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Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]
Investing.com -- Reddit stock took a hit Wednesday morning, dropping 5.8% in premarket trading following reports that the social platform is threatening to block Google from using its content to train artificial intelligence models. The move signals a growing high-stakes standoff between digital publishers and search engine giants. According to a Wall Street Journal report, Reddit executives are considering pulling the plug on Alphabet’s access as the two companies negotiate a renewal of their e
Brent crude briefly topped $95 a barrel Wednesday after an 11th consecutive night of U.S. strikes against Iran, with Fed rate hike odds climbing
Options traders price outsized moves as Tesla, Alphabet, and IBM report Q2 earnings after Wednesday's closing bell.
The newspaper publisher said page views on its platforms dived by 40% for the past half-year.
Host Kenny Polcari, Hennion & Walsh CIO Kevin Mahn, and Neostellar Capital Corp Principal Willy Lee break down Apple's intellectual property lawsuit against OpenAI, how it exposes Apple's AI vulnerabilities, and why the legal battle could push the highly anticipated IPO to 2027.
Alphabet just made a move that no shareholder-friendly tech giant has attempted in a decade, and the company is betting its entire AI future on the gamble paying off before investors lose patience.
Investing.com -- Alphabet reports its second-quarter 2026 results after the bell on Wednesday, and for this cycle, Wall Street has made clear that the numbers themselves are almost beside the point.
SK hynix (SKHY) is considering acquiring Intel's (INTC) semiconductor campus in New Albany, Ohio, as
This is a big day for the market, with Google owner Alphabet and electric vehicle manufacturer Tesla both set to report after the closing bell to kick off earnings season for Big Tech. Alphabet's earnings could be a make-or-break moment for the artificial-intelligence trade, which has faltered in recent weeks amid concerns about the rise of cheaper Chinese chatbots.
The Congressional Budget Office in January 2001 predicted such large future budget surpluses that it said all redeemable U.S. government debt could be paid off within five years. Treasury reversed course five years later as deficits instead widened, yet those bonds remain an afterthought. The long bond isn’t as closely followed as the 10-year note, the benchmark shown daily in this newsletter and important for things like mortgage rates.
LONDON, July 22 - What matters in U. and global markets today , Editor-At-Large, Finance and Markets Oil prices, bond yields and chip stocks were rising in sync again overnight, as this renewed round of fighting between the U.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.
The "Oracle of the Omaha" isn't slowing down much, if at all.
Reach (LON:RCH) said first-half revenue fell as lower referral traffic, particularly from Google, continued to weigh on digital audiences, but the publisher maintained that it remains on track to deliver full-year profit in line with market expectations. Chief Executive Piers North told investors t
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
AI does not appear to be boosting productivity, analysts at Barclays have said.
AI does not appear to be boosting productivity, analysts at Barclays have said.
Garmin has jumped into the category popularized by Whoop with its Cirqa Smart Band.
More than 550 million viewers watched on television screens, with the Spain-Argentina final averaging 21 million viewers per minute.
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