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Investors are weighing peak-cycle fears against booming demand

Coupang Inc. (NYSE:CPNG) reported results on August 4 for the quarter ended June 30, and its two headline numbers point in opposite directions. Net revenues rose 4% year over year to $8.9 billion, or 10% on a constant currency basis, while the company swung to an operating loss of $556 million from a profit a […]

Wood added shares during both the 13.6% selloff and Friday's rebound.

“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

Lucid's CEO put rumors to rest, and an additional investment from a Saudi prince spurred investor optimism.

Lyft delivered record rider and booking metrics in the second quarter. But Wall Street remains divided over whether autonomous vehicles will become its next growth opportunity or its biggest competitive threat.

Custom silicon could reshape Microsoft's AI cost structure

Archer Aviation stock soars as the company acquired three Boeing subsidiaries. Here’s how investors should play ACHR shares at current levels.

Palantir's fantastic quarter wasn't enough to set a new all-time high.

Rocket Lab Corp. (NASDAQ:RKLB) reports second-quarter earnings Monday after the close, with investors listening for an update on Neutron. Prediction market traders are overwhelmingly skeptical the company’s next-generation rocket flies this year. Traders on Kalshi assign just a 14% probability...

Wayfair stock is heavily shorted

In a post on X, Shark Tank investor Kevin O’Leary said he is building a concentrated portfolio of high-end collectibles. “I’m investing millions in rare sports cards because I see them as a legitimate alternative asset class,” he wrote. “When you look at the historical performance of truly unique ...

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 1.3% return lagged the S&P 500 by 9.7 percentage points.

After years of acquisitions and spin-offs, the bank technology vendors are under pressure to sell parts of their businesses.

IEMG surged 33.4% over one year but carries higher volatility and concentration risk. IXUS offers steadier returns with 4,477 holdings and a superior dividend yield.

Software and chip stocks were stuck in a tug-of-war for the Nasdaq on Monday, and chips were winning. With the Nasdaq Composite down 0.4%, the iShares Semiconductor ETF was off 1.4%. On the flip side, the iShares Expanded Tech-Software Sector ETF was up 2.

EasyJet faces having its debt downgraded to junk status on the back of a takeover by an American private equity giant.

The company reported another major milestone.

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.