Markets, earnings, deals, and the macro shifts that move them. Reported for readers who already know the basics.
Pershing Square Capital Management has disclosed a new Netflix stake, returning to the stock roughly four years after exiting, and argues the streaming platform has effectively won the battle for global subscribers.
Marc Sabatini · 37 DAYS AGO
South Korea's Kospi has climbed more than 20% from its July low, crossing into bull-market territory as investors return to semiconductor heavyweights SK Hynix and Samsung amid optimism over AI infrastructure spending.
TechEchelon Staff · 37 DAYS AGO
CoreWeave reported Q2 revenue of $2.58 billion, up 112% year over year, beating analyst estimates and raising its full-year 2026 revenue outlook to $12.4 billion–$13.2 billion as AI infrastructure demand drove new deals with Meta, Anthropic, and Jane Street.
Marc Sabatini · 39 DAYS AGO
Vietnam's VinSpace has signed a contract with SpaceX to launch its first satellites on a Transporter rideshare mission in 2027, as the Vingroup subsidiary seeks to build a full-service aerospace business and Vietnam pursues its goal of becoming a mid-level space power by 2030.
Sara Montes de Oca · 39 DAYS AGO
Nvidia has partnered with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR on a $500 billion financing push aimed at treating AI compute infrastructure as a bankable asset class, CEO Jensen Huang said Monday.
Jay Goldberg · 40 DAYS AGO
Trump Media & Technology Group reported a net loss of more than $238 million in its fiscal second quarter, with more than $190 million of that tied to declines in digital assets, while quarterly revenue came in at just $1.7 million.
Jay Goldberg · 40 DAYS AGO
Intel announced a $15 billion common stock offering on Monday to fund capital expenditures and working capital tied to accelerating customer demand for AI compute, sending shares down 3% in premarket trading.
TechEchelon Staff · 40 DAYS AGO
Doximity shares surged more than 100% in premarket trading after CEO Jeffrey Tangney revealed the company's AI search tool earns more than 10 times its cost per search, while first-quarter revenues of $156.6 million topped consensus estimates.
Sara Montes de Oca · 43 DAYS AGO
Ford Motor has announced its new midsize electric pickup truck will start at $28,350 and carry the name "Fathom," with preorders opening in early 2027 and deliveries expected later that year.
Sara Montes de Oca · 44 DAYS AGO
Evercore ISI reiterated its outperform rating and $300 price target on DoorDash Thursday, pointing to a surge in DashPass subscribers and accelerating order growth as signals that the stock has roughly 45% upside from current levels.
Marc Sabatini · 44 DAYS AGO
SoftBank beat first-quarter profit expectations with $2.2 billion in net income, fueled by a $8.2 billion gain on its Intel stake, while its OpenAI investment contributed zero gain or loss for the period.
Jay Goldberg · 44 DAYS AGO
Disney CEO Josh D'Amaro said the company is exploring a free, ad-supported streaming tier to reach price-sensitive consumers, while the company also announced it has already sold out Super Bowl advertising inventory for February's game on ABC and ESPN.
Marc Sabatini · 45 DAYS AGO
Circle revealed the initial operators for its Arc blockchain network, including BlackRock, Visa, Mastercard, and Intercontinental Exchange, ahead of a public launch scheduled for September 16. The network is designed to serve as infrastructure for stablecoin-based digital payments and financial applications.
Sara Montes de Oca · 45 DAYS AGO
Advanced Micro Devices beat second-quarter estimates with revenue up 50% and data center sales doubling year-over-year, but shares fell roughly 8% after hours as some investors had anticipated stronger forward guidance.
Marc Sabatini · 46 DAYS AGO
Phillip Capital downgraded Apple to "reduce" on Monday, warning that surging memory chip prices will erode margins even as iPhone and MacBook demand holds up. Analyst Helena Wang maintained a $290 price target, implying a 4.4% decline from Monday's close.
Marc Sabatini · 46 DAYS AGO
Amazon shares climbed 5% on Monday, pushing the company's market value above $3 trillion for the first time, as continued AI-driven cloud demand sustained a post-earnings rally into a third consecutive session.
Sara Montes de Oca · 47 DAYS AGO
SpaceX reports its first quarterly earnings as a public company on Tuesday with shares down more than 50% from their post-IPO high, amid short-seller gains of roughly $8.3 billion and looming lock-up expirations that could release a flood of new shares.
Marc Sabatini · 47 DAYS AGO
Apple has launched a U.S. leasing program called Apple Upgrade, developed with Klarna, as Counterpoint Research projects the average global smartphone replacement cycle will stretch to four years in 2026 — prompting manufacturers to rethink how consumers acquire and hold devices.
TechEchelon Staff · 49 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.