High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
On Holding AG Ltd. (NYSE:ONON) grew its share price by 7.58 percent on Tuesday to close at $29.39 apiece as investors loaded positions after announcing a $1 billion buyback program over the next three years. In its recently held Investor Day, On Holding AG Ltd. (NYSE:ONON) said that the share repurchase program reflects its strong […]
Elon Musk says The Boring Company is working on a high-speed tunnel between Austin and San Antonio that could cut travel times to less than 30 minutes. Speeds Above 200 MPH In a post on X, Musk shared an old...
Obesity specialist Lou Aronne said switching from a GLP-1 drug to a dual GLP-1/GIP drug could mean greater weight loss.
In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...
Moderna has delivered a very large 1 year share price gain, which puts fresh attention on a basic question. Is the current valuation of the stock supported by the company’s sales profile rather than just recent momentum and headlines? The stock is up a very large amount over the past 12 months, which makes the link between Moderna’s market value and its underlying sales more important for anyone thinking about valuation risk. News around mRNA products, from the mFlusiva flu vaccine launch to...
B. Riley raised the price target on Strategy to $195 from $175 and maintained a ‘Buy’ rating on the shares, implying an upside of about 16.5% from current levels.
Fiserv said the partnership with the Canadian football club represents an important milestone for Fiserv’s growth across Canada.
Can Monster Beverage produce the necessary growth?
ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.
Hunterbrook said former employees and job listings point to Meta as Innodata’s largest customer.
The company embraces nuclear as a way to power AI.
Shopify (SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms (META) that will bring Shop Pay checkout capabilities to Meta's fast-growing Muse AI agent.
Meta doesn't need the best AI model — it has something better: you. While OpenAI and Anthropic compete on raw model performance, Meta's new agent wins on data. They know what you want to buy before you do, and now they can finally act on it, cutting out the middlemen and becoming the marketplace itself. Would you actually use an AI agent that knows you this well? Watch the full episode, In The Loop, on Youtube.
Fastly (NASDAQ:FSLY) outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day. Chief Executive Officer Kip Compton said the company
Microchip Technology Incorporated (NASDAQ:MCHP) said on September 21 that it has completed its acquisition of Hailo. The Israeli company makes processors that run AI on devices rather than in the cloud, covering vision, robotics and what the industry calls physical AI. Microchip did not disclose the price. It said the deal will not have a […]
The market may be underestimating these companies.
AbbVie Inc. (NYSE:ABBV) said on September 22 that the European Commission has approved Rinvoq for children aged two and older with active polyarticular juvenile idiopathic arthritis. The approval covers patients who did not respond to, or could not tolerate, standard disease-modifying drugs. It is the eleventh indication Rinvoq holds in Europe. The Commission also cleared […]
On Holding AG (NYSE:ONON) set out new long-term targets at its investor day in Zurich on September 22. The Swiss sportswear maker wants net sales of at least CHF 5.6 billion by 2029, from a high-teens annual growth rate in constant currency. Its board also authorised the company’s first share buyback, worth up to $1 […]
Palantir's revenue growth remains strong, but its sharp rally has pushed the stock into a valuation debate on Wall Street.
Buying into an all-time high at 66 feels like the worst possible timing, but the data on what actually happens next might change how you think about that cash sitting on the sidelines.
The bank told clients the company’s recent share sell-off does not match the size of its flagship uranium project.
Ben Snider of Goldman Sachs rejects S&P 500 earnings bubble fears while Deutsche Bank reaffirms its 8,000 target.
Three covered call ETFs have deposited cash into investor accounts every single month for up to twelve years running, surviving a pandemic and multiple bear markets without missing a beat. The fund most income screens ignore has quietly outperformed the two obvious choices by a wide margin.
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.
Bloom Energy chases AI-driven growth with mounting losses and debt, while NextEra Energy delivers stable profits backed by 6 million utility customers.
AI-related security threats could fuel long-term demand for cybersecurity firms like CrowdStrike.
Morgan Stanley says the bull market has room to run, but higher rates are changing which stocks could lead, putting a premium on companies with strong earnings and cash flow.
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.
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