High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Kevin Warsh didn't directly address eye-popping government debt figures in a speech in Jackson Hole, just days after the gross national debt and bond market jitters spooked investors.
SpaceX has quickly become one of the biggest bets in Nvidia's investment portfolio
Intel‘s stock this morning trades at $93.05, as of 9:57 a.m. ET on August 28, 2026, below the $95.00 per share Chief Executive Lip-Bu Tan paid to buy roughly $10 million of the company’s stock earlier this month. That gap sets up a live test of one of the most quoted lines in equity investing: […]
A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted years sooner than management is promising to deliver it.
Some investors have worried about increasing competition.
Tim Cook is stepping down as Apple's CEO. He's had a number of major hits, and some misses.
↘️ Marvell Technology (MRVL): The semiconductor company reported higher revenue and earnings and lifted its guidance for the current and upcoming fiscal years. Still, shares sank premarket, in the latest example of the high expectations that investors have for companies tied to the AI boom.
Nvidia's investment portfolio has some interesting holdings.
A number of stocks jumped in the afternoon session after Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter. Peer chipmakers and hardware suppliers, including Broadcom, Micron Technolo
A number of stocks jumped in the afternoon session after Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter.Peer chipmakers and hardware suppliers, including Broadcom, Micron Technolog
The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why. Whitney Tilson Smells a Bubble Tilson draws a parallel...
Pelosi bought call options on Intel along with shares of INTC stock.
NVIDIA just handed investors a report that left every semiconductor peer in the dust, and now the stock sits near all-time highs with a market cap that would make most countries nervous. The question of whether to lock in gains or press the bet has never carried higher stakes.
Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher
AMD upgraded by Raymond James citing agentic AI demand growth.
Intel trades near four times Nvidia's purchase price--but valuation gains still need foundry returns.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The Trump administration is weighing options for a new round of tariffs on semiconductors, according to POLITICO reporting. Morning Brief Host Jake Conley is joined by Yahoo Finance Senior Reporter Pras Subramanian and AInvest managing editor Adam Shapiro to discuss how the US may be holding itself back in the AI race with these trade policies.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get worse before it gets better.
Both CVS and Intel delivered real turnaround results in 2026, then both stocks got punished for very different reasons. For a retiree drawing income from a portfolio, one of those reasons matters far more than the other.
AMD and INTC have outperformed NVDA in 2026 as AI infrastructure expands, with strong data center growth and significant upside potential.
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