High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...
CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.
AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.
Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.
Chevron has surged more than 42% this year and is brushing against a 52-week high, but the real question is whether the fundamentals driving that run can hold at these prices or whether the easy money is already gone.
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.
Microsoft-backed (MSFT) OpenAI said Saturday its AI agents posted messages on external wiki sites ea
archTIS Ltd has secured a three-year contract worth about A$445,000 with a leading US-based private aviation services company, extending the reach of its data-centric security technology beyond its traditional government and defence markets. The customer will deploy archTIS’ Spirion Sensitive...
A $1.2 million position in Vanguard's most popular S&P 500 fund looks like broad diversification until you open the shareholder report and see where most of that money actually sits. For a 64-year-old counting on this portfolio for the next 30 years, the sector breakdown changes the risk calculation entirely.
Huang told the G20 we were practically at AGI. Four days later he said it had arrived. Nobody can referee him.
Microsoft is developing Project Helix as its next-generation Xbox
A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.
Microsoft sits within reach of a record high, yet one line item buried in its cash flow statement could either launch the stock through that ceiling or keep it rangebound for another year.
Senator Bernie Sanders and Representative Greg Casar announced forthcoming legislation on September 3 that would permanently ban artificial superintelligence and temporarily pause advanced AI development until a federal regulator sets safety rules. The proposal would also direct the United States to pursue international agreements and establish penalties for violations. Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. […]
AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase of the buildout far better than the market currently appreciates.
Azure just crossed a revenue milestone that caught Wall Street off guard, and Microsoft's backlog tells a story the headline numbers barely hint at. Whether the stock can push toward $600 depends on one number that most investors are not watching closely enough.
For my money, Mondelez is the best bet of the Nasdaq-100's high-yield names.
Ahead of Wednesday's launch, AAPL faces a tricky mix: strong demand, rising costs, tight supply, and a premium stock valuation.
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.
Apple quietly broke its own product release playbook, and most investors scrolled right past the announcement without realizing what it signals for the decade ahead.
Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in plain sight among mega-cap tech stocks.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.
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.
