High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...
CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.
ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.
Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.
Nvidia stock was rising Tuesday and Wall Street analysts are optimistic on how it can benefit from earnings.
Seventy companies have raised their dividends through every recession and rate shock for at least a quarter century, but a bruising few quarters for some of NOBL's most-watched names put that unbroken record under real pressure heading into mid-2026.
The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio
Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.
The new Fed chair can impact interest rates without lifting a finger.
You would have scored a spectacular win.
Interest rates seem likely to stay constant or go up.
Sandisk is up by about 500% so far this year.
Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...
The quarter itself was solid. So why does the stock keep falling?
The company beat on revenue but fell short on earnings.
A federal judge ordered a temporary halt to a major Hollywood merger.
Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...
The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...
China's AI startup plans global expansion after a record funding round valued above $50 billion.
The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...
Anthropic is reportedly setting up meetings with investors, a sign that its IPO could be coming soon.
With Tesla's earnings days away, options desks are flashing an unusually bearish signal, and a credible new rival is arriving just in time to complicate the story for bulls still betting on the Elon Musk premium.
AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.
The shares should rebound once economic conditions improve.
You can't buy Anthropic yet, but these two companies are already cashing its multibillion-dollar AI checks -- and could be smart ways to invest before the IPO.
GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.
Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia to support its use of artificial intelligence across its drug discovery and development operations. The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.
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