High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Qualcomm Inc., the largest maker of smartphone processors, said it’s signed up Amazon.com Inc. as a data center chip customer in a deal that will span “multiple generations” and gives Amazon the right to acquire as much as $4 billion in shares.
The startup is trying to rethink the economics of cargo aircraft by removing pilots from the equation entirely.
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.
Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks.
The big-box retailers are facing plenty of headwinds this earnings season.
Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there. The question is whether a discount challenger can actually dethrone the incumbent before its financing bets come due.
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.
Investigators said they have yet to determine the cause of Sunday's Amazon (AMZN) cargo plane crash
A group of consumer technology companies including Spotify and Epic Games is urging UK competition watchdogs to accelerate curbs on commission that Apple and Google levy on third-party app developers. Sky News has seen a submission from the Coalition for App Fairness (CAF) to a Competition and Markets Authority (CMA) consultation on a Steering Conduct Requirement, arguing that app store fees should be barred until the regulator sets out its proposals for a new industry framework.
Amazon Web Services is Amazon's most promising segment.
Growing data center backlash in key midterm races raises the risk of local policies becoming national legislation.
A 555% run in a decade -- built on profits that grew even faster than the stock.
One contractor-operated aircraft represents limited capacity, but the crash creates a major safety and oversight test.
The rally rewards SoftBank's concentrated AI strategy while increasing the return demanded from its $30 billion OpenAI commitment.
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.
The stock's valuation has plunged, but massive AI spending may have given some investors pause.
The majority of investors are thinking defensively. They just may be thinking more defensively than is merited.
The satellite race everyone is watching plays out on launchpads, but the contest that determines who profits runs through a far less visible battlefield: the radio frequencies fighting to reach the phone in your pocket.
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.
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. […]
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.
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.
Here is how Amazon (AMZN) and BJ's Restaurants (BJRI) have performed compared to their sector so far this year.
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.
