
Bank of America just published its verdict, and it cuts both ways.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Bank of America just published its verdict, and it cuts both ways.

The latest consumer price index data showed inflation rose in August, nearly solidifying the odds of an interest-rate hike from the Federal Reserve next week. Yet, stocks are rallying. The Nasdaq Composite rose 1.

CPI's biggest fan just decided to sell the stock. Is it time to panic?

A $50 billion buyout is stalled but Enrique Lores could make a $25 million bonus if Wall Street buys into his plans to transform the payments company.

For now, Adobe's emphasis is on its freemium product.

A record jump in the price of cellular phone services helped tip a key measure of US inflation above forecasts, likely sealing the deal for a Federal Reserve interest-rate increase next week.

Wednesday's 319 million-share release leaves billions more on the unlock calendar.
Morgan Stanley Cuts Novo Nordisk to Underweight as Semaglutide Risks Cloud Outlook
Investing.com -- Colgate-Palmolive Company (NYSE:CL) is exploring the sale of several key mass-market personal care brands as part of a strategic portfolio realignment, according to a Reuters report citing people familiar with the matter. The New York-based consumer products giant is working with investment bank Goldman Sachs to gauge buyer interest in select assets, including Softsoap, Irish Spring, and Speed Stick. The targeted divestment involves a subset of Colgate’s broader personal care di

Elon Musk said Anthropic‘s most extreme AI-growth scenario could become achievable once humanoid robots reach volume production, arguing that artificial intelligence (AI) paired with physical automation could transform the economy beyond knowledge work. Musk Says Robots Could Unlock Extreme Growth...

Trimble (TRMB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Techne (TECH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

U.S. stock investors should look to the other side of the world for guidance next week.

The new Tesla Semi truck is an "underappreciated driver of earnings growth" over the next 15 years, according to Morgan Stanley.

The stock market fell as oil prices and Treasury yields soared, but rebounded Friday on the CPI inflation report. Apple, Oracle, Meta were key movers.

JPMorgan Chase analysts expect eight of the world's nine developed-market central banks to lift interest rates before the end of the year in efforts to tame sticky inflation and commodity price pressures. In a research note published Thursday, the analysts said they expect rate hikes from the Federal Reserve, Bank of Japan and European Central Bank, as well as from central banks in Australia, New Zealand, the United Kingdom, Norway and Sweden. JPMorgan said its base case was for the Fed to hold rates next week and lift them in December.

Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.

Florida is suing Netflix for billions, accusing the streaming giant of secretly tracking children for advertisers while publicly promising families a safe alternative to social media surveillance. The outcome could unravel the economics powering Netflix's fastest-growing business.
Investors rushed into China's latest AI-chip listing. Now the fundamentals have to catch up.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

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.

Chevron CEO Mike Wirth says the global oil inventories and other market buffers that helped cap crude prices for months have “largely now played out.” U.S. oil prices vaulted above $100 a barrel earlier this week, as the U.S. and Iran escalated hostilities in the Strait of Hormuz waterway, the world’s most vital oil artery, before slipping to $98 a barrel Friday morning. For months, markets have largely defied predictions of an energy crisis that would send prices soaring as long as the Strait remained closed.
We're now looking at a 200 bps margin on PPI-CPI headlines, 240 bps on core.

Joby Aviation, Inc. (NYSE:JOBY) shares edged higher Friday after the company filed a prospectus supplement covering up to 2.42 million shares for potential resale by Strata Critical Inc. Investors are also evaluating Joby’s autonomous cross-country flight tour. The stock reached a new 52-week low of $6.25 on Thursday. Resale Shares Stem From Blade Acquisition Joby will not receive proceeds from any resale, as it is not selling shares under the prospectus. Strata Critical may sell the shares thro

GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.

Oil-driven inflation hurts wallets, but it can also be a strong catalyst for other commodity markets. Wheaton Precious Metals is among the gold miners reaching a buy point ahead of the Federal Reserve's September rate-setting meeting. The stock is part of Investor's Business Daily's most stringently selected list, sector leaders.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

Adobe is betting on agentic AI and freemium growth, prioritizing user adoption as AI-first ARR surges and management raises its fiscal 2026 outlook.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.