Google is in talks with Marvell to build next-gen AI inference chips. Here’s what the custom silicon arms race means for MRVL, NVDA, and the broader semiconductor sector.
Enterprise software is rebounding in 2026, but gains are selective. RingCentral and Oracle reveal what separates the winners from the laggards.
Tesla reports Q1 2026 earnings on April 22. Here’s what analysts are watching after the delivery miss, the robotaxi rollout, and a P/E above 370.
Meta targets May 20 for its first major layoff wave of 2026, cutting ~8,000 jobs. Here’s what the AI-driven workforce reset signals for Big Tech and capital markets.
D.R. Horton, PulteGroup, and Lennar rally as oil’s sharp decline lowers construction costs and raises hopes for Federal Reserve rate cuts in 2026.
The U.S. IPO market has completed 100 deals in 2026, running 6% ahead of last year’s pace. Biotech and defense tech are leading first-day pops. Here’s what’s fueling the rebound.
Iran’s ceasefire and Strait of Hormuz reopening sent the Dow up 1,088 points and oil crashing 11% — one of Wall Street’s fastest recoveries in years.
Netflix beat Q1 2026 estimates, but weak Q2 guidance and Reed Hastings’ announced board departure sent shares tumbling nearly 10% in premarket.
AMD shares jumped 7.80% to $278.26 as AI data center chip demand drives a broad semiconductor rally. Here’s what’s fueling the move and what to watch next.
Madison Air Solutions raised $2.2B in its NYSE debut — the biggest industrial IPO in years. What it signals about AI demand and the 2026 IPO pipeline.