Qualcomm used Tuesday to announce two simultaneous pieces of financial news that, taken together, make a very specific argument to investors: the company generates enough cash to fund a massive capital return
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A Reuters report that has been circulating since Friday describes Meta Platforms as internally evaluating workforce reductions that could affect 20% or more of its roughly 79,000 employees, amounting to approximately 15,000
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Jensen Huang had told an audience roughly twelve months ago that Nvidia had $500 billion in high-confidence demand and purchase orders for its Blackwell and Rubin chips through 2026. On Monday at
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Two of the biggest carriers in the world went to the JPMorgan Industrials Conference on Tuesday and delivered the same basic message: people want to fly, they are willing to pay for
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Wednesday’s Federal Reserve decision carries more weight than the rate outcome itself. A hold at 3.50% to 3.75% is effectively guaranteed, with CME FedWatch pricing a 92%-plus probability of no change heading
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The transition at Berkshire Hathaway from Warren Buffett to Greg Abel at the start of 2026 was the most anticipated leadership change in American corporate history, and the first quarterly earnings report
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Upstart Holdings stock has fallen approximately 40% in 2026, caught in the broader sell-off sweeping private credit markets as rising oil prices, Iran war uncertainty, and the Federal Reserve’s reluctance to cut
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Nvidia announced during its GTC conference on Monday, March 16, that Uber will begin rolling out a fleet of Level 4 autonomous vehicles in Los Angeles and San Francisco in 2027, as
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Lululemon Athletica and DocuSign both report quarterly earnings on Tuesday, March 17, and the two companies represent entirely different investment narratives that happen to share a reporting date, with Lululemon facing questions
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Micron Technology is scheduled to report quarterly earnings on Wednesday, March 18, and the timing places the company’s results at the intersection of two of the most consequential themes in the semiconductor
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