High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O’Connor estimates demand running twice the available supply for Broadcom, which makes […]
One portfolio shift stands out from Wood's latest moves
Palantir revealed what CEO Alex Karp believes could be the company's secret sauce for long-term success.
Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.
AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.
According to Bank of America’s traffic data, Alphabet Inc. (NASDAQ:GOOG) is holding its position despite growing competition from a range of AI challengers. Visits have increased, mobile users are growing, and the company’s share remains stable even as Claude and Gemini have recorded triple-digit growth. That stability may initially look like a positive sign for […]
Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]
Alphabet's (GOOG, GOOGL) Google will be questioned by India's police after finding that a criminal n
By Jayasree Prabhu Sept 15 (Reuters) - U.S. stock index futures slipped on Tuesday as higher crude oil prices, elevated Treasury yields and an uncertain outlook for AI demand kept investors at bay.
The integration enables merchants to accept AI-initiated transactions across multiple platforms through a single setup.
AI robots can create many millionaires, but Tesla may not be the best way to play it.
YouTube TV users share mixed feelings on a recent move.
Earlier this month, Snap Inc. announced that Ronan Harris was appointed Chief Commercial Officer to lead global advertising sales and go-to-market efforts, while Chief Business Officer Ajit Mohan plans to depart the company at the end of 2026. Harris brings nearly four years of experience running Snap’s Europe, Middle East and Africa business and more than seventeen years at Google, where he helped build its advertising operations across the region, which may influence how Snap approaches...
A rare moment of unity among AI's fiercest rivals.
AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]
Maryland late last week appealed an agency ruling that struck down a 2021 law imposing taxes on digital ad sales.
Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.
As the bond market continues its long summer slump, Wall Street is adjusting its year-end market calls.
Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect
Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.
The safety debate may be masking a bigger concern
The industry may be trying to write rules first
Training new models and serving existing ones create different demand risks for Google's infrastructure business.
Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.
A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.
The Streaming Access and Choice Alliance, led by trade group TechNet, will push for policies on consumer access and sports broadcasting rights
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