Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Taiwan chipmaker TSMC said on Tuesday it will invest 282 billion yen ($1.77 billion) in a joint venture with Sony Group to develop and make next-generation image sensors. ($1 = 159.3300 yen) (Reporting by Ben Blanchard; Editing by Andrew Heavens)
For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.
As CoreWeave Inc. (NASDAQ:CRWV) prepares to report its second-quarter financial results, the AI hyperscaler faces intense scrutiny over whether its operational execution can keep pace with unprecedented market demand. The upcoming earnings report puts a direct spotlight on the broader Neocloud sector, where market strategist Shay Boloor warns that infrastructure providers must prove whether “the revenue ramp can actually catch up to the capacity story.” The Neocloud Capacity Bottleneck Despite m
U. S. stock futures traded close to unchanged on Tuesday as investors monitored renewed Middle East tensions, higher oil prices and developments across the artificial intelligence sector ahead of key inflation data later this week.
Uncertainty regarding the opening of the Strait of Hormuz and a peace agreement between Iran and the U.S. weighed on sentiment, as Trump said Iran would need to pay compensation before any deal could be agreed.
The agreement adds Barrick’s Fourmile and Newmont’s Fiberline and Mike projects, forming a Nevada gold asset.
Stocks looked set to struggle for direction on Tuesday as investors continued to worry about inflation, with no end in sight to the conflict in the Middle East. Dow Jones Industrial Average futures slid 64 points, or 0.1%. Nasdaq 100 futures ticked up 0.1%.
The Fed chair and his Federal Open Market Committee (FOMC) colleagues can influence lending rates without formally changing the federal funds target rate.
Wall Street expects no quarterly revenue and a GAAP loss of $0.04 per share, narrowing from $0.05 previously.
Today Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Intel plans to raise $20 billion by way of an underwritten public offering of 210.5 million shares priced at $95 each.
After decades of winning over Chinese buyers with its German engineering, Mercedes-Benz Group AG sold only 1,153 units in China in the first half of 2026, a fraction of the more than 80,000 similarly priced SU7 sedans Xiaomi Corp. delivered in the period. The performance echoes the challenges BMW AG, Volkswagen AG and Porsche AG face in China, where they all reported second-quarter sales declines of at least 30%, worse than the overall market's drop. Bloomberg's William Wilkes reports.
According to the latest economic reading, America’s GDP growth slowed to 1.5% in Q2 from 2.1% in Q1. Meanwhile, headline PCE inflation remained elevated at 3.7% year over year in June, while core PCE inflation stood at 3.3%. Although America’s consumer spending ticked up a little in Q2, it came at the expense of savings. […]
Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, with one noting the capital raise could be a "double-edged" sword for Nvidia.
Shares were mixed in Asia, while oil prices were holding steady Tuesday after jumping the day before as uncertainty persisted over when the Strait of Hormuz could reopen and get the global flow of crude going again. U.S. futures edged higher. Brent crude oil was unchanged at $87.72 a barrel, while U.S. benchmark crude also was flat at $82.13 a barrel.
Riot Platforms Inc (RIOT) secures landmark $9.1 billion AI data center lease and expands engineering margins, offsetting a $237 million GAAP net loss in Q2 2026.
Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.
Archer Aviation Inc (ACHR) reports strong Q2 results with 213% revenue growth, unveils a transformative Boeing deal and new AI platform while managing ongoing cash burn.
Rocket Lab Corp (RKLB) posts 62% revenue growth to $234 million, secures over $1 billion in new contracts, and advances Neutron development toward a Q4 2026 pad delivery.
With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts said.
Shares of Trade Desk, Papa John’s International, Emergent Biosolutions declined after the companies posted disappointing Q2 results last week.
Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...
Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% from a year earlier, as the telehealth company added 300,000 net new subscribers and ended the period with nearly 3 million subscribers globally. Chief Financial Officer Yemi Okupe said dome
Cannae (NYSE:CNNE) outlined plans to continue repurchasing shares, monetize non-core assets and expand its sports and entertainment portfolio during its second-quarter 2026 earnings call, as the company reported lower operating revenue and significant impairment charges related to its restaurant gro
Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-
U.S. President Donald Trump said on Monday that he would seek compensation from Iran as part of any peace agreement.
(Bloomberg) -- US President Donald Trump offered his support to embattled FIFA President Gianni Infantino amid a growing revolt that threatens his leadership.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Nvidia Taps Wall Street for $500 Billion Funding CommitmentGameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay Offer“FIFA
USA Rare Earth (NASDAQ:USAR) reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China. The company reported a net loss a
Archer Aviation (NYSE:ACHR) said it has entered agreements to acquire Boeing-owned Wisk Aero, Insitu and SkyGrid in an all-stock transaction that is expected to close by the end of the year, broadening its operations beyond electric air taxis into unmanned aircraft systems, aviation artificial intel
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.
