High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Berkshire Hathaway recently made public what the conglomerate's stock holdings were as of the end of the second quarter.
Berkshire's bosses have been net sellers of stocks in 14 of the last 15 quarters.
Optical connectivity is emerging as AI's next hardware bottleneck, spotlighting LYTE, LAZR and EUV as photonics demand surges.
Owning shares of Microsoft gives you exposure to quantum computing's potential without sacrificing profits.
Founded in 2022, Etched has emerged as a closely watched AI chip startup after raising $700 million from Jane Street and others at a $21 billion valuation.
The brokerage earns substantial interest income from its active customers.
The filing shows a fund selling into the memory maker's most vertical quarter -- and a report has it buying back into memory stocks once it ended.
During Cook's tenure as CEO, Apple's share price surged 2,180% higher.
Nvidia's profits are growing too fast for it to be overvalued.
The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.
Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the headlines suggest.
The U.S. 30-year Treasury yield climbed to a fresh 19-year high on Tuesday, trading at 5.274% at the time of writing, while the 10-year Treasury yield was at 4.692%.
The company's struggling shares are launching back into orbit.
Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector.
Microsoft's AI bet looks like a strategy to build a scalable, higher-margin AI business on its own technology stack.
The memory maker's collapse-and-rebound summer has precedents. In every one of them, the following year came down to a single thing.
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.
One growing concern is not shaking the bank’s conviction
Kevin Warsh is sticking to his guns, and that could mean vastly more uncertainty for some companies.
The popular learning app could be nearing an inflection point.
Small batches of Nvidia's H200 chips have been allowed to enter mainland China, the Financial Times reported on Tuesday. ByteDance and Tencent have each received about 10,000 H200 processors in recent weeks, while a few other Chinese tech groups could soon obtain approval for shipments of similar size, the report said, citing two people with knowledge of the matter.
Fabrinet just served up strong quarterly results. So why did the stock get crushed?
While AI hardware stocks cratered on Tuesday and the Nasdaq bled red, a handful of drone names barely flinched. Here is why their revenue stream insulates them from the chaos hammering the rest of the market.
Rising Treasury yields are hitting quantum computing stocks from one direction while cooling AI sentiment hits from another, and the combination is triggering a selloff that exposes just how fragile the recent rally actually was.
The company named a new leader.
RTX is strong, but its shares are near their highs. Here are two industrial stocks tied to AI infrastructure spending that I'd buy first.
Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
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