Boeing has secured a $13.4 billion increase in its U.S. Air Force contract ceiling for Foreign Military Sales work, boosting its defense backlog and providing long-term revenue visibility. The award...
Marvell's custom ASIC business gets the headlines, but analysts argue its optical networking and connectivity silicon — embedded in multi-year platform designs — is the 'sticky' growth engine behind a...
JPMorgan has terminated its lending relationship with Situational Awareness after the fund suffered significant losses tied to AI investments. The move raises concerns about counterparty risk and could trigger broader...
Tesla is ramping up its long-delayed Semi truck program, and Morgan Stanley sees a massive opportunity in the heavy-duty freight market. If successful, the electric truck could disrupt diesel-dependent trucking,...
Oracle's latest earnings tackled major bear cases around its AI infrastructure spending, yet the stock still declined as investors questioned the return timeline on massive capital expenditures. The reaction highlights...
Salesforce enters Dreamforce next week with its stock buoyed by AI optimism, and Wall Street is demanding concrete monetization evidence for its Claudeforce partnership with Anthropic. The event is now...
Restaurant Brands International renewed a $1 billion share repurchase authorization covering up to 34.4 million shares. The program supports per-share earnings and signals cash flow confidence, though execution pace and...
Rainier Acquisition Corp. has separated its IPO units into Class A common stock and warrants, allowing them to trade independently on Nasdaq. The move is a standard SPAC procedure that...
Dell and HPE were the S&P 500's top performers after Oracle's earnings signaled strong AI-driven demand for enterprise hardware. The rally highlights a broadening AI trade, but the Fed's rate...
U.S. stocks closed higher, with crypto miners MARA and BMNR outperforming. MARA gained 4.54%, BMNR rose 3.45%, and RIOT added 2.53%. The rally reflects renewed risk appetite and sector-specific momentum.
Apple will pay Samsung Display roughly $250 per foldable iPhone panel under a three-year exclusive deal, locking out rivals and reshaping the foldable supply chain. The arrangement highlights Samsung's technological...
Metaplanet has cut its executive reward pool by 41% after shareholder pressure over equity dilution. The move highlights a growing governance debate among listed Bitcoin treasury companies about how to...
Metaplanet cancels 41% of its 10th series warrants and resets conversion ratio to 1:410, eliminating over $220 million in potential dilution. The move signals a strategic balance sheet cleanup amid...
Strategy (MSTR) has leapfrogged Jack Dorsey's Block Inc in market capitalization, becoming the 217th largest US-listed company. The shift highlights how a bitcoin-treasury balance sheet strategy has outpaced a diversified...
ByteDance's short-drama app Hongguo reached 168 million daily active users in July 2026, surpassing the combined DAU of iQIYI, Tencent Video, Youku, and Mango TV. The milestone signals a structural...
Oracle led Friday's biggest stock movers as its quarterly results and cloud guidance drove sharp swings, with smaller names like ACVA also posting outsized moves. The session highlighted widening dispersion...
Laser Photonics priced a $7.9 million public offering of common stock and warrants. The raise extends the company's cash runway but introduces dilution and potential near-term selling pressure. The deal...
Vistra Corp. priced a $1.5 billion junior subordinated notes offering, a hybrid capital raise that avoids immediate equity dilution. The move supports the power producer's growth amid surging electricity demand...
Impinj is exchanging its convertible notes due 2027, a liability-management move that extends maturities and resets terms. The deal's pricing will signal whether the RFID chipmaker is being prudent or...
Apple's iPhone Duo launch reignited consumer debate, but capital markets are focused on the multi-billion-dollar supply chain order reshuffle. The 'sell the news' dynamic explains why informed money positions before...
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