High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes. Three ETFs attack that problem from completely different angles, and the returns so far in 2026 suggest the strategy is working.
A new revenue stream could reshape OpenAI's IPO story
A report from The Wall Street Journal late Monday said that Anthropic and Nvidia have signed a cloud-computing deal worth $35 billion, backed by cloud provider Lambda and Hut 8, will develop the data center for the same.
Investors now want proof that massive spending pays off
India's biggest-ever IPO could give investors a new benchmark for Meta and Alphabet's stakes in Jio Platforms.
The search giant is selling multi-gigawatt blocks of the very thing it says it doesn't have enough of. The margin math shows why.
Beyond the headlines, Microsoft has quietly signed up over 30 million paid seats for its Microsoft 365 Copilot. This rapid adoption is not just an extension of its existing software business. It marks a fundamental pivot in how the company monetizes its core enterprise relationships, moving toward a consumption-based model.
Investors probably shouldn't read too much into a CEO hyping his own company's stock over the short term.
Meta may have just rewritten the rules its rivals must follow.
FTC alleges in lawsuit that online retailer ‘secretly and systematically overcharged’ advertisers for years
AMZN stock dropped on Monday after a Wall Street Journal report said the FTC plans to sue the company over how it prices ads on its retail site.
The EU handed Google an ultimatum that carried a penalty tall enough to erase tens of billions in revenue, and what Google gave up to make the threat disappear may cost it more than any fine would have.
Investing.com -- Amazon.com Inc shares fell 2.8% on Monday following a report by the Wall Street Journal that the Federal Trade Commission will file a lawsuit against the company over allegations related to its advertising pricing practices.
Alphabet just delivered blowout cloud growth while its stock sits nearly flat for the year, leaving investors to wonder whether a historic capex bet will pay off or drag shares down further before they can ever reach $500.
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on what you believe about one very concentrated bet.
Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.
OpenAI's ChatGPT Ads platform has reached $1 billion in annualized revenue run rate, the artificial
Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.
ChatGPT advertising remains tiny beside Google. Its tenfold acceleration since April is the number investors should watch.
Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.
The conglomerate's recent activity might be the start of a more aggressive perspective toward the market.
Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad machine raises a question every investor should answer before Q3 earnings arrive.
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