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Trade Desk stock is sliding again while its ad tech peers barely flinch, and the reason behind that split says something uncomfortable about where the programmatic giant stands right now.

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by co-host Tim Grant, CEO of Deus X Capital, to start off the conversation with Strategy President and CEO Phong Le. He explains why he expects Strategy to outperform Bitcoin in the next bull cycle, how its STRC product and "digital credit" framework aim to make Strategy the "JP Morgan of digital finance." Bitwise Asset Management Head of Research Ryan Rasmussen breaks down Q2 earnings from Circle, Galaxy, and American Bitcoin, arguing the market is mis-pricing Circle ahead of a multi-trillion-dollar stablecoin era. Plus, Jennifer and Tim unpack Bitcoin ETF flows, the best week since April at $853 million in net inflows, and Tim lays out his thesis on sovereign AI, data privacy, and where decentralization fits into the next wave of compute. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market moving news delivered daily, download CoinDesk’s mobile app: linktr.ee/coindeskapp.

The beverage giant is trading at 26 times its trailing earnings, which may be a bit pricey for the modestly growing business.

More than 900 million SpaceX shares became eligible for sale on August 6. At midday prices, that tranche was worth around $101 billion. Investors had spent weeks bracing for the unlock, watching the stock slide in anticipation. The selloff they feared never came. SpaceX (SPCX) rose nearly 3% on ...

Airbnb shares jumped 17.43% to a four-year high after second-quarter revenue rose 16.5% to $3.61 billion and the company raised its full-year 2026 revenue growth outlook to at least mid-teens.

Banks financing the AI infrastructure boom are now weighing local public opposition alongside permits and costs.

Platforms like Meta, TikTok, Snapchat, and Google are facing a long road of litigation.

Although the revenue and EPS for Vistra (VST) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

A Chinese company is reportedly manufacturing its own DUV systems.

MP Materials just posted a monster revenue beat and signed a secretive aerospace deal that has investors piling into rare earth stocks across the board. Find out what the company's CEO said that made analysts completely abandon their sell ratings.

Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.

Cloudflare’s revenue growth accelerated to 36% as AI-driven traffic and large customer additions strengthened its latest quarter.

Oracle is putting a far larger share of revenue into building capacity than at any point in its fourteen-year record, and free cash flow has gone from about a third of revenue to negative.

The company has been in talks with TSMC to secure manufacturing capacity for more than 300,000 units for delivery in 2027

Netflix wrapped up its 2026 U.S. Upfront negotiations after nearly doubling its advertising commitments across major agency partners.

The retailer is rolling in 2026, and Wall Street pros are going along for the ride.

Strategy sold $109M in Bitcoin last week, using the proceeds to buy back STRC while leaving its separate USD Reserve capacity untouched.

SE's growth is accelerating across e-commerce, fintech and gaming, but heavier spending and credit provisions are pressuring near-term margins.

Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. It is a small deal […]

While Sandisk is growing rapidly, investors anticipate softer NAND pricing ahead. This has weighed on SNDK stock.

Market trends weighed on Joby stock last month, but shares have since surged thanks to positive news.

Apple is reportedly testing CXMT memory chips for iPhones and MacBooks sold in China but needs White House approval under U.S. restrictions.

Two stalled franchises forced the guidance cut, and they sit outside the three quarters of revenue management still expects to grow at its long-run pace, with the shares now near the bottom of their decade on sales.

The stock chart is signaling a big, positive shift in investor sentiment. New CEO Abel made several bold moves in Q2.

Habiger's $100,000 purchase expanded his direct holdings by 14%, signaling confidence despite the stock's recent weakness. The acquisition came as shares traded near their lowest levels in over a year.

Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where a single earnings call or insider sale can move the entire fund.

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are already negotiating multi-year storage agreements, suggesting Western Digital is securing longer-term visibility into demand as data-intensive AI workloads expand. We’ll now examine...