High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The Fed has held rates steady, but inflation keeps threatening to push them higher again, and not every income investment handles that scenario the same way. Two BDCs with floating-rate portfolios are quietly positioned to turn a potential hike into a dividend windfall.
SanDisk has turned into one of the most explosive trades in memory, but a well-funded Chinese rival is quietly building the capacity to flood the market and collapse the very supply shortage driving the rally.
Can D-Wave stock double without profits?
Manufactured housing is poised to become a huge part of the housing industry.
BMO has made Nvidia its preferred semiconductor stock as the bank looks ahead to the company's next-generation AI platform
A rare split is opening up inside the Bitcoin (CRYPTO:BTC) miner cohort on Friday, and it isn’t about the coin. CleanSpark (NASDAQ:CLSK) stock is down 6% to $11.84 in Friday morning trading, taking the worst of the selling. Meanwhile, MARA Holdings (NASDAQ:MARA) stock is essentially unchanged, down 0.1% to $11.14, holding up as the group’s ... CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners
AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are suddenly heading for the exit.
The market spent Thursday pricing the revenue in Marvell’s new deal with Alphabet‘s (NASDAQ:GOOGL) Google. Friday is about the dilution that pays for it, and the tape is telling two very different stories across custom AI silicon. Marvell Technology (NASDAQ:MRVL) stock is down 6% to $235.20 in Friday morning trading, giving back part of a ... Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up
Fresh filings reveal who made enormous bets on Musk
Shares recently traded at $1,280 each, so a split wouldn't be surprising.
Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working against it could make the cure worse than the disease.
Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's future.
Walmart beat estimates, raised guidance, and watched its stock crater 9% anyway. The reason buried in the CFO's comments explains why the quarter's biggest win may actually set up a painful Q3.
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.
Talks with Rebellions could include an investment, partnership or acquisition.
The year of Micron (MU) keeps gaining momentum. Yahoo Finance Tech Editor Dan Howley joins Opening Bid to break down the memory chipmaker’s latest $10 billion investment in a new US-based data center in Iowa and what it means for Micron’s role in the AI infrastructure boom.
DZ Bank initiated coverage of SpaceX with a Sell rating and a $100 price target on August 21, 2026. Against Thursday’s $134 close on a $1.03 trillion company, the target is a rare public bear call on a recently public mega cap, and it deserves a close look from long-term holders. Ticker Company Firm Action ... DZ Bank Tells Clients To Sell SpaceX. Sees Stock Falling To $100.
The mRNA trade is whipsawing for a third straight session as the market keeps repricing a single trial readout with no fresh clinical information hitting the tape Friday. Friday’s swing is happening while the broader market barely moves, with the S&P 500 up 0.3% and the NASDAQ 100 up 0.1%. That backdrop shows the volatility ... Moderna Rallies 8%, BioNTech Climbs 4% as the mRNA Trade Whipsaws for a Third Session
Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.
Agilent Technologies has a company-confirmed earnings report dropping after the close on August 26, and every operating lever heading into that date is pointing the same direction. Here is what retirement-focused investors need to understand before the bell rings.
HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.
Palantir just posted one of the most explosive growth quarters in software history, yet the stock sits nearly flat for the year. Here is what has to happen next for shares to reach $300.
The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive […]
Most retirees holding the biggest municipal bond ETF assume they are getting the best deal on tax-free income, but a rival fund with the same federal exemption is quietly paying at a rate that makes MUB look like it has one hand tied behind its back.
Nvidia has beaten estimates five straight times and the stock still fell after two of those reports. Wednesday's earnings carry something bigger than a quarterly number: a verdict on whether the trillion-dollar Blackwell and Rubin buildout survives contact with reality.
Laffont's firm had $48.6 billion in assets under management as of the end of the second quarter.
Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of its peers' multiples while growing faster than either of them.
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.
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