High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]
Earlier this month, Verizon expanded its 6G Innovation Forum by adding nine major partners, including AWS, Cisco, Intel, MediaTek, NVIDIA and others, and showcased ISAC-based crowd sensing, drone and vehicle tracking, and AI-powered fan experiences that use 5G Advanced and edge computing as a stepping stone toward future 6G capabilities. This broad, multi-partner push into 6G architectures and network-native sensing underscores how Verizon is working to position its network as a platform for...
A temporary exemption could unlock a much bigger shift
In recent days, Coinbase Global has faced renewed regulatory uncertainty after the Digital Asset Market Clarity Act failed to advance in the U.S. Senate, prompting CEO Brian Armstrong to urge the SEC and CFTC to set crypto rules under existing authority. At the same time, Coinbase is deepening its role in mainstream finance through partnerships such as X’s new Cashtag trading feature, even as Armstrong publicly campaigns to overhaul accredited investor rules to widen access to private-market...
A confidential settlement restores project continuity but leaves GE's $360 million payment claim unresolved publicly.
Apple Inc (NASDAQ:AAPL, XETRA:APC) higher iPhone prices are largely offset by carrier incentives, according to Bank of America, which reiterated its "buy" rating. The bank cited capital returns, expected leadership in AI at the edge, and opportunities from new products and markets. BofA...
OpenAI’s finance chief answered Wall Street’s biggest AI worry on live TV this week.
Cross-network identity may accelerate autonomous payments while weakening control over the verification layer.
SpaceX on Thursday announced they have postponed their upcoming Starship test flight 14 launch. CEO Elon Musk and the company did not immediately share a reason for the delay. SpaceX on Thursday said it is now targeting to launch Starship flight 14 as early as Monday, Sept. 28, pending regulatory approval.
Thales is pitching export-control independence against Maven, turning data sovereignty into a procurement variable.
RBC's 2027 forecasts sit above consensus on organic revenue and earnings
Intuitive Surgical (ISRG), maker of the da Vinci surgical robots, trades at about $382, some 36% below its 52-week high. Even so, you pay about 35.9 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back, a basis meant to sit closer to the one analysts forecast on, though the two are not defined identically. Analysts' forecasts run to 2027, the year Intuitive plans to start lowering what customers pay per use on some instruments.
DoorDash and Uber are giving Costco a much wider digital reach at an important moment for its membership business.
Wall Street seems to be neutral on the subject as shares of Nike are trading up just over 1 percent on Thursday.
Johnson & Johnson (NYSE:JNJ) Executive Vice President and Chief Financial Officer Joe Wolk said the company sees a path to growth above its previously stated 5% to 7% long-term range, supported by its pharmaceutical pipeline, medical technology portfolio and capital flexibility. Speaking at a Deuts
Ed Yardeni, one of the biggest stock bulls on Wall Street, talks about why he's slashing his year-end forecast for the S&P 500 Index to 7,900 from 8,400. He also says the Federal Reserve could raise interest rates two more times this year. Yardeni says Iran is likely to wreak havoc and keep oil prices elevated. He speaks on "Bloomberg Surveillance."
Nvidia's next AI platform could raise the revenue opportunity from each gigawatt of infrastructure considerably.
Investing.com -- Nvidia Corp will double its chip sales next year compared to this year, CEO Jensen Huang said Thursday at a summit with the U.K.'s King Charles III in Scotland.
Since March 2026, Belden has been in a holding pattern, posting a small loss of 2.8% while floating around $112.51. The stock also fell short of the S&P 500’s 12.9% gain during that period.
Investors shouldn't ignore Alphabet's enterprise AI success.
The artificial intelligence (AI) and neocloud specialist is raising prices.
Although Powell (currently trading at $183.30 per share) has gained 5.3% over the last six months, it has trailed the S&P 500’s 12.9% return during that period. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
A European regulatory recommendation puts a new hemophilia treatment within reach of its first commercial launch.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue. Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke,...
Intel Stock Climbs as Memory Giant Eyes U.S. Chip Production With Intel
A veteran UBS analyst spotted an overlooked part of the business.
The bigger issue may be the precedent, not damages
Axelera gives Dell a lower-power option, although potential startup sales are not Dell orders.
Can we count your visit with Google Analytics? No ads, no profiles. Details
