
Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term wealth.
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term wealth.

In the Large-Cap Pharmaceuticals industry, LLY, J&J and BAYRY are worth watching as the industry shows a strong recovery.

Should you give up on Meta Platforms?

On this episode of Stock Movers: Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components. Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda loss. Reddit (RDDT) climbed on the news that the stock is set to be included in the S&P 500 index.

Motorola Solutions’ second quarter results received a strong positive response from the market, underpinned by double-digit sales growth across both core business segments and all three technology lines. Management attributed the company’s performance to robust demand for land mobile radio (LMR) systems, successful execution on mission-critical network orders, and continued momentum in the Silvus and video security businesses. CEO Gregory Brown highlighted that record orders and a growing backlo

The acquisition secures 440 MW already in service as Core Scientific pursues another gigawatt-scale AI data center campus using interconnected and behind-the-meter power.

Micron Technology stock was surging back toward $1,000 early Friday. The key factor is that memory prices are expected to keep surging. Valuing Micron is tricky because cyclical earnings distort traditional price-to-earnings snapshots.

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]

Apnimed just went public with a single pill designed to replace the CPAP masks that millions of sleep apnea patients abandon every year, but its own FDA filing reveals some uncomfortable truths about how Oxnimbi stacks up against the competition.

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.

CIEN enters 2027 with a $7.7B backlog, strong orders and new products supporting revenue outlook as AI fuels network demand.
Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.

Kyndryl’s second quarter results saw a negative market reaction, as sales declined and missed Wall Street’s revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. He

Here is how INPLAY OIL CP (IPOOF) and Kosmos Energy (KOS) have performed compared to their sector so far this year.

Jack Henry & Associates heads into Q4 with cloud and payments growth in focus, but slower digital revenues and higher costs may pressure earnings.

Oklo's Groves reactor milestone adds real-world nuclear operating experience, but larger Aurora projects still face regulatory and execution hurdles.

Aug 14 (Reuters) - Wall Street's main indexes were mixed at the open on Friday, a day after the S&P 500 closed at a record high, as investors assessed retail sales data and took stock of the latest
It's a war of words in the fast food space.
The standards target projects seeking interconnection within ERCOT, while Meta’s 1-GW campus will be served by El Paso Electric. Existing tax incentives and road funding remain in effect.

Jefferies just slapped a sell rating on Apple right before what could be its most consequential product era in two decades. The case for staying in the stock rests on a consumer AI opportunity that most bearish analysts appear to be pricing at exactly zero.

JPMorgan Chase (NYSE: $JPM), the largest U.S. bank, has reportedly ended its banking relationship with prediction m...

Tech stocks look a touch lively in premarket trading.

The S&P 500 kicked off Friday’s session on pace to end its third straight week of gains with another record. The market benchmark rose 0.1%. The Dow Jones Industrial Average fell 114 points, or 0.2%. The Nasdaq Composite was up 0.

Taboola’s second quarter was met with a negative market response as revenue fell short of Wall Street expectations. Management attributed the shortfall primarily to two factors: a Google policy change that discontinued the “Explore More” product and a deliberate effort to remove low-performing international publishers, particularly in Greater China. CEO Adam Singolda acknowledged the impact of these actions, noting, “Despite these two headwinds, I’m happy with our ability to accelerate growth an

Coinbase has shed more than half its value in a year, but a closer look at what just happened in Q2 reveals a company that may be stronger than its stock price suggests.

New leadership outlines turnaround strategy amid traffic declines and margin pressure.

The average brokerage recommendation (ABR) for Teradyne (TER) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The average brokerage recommendation (ABR) for Caterpillar (CAT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.