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25,534 signal articles · 35 in last 24h · 122,341 total before filter · latest 1h ago
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Jeff Bezos doubles down on Blue Origin with $2B
TheStreet44d agoneutral
Jeff Bezos doubles down on Blue Origin with $2B

Every billionaire obsession comes with a bill, and for a quarter century, one man has quietly paid his out of a single pocket. No shareholders. No bankers. No outside voices at the table. Just one founder, one improbable dream, and a steady drip of stock sales to keep the rockets coming. That ...

NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense
Investor's Business Daily44d agobullish
NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense

NLight stock blasted higher on Thursday, flashing an early buy signal after the Defense Department tapped the Camas, Wash., company to create the next-generation architecture for low-cost U.S. missile and drone defense. Lockheed Martin's Aculight unit also was selected for the Joint Laser Weapon System program. Craig-Hallum hiked its price target on NLight to 100 from 80, keeping a buy rating, according to The Fly investment news site.

Netflix heads into Q2 earnings as Jefferies sees limited upside catalyst
Proactive44d agoneutral
Netflix heads into Q2 earnings as Jefferies sees limited upside catalyst

Netflix Inc (NASDAQ:NFLX, XETRA:NFC) heads into its second quarter earnings report with Jefferies reiterating its ‘Buy’ rating and $110 price target, while writing that it sees limited scope for a sustained near-term re-rating despite maintaining a positive long-term outlook on the streaming...

Investing.com44d agobearish
Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.
24/7 Wall St.44d agoneutral
Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

SpaceX is Having A Rough Week in the Bond Market Too
The Wall Street Journal44d agoneutral
SpaceX is Having A Rough Week in the Bond Market Too

SpaceX bond spreads widened relative to Treasurys for the fourth trading day in a row Thursday, according to MarketAxess. SpaceX sold the $25 billion worth of debt due in 2036 at a 1.4 percentage point spread to Treasurys shortly after the rocket maker went public in June. The securities are now yielding 1.7 percentage points more than Treasury bonds.

Chipotle Mexican Grill (CMG) Could Be 22% Undervalued As Q2 Earnings Near
Simply Wall St.44d agoneutral
Chipotle Mexican Grill (CMG) Could Be 22% Undervalued As Q2 Earnings Near

Why Chipotle’s upcoming Q2 earnings are driving fresh attention Chipotle Mexican Grill (CMG) is drawing attention ahead of its Q2 2026 earnings release, as investors compare a projected slight EPS decline with expectations for healthy revenue growth and ongoing margin pressure from higher input costs. The setup creates a straightforward question for anyone following the stock: can Chipotle’s growing restaurant base and digital scale justify recent share price moves even as earnings...

SanDisk set for earnings upside as Wedbush lifts price target
Proactive44d agoneutral
SanDisk set for earnings upside as Wedbush lifts price target

SanDisk (NASDAQ:SNDK) could see upside in its upcoming fiscal fourth-quarter 2026 report, according to Wedbush Securities, which raised its price target on the stock to $2,000 from $1,200. The semiconductor firm's management had guided fiscal fourth-quarter sales to a range of $7.75 billion...

Netflix joins Disney and YouTube in chasing World Cup
TheStreet44d agoneutral
Netflix joins Disney and YouTube in chasing World Cup

Live sports are the last thing on American television that everyone still watches at the same moment. Scripted hits get binged alone. Award shows shed viewers every year. But when the national team plays a knockout match in July, tens of millions of people show up at once, and advertisers pay ...

Goldman Sachs sees AMD entering earnings with 1 powerful advantage
TheStreet44d agoneutral
Goldman Sachs sees AMD entering earnings with 1 powerful advantage

I have covered AMD twice this July. First, Goldman Sachs raised its price target to $640 from $450 on July 5. And before that, when Wells Fargo made the same fundamental argument at the start of the month. Both times, the central thesis was the same: The server CPU story is being ...

Delta Q2 earnings preview: What to watch
Yahoo Finance44d agoneutral
Delta Q2 earnings preview: What to watch

Delta Air Lines will report second quarter results Friday morning, with investors hoping growth in the premium business would continue to blunt issues like rising fuel costs, and capacity cuts stemming from those expenses.

Popular snack brand closes plant, cuts 345 jobs
TheStreet44d agobearish
Popular snack brand closes plant, cuts 345 jobs

Food manufacturing companies continue to grow even as the jobs behind familiar grocery products shift. For shoppers, the change may not be immediately obvious, as snack bars, candy, crackers, and pet-food brands can still be on shelves at Walmart, Target, Costco, and other grocery chains. But ...

Investing.com44d agoneutral
Citizens says Tesla near-term optimism is too high

Investing.com -- Citizens began coverage of Tesla with a Market Perform rating on Thursday, citing concern that valuation expectations for the company's Optimus robot and Robotaxi products imply too near a launch timeline.

How Investors May Respond To Chipotle (CMG) Governance Shifts And Index Moves Ahead Of Earnings
Simply Wall St.44d agoneutral
How Investors May Respond To Chipotle (CMG) Governance Shifts And Index Moves Ahead Of Earnings

In early July 2026, Chipotle Mexican Grill appointed independent director Albert Baldocchi to its Audit and Risk Committee to meet SEC and NYSE independence requirements, while the stock was reclassified across several Russell indices including additions to the Russell Midcap Index and Russell 1000 Dynamic Index. These governance and index changes come as investors watch Chipotle’s upcoming July 29 earnings report, weighing revenue growth against margin pressures, negative comparable sales,...

Kura Sushi USA Q3 Earnings Call Highlights
MarketBeat44d agoneutral
Kura Sushi USA Q3 Earnings Call Highlights

Kura Sushi USA (NASDAQ:KRUS) reported higher fiscal third-quarter sales and improved restaurant-level profitability despite negative comparable sales and continued pressure from tariffs on imported ingredients, executives said on the company’s earnings call. President and CEO Hajime Uba said the co

Bloomberg44d agoneutral
Microsoft’s Emissions Surged 25% in 2025 During Data Center Boom

(Bloomberg) -- Microsoft Corp. said its carbon emissions climbed 25% in 2025, making it the latest technology company to report a setback in its efforts to erase emissions amid heavy spending on artificial intelligence data centers. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second S

Samsung's record profit puts 24/7 stock perps to the test
TheStreet44d agoneutral
Samsung's record profit puts 24/7 stock perps to the test

Samsung just posted the most profitable quarter in the history of any technology company. The market sold the stock anyway. On July 7, Samsung Electronics reported preliminary second-quarter results showing operating profit of 89.4 trillion won, approximately $58.4 billion, a 19-fold jump from the ...