High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the sector fund slipped into the red reveals a tension that cuts against how investors have been positioned all year.
Netflix could face higher programming costs as YouTube spends to keep creators exclusive, putting pressure on the streaming company’s margins.
GF Securities sees major Google and Amazon silicon revenue ahead.
Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks about its ceiling.
Celestica (CLS) is poised to see accelerated revenue and earnings per share growth in calendar year
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.
APPS scales alternative app distribution as new partnerships, AI-driven demand and mobile growth lift its fiscal 2027 outlook.
The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure money belongs right now.
Earlier this month, Netflix named former Google Global Product Lead Breno Barcelos as Head of Market Activation for Latin America, while continuing to roll out initiatives such as a low-priced ad-supported tier and sports streaming to broaden engagement. At the same time, hedge fund manager Bill Ackman, via Pershing Square Capital Management, increased his institutional stake, reinforcing investor interest in Netflix’s push to diversify and deepen its revenue streams. We’ll now examine how...
Zoox is putting its fully autonomous vehicles on San Francisco streets.
Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather than a warning.
Warren Buffett famously quipped that a time traveler should have shot Orville Wright down at Kitty Hawk to save investors from airlines. So why did Buffett's handpicked successor just pour billions into one?
The long-awaited scaling up of Tesla’s robo-taxi service might be close. The Nevada Transportation Authority has approved autonomous vehicle applications for Tesla, Alphabet’s Waymo, and Aviari, an Uber platform. Tesla will be allowed to deploy up to 5,000 robo-taxis over the coming 12 months.
Tesla will unveil the production Cybercab at a launch event in Austin, Texas, on September 3rd. This comes as Tesla ramps up its self-driving efforts, key to the company's big growth plans.
Hugging Face has reportedly been fielding acquisition offers that would value the company at around $13B. But with the founders' feeling of responsibility to community, doubts arise as to whether a sale will happen.
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]
The increases will apply to systems containing Vera Rubin and Grace Blackwell chips and take effect on shipments early next year
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