The S&P 500 sits near record highs, yet 41% of its stocks are down over 30% from their peaks. This extreme narrowness, driven by a handful of AI and tech...
Saudi airport strikes lifted Brent to $105.48 before a U.S. license for Russian diesel pulled prices back to about $103.50. Nvidia is in early talks to acquire or invest further...
Mirum Pharmaceuticals will report clinical trial results for its drug Livmarli on Monday, a binary catalyst that could sharply move the biotech's shares. Positive data may expand the drug's indication...
Stellantis has launched a low-cost electric vehicle lineup aimed at reviving its European sales, which have been pressured by Chinese imports and weak EV demand. The move could reshape competitive...
Meta insiders, led by CEO Mark Zuckerberg, sold roughly $21 million in stock over six months while making zero open-market purchases, per SEC filings. The one-way flow raises questions about...
Third-quarter earnings season is set to test whether corporate profit growth can sustain record-high stock valuations, as expectations outweigh worries over interest rates and oil prices. One strategist warns markets...
The U.S. equity bull market has reached its four-year anniversary, with technology stocks driving most of the gains. Rising bond yields now pose a serious threat to high-multiple growth names,...
Strive CEO Matt Cole posted a Bitcoin holdings chart with the caption "Think ₿igger," hinting at a fresh BTC accumulation disclosure as early as next week. The move mirrors Michael...
Strategy's Michael Saylor has posted another Bitcoin Tracker update, a signal that historically precedes disclosure of the company's latest holdings change. The teaser puts markets on watch for a fresh...
A packed earnings week features JPMorgan, Bank of America, Goldman Sachs, Citigroup, UnitedHealth, Johnson & Johnson, and Taiwan Semiconductor. Results will test bank credit quality, healthcare resilience, and AI-driven tech...
JPMorgan, Wells Fargo, Citigroup and Goldman Sachs report earnings Tuesday, offering the first hard data on how elevated Treasury yields are affecting consumers, credit quality and capital markets. The results...
Morgan Stanley argues that investors are too focused on China's passenger EV market and are overlooking CATL's commercial vehicle, European, and global growth engines. The bank estimates a sustainable TCO...
Nvidia's off-balance-sheet commitments jumped to $530 billion from $184 billion in a single quarter, spanning supply, data-center backstops, and cloud leases. SemiAnalysis sees the total potentially exceeding $1 trillion, but...
Micron Technology reported $37.7 billion in quarterly net income, surpassing Apple's $29.8 billion, as a global memory shortage hands the chipmaker unprecedented pricing power. The shift is squeezing Apple's margins...
Elon Musk said Terrafab, a Tesla-SpaceX-Intel chip venture in Texas with over $15 billion in initial investment, will eventually build chips better than anyone, despite admitting he does not yet...
US stocks hover near record highs, but extreme earnings concentration and deteriorating market breadth have sparked a fierce debate among institutional investors. Goldman Sachs remains bullish, while Morgan Stanley and...
Goldman Sachs strategists say the AI trade is migrating from semiconductor capital expenditure beneficiaries toward application-layer companies — particularly the 'inference economy' and personal AI agents. They flag the narrowest...
Seres Group and CATL signed a strategic agreement to expand their 'factory-in-factory' battery production, collaborate on ultra-fast charging and battery services, and jointly enter European, Middle Eastern, and Central Asian...
Deutsche Bank has downgraded US tech and mega-cap growth stocks to neutral, warning that the fifth rotation cycle since late July has peaked. The bank sees an 'inverted-V' reversal ahead,...
Lockheed Martin raised its quarterly dividend by 4.3% to $3.60 per share, extending its streak of annual increases. The move signals confidence in free cash flow and backlog visibility, offering...
Subscribe to get important Web3 & AI updates from the TREE NEWS desk by email — free.
