News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re
Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.
Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.
AMD CEO Lisa Su has made bold moves to position AMD as an AI winner.
Is Meta a customer or a competitor? Or is it both?
As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.
The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.
(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi
Both stocks are cheaper than the S&P 500.
This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.
Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.
Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.
Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.
A report stating that Meta Platforms intends to sell its excess cloud computing capacity doesn't bode well for CoreWeave.
Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.
Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.
Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...
Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
Meta has launched a dedicated Seller app for Facebook Marketplace, aimed at professional sellers. The app focuses on enhanced seller tools and potentially lower fees, directly challenging eBay's core seller base. This development introduces fresh competitive pressure on eBay's marketplace model and its high-margin seller segment. eBay, traded as NasdaqGS:EBAY, now faces a new competitor targeting the same professional sellers that are central to its marketplace model. The stock trades at...
Meta Platforms (NasdaqGS:META) and Lightspeed Commerce have launched a direct integration that syncs in-store sales data with Meta's advertising systems. The integration allows physical retailers to connect point-of-sale transactions to Meta ad campaigns, even without an ecommerce site. The move is aimed at improving attribution of Meta ads to offline purchases and expanding Meta's role in brick-and-mortar retail marketing. Meta Platforms enters this partnership with Lightspeed Commerce...
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.
Cathie Wood's latest trade makes a strong case for Meta stock prior to Q2 earnings.