High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Prediction markets are quietly pricing a cascade of risks into MicroStrategy's bitcoin-heavy balance sheet, and the odds on margin calls, index removal, and the one-million BTC milestone tell a very different story than Wall Street analysts are projecting.
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
Tilray will release its year-end numbers next week, which could have a significant impact on the stock.
Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.
Bill Ackman believes the high AI spending will yield meaningful profits for patient investors.
GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.
Its technology and equipment aren't necessarily better. It's just that SpaceX shares are carrying an awful lot of baggage.
Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia to support its use of artificial intelligence across its drug discovery and development operations. The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.
The stock market could be entering shaky territory.
Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.
July 20 (Reuters) - Hut 8, a crypto-mining turned AI data center company, said on Monday it has signed a second 15-year lease worth $9.8 billion with an existing investment-grade customer, fully
Global defense spending is surging, and these three cash-rich contractors look best positioned to capitalize.
Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.
Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.
The memory chip specialist stock appears incredibly cheap.
Federal debt just crossed a threshold not seen since soldiers were coming home from World War II, and the math shows spending cuts cannot close the gap. Elon Musk says only one force in the world is large enough to prevent national bankruptcy.
The Fed seems to be deciding that rate hikes are necessary after all.
If Tom Lee is right, Ethereum could be headed to $250,000 and Bitcoin could be headed to $2 million.
Mark Zuckerberg's company is going all-in on artificial intelligence (AI) -- but sacrifices may need to be made.
The president's stance will likely change, but the trajectory of oil stocks should remain the same.
Palantir redefined data analytics through game-changing software. This quantum company is using a similar approach.
Both AI chip giants are on sale. Only one of them looks cheap.
Viewing hours on the service are up in 2026, but the stock is down more than 26% year to date.
SpaceX stock has plummeted to a level well below its IPO price.
The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.
Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies
Headline inflation is expected to drop for a second consecutive month -- but this is far from the full story.
Given the dire nature of the last Social Security trustees' report, it's clear that an intervention is necessary. Could switching to the Australian system work?
It is definitely a strong contender.
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