High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.
Rumble (NASDAQ:RUM) reported second-quarter revenue of $40.4 million, up 61% from $25.1 million a year earlier, as the company completed its acquisition of Northern Data and reorganized under the new parent-company name RUM Group Inc. Founder, Chairman and CEO Chris Pavlovski said the June 17 closi
With shares now trading at a steep discount, is this a generational buying opportunity?
Fed chair Kevin Warsh is focused on getting inflation to 2%.
Strategic buyers are chasing scarce real-time AI technology
By Jamie McGeever ORLANDO, Florida, Aug 10 (Reuters) - Wall Street wobbled and oil prices leaped 5% on Monday, as hopes of a U.S.-Iran peace deal and reopening of the Strait of Hormuz faded, while
Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...
The healthcare stock is now up more than 130% this year.
Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.
The stock's 6.4% yield is attractive, but it comes with risk.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...
Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth
Initial public offerings won't unlock instant wealth for retail investors.
CPI Card Group is the bargain-priced credit card stock you've never heard of.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud
NuScale Power now has a market cap under $4 billion.
By no means does SpaceX's stock come cheap.
The stock is up just 8% this year and could prove to be an undervalued buy.
DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.
Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion
Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over fundamentals. They are betting on very different things entirely.
Investors awaited earnings and key inflation data as the major indexes traded within reach of all-time highs.
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
SpaceX has struggled in recent weeks.
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
Burning more coins would tamp down supply inflation, but it might not be enough.
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.
