High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Pfizer shares sit near a 52-week high after years of post-pandemic punishment, and now Wall Street analysts are quietly shifting their tone. Here is what the pipeline, the dividend, and the valuation math actually say about where PFE goes from here.
Pre-Markets in the Red to Start a Fresh Week
Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.
MP Materials is trailing the market in 2026. Under the surface, however, the company is getting stronger.
It's not time to give up on Nvidia yet.
Nvidia Corp.‘s (NASDAQ:NVDA) reported talks to invest in AI startup Perplexity at a valuation exceeding $30 billion are notable on their own. But the proposed deal also fits an increasingly familiar pattern: Nvidia is repeatedly investing in companies that are...
Palantir's U.S. commercial revenue is exploding and its Rule of 40 score just hit 155, yet Wall Street analysts barely see any upside from here. Our model tells a very different story, and it comes with a specific date attached.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Broadcom is quietly guaranteeing tens of billions in AI chip debt held off its own books, and a single demand shock could call every guarantee across the industry at once. Wall Street is calling the risk manageable, but that word only holds in the one scenario where it never gets tested.
He understood what made stocks tick then. What makes them tick now, however, is something quite different.
The EnerSys highlighted as Zacks Bull and AECOM Bear of the Day
Marvell heads into its August 27th earnings report with a streak of beats, a massive guidance raise already on the table, and the crowd pricing in near-certain upside. What happens next could define the AI infrastructure trade for the rest of 2026.
Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually want.
Traders are ramping up their bets against chip behemoth Nvidia over concerns about the web of financing behind the global AI data centre boom.
Although the S&P 500 has outperformed Microsoft year to date, cloud computing momentum can quickly change that narrative.
TD Cowen just broke from Wall Street consensus with a striking AWS revenue call that puts its forecast far above what most analysts are willing to model, and the reasoning behind that gap reveals how much AI-driven cloud growth the broader market may still be missing.
Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.
This week's major tech news
This week's major tech news
This week's major tech news
The chip giant is reportedly weighing an investment at a valuation above $30 billion.
Bill Gates's private investment vehicle has quietly stacked shares of a waste hauler across four straight trading sessions, betting on a thesis that half of Wall Street refuses to endorse. Here is what the filing trail reveals about the conviction behind the trade.
The Iran war has the oil world bracing for catastrophic Hormuz shipping costs, but TotalEnergies CEO Patrick Pouyanne just dropped a number that reframes the entire crisis and hands a surprising advantage to one integrated energy giant.
Canon is quietly aiming its nanoimprint technology at the exact wafer segments ASML prefers to ignore, and a single memory design win could rewrite the competitive math for fab equipment investors.
Asking for a Trend Host Jared Blikre previews the biggest market-moving stories for the week of August 24, with Nvidia's (NVDA) Q2 earnings taking center stage on Wednesday. Investors will also be watching a packed slate of software earnings from Salesforce (CRM), CrowdStrike (CRWD), Workday (WDAY), Zoom (ZM) and Intuit before attention turns to Jackson Hole on Friday, where Fed Chair Kevin Warsh is expected to deliver remarks.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
