Moderna and Twilio climbed to multi-year highs on Wednesday, fueled by optimism around Moderna’s broader mRNA pipeline and Twilio’s emerging opportunity from the rapid adoption of AI agents.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

DraftKings CEO sketched out an aggressive spending push into prediction markets, and the stock is paying for it while a rival platform moves in the opposite direction on the exact same news.

Consumer lenders are getting hit far harder than the broader financials sector on Wednesday, and the gap between them points to something more specific than a rough market day for bank stocks.

Housing stocks are sliding in unison on Wednesday while the broader market barely flinches, and the reason why Opendoor is falling twice as hard as its closest peers cuts to the heart of what makes iBuyers structurally different from every other name in the group.

Jaguar Health and Viking Therapeutics are both sinking Wednesday morning, but the forces behind each drop point in completely different directions, and the broader biotech sector is barely flinching.

Royal Caribbean Group (NYSE:RCL) shares are sliding in Wednesday morning trading after the cruise operator confirmed overnight that it has signed an agreement to buy a stake in Sandals and Beaches Resorts. Royal Caribbean Group stock is at $224.03, down 5%, extending a sharp Tuesday decline as the market gets its first session to trade […]

Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company’s own Investor Day. The stock is down 7% and trades at $24.25, giving back part of a run that still leaves the stock up 138% year to date (YTD). That advance dwarfs the broader cloud group. The […]

Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround still has teeth or the easy money is already gone.

A regulatory probe into rival AI startups sent Alibaba sliding even though Beijing named no Alibaba products, and traders are now wrestling with how far the scrutiny could spread across China's model layer.

IonQ just dropped two back-to-back announcements that sent its stock surging while the broader quantum ETF slipped, and the reason one company is pulling so far away from the pack reveals something important about where the real quantum race is being run.

U.S. stock futures are posting slight gains early Wednesday as Wall Street digests an aggressive UN address from President Donald Trump on Iran, cooling crude oil prices, and fresh bullish momentum in the AI sector. The Polymarket (CRYPTO: POL) crowd...

Risk aversion seems prudent as investors process what higher rates mean for equities, or if Republicans lose Congress, or if the Iran conflict lasts longer than expected.

Buying into an all-time high at 66 feels like the worst possible timing, but the data on what actually happens next might change how you think about that cash sitting on the sidelines.

VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.

Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a […]

Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at $277.81, having gained 38% over the past month, a run big enough to make the take-profits-or-buy-more question the one worth asking on this […]

Adobe has fallen harder than its software peers while the broader market climbed, and the selling has not slowed even after quarterly results landed. The case for a bounce and the case for dead money both start with the same price chart and reach opposite conclusions.

<p>The <em>ETF Zoo</em> shakes things up in this special episode recorded on-stage from Future Proof. Don't miss as Dave Nadig puts James Seyffart, Cinthia Murphy, Ben Johnson, Todd Sohn, and Sumit Roy in the hot seat in this gameshow style paddle game of agree of disagree that covers a host of ETF-centric topics, and the debates that spark from some of the surprising answers. </p>

Cleveland-Cliffs is surging well past its steel peers on Tuesday with no confirmed catalyst behind the move, and the gap between its year-to-date performance and Nucor's tells a story about where the next trade could be hiding.

Fastly (NYSE:FSLY) held its Investor Day on Tuesday, and its stock is falling hard into the very event holders had been racing toward. Fastly’s peers are trading the other way, which points to a Fastly-specific reaction rather than a rethink of the edge and content delivery group. The Invesco QQQ Trust (NASDAQ:QQQ) is at $745.32, […]

Pinterest keeps sliding lower while its closest peers barely flinch, and no news has surfaced to explain the gap. Something is moving inside Pinterest's shareholder base, and the pattern is getting harder to ignore.

AutoZone's latest quarter split the market in two directions at once, and the ripple through its rivals says something surprising about how traders are reading the aftermarket retail group right now.

Rosenblatt's initiation on SanDisk sent shares surging and lit up the entire memory sector Tuesday, but the analyst's own warning buried inside the note raises a real question about how long this rally can last.

Mechanical selling from an index rebalance is dragging Trade Desk lower, but the way its ad-tech peers are splitting tells a more specific story about which corner of programmatic advertising the market is actually repricing right now.

A Reuters report on Iran's Hormuz offer sent defense primes tumbling Tuesday morning, but the selloff in Lockheed Martin and RTX started long before today's headline, raising a harder question about what the market is actually pricing in.

RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions are not contradictory, but reconciling them changes everything about how you hold this market.

A 12-state antitrust settlement just removed the last legal wall blocking a $110 billion media megadeal, yet the company being acquired barely moved while the buyer surged. Understanding why reveals exactly where the real risk still sits.
