News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Oracle just landed a $7 billion Pentagon deal, reinforcing its AI cloud momentum and giving investors another compelling reason to stay bullish.
One trades at 21.9x forward earnings with $8.6B in free cash flow; the other with persistent losses and satellite risk.
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]
D-Wave Quantum Inc. (NYSE:QBTS) snapped a three-day losing streak on Monday, surging as much as 19.6 percent to $19.39 apiece after it bagged a new deal that would help strengthen its case that quantum computing is moving beyond research projects into real-world enterprise applications. In a statement, the quantum firm said that it signed a […]
Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...
The deal for BGC's Water Street Labs and CX Clearinghouse lets Fanatics list and settle its own event contracts, echoing DraftKings and FanDuel as sports-betting giants scramble for a foothold in the sector.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected. One stock jumped as much as 8%. The other fell as much as 13%. The difference between them shows what actually moves a healthcare stock right now. UnitedHealth Group […]
The ruling revives Tesla's bid for court-set licensing terms before its planned British 5G vehicle launch.
AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps loading up even at a triple-digit P/E.
Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before the window closes.
THC raised its 2026 outlook after Q2 earnings and revenues beat expectations, driven by strong same-facility growth and disciplined expense management.
NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of investor you are and what risk keeps you up at night.
Dell trades at a fraction of Snowflake's valuation, but one company generates profits while the other burns cash, the risk-reward calculus isn't obvious.
Arm could make a big move after its earnings report Wednesday.
QBTS heads into Q2 earnings with strong bookings, revenue visibility and liquidity, while investors watch if execution kept pace through the June quarter.
Traders have tipped their bets toward a BlackRock stock rebound since its July earnings beat, even as the share price kept falling.
Dell trades at a fraction of Marvell's valuation multiple, but one company is growing revenue 42% annually with a 32.6% net margin.
Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.
VZ raises its 2026 outlook after stronger earnings, cash flow and subscriber trends, but investors still face competitive and execution risks.
There may be a better way to play a rebound in cruise ship stocks.
Despite near-term challenges, Qualcomm's long-term outlook remains compelling. QCOM has evolved into a diversified leader in AI and semiconductors.
UPRO has turned a $10,000 investment into something extraordinary since 2009, but a single mechanical quirk buried in its design can quietly erase years of gains for investors who ignore it.
Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.
BKR beat Q2 estimates as IET margins expand, orders surge 49% and record backlog supports a stronger 2026 outlook.