High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end. The company’s CFO said there is now “even more conviction” around the target. A new AI hosting agreement worth $13 billion on an annualized basis adds significant support to that outlook and reflects how quickly […]
A federal judge ordered X and SpaceXAI to produce their Apple agreement as OpenAI defends remaining antitrust claims.
Vitesse consummated the purchase of a stake in Chevron-operated oil and gas assets in the Denver-Julesburg Basin for $26 million.
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
Third-party AI access broadens Google's smart-home infrastructure role while increasing security and privacy exposure.
The Sandisk run is not over yet.
Roblox Corporation (NYSE:RBLX) announced on September 11 that creators will be able to distribute games as standalone applications across mobile devices, computers, and consoles, while continuing to use its underlying technology and services. The initiative, called Roblox Everywhere, could extend the company’s business beyond its main app. The investment case rests on whether those additional […]
Snap is bringing SPECS Intelligence to its smart glasses, iPhones, and Macs as competition in consumer AI intensifies.
Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.
CoreWeave Stock Falls After Huge Debt Raise and 35 Million Share Offering
Stocks were trading in the green on Thursday in a rebound driven by easing Treasury yields and oil futures. The Nasdaq Composite gained 1.6% and the S&P 500 rose 1.1%. WTI futures were trading close to $102 a barrel.
Something Jamie Dimon just said is getting Wall Street’s attention.
Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective of the debate over how quickly frontier AI development should progress. The argument is well supported and offers a strong explanation for why demand could remain ahead of available supply. However, […]
In recent months, Red Cat Holdings outlined plans to reach US$150 million to US$180 million in 2026 revenue, underpinned by AI-enabled Black Widow drones, Hellcat systems for Ukraine and Blue Ops unmanned surface vessels, while scaling manufacturing to meet defense demand without building new facilities. At the same time, the company’s revenue miss against Wall Street expectations and mixed analyst reactions highlight the execution risks that accompany its rapid ramp-up in advanced drone and...
Cipher Digital Inc. recently began developing lateral pipelines at multiple sites to link directly into nearby natural gas supplies, enabling up to 2.5 gigawatts of on-site power generation to support bring-your-own-generation capacity for industrial-scale data centers focused on high-performance computing workloads. This move to secure dedicated natural gas-fed power underscores how critical reliable, controllable energy access has become for scaling AI-ready data center leasing in...
Former Hut 8 (NASDAQ: $HUT) Chief Executive Officer (CEO) Jaime Leverton has been appointed to lead cryptocurrency ...
Over the past six months, Costco’s shares (currently trading at $894.40) have posted a disappointing 10.2% loss, well below the S&P 500’s 12.9% gain. This may have investors wondering how to approach the situation.
Jim Cramer reaffirmed his $250 Palantir target as UBS and D.A. Davidson matched it. Wall Street's average sits at $202.
Costco nearly doubled its motor oil price on a base-oil shortage, and its bulk model is why it moved before rivals did.
Salesforce (CRM) trades near $250 a share, close to its 52-week high after a fast three-month run. Selling a put pays you now for agreeing to buy it much lower later, and you keep the payment either way. The catch: you only want this if you would be glad to own Salesforce at that lower price. The open part of that answer is how much its new agent products can actually be charged for.
The decade-long commitment creates a supply-chain option before India proves large-scale semiconductor fabrication.
Lucid Lands Major Robotaxi Boost as Bolt Plans 25,000-Vehicle Fleet
HIVE BUZZ HPC and ProCogia partner to deliver end-to-end sovereign AI services to enterprise and SMB clients across Canada, the U.S. and Europe.
Here’s what could be next for Meta stock
eBay trades at $108.66 per share and has stayed right on track with the overall market, gaining 16.1% over the last six months. At the same time, the S&P 500 has returned 12.9%.
Putting the memory shortage in context and why Micron and Sandisk shares could still have room to run.
The paper losses on a large Bank of America bond portfolio could have widened by more than $10 billion to over $90 billion in the current quarter, thanks to the fixed-income market’s blistering selloff. Bank of America $506 billion portfolio of low-rate bonds, mostly U.S. agency mortgage securities, has been a sore spot for shareholders. Bank of America declined to comment Thursday.
History says you should buy META stock right now
Rocket Lab has spent the past year quietly transforming into something Wall Street has yet to fully price in, and the gap between what investors see and what the company is actually building may be the most important story in the space sector right now.
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