High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing. The question is whether the premium valuation leaves any room for the thesis to play out.
TSMC and Nvidia are closely linked.
The worst may be in the rearview mirror for the drugmaker.
2,107% in One Year SanDisk (NASDAQ:SNDK) is up 2,107% over the past year, a run so extreme that it caught Morningstar’s chief global markets editor Tom Lauricella’s attention. He says it has done something no memory-chip cycle was supposed to do: reclassify the two largest companies in the S&P 500 as discount trades. “Apple and […]
Moby summary of MoneyHero Limited Class A Ordinary Shares's Q3 2026 earnings call
Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is a strength or a liability ahead of a high-stakes October roadmap event is the real question.
Core inflation rose 0.3% in August, slightly more than expected.
While no investment can be completely guaranteed, these income stocks are built rock solid to continue producing dividend payments well into the foreseeable future.
Moby summary of The Kroger Co.'s Q2 2026 earnings call
Rate-hike odds jumped to 86.7% Friday. The Dow rose 500 points on the same news. Go figure.
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.
BWX Technologies is a bigger and safer play on the nuclear energy boom.
CPI's biggest fan just decided to sell the stock. Is it time to panic?
For now, Adobe's emphasis is on its freemium product.
Big issues are being decided in September, but that might not justify a rushed investment.
Zumiez missed earnings estimates and guided lower. The culprit may surprise you.
Wednesday's 319 million-share release leaves billions more on the unlock calendar.
QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’s biggest AI infrastructure spenders. The announcement pushed shares higher, adding to the evidence that large cloud providers are backing Qualcomm’s push into custom compute. However, the structure of the deal makes […]
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast doubt on how high this stock can actually go?
The precision-engineering group climbed after Bank of America jumped from bearish to bullish, arguing that semiconductor, electronics and aerospace demand is running well ahead of expectations.
Investors rushed into China's latest AI-chip listing. Now the fundamentals have to catch up.
Broadcom's custom AI chips are becoming more popular with AI hyperscalers.
National Beverage stock has lots of problems right now, and no good solutions.
Micron has already stunned Wall Street with a historic surge, but a fresh competitive threat just knocked shares down and reignited the debate over whether the AI memory trade still has legs or has finally run out of road.
Palantir used its 11th customer forum on Thursday to showcase how it’s moving its AI development into production. It made an impression.
Robotaxis could become a $10 trillion global industry.
The central bank lifted rates another 25 basis points as the Middle East energy shock keeps inflation elevated, forcing European markets to rethink how high borrowing costs may have to go.
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