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Live coverage and research across US, Europe, Asia and emerging-market equities.
Live coverage and research across US, Europe, Asia and emerging-market equities.
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30 stories
Bernstein sees something in AMD beyond Nvidia’s shadow
Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’…
CrowdStrike, AWS race to fix AI security blind spot
CrowdStrike (CRWD) and Amazon Web Services are racing to close a security gap that most enterprises do not yet know they have. Companies are deploying AI agents…
Microsoft just delivered power users bad news
Picture someone at a company who has fully bought into Microsoft Copilot. They use it constantly, hundreds of tasks a week, drafting documents, summarizing meet…
Morgan Stanley spots a defining moment for defense stocks
I spent some time digging through Morgan Stanley's recap of its first-ever National Security Innovation Summit in a note shared with me at TheStreet. What struc…
Europe’s $29 billion Iran War bill is driving a scramble for new energy routes
The EU is fast-tracking IMEC, undersea power cables and Gulf pipeline deals — but all options run through an Israel-Saudi normalization that may not come.…
Pete Hegseth flew to NATO, told allies they might fail his review, and caught an early flight home
"Instead of tanks and fighters and air defenses, the focus has been on gender equity and climate change and defense austerity," he said, inaccurately.…
Bernie Sanders is pushing to give the American public a 50% stake in top AI companies
The Vermont senator's bill would create a roughly $7 trillion fund through a one-time stock transfer from the largest AI firms…
Moderna just got a signal investors can’t ignore
Moderna (MRNA) has been struggling to shake one label for years: Covid winner. That label helped to make the company famous, but it also became a problem for th…
Waymo is recalling nearly 3,900 robotaxis after software failed to detect closed freeway construction zones
It is the second recall by the Alphabet-owned company in just over a month, following a May recall tied to flooded roads…
CarMax beat earnings estimates but is facing falling used-car margins as new CEO unveils growth strategy
Gross profit per retail used vehicle fell $230 from last year's record as CEO Keith Barr outlined a four-pillar plan to drive unit and earnings growth…
Michael Burry makes a bold call on the SpaceX trade
Every investor eventually learns the same lesson. Being right about a price and making money on it are two different things. You can spot a stock that looks wil…
Top analyst calls Palantir too big to ignore, resets rating
For years, Wolfe Research maintained a long-standing avoidance strategy on Palantir (PLTR), keeping a bearish “Underperform” rating on the stock due to concerns…
SpaceX added a former Sequoia Capital partner to its board days after its record IPO
The former Sequoia Capital managing partner will also serve on SpaceX's audit committee, a filing shows…
Southwest Airlines is partnering with Amazon Web Services to go fully cloud-based by 2028
The Dallas-based carrier will shift from a largely on-premises environment to an AI-enabled architecture on AWS, using agentic tools across operations and softw…
Intel stock surges after Trump says Apple agreed to design and build chips in the U.S.
Trump said Apple agreed to work with Intel on chip design and production, extending Intel's string of high-profile foundry wins…
The Iran deal is signed. The Fed is eyeing a rate hike. Futures are up anyway.
Nasdaq 100 futures climbed 1.6% Thursday as traders looked past the Fed's hawkish signals and oil prices fell on the peace pact…
Google's top Gemini engineer is leaving for OpenAI less than two years after a $2.7B return
The move comes less than two years after Google paid $2.7 billion to bring Shazeer back from his AI startup Character.AI…
A $5.6 billion valuation and rapid global expansion—this AI European-scaler even threw in a free Jude Law
Legora’s AI is shaking up the legal profession, while its Jude Law-fronted ad campaign has made law a dinner-party topic.…
Tim Cook says Apple will raise prices as memory chip shortage tightens
A surge in AI-driven demand for memory chips has made it impossible to shield customers from rising costs, the outgoing CEO said…
Whatnot is worth $11.5 billion—and its sellers just hit one billion orders
Whatnot—which in October raised a $225 million Series F, with an $11.5 billion valuation—has been in the midst of a serious growth spurt.…
Bitcoin market cap rebound to take '5-10 years' after dropping 10 places since mid-2025
Bitcoin could be absent from the world's top five assets by market cap until 2036, despite an estimate seeing the BTC bear market being nearly 70% complete.…
Grayscale applies traditional finance models to AAVE, sees $175 value
Grayscale and CoinShares are applying traditional valuation techniques to crypto assets as institutions explore revenue-generating DeFi protocols.…
Gig workers are endlessly exploited. AI could make more of us share their fate
As companies integrate AI and hire fewer employees, a shift toward a ‘gig economy’ will commenceIn 2024, the buy-now-pay-later company Klarna announced that it …
Apple to raise prices due to memory chip costs
The firm's outgoing boss Tim Cook did not say when prices will rise or which products will be affected.…
IAMGOLD Announces Increase and Extension of Revolving Credit Facility
<img src="https://api.newsfilecorp.com/newsinfo/301910/208" id="208" width="2" height="2" style="width: 1px; hei…
Fox stock gets sobering BofA call amid Roku deal
Fox (FOX) just made the biggest move of its post-Disney era, agreeing to buy Roku for roughly $22 billion. But the stock fell sharply the day the deal landed an…
Morgan Stanley changes its oil forecast for the rest of 2026
The title of the note says everything about the question Morgan Stanley is trying to answer. "Is Peace Mispriced?", published June 16 by equity analyst and comm…
Five Below Announces Leadership Appointments
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Smart Digital Group Limited Notified of Anticipated Delisting from The Nasdaq Stock Market
<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css" />NEW YORK, June 17, 2026 (G…
QMMM Holdings Limited Notified of Anticipated Delisting from The Nasdaq Stock Market
<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css" />NEW YORK, June 17, 2026 (G…