High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.65% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.48%. E-mini S&P futures (ESU26 ) are down -0.58%, and September E-mini...
Quantum Computing's surging revenues, $42.5M backlog and $1.3B cash cushion offer upside, but soaring expenses and losses keep profitability under pressure.
Hewlett Packard Enterprise (NYSE:HPE) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the artificial intelligence (AI) server maker. The move places Hewlett Packard Enterprise stock at the front of a sector-wide unwind in AI hardware, and it’s coming from the […]
Apollo is in discussions to acquire DePuy Synthes, which generated $9.3 billion in sales last year and could also be spun off as a public company
J.P. Morgan double-downgrades Mara Holdings stock to Underweight from Overweight, citing concerns around its pivot to data centers from Bitcoin.
Lagging behind the S&P 500 Index over the past year, analyst confidence towards CDW Corporation remains somewhat bullish.
Investing.com -- Evercore ISI cut its rating for Hewlett Packard Enterprise to In Line from Outperform on Monday following a sharp rally in the shares, keeping its $65 price target on the stock.
Dennis Liu sold shares to satisfy tax withholding and a pre-scheduled trading plan, leaving him with 15,870 direct shares valued at ~$707,000.
Growing calls to slow artificial intelligence development sent technology stocks tumbling on Monday. The Nasdaq Composite fell 1.3%. The slide followed a call from Anthropic CEO Dario Amodei for a coordinated global slowdown in AI development.
A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.
When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade has become.
Investing.com -- Baird has turned more cautious on apparel, footwear and fitness stocks, downgrading several names as it sees rising risks heading into the fourth quarter.
Oracle co-founder and Chief Technology Officer Larry Ellison cancels a plan to sell 50 million shares of company stock.
The yield on the 10-year U.S. Treasury note is still hovering just below 5%, pushed in different directions Monday by energy and stock markets. Treasury yields, which rise when bond prices fall, have been closely tracking oil prices, which were up again Monday. The 10-year yield was choppy Friday but ultimately ended the day higher after slightly warmer-than-expected inflation data reinforced bets that the Federal Reserve will vote to raise interest rates at its meeting Wednesday.
A clear "sell" signal could arrive this year.
GLJ Research analyst Gordon Johnson launched coverage of GE Vernova stock with a Sell rating and $470 price target.
IREN (NASDAQ:IREN) shares fell 2. 7% in pre-market trading to $42.
MARA Holdings (NASDAQ:MARA) shares fell 5. 7% in pre-market trading to $11.
Applied Materials (NASDAQ:AMAT) shares fell 5. 8% in pre-market trading on Monday to $430 as US semiconductor stocks declined following calls from technology executives for a slower pace of advanced artificial intelligence development.
Advanced Micro Devices (NASDAQ:AMD) shares fell 5. 6% in pre-market trading on Monday to $487.
SanDisk Corporation (NASDAQ:SNDK) shares fell 5. 5% in pre-market trading on Monday to $1,543.
Micron Technology (NASDAQ:MU) shares fell 5. 2% in pre-market trading on Monday to $924.
GE Vernova (NYSE:GEV) shares fell 4. 8% in pre-market trading after GLJ Research initiated coverage of the energy and power equipment company with a Sell rating and a $470 price target.
Ellison canceled the 10b5-1 trading plan one day after a regulatory filing disclosed it, with no explanation given
Nvidia stock was dropping with Broadcom and AMD on the prospect of an AI slowdown but it could be better shielded than its peers.
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