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30,897 signal articles · 68 in last 24h · 157,635 total before filter · latest 13h ago
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AstraZeneca-BMY megadeal talk sparks huge market rift
TheStreet55d agoneutral
AstraZeneca-BMY megadeal talk sparks huge market rift

Two of the world's biggest drugmakers moved in opposite directions on Monday, and the split says a lot about how Wall Street reads a merger. Reports surfaced over the weekend that AstraZeneca (AZN) had held talks about combining with Bristol Myers Squibb (BMY). The deal would be worth close ...

Palantir CEO escalates Microsoft’s AI warning
TheStreet55d agoneutral
Palantir CEO escalates Microsoft’s AI warning

Last month, Satya Nadella sounded the alarm for corporate America by questioning the true cost of enterprise AI. The Microsoft (MSFT) CEO argued that businesses are essentially paying twice for using AI services: once for the intelligence and again for the proprietary knowledge they must give ...

Novo Nordisk Stock Drops on Wegovy Shortfall
The Wall Street Journal55d agobearish
Novo Nordisk Stock Drops on Wegovy Shortfall

U.S.-traded shares of Novo Nordisk are down more than 6% due to a sales shortfall for its new Wegovy weight-loss pill and a disappointing study outcome for a next-generation weight-loss drug. Overall, the company sees the potential for a full-year sales decline of up to 6%, better than its previous view that sales could drop up to 12%. Novo also disclosed that its experimental drug CagriSema failed to show comparable blood-sugar reduction to Eli Lilly’s tirzepatide in a new study of people with Type 2 diabetes.

Every Bank Needs A Stablecoin Strategy: Sheffield
Bloomberg55d agoneutralVIDEO
Every Bank Needs A Stablecoin Strategy: Sheffield

Cuy Sheffield, Head of Crypto at Visa, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." They discuss that Visa has unveiled it's own stablecoin platform. It's designed to let financial firms issue, move and manage stablecoins.

Buy Western Digital (WDC) Stock as Q4 Earnings Approach?
Zacks55d agobullish
Buy Western Digital (WDC) Stock as Q4 Earnings Approach?

Western Digital will report results for its fiscal fourth quarter after the closing bell on Wednesday, August 5, giving investors another important read on enterprise storage demand and the ongoing AI infrastructure buildout.

Tower Semiconductor Q2 Earnings Call Highlights
MarketBeat55d agoneutral
Tower Semiconductor Q2 Earnings Call Highlights

Tower Semiconductor (NASDAQ:TSEM) reported record second-quarter 2026 revenue and profitability, citing accelerating demand for silicon photonics and related data-center connectivity products. The company also raised its 2028 financial model and detailed a two-track expansion plan in Japan intended

Sterling Infrastructure Q2 Earnings Call Highlights
MarketBeat55d agoneutral
Sterling Infrastructure Q2 Earnings Call Highlights

Sterling Infrastructure (NASDAQ:STRL) reported sharply higher second-quarter results as demand for mission-critical infrastructure work, including data centers and semiconductor campuses, drove growth in its E-Infrastructure Solutions segment. Management also raised its full-year outlook to reflect

Bank of New York expands crypto business with Galaxy
TheStreet56d agoneutral
Bank of New York expands crypto business with Galaxy

The Bank of New York Mellon Corporation (NYSE: BNY), the world's largest custodian bank, is expanding its digital asset business to let institutional clients earn rewards on the crypto they already hold with the bank, teaming up with Galaxy Digital to make it happen. BNY Mellon is a ...

Wall Street Is Bullish on SpaceX, Despite Recent Stock Weakness
The Wall Street Journal56d agoneutral
Wall Street Is Bullish on SpaceX, Despite Recent Stock Weakness

Wall Street has reached a broad consensus about SpaceX’s shares: investors should buy them. Among 25 analysts with a stock recommendation for the space-and-artificial intelligence company, 21 suggest purchasing the stock or have an “overweight” rating on it, according to a tally from FactSet. SpaceX’s stock has been trading under its IPO price of $135 over the last couple of weeks, weighed down in part by the expectation that insiders will start selling shares when lock-up periods preventing them from doing so expire.