High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
Groups run to 200 people, invite-only, with commitments tracked on profiles
Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.
Meta Platforms' (META) Muse personal AI agent received positive investor feedback, but the company's
Alphabet's (GOOG, GOOGL) tensor processing unit opportunity could drive substantial upside to Google
ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or a momentum chaser depends on which numbers you trust.
Broadcom's AI semiconductor revenue just surged 221% in a single year, yet the stock sits 13% below its highs and analysts are quietly debating whether it could eventually challenge NVIDIA for the top spot in tech market cap rankings.
Nvidia's foundational role in artificial intelligence (AI) infrastructure sets the stage for future dividend hikes.
The spending is earmarked for new data centres and related infrastructure in Hamina, Kajaani, Muhos and Vaala.
By Essi Lehto HELSINKI, Sept 10 (Reuters) - Finland should introduce a national permitting system for data centres to prevent the risk of power shortages and soaring energy prices, opposition parties
Reddit (NYSE:RDDT) stock is up 6% to $155.43 in mid-morning Thursday trading, leading the pure-play social names higher on fresh third-party research showing user growth accelerated to the fastest monthly pace of the year in August. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4% on the day, so the move stands out against […]
This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.
Jim Cramer raised a question on air that every Amazon investor should be asking right now: if the US debt market is big enough, why did the company just fly to London to raise billions?
JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.
The four-year agreement will cover rice farms across three Indian states, reaching about 100,000 hectares at peak delivery.
The partnership gives brands that advertise on Amazon access to ChatGPT's ad platform, which has reached $1 billion in annualized revenue
Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share price could matter a lot to long-term investors.
Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed 17%. One analyst sees a path to gains most investors would not dare put in a model.
Apple's fall event just wrapped, and options traders are already pricing in a swing that dwarfs the stock's typical post-event move. Whether that energy breaks toward a bull case or a bear case depends on one catalyst nobody is talking about loudly enough.
Pinterest Shares Tank 9% as CEO Warns of Near-Term Business Pain
ARK bought Meta almost dollar for dollar against an Alphabet sale.
Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps pulling me back to the buy button.
A widening state backlash threatens Big Tech's costly expansion plans
FiMi is intended to handle complex assignments involving long-context processing within a bank’s rules and existing systems.
The capital will go towards faster business and product development, growth in its engineering and partnership teams.
Clay offers technology designed to help businesses identify potential customers, monitor market signals, and personalise outreach.
Clay has reached a $7.1 billion valuation following a $115 million Series D funding round led by Wellington Management. The round included participation from Sequoia, a16z, StepStone, Perennial, CapitalG, and DST. This valuation marks a significant increase from the $3.1 billion mark the company held in August 2025, representing more than a doubling of value […]
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