US stocks are rotating into defensives as small caps lead and AI infrastructure bottlenecks emerge. With Meta and Tesla earnings looming, investors demand proof of AI profitability while SpaceX and...
Strive raised $630 million by issuing 7 million shares of SATS perpetual preferred stock at $90 per share, carrying a 15% annual dividend. The stock will trade on Nasdaq under...
Citi analyst Tyler Radke notes that AI is creating a stark divide in the software industry, with winners and losers emerging based on AI adoption. The Salesforce-Braze acquisition highlights the...
Elon Musk said SpaceX could reach a $500 billion to $1 trillion annual recurring revenue run rate by 2027 and called a potential Tesla merger a “good idea.” The remarks,...
Intuitive Surgical narrowed its 2026 procedure growth outlook to 14%-15% and disclosed pricing actions targeting a 3%-5% per-procedure cost reduction. The update signals strong volume demand but introduces a revenue-per-case...
East West Bancorp has raised its 2026 net interest income growth outlook to 9%-10% and lowered its net charge-off guidance to 15-20 basis points, signaling confidence in earnings and asset...
Strategists warn that the S&P 500 could face a 15% correction as bull-market tops form gradually rather than with a dramatic blow-off. Elevated valuations, narrow market breadth, and crowded positioning...
Super Micro Computer surprised investors with a strong preliminary earnings update, forecasting revenue and profitability well above its prior guidance. The news lifted SMCI shares and sparked a rally in...
Tesla shares rose after Elon Musk confirmed that special committees at Tesla and SpaceX are evaluating a potential merger. Musk cautioned that a deal is not guaranteed, but the news...
Netflix shares fell after the company acknowledged investor concerns about viewership growth and cited intense competition. The streaming leader vowed to revive viewing trends, but the market reacted negatively, highlighting...
Stride issued fiscal 2027 revenue guidance of $2.530 billion to $2.610 billion, signaling confidence that fixes to its enrollment platform will support continued growth. The outlook is most relevant for...
SpaceX has signaled Q1 2027 revenue of $33B-$37B and targets 2.5-3 GW compute by Q4, a disclosure that could ripple through public markets, benefiting tech suppliers and reinforcing the AI...
SpaceX shares surged after the company reported overwhelming demand for its AI computing power, lifting the broader AI trade. The move highlights the growing intersection of space technology and artificial...
BOK Financial has guided 2026 net interest income to $1.43–$1.44 billion with loan growth exceeding 10%, signaling confidence in margin expansion and credit demand. The outlook could lift sentiment for...
Atlantic Union forecasts 2026 FTE NIM at the low end of 3.90%-3.95% and extends buybacks through May 2027, signaling limited margin expansion but robust capital returns. The guidance is a...
SpaceX's Q3 earnings surprise, with revenue up 161% year-over-year, signals a massive increase in AI infrastructure spending. Three US-listed stocks—NVIDIA, AMD, and Micron—are poised to benefit from this trend as...
Tesla and SpaceX have each formed special committees to discuss a potential merger, according to Elon Musk. While no agreement exists, prediction markets see a greater than 50% chance of...
Walmart has launched a new membership program bundling Walmart+ with cash-back and other perks to compete with Amazon Prime and Costco. Analysts question whether consumers will find the offer compelling...
Super Micro Computer's preliminary Q1 revenue of $18.5-19.5 billion crushed its prior guidance and beat analyst estimates by about 27%, driven by surging AI platform demand. Shares rose 11% after...
Anthropic is preparing a potentially record-breaking IPO with a reported net loss of over $80.7 billion in the first half of 2026 and compute commitments exceeding $600 billion. Revenue growth...
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