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AWS is booming, custom silicon is fully subscribed, and Wall Street has loaded up on buy ratings, but the real question is whether Amazon can clear a target that even the bulls have not fully priced in.
According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.
Boeing Co.’s drone subsidiary Insitu and Gogo Inc. successfully tested an Integrator military drone using satellite communications on Tuesday, giving defense customers another option as governments look to reduce reliance on Elon Musk-led Space Exploration Technologies Corp.’s Starlink network. Integrator...
Zoom (ZM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Intuit (INTU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Semtech (SMTC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
SJM's double-digit Uncrustables and Cafe Bustelo growth and improving margins support earnings, even as weak snacks and soft sales test the broader portfolio.
ServiceNow is gaining traction, replacing legacy CRM and workflow tools as AI automation boosts expansion across enterprise workflows and drives customer growth.
VRTX is expanding beyond its CF stronghold with a promising kidney disease pipeline led by povetacicept and inaxaplin.
QMCO is seeing strong ActiveScale and tape-storage growth, while IBM benefits from AI-driven data demand amid different risks and growth dynamics.
You'll pay more now for Disney+ and Hulu. There's a good reason you will keep paying.
DoorDash agreed to pay $131.5 million to settle allegations that it underpaid or delayed payments to hundreds of thousands of delivery workers in New York City. The city’s Department of Consumer and Worker Protection described the agreement as the largest worker settlement in New York City history and the largest involving food delivery workers in […]
VIAV's 196.4% rally reflects AI data-center demand, Spirent opportunities, stronger margins and broader testing exposure across 6G and wireless markets.
As Fiserv has underperformed relative to its peers over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.
TEL, ANET, ROST, IT and PCAR stand out as cash-rich, high-ROE stocks screened for strong efficiency amid elevated market volatility.
Yahoo Finance Executive Editor and Host of Sozzi Unleashed, Brian Sozzi, shares his unfiltered take on McDonald’s (MCD) comments about GLP-1 drugs at the company’s investor day. Sozzi examines McDonald’s strategy around the growing popularity of weight-loss medications and explains why he believes the company’s stance on the potential impact of GLP-1s on its business misses the bigger picture.
Lowe’s is testing a faster way to get smaller home-improvement purchases to customers, using an existing DoorDash and Wing delivery setup around its Matthews store.
The 585,000-square-foot facility will create 300 jobs averaging nearly $100,000 a year and is expected to open by 2028
Two biotech stocks are getting crushed while the sector benchmark climbs, and the reasons behind each selloff could not be more different. Understanding what separates a deliberate corporate move from pure micro-cap chaos is the key to reading both situations correctly.
Zeta Global's super-scaled customer count reached 197 in Q2 2026, extending seven straight quarters of growth. Its long-term pace is expected to moderate.
Investing.com -- Moody's Ratings has affirmed Baidu Inc (NASDAQ:BIDU) A3 issuer and senior unsecured ratings, but revised its rating outlook to negative from stable as heavy artificial intelligence capital expenditures weigh on cash flow and leverage. The outlook adjustment reflects the Chinese tech giant's subdued top-line expansion, narrowing profit margins, and execution risks tied to monetizing AI services while simultaneously stabilizing its core search advertising business amid fierce dome
Because nothing says “everything’s fine” like an act-of-God clause
Mastercard's chief economist just projected a blockbuster holiday season, but buried inside her own forecast is a qualifier that changes everything about what those numbers actually mean for the stock.
The notice seeks to defer Oracle’s payments if Project Jupiter misses its planned 2028 opening, adding another complication to an $18 billion financing under pressure from delays and permitting disputes.
HIMS, ONDS, COIN, and SOFI show elevated short interest, but days-to-cover ratios, institutional ownership, and upcoming earnings reports suggest differing outlooks for short sellers.
Short-term contracts at premium rates are lifting margins on new deals, the bank says
BlackRock global fixed income CIO Rick Rieder joins Yahoo Finance Executive Editor Brian Sozzi to share his perspective on the global bond market (^TYX, ^TNX, ^FVX) environment amid its latest sell-off.
The New Mexico project has already faced local opposition and regulatory setbacks
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. You can download a copy of the letter here. U.S. equities achieved new all-time highs in Q2 2026, driven by a rally in the technology sector, led by memory semiconductor stocks. In Q2 2026, the […]
Oracle stock fell 4% Thursday after the company sent a notice to its developer seeking protection from higher costs tied to the 2028 project
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