategy is no longer underwater on its Bitcoin holdings.
<body><p>STORY: U.S. stocks closed higher on Tuesday, with the Dow and S&P 500 each adding nearly a third of a percent, and the Nasdaq climbing two-thirds of a percent.</p><p>The gains could ease investor concerns sparked by a recent bond market rout that lifted yields and pressured equities. </p><p>Keith Buchanan is senior portfolio manager at Globalt Investments.</p><p>"The market, as we see it from our firm, is just grappling with, what does this newer framework of higher yields, particularly along the Treasury curve, really means for risk assets across the board? We're coming to, you know, a lot of our work is honed in on this, this one metric and this one price, if you will, across risk assets for some time. Seems like the market is finally starting to grapple with, what does that mean as far as discounted cash flows and how you price the risk of the risk landscape? And that process can be churning and frankly could introduce downside volatility. And that's one concern we have is how that really filters through, how folks like myself that sit in our seats look at the world and how we price risk going forward."</p><p>Longer-dated Treasury yields fell on Tuesday as oil prices dropped to a one-week low and traders continued to weigh the implications of Treasury Secretary Scott Bessent's decision to expand Treasury buybacks.</p><p>:: Nvidia</p><p>Meanwhile, investors are looking ahead to Nvidia's results on Wednesday as the next test for the earnings-driven rally. Shares of the AI chip giant closed more than 2% higher.</p><p>Elsewhere in the market, shares of Dick's Sporting Goods plunged 30% after the retailer cut its annual forecasts. </p><p>And shares of Target fell almost 4% after the retailer apologized for and pulled a Halloween costume criticized for evoking blackface, renewing concerns about brand missteps just as its financial turnaround effort had begun to gain traction.</p><p>On the economic data front, Wednesday brings updated inflation figures for July, just one day ahead of the start of the Federal Reserve's annual Jackson Hole symposium.</p></body>
Zoom Communications (NASDAQ:ZM) reported second-quarter fiscal 2027 revenue growth of 4.9% year over year to $1.28 billion, exceeding the high end of its guidance by $7 million, as enterprise revenue rose 7.8% in its strongest growth rate in three years. Founder and CEO Eric Yuan said the company’s
Intuit (NASDAQ:INTU) reported fiscal 2026 revenue growth of 14% and said it is shifting investment and execution in fiscal 2027 toward acquiring more new customers, after results showed slower growth in parts of its QuickBooks and TurboTax businesses. For the full year, GAAP and non-GAAP diluted ea
BMO Capital started coverage on Micron with a standout conviction call, and the number is turning heads.
$INTU is down 43% year-to-date amid a sluggish row for the TurboTax creator. Could today’s earnings hold the keys for a turnaround?
$ZM is up nearly 22% year-to-date amid a pivot into “AI-first” enterprise productivity software. Can it keep up its streak?
The largest holding in his portfolio also helps fund the Gates Foundation.
Wall Street veteran Louis Navellier laid out a 20-year blueprint for Nvidia.
The relentless buildout of artificial intelligence infrastructure is drawing bipartisan backlash, which could introduce political risk to the market’s beloved trade ahead of the US midterm election.
Gain insight on Moderna, Novo Nordisk and more in the latest Market Talks covering the Health Care sector.
Intuit (INTU) delivered earnings and revenue surprises of +12.26% and +1.91%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Semtech (SMTC) delivered earnings and revenue surprises of +14.52% and +4.12%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.
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