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27,950 signal articles · 36 in last 24h · 135,874 total before filter · latest 56m ago
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SpaceX’s IPO to Mint Millionaires in Poor Texas Border Town
Bloomberg109d agoneutral
SpaceX’s IPO to Mint Millionaires in Poor Texas Border Town

(Bloomberg) -- A 45-minute drive down a narrow highway separates one of America’s poorest border cities from the heart of Elon Musk’s SpaceX empire.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapA lot has changed in Brownsv

Why I’ll Be Watching What Nvidia Spent on Buybacks
The Wall Street Journal109d agobullish
Why I’ll Be Watching What Nvidia Spent on Buybacks

At the end of last week, more than 90% of S&P 500 companies had filed their latest quarterly results. Buybacks were down 1% from a year earlier, according to data compiled by S&P Global Market Intelligence.

Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.
24/7 Wall St.109d agobearish
Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.

For much of the post-2008 era, Wall Street treated zero interest rates as a permanent feature of the landscape, a kind of monetary gravity that pulled every asset price higher. Stocks ran. Bonds ran. Private credit ran. The benchmark S&P 500 vaulted off its 2009 low while the technology-packed Nasdaq Composite did even better. But ... Former Fed Official: The Fed’s Biggest Mistake Wasn’t Rate Cuts. It Was Keeping Them Low Too Long.

Home Depot tops first quarter earnings estimates on steady demand trends
Proactive109d agobullish
Home Depot tops first quarter earnings estimates on steady demand trends

Home Depot Inc (NYSE:HD, XETRA:HDI) reported first quarter fiscal 2026 results that topped Wall Street expectations for both earnings and revenue, while posting modest comparable sales growth. The home improvement retailer’s adjusted earnings per share (EPS) came in at $3.43, ahead of analyst...

OpenAI’s Legal Victory Comes With A Cost
The Wall Street Journal109d agoneutral
OpenAI’s Legal Victory Comes With A Cost

OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.

Morgan Stanley resets Nvidia stock price target ahead of earnings
TheStreet109d agoneutral
Morgan Stanley resets Nvidia stock price target ahead of earnings

Nvidia reports after the market close on May 20. Morgan Stanley's analyst Joseph Moore published his preview note on May 18. And the number at the center of his argument is one that the rest of Wall Street is, in his view, significantly underestimating. That number is $1 trillion. And whether you ...

Fire-Damaged Auto Aluminum Plant Closer to Restarting
The Wall Street Journal109d agoneutral
Fire-Damaged Auto Aluminum Plant Closer to Restarting

A fire-damaged aluminum rolling plant in upstate New York that supplies Ford Motor and other automakers will return to service in the next few weeks, its owner said Tuesday. The restart of the Oswego, N.Y., Novelis plant is running slightly ahead of the company’s earlier target for restarting the plant at the end of June, the company said. Ford, which is the U.S. auto industry’s biggest user of aluminum, said in April it expected Oswego’s rolling line to restart this month.

Oil Declines After Trump Says He Called Off Strike on Iran
Bloomberg109d agoneutral
Oil Declines After Trump Says He Called Off Strike on Iran

(Bloomberg) -- Oil fell after President Donald Trump said he’d called off a strike on Iran planned for Tuesday following an appeal by Persian Gulf allies.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapWest Texas Intermediat

Bloomberg109d agoneutral
Polymarket Deepens Push to Allow Bets on Value of Hot Startups

(Bloomberg) -- Polymarket plans to use data from Nasdaq Private Market as it seeks to expand bets on unlisted companies amid a frenzy of retail investor interest.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapThe prediction

Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups
Bloomberg109d agobullish
Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups

(Bloomberg) -- In the moments after Anthropic expanded a ban on popular ways to buy its shares, investor chatrooms around the world lit up. “Are we screwed?” one person wrote in a WhatsApp chat for family offices with several hundred members. Similar questions reverberated more publicly across X, Reddit and Chinese-language social media, as investors worried whether their shares in the artificial intelligence developer — one of the most coveted private companies — had suddenly become worthless.D

Bloomberg109d agoneutral
Cisco Shares Dip After Company Discusses Margin ‘Headwind’

(Bloomberg) -- Cisco Systems Inc. shares slipped after Chief Financial Officer Mark Patterson warned that the company would see “ups and downs” with its gross profit margin as it pushes further into AI infrastructure. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whip

Home Depot Q1 Earnings Call Highlights
MarketBeat109d agoneutral
Home Depot Q1 Earnings Call Highlights

Home Depot (NYSE:HD) reported first-quarter fiscal 2026 results that were in line with management’s expectations, with modest comparable-sales growth despite continued pressure from housing affordability, higher interest rates and cautious consumer behavior around large projects. The home improveme

US software stocks attempt a rebound as investors reassess AI risks
Reuters109d agoneutral
US software stocks attempt a rebound as investors reassess AI risks

U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered ‌for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce ‌rose between 3.7% and ⁠4.3%.

Investing.com109d agoneutral
NATO mulls Hormuz intervention amid economic pressure

Investing.com - NATO is discussing potential military assistance for ships passing through the blocked Strait of Hormuz if the waterway remains closed by early July, according to a report from Bloomberg News, citing alliance sources.

What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
24/7 Wall St.109d agoneutral
What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom