Category: News
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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 Playbook, the veteran technology analyst pushed back against concerns that Chinese rivals are catching up, arguing Nvidia’s technological advantage remains measured in years rather than…
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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 loss of 27 cents per share, wider than analysts’ expectations for a loss of 22…
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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 Details Robinhood reported quarterly earnings of 62 cents per share, which beat the analyst consensus…
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Warsh Hits the AI Trade: Here Are the 10 Biggest Losers In 30 Minutes
in NewsThe 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 losses. Warsh’s repeated insistence that “there’s only one [inflation] target and it’s 2%” and his…
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Microsoft CEO Satya Nadella Says ‘Every Model Is Substitutable’ — What That Means For OpenAI
in NewsMicrosoft Corp. (NASDAQ:MSFT) used its fiscal fourth-quarter earnings call to deliver upbeat updates on Azure, Copilot and AI spending. But one of the company’s most consequential messages for investors wasn’t about cloud growth or capital expenditures — it was about the future role of AI models themselves. • Microsoft stock is charging ahead with explosive…
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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 Adjusted earnings came in at $1.36 per share, below the analyst consensus estimate of $1.50. Revenue rose to $5.45 billion, topping the Street estimate of…
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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 currency. Dupixent Drives Growth While Vaccines Sales Decline Dupixent sales increased by 37.6% to 5.154 billion euros, above 5 billion euros per quarter for the…
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Trump’s Stock Market Celebrates Record Highs—Consumer Sentiment Just Hit An All-Time Low
in NewsA colossal divergence is unfolding between Wall Street and Main Street. While champagne flows on the trading floor and President Donald Trump celebrates the stock market at record highs, pessimism is spreading like wildfire outside Wall Street doors and straight into the kitchens of the average American family. S&P 500, Nasdaq 100 Break Record Highs…
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Samsung Stumbles, Apple Soars: The Shocking Shift In The Global Smartphone Hierarchy
in NewsGlobal smartphone shipments fell 6% year over year in the first quarter of 2026 as a memory crunch and soft demand weighed on volumes. Apple Inc. (NASDAQ:AAPL) carried its fourth-quarter momentum into the new year, leading the market for the first time in a March quarter on strong iPhone 17 demand and disciplined supply chain…
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Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
in NewsMicrosoft Corp (NASDAQ:MSFT) is expanding its AI ambitions through a new partnership with Nvidia Corp (NASDAQ:NVDA) while analysts remain bullish on its long-term growth potential. AI Push Targets Nuclear Bottlenecks Microsoft announced Tuesday that the company and Nvidia are teaming up to apply AI across the nuclear energy lifecycle, aiming to speed up permitting, design,…