High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.
Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call
Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call
Moby summary of Chegg, Inc.'s Q2 2026 earnings call
Jefferies and Truist raised their price targets despite a 7% post-earnings decline.
Its performance may be volatile, but it's certainly working well enough right now.
Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call
The new electric SUV could generate tailwinds for both companies.
AI keeps getting the blame for mass layoffs across corporate America, but one major company just made a surprising cut for a completely different reason, and it challenges everything the doomsayers are predicting.
Moby summary of Fox Corporation's Q4 2026 earnings call
Perhaps you shouldn't either, unless you have a large tolerance for risk and volatility.
Moby summary of ATI Inc.'s Q2 2026 earnings call
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
AppLovin got punished after whiffing in its earnings report.
Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.
These two stocks give investors a way to profit from strong industry tailwinds for nuclear energy in the coming decades.
Tesla CEO Elon Musk and Nvidia CEO Jensen Huang have touted humanoid robots as the ultimate physical embodiment of artificial intelligence.
Grab Holdings just posted a massive earnings beat and holds unanimous Buy ratings from 26 analysts, yet the stock sits near a 52-week low while insiders sell. Something about this Southeast Asian super-app does not add up.
Electricity demand matters more than the power source.
Honeywell Aerospace stalled and crashed in its first earning report as an independent aerospace stock.
In a slow news month for the company, investors focused on the cost of its phase 3 trials rather than their benefits.
BNP Paribas Wealth Management just handed clients a gold target that would stun most investors, and the bank says two converging forces make it more realistic than it sounds.
These healthcare giants can deliver steady gains.
Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Ark Invest's top investor continues to build up existing positions, including adding to a pair of broken IPOs on Wednesday.
Investors shouldn't expect a sharp post-earnings jump.
Nebius has no shortage of demand, but the speed and cost of turning new data center capacity into revenue could decide what happens next.
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