Nvidia CEO Jensen Huang made his debut post on X, advocating for open-source AI models and…
Category: Company
Company-level news and analysis: earnings, guidance, capital allocation, mergers and the strategic moves that reprice a stock. We cover the issuers whose results carry the indices and the sectors around them. Each note connects the corporate event to the investment case.
Volkswagen Reports 10% Profit Drop, Plans Up to 100,000 Cuts
Volkswagen reported a nearly 10% drop in operating profit for the second quarter, prompting plans to…
Alphabet Raises 2026 CapEx Outlook Amid AI Spending Surge
Alphabet Inc. (NASDAQ: GOOGL) has raised its 2026 capital expenditure forecast to between $195 billion and…
AMD Unveils AI Systems as Stock Rises on Strong Demand
Advanced Micro Devices (AMD) announced significant advancements in its AI computing capabilities during the Advancing AI…
Flipkart, Eight Roads to sell ₹1,048 crore in Shadowfax
Walmart-owned Flipkart and Fidelity-backed Eight Roads Ventures are set to sell a combined stake of up…
NVIDIA and Micron Stocks Rise Amid AI Demand and Supply
NVIDIA and Micron stocks experienced upward momentum this week as investors reacted to strong demand forecasts…
Tesla Stock Plummets 14% After Disappointing Q2 Earnings
Tesla Inc. (NASDAQ: TSLA) shares fell 14.1% on Thursday, marking the company's worst single-day decline since…
EU fines Google $1 billion for breaching competition rules
The European Union has imposed a €890 million ($1 billion) fine on Google for violating the…
Tesla, Alphabet Stocks Fall After Q2 Earnings, Capex Woes
Shares of Tesla Inc. and Alphabet Inc. fell sharply on Thursday following disappointing second-quarter earnings and…
Wall Street Declines as Oil Surpasses $100 Amid Tensions
Wall Street's main indexes opened lower on Thursday as oil prices surged above $100 per barrel,…