Oracle keeps beating earnings estimates and Wall Street keeps cheering, yet the stock has slid hard this year. The lone skeptic points to a number that the bulls rarely mention, and it may explain why the market refuses to follow the consensus.
A handshake price on the family cabin feels like a generous shortcut, but the IRS sees two deals on that dock. One of them could cost his kids hundreds of thousands in tax on money he meant as a gift.
ServiceNow’s revenue keeps climbing, yet its shares dropped 30% in a single week after earnings. A five-year model sketches three paths for the stock, and one of them looks a lot different from what the last five years delivered.
A scandal narrative now attaches to $7.5 billion of China shipments while the Justice Department runs a chip probe and lawmakers push new export controls, putting Nvidia's China access squarely in play.
REPORT: Nvidia CEO’s affair with an alleged Chinese spy aided $7.5 billion in chip shipments to China
Supercore running at 5.5% annualized hands the December rate-hike camp its strongest piece of evidence yet, and rate-sensitive stocks and bonds are the first to feel it.
US CORE INFLATION ACCELERATES TO HIGHEST LEVEL SINCE JANUARY 2025 US core CPI accelerated to 3.7% annualized over the past three months, its highest reading since January 2025. Supercore inflation surged to 5.5% annualized, the strongest pace since April 2024, up from 4.6% in https://t.co/57xfzCuhhF
Putting AI alongside nuclear weapons at a Trump-Xi summit means chip export rules become a leader-level bargaining chip, and semiconductor investors will feel whatever gets traded away.
RUBIO SAYS TRUMP WANTS AI & NUCLEAR WEAPONS ON THE AGENDA FOR HIS UPCOMING SUMMIT WITH CHINA'S 🇨🇳 XI
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Goldman's fixed income desk is now underwriting tightening that runs into 2027, a timeline far beyond what rate-sensitive stocks, long bonds and the dollar are priced for.
GOLDMAN SACHS WARNS FED RATE HIKES COULD EXTEND INTO 2027 Goldman Sachs Asset Management says hotter-than-expected US inflation could force the Fed into a more aggressive tightening cycle. Lindsay Rosner, head of multi-sector fixed income investing, says a December rate hike
Losing a spot on Bank of America's top picks list strips away one of the loudest sell-side endorsements behind the AI chip trade, and sentiment shifts like this tend to move the whole semiconductor complex.
JUST IN: Bank of America removes Nvidia from its prestigious list of top stock picks.
Digital Turbine beat on sales and raised its revenue target, yet investors still rushed for the exits. Behind the headline growth sit a shrinking margin, a cost restatement, and a profit forecast that refused to budge.
Goods disinflation is doing the heavy lifting again, with coffee posting its largest monthly drop on record while services like transit fares keep climbing. That split is exactly what the Fed is parsing ahead of its next rate decision.
OCTOBER'S 🇺🇸 CPI: What got cheaper: • Coffee: -3.6%, largest monthly drop on record • Distilled spirits (ex whiskey): -1.5%, record decline • Used cars: -1.2%, biggest drop since January What got pricier: • Lettuce: +7.9% • City bus & train fares: +6.6% • Newspapers &
A $4.7 billion 16-year AI/HPC lease and roughly $2.9 billion of AI cloud backlog now matter more to Bitdeer's story than the loss per share, which came in wider than expected. Revenue of $320.7 million beat estimates on 89% growth.
BITDEER $BTDR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $320.7M (Est. $256M) 🟢; +89% YoY 🔹 EPS: -$0.46 (Est. -$0.34) 🔴 🔹 Adj. EBITDA: $69.6M; +173% YoY Announcements: 🔹 AI Cloud Backlog: ~$2.9B; ~332 IT MW secured 🔹 Tydal: $4.7B 16-year AI/HPC lease; 121 IT MW; ~$8.0B https://t.co/x7rDcZqmcT
The IRS treats most REIT dividends differently from the qualified dividends on ordinary stocks, and that quirk quietly drains thousands from income investors every year. One of five popular payers does the most damage, and the right account decides who keeps the money.
