Archive
TWG Global has hired former Goldman Sachs legal executive David Markowitz as chief legal officer as federal regulators examine loan reporting at insurance companies tied to CEO Mark Walter.
Smart ring maker Oura and several of its existing investors are preparing for a U.S. initial public offering that could raise up to $3 billion and value the company at over $16 billion.
Regulatory filings show institutional investors Stanley Druckenmiller and Dan Loeb completely sold their Broadcom shares while pivoting capital into Alphabet to capture vertical AI integration.
SentinelOne is set to report its second-quarter earnings on August 27. Despite a 42% equity rally this year, ongoing net losses and stiff competition from larger cybersecurity rivals weigh on investor sentiment.
Financial commentator Jim Cramer is encouraging investors to look past steep year-to-date gains in memory chip makers, arguing that structural demand from AI data centers is breaking the semiconductor industry's historic boom-and-bust cycle.
Dropbox Chief Accounting Officer Sarah Elizabeth Schubach surrendered 5,854 shares on Aug. 17 to cover tax liabilities associated with vesting restricted stock units.
Broadcom and Marvell Technology are competing for major enterprise contracts in the custom AI chip market, as cloud hyperscalers seek alternatives to traditional GPUs.
Oracle is approaching its upcoming fiscal first-quarter earnings report under heightened scrutiny from Wall Street, as investors weigh its 93 percent cloud growth against massive capital expenditures and customer concentration risks.
Nvidia is set to report its fiscal second-quarter 2027 results on Aug. 26. Despite delivering strong growth, the chipmaker's valuation metrics remain lower than major AI chip competitors.
Scion Capital founder Michael Burry has divested his stake in Alibaba Group Holding Ltd. to build a large position in rival JD.com Inc., criticizing Alibaba's stock valuation ahead of its $10.2 billion share sale in Hong Kong.
Dropbox Chief Financial Officer Ross Tennenbaum executed a non-discretionary share transaction to cover tax obligations following the company's recent earnings call, where leadership raised full-year operating margin and free cash flow targets.
Apple and Meta Platforms have taken opposite paths in the artificial intelligence race, creating stark valuation differences and distinct execution risks as both tech giants work to monetize next-generation technology.
Financial analysts are weighing whether generative AI chatbots continue to pose a long-term threat to Alphabet Inc.'s core search franchise following new earnings figures and an analyst upgrade.
Snowflake is heading into its upcoming earnings release with strong tailwinds from its enterprise AI integrations, led by its Cortex Code development tool and Cortex AI gateway.
The Bill and Melinda Gates Foundation Trust acquired roughly $180 million in FedEx Freight shares shortly after the logistics operator completed its corporate separation from FedEx Corporation.
CoreWeave Chief Executive Officer Michael N. Intrator sold 13,129 shares of stock valued at approximately $1.2 million to fulfill tax obligations connected to vested equity awards.
Berkshire Hathaway's latest holdings reveal that 72% of its equity portfolio is concentrated in just five stocks, with Alphabet standing out due to massive cloud expansion and strong free cash flow generation.
Hyundai Motor is evaluating an expansion of its Bryan County, Georgia manufacturing facility that could raise annual capacity to 800,000 vehicles by 2028, CEO José Muñoz announced.
Citi equity research analyst Yigal Nochomovitz has assigned 'Strong Buy' outlooks to Biomea Fusion and Syndax Pharmaceuticals, citing major trial readouts and compounding product revenues.
XRP jumped 18.7% after President Trump met with executives from Ripple and Coinbase to discuss digital asset policy, breaking months of sluggish price action across the crypto market.
Microsoft is relying on its $678 billion contracted commercial backlog and steady enterprise cloud adoption to convert ongoing artificial intelligence expenditures into predictable recurring revenue, according to a financial valuation model.
Citadel has shed more than 80% of the aggregate risk associated with its takeover of assets from Leopold Aschenbrenner's AI-focused fund Situational Awareness, according to a letter sent to clients by Citadel founder Ken Griffin.
China's market regulator has ordered a safety recall covering more than 4 million vehicles, including 2.98 million Teslas, because interior emergency door handles blend into cabin trim and are difficult to locate during emergencies.
Traders on prediction market platform Kalshi project that bitcoin will end 2026 near $75,000, suggesting the digital asset's recent surge above $77,000 may lose steam before the year concludes.
The U.S. Senate has scheduled a procedural vote for September 15 on the Clarity Act, landmark legislation designed to create a federal regulatory framework for digital assets and grant the CFTC oversight of crypto spot markets.
Anthropic is preparing an initial public offering that could match or surpass SpaceX's record $75 billion listing, with a public filing expected as soon as late August.
XRP climbed back toward $1.29 following a 30 percent weekly gain, outperforming typical market correlations during a broader digital asset rally sparked by macro announcements and crypto industry meetings in Washington.
US spot XRP exchange-traded funds recorded $5.81 million in daily net inflows on August 18, providing a modest bump in capital as the underlying token repeatedly tested the $1 price mark.
Moderna and Merck reported positive Phase 3 trial data for their personalized mRNA cancer vaccine, driving Moderna shares up nearly 150% in morning trading.
Despite a sharp post-earnings stock drop, Bank of America reiterated its Buy rating on Cisco Systems with a $150 price target, pointing to accelerating enterprise and cloud infrastructure bookings.
As opening statements kick off in Oakland over allegations that Meta designed Facebook and Instagram to addict young users, options traders are positioning for rangebound stock performance amidst heavy litigation headwinds.
Optical contract manufacturer Fabrinet fell roughly 20% on Tuesday despite posting record fourth-quarter sales, pulling down peers including Marvell, Amphenol, Coherent, and Lumentum amid broader AI spending concerns.
SpaceX shares have dropped 35% from their post-IPO peak to trade near $146, leaving the aerospace and AI infrastructure company with a $1.9 trillion valuation that analysts warn may face pressure amid lofty expectations.
Rocket Companies stock slipped 2% to $14.50 in Tuesday trading following a prior-day decline, as mortgage technology platforms and originators continue to face pressure from sustained high interest rates and subdued housing activity.
Arm Holdings has doubled its customer demand pipeline for artificial intelligence CPUs to $2 billion, though analysts warn its rich valuation leaves limited immediate upside.
Anthropic is finalizing a revolving credit facility expected to surpass its original $10 billion target as global investment banks compete for senior underwriting positions on the AI firm's upcoming initial public offering.
Klarna Group shares declined 7% during midday trading on Monday as investors trimmed risk ahead of the fintech firm's second-quarter earnings release, marking its most anticipated financial report since listing on the NYSE.
Iren has officially delivered its 50-megawatt Horizon 1 data center facility to tenant Microsoft, validating its execution capability and establishing a key revenue pipeline as the company aims for $4 billion in annual recurring revenue by 2026.
Zhao Feng, president of Sea Limited's gaming arm Garena, sold 4,000 Class A shares in mid-August under a pre-arranged trading plan, according to regulatory filings.
A summer decline in artificial intelligence infrastructure stocks was driven primarily by forced liquidations rather than weakening business performance. Key players including Nvidia, CoreWeave, and Nebius have shown signs of rebound as underlying hardware valuations and corporate earnings remain resilient.
An analysis of Berkshire Hathaway's flagship positions—Apple, Alphabet, and Coca-Cola—illustrates how capital-light business models, ecosystem retention, and persistent cash generation fuel the conglomerate's portfolio strategy.
Berkshire Hathaway added $17 billion to its Alphabet position during the second quarter, elevating the search giant to the third-largest equity holding in its portfolio behind Apple and American Express.
Shanghai's tech-focused STAR 50 index has risen 29% in 2026, driving its price-to-earnings ratio above 150 compared to 35 for the Nasdaq 100.
Alphabet’s $900 million investment in SpaceX's Series F round in 2015 has grown into a $94.2 billion stake following the company's initial public offering, regulatory filings show.
Adobe stock has rallied over 22% in recent weeks following record second-quarter revenues and surging AI annual recurring revenue, even as executive transitions and shifting generative AI models draw close Wall Street scrutiny.
Strategy is facing potential exclusion from MSCI global indexes under a new proposed framework targeting companies with high non-operating asset holdings and low cash generation.
PayPal generated $486 billion in total payment volume during the second quarter, yet its stock remains down 81% from its 2021 peak as lower-margin processing displaces its core branded checkout business.
CSP Inc. saw its order backlog jump 65% year-over-year during its third quarter as global AI infrastructure expansions created severe hardware component shortages.
Disney CEO Josh D'Amaro detailed the company's streaming trajectory, theme park investments, internal restructuring, and broadcast license challenges six months into his tenure.
Hyperscale facility operator Vantage Data Centers is reportedly evaluating strategic alternatives, including a potential initial public offering or sale that could value the company at around $100 billion.
CoreWeave posted Q2 revenue of $2.575 billion and narrowed its quarterly loss, prompting Bank of America to raise long-term sales targets while projecting heavy capital expenditures and cash burn through 2027.
Anthropic CFO Krishna Rao is holding early pre-IPO meetings with prospective investors following the company's confidential SEC filing in June. While investors speculate on a potential $2 trillion valuation, current discussions remain focused on products and enterprise growth.
