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Traders face rare pre-Fed cliffhanger in Warsh’s ’no-guidance’ era
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Ford and Geely strike deal for EV production at Spanish plant, newspaper reports
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Paramount secures EU nod for $110 billion Warner Bros deal, US hurdles ahead
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Valeo confirms 2026 targets as first-half profit rises
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White House accuses Moonshot of violating US export controls using Nvidia hardware
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BofA sees server CPU TAM hitting $170bn by 2030 as NVIDIA takes on AMD
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US accuses China's Moonshot of stealing from Anthropic's Fable for latest AI model
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Amazon cuts jobs in its artificial general intelligence group
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Galaxy Digital plans $3.5B junk bond sale for AI data center
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Stifel upgrades DigitalOcean to Buy on AI demand, raises target to $160
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Apple-OpenAI lawsuit won’t derail IPO, but may cloud io deal — securities lawyer
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OpenAI plans $30B Georgia data center mega-project
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Piper names top software stocks as AI token savings can go up to 75%
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3 energy storage-focused stocks upgraded at Citi
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AMD challenges Nvidia with massive Anthropic deal, though shares dip pre-market
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CoreWeave, DigitalOcean, Nebius win analyst support amid AI inference shift
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Coinbase, Circle shares dip after new coverage at Raymond James
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Bernstein initiates Affirm at Outperform, says "optionalities abound"
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Reddit shares drop as threat to cut off Google AI sparks standoff
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Deutsche Bank lifts FTSE 100 earnings outlook. Here’s what’s driving the optimism
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AT&T shares gain as Q2 earnings top forecasts, subscriber growth accelerates
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Can Alphabet earnings reignite investor enthusiasm for the Magnificent Seven?
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Cal-Maine Foods shares fall 4% on fourth quarter earnings miss
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GE Vernova shares fall as second quarter earnings misses expectations
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Nvidia Vera Rubin shown to provide 10x more throughput per megawatt than Blackwell
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Interactive Brokers posts record Q2 revenue as trading activity, margin lending su
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Supermicro shares surge 20% as robust margins, $60B backlog eclipse soft revenue
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Iran War Has Cost US $37.5b, Defense Secretary Hegseth Says
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Databricks CEO said they are ’running out of GPUs everywhere’
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Google launches three new Gemini AI models, expands push into cybersecurity
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Chinese Open LLMs are no threat to memory demand, BofA says
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Morgan Stanley sees chemical spreads normalizing sooner than expected
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Klarna shares surge 9% on Apple device leasing partnership
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Nvidia hits the gas: Next-gen "Vera Rubin" AI chips enter full production
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Jefferies downgrades Datadog after 94% YTD rally
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Moonshot AI eyes $50 billion valuation, Hong Kong IPO after Kimi K3 breakthrough
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Intel plans layoffs in data center division - Business Insider
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Macquarie sees prime SpaceX entry point, reaffirms $250 target on SPCX
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Goldman is confident these 2 security stocks can grow their valuations
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BTIG downgrades TripAdvisor on AI risks, sees limited catalysts after TheFork sale
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JPMorgan sees clean energy pullback as buying opportunity ahead of earnings
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Bernstein upgrades Five Below to Outperform, sees 22% upside on stronger outlook
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Morgan Stanley says software selloff has gone too far, names 8 winners
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China cuts Iranian oil purchases by 40%, Bessentsays
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Novo Nordisk sues Eli Lilly in high-stakes GLP-1 advertising feud
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Adobe, Salesforce and Intuit fall as Morgan Stanley begins cautious coverage
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Morgan Stanley sees AI adding billions to mortgage refinancing market
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Goldman Sachs sees security spending boost from AI by 2027
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3M lifts annual guidance after Q2 results top estimates; shares jump
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GM beats second-quarter estimates, raises full-year guidance
