High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- SpaceX’s acquisition of AI coding platform Cursor could help transform the company from a provider of computing capacity into an integrated artificial intelligence platform, creating substantial upside if execution meets Morgan Stanley’s expectations.
Lifeway Foods Inc (LWAY) posts 27th consecutive quarter of growth with $66.9M in net sales, but margin compression from milk and resin costs weighs on profitability.
Billionaire investor Bill Ackman has been busy putting billions of dollars to work after completing one of the biggest milestones in the history of Pershing Square. In its second-quarter update, Pershing Square highlighted the $5 billion initial public offering of PSUS, the New York Stock Exchange ...
Hengli is accused by the U.S. of being a major importer of illicit Iranian crude; the Chinese petrochemical company denies trading with Iran.
BUENOS AIRES, Aug 15 (Reuters) - Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista, one of the largest oil companies operating in the country's Vaca Muerta shale
Memory chip investors have heard this pitch before. This cycle is different, the demand is structural, and the old boom and bust pattern no longer applies. SanDisk Corp. (SNDK) made that case forcefully at its investor day on Thursday, Aug. 13, and the market bought it. Shares closed up 13.67% that ...
Investing.com -- Walt Disney (NYSE:DIS) must rebuild its franchise pipeline and become a larger content aggregator if it wants to regain the valuation premium it historically commanded, Barclays analysts said.
The spending is going up. The margins are going down. Free cash flow is negative. And a Wall Street analyst who covers one of the most closely watched stocks in the market just published a note saying the next quarter has to be different. The note comes from Morgan Stanley. The company it covers is ...
Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.
Berkshire Hathaway is increasing the size of its stake in Google's parent company and beefing up its holdings in homebuilders, according to the conglomerate's latest snapshot of its investment portfolio. The Omaha, Nebraska-based company also continued to pare its stake in financial companies and a number of other stocks in the April-June quarter, according to a regulatory filing filed late Friday. CEO Greg Abel, who took over from Warren Buffett at the start of the year, agreed in June to make a $10 billion stock investment in Alphabet, expanding on the stake that Berkshire started to build last fall.
A space ETF built its entire pitch around getting retail investors into SpaceX before the IPO. Then SpaceX went public, and suddenly the fund had to justify its existence on completely different terms.
MACOM currently trades at $308.10 and has been a dream stock for shareholders. It’s returned 404% since August 2021, blowing past the S&P 500’s 72.8% gain. The company has also beaten the index over the past six months as its stock price is up 26.2% thanks to its solid quarterly results.
Acuity Brands trades at $360.33 and has moved in lockstep with the market. Its shares have returned 17.9% over the last six months while the S&P 500 has gained 13%.
What a fantastic six months it’s been for Figs. Shares of the company have skyrocketed 42.2%, hitting $14.58. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Enjoying a serving of frozen dessert on a hot summer day, or at any time for that matter, has grown in popularity as ice cream store industry growth rose by 5.8% to $7.4 billion in the five years through 2025, according to IBISWorld. The industry grew by 0.9% in 2025 alone. Ice cream company ...
UK consumer prices will grab headlines in the coming week, with an AI-driven memory-chip shortage and higher energy costs keeping the Bank of England on guard.
Nvidia is in talks to invest as much as $3 billion in SB Energy, a subsidiary of SoftBank Group and developer of a massive planned Ohio data center project for OpenAI, the Information reported on Saturday, citing people familiar with the discussions. The investment is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the chip company providing around $100 billion in credit support for the planned Ohio data center campus, the report said.
Companies try to get deals done while regulators allow them. But are buyouts always a good idea?
Oscar Health (OSCR) is back in focus after reporting second quarter 2026 results that swung from a loss to net income of $361.81 million and raising full year earnings guidance. See our latest analysis for Oscar Health. Oscar Health shares have been volatile around the earnings release, with an 11.9% drop reported after the outlook update. The stock still shows a 118.84% year to date share price return and a 109.46% 1 year total shareholder return, suggesting momentum remains strong despite...
Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.
AI coding startup Cursor is now officially a part of SpaceX.
Why Iovance Biotherapeutics stock is back in focus after Q2 earnings Iovance Biotherapeutics (IOVA) is back on investor radars after its second quarter 2026 earnings. The company reported higher revenue and a reduced net loss, and it reaffirmed full year revenue guidance. The quarter was driven by Amtagvi and Proleukin sales, and by progress across Iovance Biotherapeutics pipeline programs, including new regulatory approvals and Fast Track designations for lifileucel in certain soft tissue...
For decades, FedEx built out one of the country's largest delivery networks as Americans sent and ordered more packages. Now the delivery giant is rebuilding parts of that network from the inside out. Facilities that once operated separately are being combined, routes have been redesigned, and some ...
After the National Bank of Canada, another major Canadian bank has revealed XRP holdings. The Bank of Montreal (NYSE: BMO) is a Canadian multinational investment bank and financial services company. It was founded in Montreal, Quebec, in 1817 as Montreal Bank. With 209 years of history, the ...
Can the company navigate these legal troubles?
Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...
Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every one of them handed early believers a painful lesson.
Cathie Wood, chief of Ark Investment Management, often locks in gains when her favorite tech stocks surge. That's what she's doing with Palantir Technologies (PLTR), trimming her position after the stock jumped more than 30% over the past month, fueled by a sharp post-earnings rally. Last year, the ...
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