AT&T tops Q4 and lifts the long-term cash outlook
AT&T kicked off earnings season with a cleaner beat and a clearer roadmap. For the fourth quarter of 2025, the...
Stock market today: S&P 500 tags fresh intraday high as tech earnings take center stage
Wall Street opened the week with a confident stride, pushing the S&P 500 to a fresh intraday record high as investors positioned...
Nvidia pours $2B into CoreWeave to supercharge a 5+ GW “AI factory” buildout
Nvidia has invested $2 billion in CoreWeave, purchasing additional shares at $87.20 apiece and deepening a strategic alliance aimed at building more than 5 gigawatts...
Wall Street climbs as “Greenland risk” fade on Jan 22
U.S. equities advanced for a second session, extending the rebound that began when policymakers softened rhetoric around the Greenland dispute and dialed...
UnitedHealth’s ACA Profit Givebacks: Signals for MLR, Pricing, and 2026 Earnings
UnitedHealth’s move to rebate profits from Affordable Care Act (ACA) exchange plans back to customers is more than a one-off...
Nebius Wins Mandate to Build and Run Israel’s National AI Supercomputer
Nebius has been selected by the Israel Innovation Authority to establish and operate the country’s national AI supercomputer, a multi-phase buildout...
Healthcare 2026: Metabolic Therapies Broaden as Medtech Normalizes
In 2026, healthcare widens beyond a narrow obesity-drug trade as metabolic therapies scale, medtech procedure volumes normalize, and hospital AI...
AI Infrastructure & Semiconductors 2026: Turning the Capex Flywheel into Cash Flow
In 2026, the investable edge in AI as well as AI infrastructure shifts from headline chips to the bottlenecks—HBM, packaging,...
Alphabet Edges Past Apple in Market Value: What’s Behind the Changing Tech League Table
Date: Thursday, January 8, 2026 (Europe/Berlin) Alphabet has overtaken Apple in market capitalization for the first time in roughly six years,...
BigBear.ai cut to Neutral by Cantor after 20% revenue slide—shares wobble
Cantor Fitzgerald has shifted BigBear.ai (NYSE: BBAI) to Neutral from Overweight following a period of contracting revenue and persistent execution risk. The downgrade hinges...