High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
It has not been a good year for the two ride-hailing giants.
While Lowe’s has struggled amid a challenging economic environment, LOW stock could be due for a sentiment reversal.
ADDYY has stronger sales momentum, faster direct-to-consumer growth and a lower forward P/S multiple, while NKE rebuilds around performance sports.
MercadoLibre's ad business surges in Q2 2026, topping 10% of Latin America's digital ad market as AI tools and video inventory expand.
Meta stock is trading near a 2026 high as excitement builds about the Facebook parent company's Muse AI app.
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”. The letter can be downloaded here. Second-quarter indices signaled a broadening market, but strong performance was mainly focused on a limited range of technology infrastructure and semiconductor stocks. The strategy returned 12.32% in the quarter, underperforming the […]
Son Howard will replace him as chairman of the board.
Walmart and other retailers argue that forcing them to stay in a swipe-fee settlement class violates their due process rights.
AbCellera shares skyrocket 121% as positive ABCL635 data, major partnerships and a stronger financial position boost investor confidence.
Alkermes’ results heightened anticipation for a coming readout in 2027. Elsewhere, AbbVie leaned into AI drug discovery and the FDA expanded use of Eli Lilly’s breast cancer pill.
Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.
Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.
Kraft Heinz sharpens promotions, pricing and pack sizes to improve affordability as falling volume/mix puts its second-half strategy to the test.
JPM could see a modest NII rise from the Fed's 25-basis-point rate hike, though deposit costs, loan demand and credit quality remain key variables.
A grand total of zero monthly or quarterly economic reports have come out so far this week.
AI-fuelled enthusiasm has swung global markets back toward high growth stories, and crypto and blockchain are sharing that spotlight as investors look for the next big infrastructure plays behind digital assets. With capital chasing clear business models instead of pure speculation, listed companies building the rails and plumbing of this ecosystem are drawing fresh attention. This article walks through three stocks from our curated crypto and blockchain basket. The stocks covered below are...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.09% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...
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.
Salesforce (NYSE:CRM) expanded its AI and AR integrations with partners including Snap, Nvidia, and AWS, focusing on hands free enterprise workflows. The collaboration brings Snap's AR Spectacles into Salesforce environments, targeting use cases such as field service, logistics, and on site support. Salesforce broadened its AgentExchange ecosystem and highlighted large scale AI deployments, including Siemens AG using Agentforce for sales automation. The expanded AI and AR integrations with...
NextEra Energy disclosed that it secured a US$1.90 billion U.S. Department of Energy loan to restart the Duane Arnold nuclear plant in Iowa, which is targeted to return to service in early 2029 subject to regulatory approvals and backed by a 25-year power purchase agreement with Google. This federally supported nuclear restart aligns NextEra with fast-growing AI-driven power demand and deepens its long-term relationship with a major technology offtaker. Next, we’ll examine how the US$1.90...
Space Exploration Technologies has climbed 10.9% over the past month, putting fresh attention on whether a book value lens still lines up with where the stock trades today. With the share price at US$151.85 and fresh headlines around contracts, AI ambitions and possible tie ups, the question for many investors is how much of the balance sheet is already priced in. The 10.9% gain over the last 30 days raises the stakes for anyone asking whether recent momentum in Space Exploration...
SLB (NYSE:SLB) and Shearwater GeoServices launched a large 3D seismic survey off Brazil's Equatorial Margin to support hydrocarbon exploration. The project focuses on acquiring advanced geophysical data in an underexplored offshore zone that has attracted growing industry interest. Shearwater is supplying high-capacity seismic vessels, while SLB contributes subsurface imaging and processing to refine future exploration and licensing decisions. The new 3D seismic campaign off Brazil's...
Johnson & Johnson recently reported positive topline Phase 3 results for CAPLYTA (lumateperone) in adults with bipolar I disorder experiencing manic episodes, showing rapid and statistically significant symptom reduction versus placebo, while also highlighting progress across its broader neuropsychiatry portfolio. The data suggest CAPLYTA could potentially treat both depressive and acute manic episodes in bipolar I disorder, meaningfully broadening its clinical role if future regulatory...
Gabelli Investment Management Firm recently released its “Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index. The Fund benefited from strong […]
Gabelli Investment Management Firm recently released its “Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index. The Fund benefited from strong […]
ASML (ASML) is not making sales of chipmaking machines in Europe due to a dearth of investment and c
Ken Langone, chairman and president of Invemed Associates and a co-founder of Home Depot (NYSE:HD), used a CNBC Squawk Box appearance on September 22, 2026 to say that his Eli Lilly (NYSE:LLY) position is now pushing his Home Depot stake for top billing in his portfolio. Langone said, “I think Lilly’s going to be a […]
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