News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A short-seller report accusing Bloom Energy of hiding Chinese supplier reliance has torched 35% of its market value in a month, and tonight's Q2 report may either silence the bears or hand them fresh ammunition.
Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Wedbush Flags New Risk for Nvidia as OpenAI Project Grows
These stocks are all up more than 28% this year.
Robotics is moving out of the lab and into the real economy. Speaking at YC Startup School, NVIDIA CEO Jensen Huang made a striking claim about the timing of the next great AI wave. Asked about robotics, he told the audience: “I would say the ChatGPT moment of robots happened a couple of years ago ... NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend
Alphabet is determined to win the AI race, but not everyone is convinced.
According to a report by The Information, Moonshot is planning a significantly larger successor to its recently launched Kimi K3 model.
Scott Melker dives into the roadblocks delaying the CLARITY Act, CME’s expansion into near round-the-clock futures trading, and the surge in blockchain activity as token prices cool. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
PayPal reported a strong second-quarter earnings print.
Ark Invest recently bought $18.4 billion in shares of Meta Platforms.
After a sharp sell-off, AST SpaceMobile stock is trading below $63 per share as investors weigh its aggressive growth targets against execution risks.
The semiconductor bellwether has a bright future due to the huge investments in chip and memory manufacturing equipment.
Apple's market capitalization briefly surpassed $5 trillion for the first time on Tuesday, making it only the second company ever to achieve that milestone after Nvidia. Its shares were last up 0.2% at $337.7, giving it a market capitalization of $4.96 trillion. The iPhone maker became the most valuable company in the world earlier this month, overtaking chip giant Nvidia - which had been at the top since June 2025 and was the first company ever to breach the $5 trillion threshold.
The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?
A tiny yield is hiding one of the fastest-growing payouts in technology.
Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.
SpaceX stock has shed over a trillion dollars in market value since its June IPO peak, yet one closely watched aerospace analyst just doubled down on a jaw-dropping price target that implies the selloff is one of the biggest buying opportunities in years.
Nvidia's (NVDA) five-year credit default swap has risen to its highest level ever — 82 points — as the chipmaker continues to become an integral player in many AI infrastructure projects. Yahoo Finance Senior Reporter Brooke DiPalma takes a closer look at this news and the debt that Nvidia is taking on.
The fintech just made a strong case for raising its asking price.
Amazon (NASDAQ:AMZN) and MercadoLibre (NASDAQ:MELI) both posted Q1 2026 results that crystallize an old debate. Amazon delivered $181.52 billion in revenue with expanding operating leverage, while MercadoLibre grew sales 49.03% to $8.845 billion and let margins compress on purpose. Two very different bets on what wins into 2027. AWS Prints Cash. MELI Spends to Own ... Does Amazon or MercadoLibre Offer The Superior Growth Vs Profitability Story Into 2027?
Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
Both chipmakers have made investors significantly richer over the past year, and they can sustain their healthy growth rates owing to the improving demand for their chips.
Corning (NYSE:GLW) reported strong Q2 2026 results, with solid contributions from its Optical Communications and Solar segments. The company announced new supply agreements with Amazon and NVIDIA that support expansion of U.S. optical fiber capacity. Despite the positive operational update, shares declined after the company issued Q3 guidance that did not meet analyst expectations. Corning enters this news cycle with a share price of $143.36 and a very large 3‑year gain of about 7x. The...
QuantumScape holds solid-state battery IP that every major automaker quietly covets, yet its stock has lost more than half its value in a year. Five potential acquirers have the cash, the motive, and a reason to move before someone else does.
If history is any guide, the price of Bitcoin could be substantially higher by the end of the year.
Nebius may be on the cusp of much more growth if demand for AI chips and infrastructure remains strong, but that's by no means a sure thing.
(Updates to add Nvidia's comment in the fifth paragraph) Microsoft-backed (MSFT) OpenAI Chief Exe