High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Trump stood before autoworkers at a GM proving ground and promised his tariffs had revived American manufacturing, but Michigan employment data from the same period tells a sharply different story about who is actually paying the price.
Nvidia (NVDA) signed leases worth up to $50 billion for the entire 1-gigawatt data center facility t
Julie Masino told a conservative radio host she felt fired by America, then survived a shareholder vote to keep her job. So why is she leaving Cracker Barrel now, a year after the logo that shook a company and a culture?
Jim Cramer watched a nearly identical financing arrangement detonate an entire sector in 2000, and he says the same pattern is now unfolding around Nvidia's biggest customer. His warning comes even as the chipmaker posts record-breaking revenue.
NextEra Energy is becoming a major player in AI power.
Nvidia is on track to fall for a third straight day.
Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman and Nvidia (NVDA) Chief Executive Jensen H
The AI boom is expanding beyond semiconductor companies; Shopify is an early leader in agentic commerce.
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Alphabet increased its capital expenditure target to roughly $200 billion. That's making Wall Street nervous, but long-term investors should take advantage.
Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.
The AI chipmaker has 41 buy ratings. But the consensus target isn't much higher than the stock's price today.
SpaceX's stock is well below its IPO price.
The market and the analysts covering this launch company are about $50 per share apart. The deal it signed in late June explains most of the gap.
Nvidia has agreed to invest $5bn (£4bn) in a secretive artificial intelligence (AI) start-up founded by a former OpenAI executive who led a boardroom coup against Sam Altman.
Intel's revenue growth just reached levels not seen in more than a decade.
Can Chipotle return to meaningful growth?
We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.
The stock is still priced in a way that leaves very little room for error.
Is the recent IPO's honeymoon period finally over?
The loss ran through the accounting. The payout runs on cash.
One underappreciated capability could help Rocket Lab capture a much larger share of future space and defense missions.
The company's second quarter was mixed, with a beat on revenue but a wide miss on profitability.
Nvidia has signed leases worth up to $50 billion for a data center in Texas that Hut 8 is building, the Financial Times reported on Tuesday, citing five people familiar with the deal. Reuters could not immediately verify the report. (Reporting by Gnaneshwar Rajan in Bengaluru; Editing by Sonia Cheema)
The report couldn't be more timely.
Investors are growing uneasy with the semiconductor titan's financing deals with its customers.
Marvell trades at a premium valuation with higher growth, while UiPath offers a cheaper entry point with a lower growth profile.
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