High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Michael Burry elaborated in his post on Substack that Fiserv stock “really fell hard,” about 80% since March 2025, but “was much higher not that long ago.”
Leopold Aschenbrenner’s Situational Awareness fund disclosed an extraordinary concentration in AI infrastructure by June 30, according to a Form 13F filed on August 14. Then,it reportedly sold its public-equity portfolio to Citadel after severe July losses and margin pressure. Axios attributed the sale to an unnamed source. Its Q2 Form 13F showed approximately 2.5 million […]
Investors are reassessing PG&E’s restructuring plans and the Chinese EV sector’s profit outlook.
Ford Motor Company (NYSE:F) is recalling 148,663 Mustang vehicles in the US from the 2024 to 2026 model years because engine-compartment wiring harness ground connections could fracture. The defect can potentially cause a loss of drive power and disable functions such as the headlights, windshield washer system, air conditioning, and engine cooling fan, increasing the […]
SELLAS Life Sciences Group (NasdaqCM:SLS) will present new preclinical data on SLS009 in pancreatic ductal adenocarcinoma at the 2026 AACR Conference. Three abstracts on SLS009 have been accepted, focusing on its mechanism of action and activity in KRAS mutant pancreatic cancer models. The research is being carried out with a respected academic institution and adds detail on SLS009 within SELLAS Life Sciences Group's preclinical pipeline. Interest in SELLAS Life Sciences Group reflects a...
XPeng stock has posted a steep decline over the past few years while current valuation checks send mixed messages, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium and market multiples screening as more supportive. That split leaves XPeng looking neither like a straightforward bargain nor clearly overpriced at first glance. XPeng shareholders have seen the stock fall about 72% over 5 years, which puts extra focus on whether today’s price now reflects the...
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.
FedEx Freight announced that it has terminated Chief Specialized Services and Commercial Officer Mike Lyons, who was appointed to the role ahead of the company’s spinoff from FedEx Corp. The post FedEx Freight fires chief commercial officer following internal probe appeared first on FreightWaves.
The latest trading day saw AutoZone (AZO) settling at $2, representing a -1.06% change from its previous close.
The comparison sounds reassuring. The number it leaves out is the one Wisconsin keeps asking about.
On Sept. 2, 2026, the automaker's stock climbed despite an eighth straight monthly sales decline, as investors assessed pickup production strength.
Paul Singer-led Elliott Investment Management has built a sizeable stake in Deutsche Telekom and wants the company to drop a potential combination with its U.S. wireless unit, Bloomberg reported on Wednesday.
Broadcom stock slipped after the company's first quarter revenue forecast missed estimates.
Most consumer discretionary businesses succeed or fail based on the broader economy. Over the past six months, it seems like demand trends may be working against them as the industry’s returns were flat while the S&P 500 was up 11.8%.
Broadcom beat estimates for its fiscal third quarter and with its guidance for the current period. But Broadcom stock fell.
Tesla Faces Key Cybercab Test as Morgan Stanley Signals Limited Upside
Credo Technology crushed its earnings estimates. So why did the stock drop 20%?
Enterprise AI software company C3.ai (NYSE:AI) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 25.5% year on year to $52.38 million. On the other hand, next quarter’s revenue guidance of $53 million was less impressive, coming in 8% below analysts’ estimates. Its non-GAAP loss of $0.20 per share was 23.2% above analysts’ consensus estimates.
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell more than 6% after the company's fiscal fourth-quarter revenue guidance fell short of Wall Street expectations, overshadowing a third-quarter earnings beat driven by surging demand for its custom AI chips. The company guided to fourth-quarter...
Norwegian Cruise Line shares shed a significant chunk of their value in a single month, but the culprit behind the selloff has nothing to do with the company itself, and that distinction changes the calculus entirely for investors deciding what to do next.
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head. Datadog (NASDAQ:DDOG) stock is down 22% over the past month and trades at $210.76 […]
Advanced Micro Devices (AMD) stock is back in focus after the company and partners Cisco and HUMAIN outlined plans to deploy up to 250 MW of AI infrastructure in Saudi Arabia starting in 2027. Despite the Saudi AI announcement and other partnerships around secure AI infrastructure, Advanced Micro Devices’ recent share price has eased, with the 7-day share price return down 4.08% and the 90-day share price return down 15.28%. At the same time, the year-to-date share price return is up 105.67%...
In recent weeks, Cipher Digital Inc. has faced a sharp contrast between upbeat brokerage “buy” recommendations and a Zacks Rank of Sell, driven by very large cuts to current-year earnings estimates and rising concerns around Texas’ new data center review process. This divergence between headline ratings and weakening earnings expectations highlights how surface-level analyst enthusiasm can mask growing fundamental doubts about the business outlook. We’ll now examine how the sharp earnings...
Wix.com Ltd. previously announced a collaboration with Google to embed its Wix Harmony website creation tools directly inside Gemini as a connected app, allowing users to build, manage, and analyze full-featured sites through natural-language interactions without leaving the Gemini interface. At the same time, multiple securities class action filings now question prior disclosures about the competitiveness and cost profile of Wix’s AI products, putting added scrutiny on how initiatives like...
While my prediction came true, I still missed out.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue...
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