High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Kevin Warsh is sticking to his guns, and that could mean vastly more uncertainty for some companies.
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?
Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
Moby summary of Elauwit Connection, Inc. Common Stock's Q2 2026 earnings call
Moby summary of Amer Sports, Inc.'s Q2 2026 earnings call
Moby summary of ReNew Energy Global Plc's Q1 2027 earnings call
Moby summary of TH International Limited's Q2 2026 earnings call
Moby summary of The Home Depot, Inc.'s Q2 2027 earnings call
The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.
BofA Sees Nvidia Trading at a Deep FCF Discount Despite Rising AI Risks
Moby summary of Eltek Ltd.'s Q2 2026 earnings call
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.
After years of price hikes to offset inflation, McDonald's is now struggling to move traffic in the right direction.
Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.
Nvidia's goal is utter AI dominance.
Kailera Therapeutics raised one of the biggest obesity biotech IPOs in recent memory, then watched its stock drop nearly 30%. Now several of the world's largest drugmakers have a compelling reason to make a move before pivotal trial data arrives.
Ackman put new capital to work in the second quarter of the year.
FORT Robotics plans to go public through a business combination with Newbury Street II Acquisition (
Etched, founded by Harvard dropouts, has its own in-office data center and has signed quant-trading firm Jane Street as its first customer.
No matter what Kevin Warsh and the Federal Open Market Committee (FOMC) do, they won't appease everyone.
Domino's is cheap because investors fear slowing demand and the impact of GLP-1 drugs, but that pessimism could create upside if growth holds up.
Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.
A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.
Nvidia has entered into an agreement to back SB Energy and OpenAI's massive Ohio data center plan.
Moby summary of Freightos Limited Ordinary shares's Q2 2026 earnings call
Moby summary of InspireMD, Inc.'s Q2 2026 earnings call
Moby summary of Flexsteel Industries, Inc.'s Q4 2026 earnings call
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