High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.
How much do you need to invest in SpaceX today for it to make you a millionaire in 10 years?
Today, Sept. 23, 2026, the trapped-ion quantum computing provider's decoder test and research-center collaboration kept commercialization progress in focus.
SCHD also has one of the best track records of growing over time too.
It's a matter of when -- not if -- the market finally crashes.
Investors were not lovin' what they heard from an analyst who's tracked the company for some time.
The 10-year Treasury is back above 5%, its highest level since July 2007. And we all know what happened shortly after.
SK Hynix is a key player in the fast-growing high-bandwidth memory (HBM) market.
The tech megacaps have multiple ways to cash in as the foundational AI model giant prepares to join the public market.
Moby summary of General Mills, Inc.'s Q1 2027 earnings call
Moby summary of Cracker Barrel Old Country Store, Inc.'s Q4 2026 earnings call
Nvidia is forecasting 70% growth in its next fiscal year, but its stock price doesn't reflect that.
Vanguard's S&P 500 ETF is still my top recommendation for passive investors.
Muse could "Spark" the next level of Meta's growth.
Colgate-Palmolive's removal from the index doesn't indicate its business is crumbling.
New workloads could support improving infrastructure economics over time
The building products maker is an under-the-radar AI play.
Advanced Micro Devices (NASDAQ:AMD) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology sector well behind. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 67% year to date (YTD). The Invesco QQQ Trust (NASDAQ:QQQ) is up 21% over the same stretch. […]
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.5% in the afternoon session as it broke out to a fresh 52-week high, extending a multi-session rally.
The AI boom isn’t slowing down, and these two stocks stand to benefit.
There's a reason why shares keep tumbling, despite signs of a turnaround.
NVIDIA's broader AI exposure and stronger profitability contrast with Sandisk's rapid growth and memory-market risks as AI demand surges.
NVIDIA, Interactive Brokers and Talos Energy offer distinct exposure to AI demand, active markets and elevated oil prices amid higher rates.
The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]
Nscale filed for a U.S. initial public offering on September 18 with one number that makes the AI-cloud boom look radioactive: the company lost $1.02 billion in the first six months of 2026 on just $140.6 million of revenue. Yet NVIDIA Corporation (NASDAQ:NVDA) is committing $1 billion to a $3.1 billion convertible financing, while Microsoft […]
The chip producer is making transformative shifts in its business for strategic reasons that aren't being rewarded by the market just yet.
Business activity just hit a five-year high. Treasury yields hit a 19-year high. Guess which one stocks cared about.
Taiwan Semiconductor holds a massive market share advantage.
Amazon Web Services will drive the future of the company.
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