Meta Has the Proof and Oracle Has the Backlog. Neither Has Both.
Backlog figures are easy to find, but separable, provable AI revenue is not, and sorting the five by "disclosure quality" instead of "backlog dollars" flips the usual ranking.
Industry
Jamie Dimon Just Said He Wouldn't Buy the S&P 500 or Long-Dated Treasuries at Current Prices, a Red Flag for Investors
When the leader of the largest bank in the United States says he would not buy either stocks or long-term government bonds at today's prices, it is worth pausing to listen. JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon jus…
Adobe President Anil Chakravarthy Sells 1,498 Shares for Tax Withholding
The transaction represents 2% of the insider's direct equity holdings, including shares acquired via option exercise.
Is Reddit a Buy After This Brutal Sell-Off? Here's My Honest Take
In this video, I will cover Amazon (NASDAQ: AMZN) and Reddit's latest earnings reports and explain why I am buying the dip on Reddit despite the sell-off. Watch the short video to learn more, consider subscribing, and c…
Archer-Daniels-Midland Q2 26 Earnings Conference Call At 8:30 AM ET
(RTTNews) - Archer-Daniels-Midland (ADM) will host a conference call at 8:30 AM ET on August 4, 2026, to discuss Q2 26 earnings results.
Calls for UK bank tax to fund cost of living help as HSBC profits hit £7.5bn
Campaigners have renewed calls for a windfall tax on UK banks that could raise £19bn towards Andy Burnham’s cost of living agenda, after HSBC raked in $10.1bn (£7.5bn) worth of profits in the second quarter of the year.
Metro Bank customer fights for £14,000 refund after AI-linked fraud
A Metro Bank customer has told of his fight to get more than £14,000 back after its systems failed to stop a fraud involving the AI chatbot Claude.
Dollar Recovers on Strong ISM Manufacturing Index
The dollar index (DXY00) fell to a 7-week low on Monday and finished down by -0.02%. The dollar moved lower on Monday as easing geopolitical tensions in the Middle East boosted stocks and reduced safe-haven demand for t…
Corn Bulls Powering through Early Weakness for Midday Gains
Corn futures are trading with 7 to 8 cent gains across most contracts on Monday so far, shrugging off early weakness. The CmdtyView national average Cash Corn price is up 9 cents at $4.19 1/4.
Australian Markets Modestly Higher
(RTTNews) - The Australian stock market is modestly higher on Tuesday, extending the gains in the previous two sessions, following the broadly positive cues from Wall Street overnight. The benchmark S&P/ASX 200 index is…
Additional Support Predicted For Taiwan Stock Market
(RTTNews) - The Taiwan stock market has tracked higher in back-to-back sessions, rallying almost 3,450 points or 8 percent along the way. The Taiwan Stock Exchange now sits just above the 43,380-point plateau and it's e…
Soybeans Push Higher into Monday’s Close
Soybeans were busy firming into the close, as contracts settled 3 to 7 ½ cents higher, with nearby August down 3 ¼ cents. The cmdtyView national average Cash Bean price was up 6 cents at $11.47 1/2. Soymeal futures were…
This Is the Only Reason I'd Need to Buy Realty Income in August Without Hesitation
Realty Income entered the year expecting adjusted funds from operations to fall between $4.38 and $4.42 a share.
China Stock Market May Bounce Higher Again On Tuesday
(RTTNews) - The China stock market has alternated between positive and negative finishes through the last seven trading days since the end of the four-day winning streak in which it had climbed more than 110 points or 2…
ARC Resources Q2 Profit Falls; Production Rises 9%
(RTTNews) - ARC Resources Ltd. (ARX.TO) on Monday reported lower second-quarter earnings, while production increased.
Stocks Finish Higher as Amazon Leads Megacaps Higher
The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.70%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.53%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.60%. September E-mini S&P futures (ESU26) r…
Crude Oil Prices Tumble as Talks Resume to Reopen Strait of Hormuz
September WTI crude oil (CLU26) today is down -4.87 (-5.75%), and September RBOB gasoline (RBU26) is down -0.1186 (-3.81%).
Stocks Rally on Easing Geopolitical Risks and US Economic Strength
The S&P 500 Index ($SPX) (SPY) today is up +1.18%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.081%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.40%. September E-mini S&P futures (ESU26) are up +1.11%, a…
SpaceX Reports Earnings Tomorrow. Here's What Wall Street Expects and What You Should Pay Attention To
SpaceX reports its first-ever quarterly earnings as a public company tomorrow -- and after a 50%-plus drop from post-IPO highs, expectations are all over the map.
Taiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.
A 7.6% gain on July 30 pushed Taiwan Semiconductor's market cap back over $2 trillion, ending Friday near $2.1 trillion.
Microsoft and Alphabet Can Absorb an AI Shock. Oracle Is the One to Watch.
Microsoft has the highest-quality balance sheet in the group, with about $36.5 billion in net cash and no asterisks.
"Big Short" Investor Steve Eisman Just Issued a 4-Word Warning to Investors. You Might Not Be as Diversified as You Think.
Eisman isn't shorting this market, but he sees a big risk across multiple asset classes.
Tyson Foods Q3 Profit Surges
(RTTNews) - Meat processor Tyson Foods, Inc. (TSN) reported Monday a profit for the third quarter that surge from last year, reflecting improved operating margins and lower income tax expense amid continued strength in …
Top JPMorgan Strategist Michael Cembalest Is "Cautious" on AI Stocks. Should You Change Your Investments?
In the past year, semiconductor stocks have outperformed the major tech names that are building (and paying for) AI tools.