Warsh Hits the AI Trade: Here Are the 10 Biggest Losers In 30 Minutes
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The Federal Reserve didn’t raise interest rates Wednesday, holding them steady at 3.50%-3.75%. Yet as markets absorbed Federal Reserve Chair Kevin Warsh’s hawkish message between 3 p.m. and 3:30 p.m. ET, some of Wall Street’s highest-flying AI stocks suffered sharp…
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Robinhood Stock Climbs After Q2 Report Shows Record Revenues and More
in NewsRobinhood Markets Inc. (NASDAQ:HOOD) posted its second-quarter results after Wednesday’s closing bell, beating estimates on the top and bottom lines. Here’s a look at the details inside the report. HOOD stock is moving. Watch the price action here. Robinhood Q2…
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Timberland Parent VF Corp CEO Admits Quarter ‘Wasn’t Great’
in NewsVF Corporation (NYSE:VFC) stock tumbled Wednesday after the apparel maker reported mixed first-quarter results, as a wider-than-expected adjusted loss overshadowed a revenue beat and a higher full-year sales outlook. VF Corp. Reports Mixed First-Quarter Results The company reported an adjusted…
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Dan Ives Says Even Nvidia’s ‘Third-Rate’ Chips Beat Huawei
in NewsChinese artificial intelligence companies may be making rapid progress, but Dan Ives says Nvidia Corp. (NASDAQ:NVDA) still holds a commanding lead that investors shouldn’t underestimate. Speaking on The Real Eisman…
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Wall Street Is Valuing Oracle’s $630B AI Backlog at ‘Zero’ — A Mistake, Analyst Says
in IdeasOracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil…
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Sanofi Says Weak Decision-Making Hurt Pipeline, Promises More Disciplined R&D
in NewsSanofi SA (NASDAQ:SNY) on Thursday reported second-quarter sales of $13.482 billion (11.597 billion euros), beating the consensus of $12.65 billion. Sales increased 16% year over year, up 17.8% in constant…
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Cigna Expects Lower Growth in Popular GLP-1 Drug Prescriptions
in IdeasThe Cigna Group (NYSE:CI) stock is lower on Thursday after the company reported second-quarter earnings results. Q2 Earnings And Revenue Beat Expectations The health plan company reported second-quarter 2026 adjusted…
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American Electric Power Says Demand From Hyperscalers Remains ‘Exceptionally Strong’
in NewsAmerican Electric Power Co. Inc. (NASDAQ:AEP) stock traded lower Thursday after the utility reported mixed second-quarter results, with revenue beating Wall Street estimates but adjusted earnings missing expectations. Quarterly Results…