High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently. On September 2, it announced a collaboration with FieldAI to advance the development of physical AI, autonomy and robotics. The partnership could help accelerate Caterpillar’s transition beyond the […]
Microchip Technologies' open-standard display connectivity push targets software-defined vehicles as automotive sales rise and competition intensifies.
Crude drives today's rally; Microsoft's power agreement offers a second, longer-duration demand channel.
The Computer - Micro Computers industry participants like DELL and HPQ are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.
The opportunity dwarfs AMD's current business, leaving execution and supply--not market size--as the decisive tests.
Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, Axios reports.
Apple (AAPL) introduced the latest update to Siri, Siri AI, during its annual fall event. The upgraded version of the virtual assistant will be integrated into emails, texts, and the iPhone's camera.
Oil prices were at the highest levels seen in months, dragging stocks lower. Yet, the three major indexes weren't too far off their record highs. The tech-heavy Nasdaq Composite saw the largest declines, down 0.
OpenAI reinforced the demand outlook, but its existing supply letter still lacks a company-specific purchase commitment.
The Imdelltra-Imfinzi combination improved survival and response measures in a 563-patient late-stage lung-cancer trial.
Picking the right stocks is the first step – and the first challenge – in putting together a profitable investment portfolio. It doesn’t matter whether you’re looking at blue-chip giants or high-risk speculative biotechs, every stock category has its champions, and every investment strategy has its boosters. But where you decide to invest, you’ll need to do your homework first. Today, we’ll do some of that homework. We’ll be looking at beaten-down stocks, shares that have seen their prices fall
Data-center revenue doubled sequentially while contracted volumes promise better visibility across the next memory cycle.
The streaming media giant's pullback could be a buying opportunity.
Citi just slapped a Buy rating on UiPath with a target nearly 70% above the current price, yet shares keep falling. Here is what the bull and bear camps are fighting over ahead of a high-stakes investor day that could flip the narrative.
(Updates with index/price moves, macroeconomic data, comments and company/geopolitical news from the
Dow Tumbles From Record High as Market Weakness Persists
Wall Street is busy chasing AI. That race left a 4.3% yield with 54 years of raises sitting on the sale rack.
Joint chip research adds a new layer to a relationship already targeting enormous memory demand.
$20 and $100 subscriptions give Meta a direct AI monetization test beyond advertising.
Meta stock is soaring as the social media giant touts early signs of success with a new AI agent.
Secretary Bessent’s activist approach to markets gets mixed reviews on Wall Street.
StoneX assumes coverage of Robinhood shares with a "Buy" rating. Here’s why analyst Mark Palmer is bullish on HOOD stock.
Burry believes SNOW stock is overvalued after shares surged on a quarter showing 37% product revenue growth and a raised fiscal 2027 outlook.
Astera Labs benefits from record Aries revenues and strong Taurus growth as AI infrastructure demand expands, with Q3 revenues likely to be $540M to $560M.
Scott Melker discusses Circle's acquisition of cross-border payment platform Tazapay, Iran easing currency controls to allow exporters to use crypto for foreign trade, Grayscale's Zcash ETF reaching $500 million in assets and other big crypto news. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
Broadcom's AI Chip Business Could Double Again
During a segment on the September 3 episode, Mad Money host Jim Cramer shared a detailed bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN). He stated: Let’s start with Amazon. Ever since we went out to see Amazon earlier this year, I’ve been stuck on something that CEO Andy Jassy told me. He said they’re going to […]
Ford’s ambitious plan to sell 100,000 Fathom electric trucks in its first year could transform its EV strategy and unlock a fresh growth opportunity for Ford stock.
Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
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