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Faizan Farooque
Capital Markets
Goldman Sachs Sees T. Rowe Deal Opening Doors to Private Markets
CEO David Solomon says partnership is aimed at retirement products and alternatives
Stocks:
GS
11 hours ago
Undercovered Deep Insights
Aerospace & Defense
FAA Keeps Boeing 737 Max Production Cap in Place
Boeing aims for 42 planes a month once approved
Stocks:
BA
11 hours ago
Undercovered Deep Insights
Semiconductors
Nvidia Wins China License for H20, $5 Billion Upside Possible
CFO says shipments hinge on U.S.-China geopolitical approval
Stocks:
NVDA
11 hours ago
Nauman khan
Semiconductors
NVDA: Nvidia Eyes Billions From China H20 Chips After Winning License
Nvidia Wins China License for H20 Chips: $5B Revenue Boost in Play
Stocks:
NVDA
AMD
11 hours ago
Faizan Farooque
Software
Starboard Nominates Four Directors to BILL Holdings Board
Activist investor pushes for governance shake-up, citing undervaluation
Stocks:
BILL
11 hours ago
Undercovered Deep Insights
Oil & Gas
U.S. Tariffs Could Cut Petrochemicals Trade Another 15%
TotalEnergies says China flooding Asia as supply chains shift
Stocks:
TTE
5 hours ago
Undercovered Deep Insights
Software
Databricks Joins $100 Billion Club With $1 Billion Raise
Funding fuels AI agent expansion and new Lakebase database
Stocks:
MSFT
GOOG
5 hours ago
Undercovered Deep Insights
Retail - Cyclical
GameStop Set for Q2 Earnings as Stock Slumps in 2025
Investors brace for volatility as consensus sees $823 million revenue
Stocks:
GME
5 hours ago
Nauman khan
Interactive Media
Nebius (NBIS) Stock Soars on $17.4 Billion Microsoft AI Deal
Microsoft Bets Big on AI With $17.4B Nebius Pact; Market Reacts
Stocks:
NBIS
MSFT
CRWV
11 hours ago
Nauman khan
Semiconductors
INTC: Intel Names New Data Center Boss From Arm Holdings
Intel Reshapes Leadership: Former Co-CEO Out, Data Center Chief From Arm In
Stocks:
INTC
NVDA
AMD
ARM
11 hours ago
Renato Neves, CFA
Interactive Media
Nebius Secures Contract Bigger Than Its Market Cap
Nebius soars on $17 billion Microsoft AI cloud deal.
Stocks:
NBIS
MSFT
15 hours ago
Nauman khan
Aerospace & Defense
Rocket Lab Surges on Neutron Rocket Progress, Wall Street Turns Bullish
Rocket Lab Gains Momentum With Government Support and Street Upgrades
Stocks:
RKLB
15 hours ago
Asset Management
Market Today: EchoStar's $17B Deal with SpaceX Boosts SATS
Stocks:
APO
SATS
PNC
UNH
SMMT
1 day ago
Nauman khan
Hardware
Wells Fargo: Apple iPhone 17 Price Hike Set to Lift Revenue
Apple Bets on Premium Pricing as iPhone 17 Launch Nears
Stocks:
AAPL
1 day ago
Khac Phu Nguyen
Interactive Media
$10.2 Billion AI Unicorn: Cognition's Funding Surge Redefines the Race Against Tech Giants
Backed by Founders Fund, Cognition doubles revenue after Windsurf deal and rockets Devin's ARR from $1M to $73M.
Stocks:
GOOG
1 day ago
Khac Phu Nguyen
WaterBridge IPO Aims for $540M Raise as LandBridge's 200% Surge Fuels Investor Buzz
Houston-based wastewater giant targets $2.28B valuation with NYSE debut under ticker WBI
1 day ago
Undercovered Deep Insights
Vehicles & Parts
NIO Sets Record With 31,000 August Deliveries
Company sets bold Q4 and 2025 production targets
Stocks:
NIO
1 day ago
Khac Phu Nguyen
Utilities - Regulated
Canadian Utilities Eyes C$500M Subordinated Debt Sale at 5.625%
The 30-year notes could price as soon as Monday, with ratings expected from Morningstar DBRS and Fitch.
Stocks:
CDUUF
1 day ago
Khac Phu Nguyen
Saudi Aramco Stuns Markets with Deep Crude Price Cuts Amid OPEC+ Output Surge
Unexpected $1-per-barrel slash for Asia sparks fresh volatility fears as oversupply risks collide with weakening demand.
1 day ago
Khac Phu Nguyen
AI Voice Giant Lets Employees Cash Out--at $6.6 Billion Valuation
ElevenLabs revenue doubles in 10 months as top VCs flood in and insiders unlock $100M windfall
1 day ago
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