In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.
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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

CME Group (NASDAQ: $CME) plans to launch futures contracts for Bitcoin Cash (CRYPTO: $BCH) and Uniswap (CRYPTO: $UNI) on Octo...

Moby summary of MillerKnoll, Inc.'s Q1 2027 earnings call

The AI-powered cybersecurity company's hypergrowth days are over.

The investor who called the subprime collapse now says the entire AI buildout depends on two companies, and one of them keeps him up at night. His math traces a chain from NVIDIA to Microsoft to a single customer whose next move could revalue trillions.

Shares of the Chili's parent gained on an analyst upgrade.

Dividend stocks have been hot buys this year, and the Schwab U.S. Dividend Equity ETF has risen by 22%, outperforming the broader markets.

Exxon wants to become an even bigger player in the global LNG market.

The government thinks it's been overpaying Quest Diagnostics. They plan to stop doing that next year.
The valuation milestone prices complete-system execution, not merely a stronger GPU alternative.
Local models can trim token demand without displacing Nvidia's training and data-center stronghold.

The government thinks it's been overpaying Labcorp. They plan to stop doing that next year.
Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less, and the company's own numbers explain exactly why the fear and the fundamentals are pointing in opposite directions.

The solid-state battery maker still hasn't commercialized any of its products yet.

RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions are not contradictory, but reconciling them changes everything about how you hold this market.

Artificial intelligence (AI) is the fastest-growing area of SpaceX's business, and it may not be too long before it becomes its largest segment.

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

It's a good time to check these key must-dos off your list.

The chipmaker’s CEO just signaled where AI demand is really heading

On Holding shared its approach to continue to transform the concept of a sportswear brand.

Alibaba (BABA) unveiled its newest artificial intelligence chip on Tuesday along with other updates

Following last month's super rally, a growing number of analysts are now calling for caution.

Both rideshare giants Uber (UBER) and Lyft (LYFT) have underperformed in 2026 upon rising competition with autonomous vehicle and robotaxi services. Yahoo Finance Executive Editor Brian Sozzi shares her perspective on the two stocks.

The iShares Core Dividend Growth ETF's tech exposure is one reason the fund can continue to outpace its Schwab rival.
Yahoo Finance Executive Editor and host of Sozzi Unleashed, Brian Sozzi, tees up the stories making waves across the markets. The Magnificent 7 are back in focus as megacap tech stocks help push markets higher, with Meta (META) leading the charge after its new Muse AI agent gained momentum and climbed to the top spot on Apple's (AAPL) App Store.

Gorilla Technology Group (NASDAQ:GRRR) has secured a multi-year contract worth tens of millions of dollars to expand artificial intelligence and analytics infrastructure for an existing government customer in Taiwan. The London-headquartered company said the agreement covers intelligence data integration, AI-powered analytics and accelerated computing infrastructure for an unnamed criminal investigation bureau.

Apple isn't a cheap stock, and it could hurt future returns.

Alibaba just unveiled a chip it claims reshapes the AI compute landscape inside China, and the stock is reacting sharply, but one key rival is barely moving, and that gap reveals exactly who the market thinks wins here.
