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93 stories in the last 24 hours
Updated 11:25 AM (Times shown in New York time (ET))
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The Claude maker is betting that public scrutiny, fresh capital and soaring enterprise demand strengthen the case for going public.
Elon Musk backed a new push to pace frontier AI, reviving warnings that once sounded fringe but now unsettle investors and policymakers.
Record orders, sharply higher guidance and expanding server demand have strengthened the case for holding Dell despite its extraordinary 2026 rally.
Chipmakers slid while cybersecurity shares rallied, as AI safety warnings and surging crude prices tightened pressure on risk assets.
The Ethereum treasury firm added 27,180 ETH, bringing its holdings near six million tokens as regulatory momentum faltered in Washington.
Evercore’s valuation warning hit HPE after a 158% surge, while Dell and Super Micro fell in sympathy with the sector.
A shrinking U.S. herd is lifting beef prices while disaster payments may create an unexpected earnings-test problem for ranchers claiming benefits early.
The prediction-market operator is seeking approval for leveraged, never-expiring contracts tied to equities, ETFs and agricultural commodities.
Branded medicines and biosimilars are reshaping Teva’s revenue mix as management targets faster growth and a sturdier balance sheet.
RF Industries crossed its operating leverage threshold, but flat carrier spending and a small-cell recovery remain key risks for investors.
MTD shares have fallen year to date as Nasdaq gains widen, leaving investors weighing resilient profits against slower organic growth.
The Bitcoin treasury company preserved its 845,050-coin position while using cash to repurchase discounted preferred shares.
AMD’s AI opportunity is expanding rapidly, but the stock now demands proof that Helios can convert commitments into profitable shipments.
Arm is becoming a toll collector on AI infrastructure, with data-center royalties accelerating and its first production CPU broadening the opportunity.
ON Semiconductor has gained this year, but its returns lag semiconductor benchmarks and Infineon as investors await a cyclical recovery.
NextEra is aiming for the top of its earnings range while sweetening customer benefits to win approval for its Dominion combination.
Investors reassessed AI infrastructure spending after leading executives urged the industry to slow frontier-model development for safety reasons.
Southern Company leads on current yield, while NextEra Energy offers faster growth for retirees willing to accept greater execution risk.
The bank’s sharper outlook expands the potential market for robot makers, chip suppliers and industrial automation companies through 2035.
Seagate’s earnings engine is accelerating, but investors now need explosive growth to justify a stock already priced for near-perfect execution.
The potential sale would accelerate J&J’s portfolio reshaping while giving Apollo a major foothold in orthopedic medical devices.
Dario Amodei’s safety proposal won backing from Musk, Altman and Hassabis, but Washington and Nvidia pushed back against slowing development.
Natera’s oncology testing engine is accelerating, yet losses, dilution and a demanding valuation complicate the case for copying Druckenmiller.
Chipmakers slid as frontier-AI leaders urged slower development, while a fresh oil spike lifted yields and pressured expensive growth stocks.