High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
PubMatic (NASDAQ:PUBM) reported second-quarter revenue growth of 11% year over year, returning to double-digit growth ahead of its prior expectations, as the company cited momentum in connected TV, mobile applications and AI-powered products. Adjusted EBITDA rose 38% from a year earlier to $19.6 mi
Here's how this top REIT's 31-year streak of dividend hikes could come to a screeching halt.
A simple adjustment can lead to fantastic returns.
AI infrastructure orders could more than quadruple in fiscal 2026. So why is revenue guided to grow just 11%?
The bond market is telling quite a tale for those willing to listen.
Zuckerberg's fortune swung by tens of billions, but the real story is what Meta's AI spending means for every investor holding the stock.
Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.
The company will take a 49% stake in Zankore, targeting AI-driven data centre growth across Southeast Asia.
SpaceX turned in a solid quarter, but headwinds remain.
Anyone who has bought a fast new laptop only to watch it freeze while a file loads knows the frustration. The processor is not the problem. It is waiting on memory that cannot feed it fast enough, and that same bottleneck now sits between AI companies and faster models. Samsung Electronics says it ...
Space Exploration Technologies (NasdaqGS: SPCX) unveils Starmind, an orbital AI data center network built with Nvidia, targeting space based compute and data services. Tesla and SpaceX announce plans for a US$16.8b Terafab AI chip factory in Texas to expand AI hardware production capacity. SpaceX outlines intentions to build a terrestrial mobile network that would compete with major U.S. wireless carriers. These moves push SpaceX deeper into AI infrastructure and telecom, so it can be...
SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.
The podcast hands the microphone back to the people who have helped shape it from the very beginning: its listeners.
Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.
Nebius has crushed it so far in 2026, but this is just the beginning.
So why did a 36% growth quarter set off a double-digit sell-off?
With virtually no revenue line to judge, four things decide this report.
Nebius has crushed the S&P 500, and these overlooked stocks may join it.
Elon Musk has a lot to gain from a potential megamerger.
People aren't connecting to the company's fitness offerings like they used to.
Firmus said on Friday it had raised $2 billion in equity in its latest funding round to speed up the build-out of AI factories in Australia and Asia Pacific, bringing up the company's post-money valuation to above $10.5 billion. Here are the details: • The latest funding round saw follow-on participation from Nvidia and tech investor Coatue Management, along with backing from Blackstone's funds and Jane Street. The raise values Australia-based Firmus post-money above $10.5 billion, nearly double the $5.5 billion valuation from its earlier round in April.
The South Korean internet company posted resilient second-quarter earnings despite higher AI-related operating costs, supported by solid growth in its core search platform and e-commerce businesses.
Operating performance is spectacular, but investors are getting nervous for one big reason.
Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile
Virginia and Texas could reshape the industry's next growth phase.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
