Acer's chairman just accused the world's biggest memory chip suppliers of using public shortage forecasts as a covert pricing signal, and he named a specific date when the whole story falls apart.
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Lovable co-foudner Fabian Hedin said that apps created on the platform are getting nearly a billion monthly views each month.

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here. The Midcap Equity Strategy returned 16.9%, net of fees, in the second quarter, bringing year-to-date returns to 12.3%, compared with Bloomberg U.S. Mid Cap Index’s 11.1% quarterly gains and 12.1% year-to-date returns. […]

Chips, large language models, and software may be the flashy parts of the AI boom, but Arista and Ciena are building the roads that keep the whole thing moving.

Procter & Gamble currently trades at $147.39 per share and has shown little upside over the past six months, posting a middling return of 3%. The stock also fell short of the S&P 500’s 18.4% gain during that period.
The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.

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Robinhood Chain launched on Arbitrum's technology and almost immediately turned heads with a single day of jaw-dropping trading volume, but ARB holders may not be getting the windfall they expect.

TSLA's record Semi deal boosts commercial momentum, but shrinking margins, heavy spending and a rich valuation keep execution risks in focus.

Google’s test launch with SpaceX will evaluate how its Tensor Processing Unit chips perform in space.

The Evercore ISI technical analyst sees semiconductor and AI infrastructure stocks as buyable after their summer decline, but says a sustained rise in the 10-year Treasury yield above 5% would challenge his bullish case.
Amazon holds just 6.2% of a market led by Blinkit, Swiggy and Zepto

MNDY, MTCH, SMTC and UI make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]
The Wisk, Insitu and SkyGrid acquisition still needs other regulatory approvals before a year-end close

SoFi launched a bank, a credit card empire, and a stablecoin on Mastercard's network, yet the stock sits nearly where it started five years ago. One operating metric suggests the everything-app thesis is actually working, so what keeps the chart pinned?

NuScale Power has irons in the fire, but it is still in the very early stages of its development as a business.
Turkish Airlines Bets Big on Boeing With Up to 150 737 Max Jets
Asian equities traded in the US as American depositary receipts were heading lower in Thursday tradi

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]

SJM's raised fiscal 2027 earnings, sales and cash flow outlooks strengthen momentum, but broader volume growth remains key to sustaining gains.

Yahoo Finance's Julie Hyman, Jake Conley, and Pras Subramanian break down the biggest market and business stories driving the day's conversation. From the latest moves in stocks and bonds to key corporate news and economic developments, the 8:30 panel delivers the essential headlines and market context you need to start your day informed.

Colgate-Palmolive currently trades at $86.14 per share and has shown little upside over the past six months, posting a middling return of 1.9%. The stock also fell short of the S&P 500’s 18.4% gain during that period.

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]

ONEOK just raised its dividend again and the yield looks generous on paper, but the cash story behind that payout runs through billions in acquisition debt, a thinning free cash flow margin, and a commodity market that is starting to cool.

The offer covers substantially all of Poolin’s assets, including two West Texas sites, but still requires bankruptcy-court approval.

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell over 6% to $135 in morning trading on Thursday after Bloomberg reported that the company had sent a 'force majeure' notice related to its New Mexico data center project. According to the report, Oracle sent the notice to the project's developer,...