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25,391 signal articles · 191 in last 24h · 121,222 total before filter · latest 1h ago
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CoreWeave Raises Yields to Entice Investors in Debt Sale
The Wall Street Journal21d agoneutral
CoreWeave Raises Yields to Entice Investors in Debt Sale

CoreWeave is the latest company having to pay up to attract investors into a data center-related debt sale. The AI computing company just revised the terms of its $2.6 billion leveraged loan sale, offering yields of around 5.5 percentage points above benchmark SOFR interest rates, a person familiar with the matter said. "As with any first-of-its-kind financing structure, aspects of the transaction evolved during syndication as investors evaluated the opportunity."

Bloomberg21d agoneutral
Warsh Hints at New Inflation Roadmap, Stoking Investor Angst

(Bloomberg) -- Tucked into Federal Reserve Chairman Kevin Warsh’s eventful press conference on Wednesday was a suggestion the US central bank could shift its approach to assessing inflation — a remark that’s sowing angst among some investors.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Poised for Best Day Since April 2025: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionBond Yields at 19-Year High Send Warsh Credibilit

UBS reveals what’s next for Intuitive Surgical stock
TheStreet21d agoneutral
UBS reveals what’s next for Intuitive Surgical stock

Intuitive Surgical (ISRG), maker of the da Vinci surgical robot, has been one of the year's most punished large-cap healthcare names, down about 37% even as revenue keeps climbing. Analysts spent months cutting targets. Then one firm broke from the pack and told investors the fear had gone too far. ...

Pilgrim's Pride Q2 Earnings Call Highlights
MarketBeat21d agoneutral
Pilgrim's Pride Q2 Earnings Call Highlights

Pilgrim's Pride (NASDAQ:PPC) reported second-quarter 2026 net revenue of $4.63 billion and adjusted EBITDA of $360 million, as higher chicken supply and lower commodity pricing weighed on results despite continued demand growth in retail and foodservice channels. Adjusted EBITDA margin was 7.8%, do

Nvidia CEO says many are wrong about AI impact on your job
TheStreet21d agoneutral
Nvidia CEO says many are wrong about AI impact on your job

Every month, another company announces layoffs and mentions AI in the same breath. Workers notice. So do the economists tracking the numbers. Nvidia CEO Jensen Huang has been watching this play out, too, and he's asserted publicly that most of what's being said about it is wrong. But at a recent ...

Morgan Stanley delivers strong new verdict on RTX stock after earnings
TheStreet21d agoneutral
Morgan Stanley delivers strong new verdict on RTX stock after earnings

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

Colgate-Palmolive (CL) Earnings on Deck: What to Watch
Insider Monkey21d agoneutral
Colgate-Palmolive (CL) Earnings on Deck: What to Watch

Colgate-Palmolive (NYSE:CL) reports second-quarter 2026 results on Friday. Let’s analyze where the stock stands heading into the print. Colgate has beaten EPS estimates in each of the last four quarters, with an average beat of about 3%. The setup from last quarter Colgate’s first quarter showed the split that defines this stock right now. Net […]

JPMorgan issues blunt warning on crypto's future
TheStreet21d agoneutral
JPMorgan issues blunt warning on crypto's future

JPMorgan analysts said a delayed U.S. crypto market structure bill could weaken public blockchain networks by allowing tokenization to migrate onto traditional financial infrastructure instead. In a Wednesday research note led by Nikolaos Panigirtzoglou, the bank said the longer the Senate delays ...

Elon Musk aims at Venmo with one bold perk
TheStreet21d agoneutral
Elon Musk aims at Venmo with one bold perk

X, the platform formerly known as Twitter, rolled out X Money on July 27 to all US Premium and Premium+ subscribers, bundling a branded Visa debit card, peer-to-peer transfers, and 3% cashback on purchases, the Associated Press reported. The service runs on banking infrastructure from Cross River ...

US signs letters of intent worth $874 million to boost semiconductor research
Reuters21d agoneutral
US signs letters of intent worth $874 million to boost semiconductor research

The U.S. Department of Commerce said on Tuesday it has ‌signed letters of intent to provide $874 million ‌in incentives to seven companies developing semiconductor technologies for ​AI and advanced computing systems. The funding, to be issued under the CHIPS and Science Act, is part of a broader U.S. effort to ‌strengthen domestic ⁠semiconductor production and reduce dependence on foreign suppliers. Here are some details: • GlobalFoundries ⁠will receive up to $300 million for the development of co-packaged optics, which combine light-based data ​transfer with ​AI processors for ​faster computing.

Microsoft Stock Surge Could Add a Record Amount of Market Cap Today
The Wall Street Journal21d agobullish
Microsoft Stock Surge Could Add a Record Amount of Market Cap Today

Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.

Banks in talks to lend $15 billion for Anthropic data center backed by Google, WSJ reports
Reuters21d agoneutral
Banks in talks to lend $15 billion for Anthropic data center backed by Google, WSJ reports

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus ‌tied to Anthropic, with Alphabet's Google offering financial guarantees ‌and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with ​the matter. • A bank group led by Morgan Stanley is discussing ‌financing for the project ⁠in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the ⁠report said. • Google has agreed to guarantee billions of dollars of Anthropic's lease and power-payment commitments if the startup defaults, according to WSJ.

Why Strategy May Restart Bitcoin Buys With Q2 Earnings Report
Investor's Business Daily21d agobullish
Why Strategy May Restart Bitcoin Buys With Q2 Earnings Report

Strategy, the biggest bitcoin whale, hasn't bought any of the cryptocurrency in more than a month. It has even unloaded some bitcoin to pay preferred stock dividends as the company has raced to raise cash to stem an investor crisis of confidence. Strategy may be ready to dive back into bitcoin accumulation now that it has raised $3.75 billion in cash, calming investor fears.

K2 Space Lands $500 Million to Scale Satellite Production
Bloomberg21d agoneutralVIDEO
K2 Space Lands $500 Million to Scale Satellite Production

K2 Space has raised $500 million at a $6.8 billion valuation as investors continue pouring money into the fast-growing space industry. The startup, founded by former SpaceX engineer Neel Kunjur and his brother Karan, builds low-cost, high-power satellites for commercial and defense customers including the US Space Force, and says it has more than $1 billion in signed contracts. CEO Karan Kunjur explains how the new funding will help expand production as the company eyes future applications ranging from military missions to space-based AI data centers. He joins Ed Ludlow on "Bloomberg Tech."