Global equities coverage including earnings, market movers, semiconductors, banks and company-level analysis.
Nvidia and AMD shares declined after both chipmakers used a major industry event to unveil new AI hardware and software designs for future data centers. Investors had already…
UnitedHealth Group ($UNH) is drawing unusual options-market attention as its quarterly earnings report approaches. Shares of health insurers have been volatile as investors weigh rising medical costs against…
Meta unveiled a new AI model called Muse Wonder, accessible only through a paid subscription to the Muse app. The launch tests whether Meta users will pay directly…
Palantir’s UK chief says Europe is “missing the boat” on enterprise AI, drawing a parallel to the region’s failure to build internet giants. The executive argues the U.S.…
Bond traders are focused on the latest consumer-price inflation figures for clues on the Federal Reserve’s rate path. A planned appearance by Fed Chairman Kevin Warsh is also…
NIO reported record quarterly deliveries for Q3 2026, extending a multi-quarter volume ramp. The company’s multi-brand strategy — NIO, Onvo, and Firefly — is broadening its addressable market…
IBM shares fell about 5% in a recent session without any new earnings release or company-specific disclosure driving the move. The decline appears tied to broad market and…
Advanced Micro Devices is leaning on strategic partnerships with industry leaders to expand its footprint in the high-performance data center market. Qualcomm’s growth story rests largely on premium…
Micron’s Taiwan Union Authorizes Strike Over Bonus Dispute The union at Micron Technology’s (MU) Taiwan facilities voted to authorize a strike over an unresolved bonus dispute, according to…
Unity Software ($U) shares surged following the announcement of a new artificial intelligence partnership with Google ($GOOGL) tied to gaming. The deal centers on integrating Google’s AI capabilities…
Credit-default-swap spreads have widened and price-to-earnings multiples have contracted for Broadcom and Oracle as investors grow wary of AI-related credit risk. Nvidia has so far avoided the same…
JPMorgan portfolio manager Priya Misra is making a bullish call on fixed income, describing current conditions as a once-in-a-generation opportunity. The strategy centers on taking credit risk in…
SpaceX has agreed to acquire Grain Management’s 800 MHz spectrum portfolio, deepening its push into terrestrial mobile service. Starlink Mobile’s direct-to-device ambitions are being read by investors as…
Oracle ($ORCL) shares fell more than 5% on Thursday, October 8, after a Financial Times report raised fresh questions about OpenAI’s actual revenue. The selloff spread across AI-linked…
The U.S. Labor Department has suspended Microsoft and Adobe from participating in the PERM green card labor certification program. Labor Secretary Keith Sonderling cited “multiple active federal investigations”…
Minutes from the Fed’s September meeting showed unanimous support for a rate hike among all nineteen FOMC participants, including non-voting members. Bloomberg’s Mike McKee reported the minutes reflect…
Microsoft is preparing to sell a Surface Laptop Ultra priced at $2,599 that includes an Nvidia AI chip. The device signals Microsoft’s continued commitment to manufacturing its own…
Rentomojo shares rallied about 6% after the company’s first earnings report since listing last month. Q1 FY27 revenue rose roughly 50% year-on-year to Rs 126 crore. EBITDA climbed…
CNBC’s Jim Cramer attributes record stock market levels to strength in Nvidia, Microsoft and Meta. Surging Treasury yields are pressuring much of the broader market, yet major indexes…
AI Wearables Hit a Privacy Wall as Tech Giants Double Down Apple, Google and Meta are racing to ship new AI-powered devices and assistants, but their ambitions are…
Shiba Inu’s exchange reserve has climbed back above the 88 trillion SHIB threshold, a level traders watch as a signal of rising sell-side supply. The move marks a…
Whale wallets have accumulated roughly $3.6 million worth of the PUMP token, according to on-chain tracking cited in the original report. The buying coincides with an extension of…
Berkshire Hathaway raised its stake in homebuilder Lennar to 11.2%, according to the latest disclosure. The additional purchases came this week, but the pace of buying appears to…
Perpetua Drills Past 10,000 Meters And Expands Program Into Fall Perpetua Resources (PPTA:TSX; PPTA:NASDAQ) said its 2026 exploration program at the Stibnite Gold Project in central Idaho surpassed…
Nike has spent much of the past two years trying to reset its business, and the market is increasingly skeptical that the fix will arrive quickly. The company’s…
Nike is scheduled to report quarterly earnings after the closing bell, with investors focused on the pace of its turnaround. The company is expected to post another quarter…
DeepSeek has released software designed to run its AI models on Huawei’s Ascend chips, according to reports, in a move aimed at reducing reliance on Nvidia hardware. The…
Meta Platforms’ core advertising business continues to generate the overwhelming majority of revenue and cash flow, funding an aggressive AI infrastructure buildout. Capital expenditures have climbed sharply as…
AMD has staged a dramatic multi-year turnaround, with the stock up roughly 50% year-to-date and more than 100% over the past year, driven by data center GPU and…
Amazon (AMZN) closed at $246.15, down 1.41% from the prior session’s close. The decline outpaced the broader market, which moved only modestly lower on the day. Amazon’s pullback…
