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Super Micro raised its September-quarter revenue estimate to between $18.5bn and $19.5bn, well above its own guidance, in an update after the US close yesterday.
Elon Musk said independent-director committees at SpaceX and Tesla are weighing a merger, but no terms are agreed and Tesla would need approval from a majority of all…
UBS says investors will look for proof that AI spending is generating returns as U.S. mega-cap tech companies begin reporting third-quarter results this week. Meta Platforms (NASDAQ: META)…
United Airlines reported record third-quarter revenue and guided to faster growth in the fourth, but adjusted earnings per share fell short of Yahoo Finance consensus as a jump…
SpaceX reported third-quarter revenue well above Yahoo Finance’s consensus after the US close today, driven by its SI segment, while heavy capital spending and non-operating gains complicate the…
Netflix beat third-quarter profit forecasts, but fourth-quarter guidance below consensus and a lower 2026 advertising revenue target left the shares down 5.1% in after-hours trading today.
Comfort Systems USA shares declined 4.6% in New York trading today, the second move of over 4% or more in a week, with third-quarter results due on Thursday.
Moderna shares are up more than 5% in a US session that is still running, following a sharp gain yesterday and leaving the stock close to its 52-week…
Salesforce has agreed to buy customer-engagement software group Braze for $47.50 a share in cash, a 58% premium. Braze shares leapt about 51%, while the buyer’s stock slipped…
Netflix reports third-quarter results after the US close tonight with its shares down about a quarter this year. The guided numbers closely match consensus, so the outlook for…
Tradeweb has agreed to buy credit-trading platform Trumid in a deal worth about $1.97bn, paid mostly in cash, pushing the group earlier in the life of a bond.…
3M shares rose in after-hours trading on Monday after the industrial group disclosed an expanded data centre supply deal with Amazon, which gets a warrant over 3M stock…
Silgan has signed a deal to combine Trivium Packaging with its metal can and closures units, with private equity firm AIP investing about $1bn for 40% of the…
Amazon shares closed 5% higher on Monday as Morgan Stanley made the stock its Top Pick and lifted its AWS growth forecasts, alongside a broad rebound in technology…
Barclays said in a recent research newsletter that the AI boom has shielded the global economy and equities from multi-decade-high bond yields and expensive oil, making tech earnings…
UBS’s Chief Investment Office says hotter US inflation and further Federal Reserve rate rises need not derail the S&P 500, arguing that strong growth and earnings leave room…
MSCI has confirmed rules that could remove Strategy from its global indexes, and the bitcoin-holding software company’s shares slipped in premarket trading today. The final list of affected…
Apple’s first foldable iPhone reportedly sold out within minutes of pre-orders opening on Friday, but Apple does not publish unit numbers, so the sell-out is hard to read,…
Tesla showed off its long-delayed second-generation Roadster, a car that uses SpaceX thrusters to “fly”, on Thursday evening. Shares were indicated higher overnight, but production is not due…
Signet Jewelers and Richemont are reportedly in talks to join the consortium preferred to buy Anglo American’s De Beers, with no terms disclosed. Signet’s shares hit a 52-week…
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