High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.
Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.
Alibaba Group Holding Ltd. co-founder Jack Ma has joined a pair of senior executives in picking up company stock to show support for its AI ambitions, the South China Morning Post reported, citing people familiar with the matter.
Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.
Recall the debate about SpaceX when it went public. A lot of investors believed Elon Musk’s rocket company wouldn’t be a very good bet at its initial public valuation of around $1.8 trillion. Many were likewise concerned that some index rules had changed to accommodate companies like SpaceX, which have big valuations but low “floats” of public shares.
This is a good time to evaluate Walmart as an investment.
Stock markets were heading for a positive open as investors positioned themselves ahead of crucial earnings and economic events and shrugged off a raft of U.S. sanctions on Iran. Nasdaq 100 futures were jumping 1% in Tuesday’s premarket after fears about artificial-intelligence spending by big tech companies sparked a selloff the previous session, leading the tech-heavy Nasdaq Composite to finish in the red. In a speech on Monday, Treasury Secretary Scott Bessent said the U.S. was sanctioning more than 60 entities, individuals, and vessels tied to the Iranian regime, but didn't outline any specific steps against individual countries such as China, a major buyer of oil from the Middle Eastern Country.
Aug 25 (Reuters) - A look at the day ahead in European and global markets from Rae Wee It's been a muted start to the session in Asia on Tuesday, with stocks drifting ahead of Nvidia's earnings this
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Anthropic’s reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons...
Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.
Investors are favoring fee-driven networks while Nvidia anxiety punishes capital-intensive technology companies.
The bitcoin price continued its recent surge on Monday, touching a two-month high on news that the Treasury Department might conduct its own version of quantitative easing using its nearly $1 trillion general account. The rally got cooking with a burst of short-covering last Wednesday, when Treasury announced that it would at least double buybacks of long-term government bonds to stem a big rise in 10- and 30-year Treasury yields. The moves by Treasury Secretary Scott Bessent are both part of an effort to rein in government borrowing costs and the economic fallout of high rates.
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
Interest-rate strategists at Goldman Sachs Group Inc., Wells Fargo & Co. and other Wall Street firms said the US Treasury Department’s bond buybacks will do little to reverse the jump in long-term yields.
MP Materials is trailing the market in 2026. Under the surface, however, the company is getting stronger.
JPMorgan Chase & Co. and Morgan Stanley are among banks shareholders are suing over their roles on multibillion-dollar buyout deals after a recent corporate-law overhaul failed to protect financial advisers from potential liability.
Walmart beat on revenue and earnings, then watched its stock post the worst single-session drop in three years. The numbers underneath the headline suggest the problem has less to do with Walmart and far more to do with the shoppers keeping it alive.
Steel Dynamics, Nucor, and Cleveland-Cliffs shares rise as escalating U.S.-Canada trade tensions put steel tariffs back in focus.
Michael Saylor's Strategy set aside about $1.6 billion in cash to fund future treasury operations, including potential bitcoin purchases and share buybacks, the company disclosed in a regulatory filing on Monday. The world's largest corporate buyer of bitcoin dubbed the liquidity pool "USD Cash," which will be different from a reserve it set up earlier to fund dividends on its preferred stock and interest on its outstanding debt. The new cash pool will have more flexible uses and could be used for bitcoin purchases, share buybacks and other corporate events.
Investing.com -- Strategy Inc. announced Monday it established a new cash pool of $1.59 billion that can be used to purchase Bitcoin, pay preferred stock dividends and debt obligations, repurchase securities, or meet other corporate needs.
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
Michael Saylor’s Strategy Inc. is adding a new pool of cash to its balance-sheet toolkit, part of an effort to preserve flexibility as its once-powerful financing model remains under pressure.
A big rally could come to Circle.
nVent Electric said on Monday it would acquire data center equipment maker Maverick Power for $1.75 billion as it looks to expand its presence in a booming AI infrastructure market. Electrical equipment and systems suppliers like nVent have benefited as companies ramp up investment to support the rapid expansion of AI computing capacity, with CEO Beth Wozniak saying the Maverick acquisition will add power distribution capabilities and strengthen its offerings to data center customers. The deal also includes a potential additional consideration of up to $550 million in cash if Maverick achieves certain performance targets in 2027 and 2028, nVent said.
Fed Chair Kevin Warsh will deliver his first Jackson Hole address on Friday, Aug. 28. Crypto Rover believes dovish comments could propel Bitcoin above $80,000, ...
Investing.com -- PDD Holdings Inc. (NASDAQ: PDD) reported second-quarter results that exceeded earnings expectations, though revenue came in slightly below analyst estimates. Shares have risen 1% premarket.
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