Afterhours News

Skydance’s Warner Bros. deal brings a $17 billion Ellison family investment, ambitious cost-cutting and cash-flow targets.

AI-driven chip demand remains strong, but record earnings raise the bar for semiconductor stocks.

ARK Invest bought millions of dollars worth of Kratos and AeroVironment shares, increasing its drone investments as the Pentagon pushes ahead with autonomous warfare plans.

Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, said in an interview with Bloomberg TV that the S&P 500 may not even provide returns of 5% over the next 10 years.

Ives sees software, robotaxis, robotics, and energy storage driving Tesla’s growth beyond vehicles.

Amazon’s latest job cuts come as companies across corporate America look to trim workforces, with AI adding to growing pressure on white-collar jobs.

Northwise Project said in a post on X that it has accounted for five energy development sites for Keel Infrastructure in its latest model in September, but three of them are Pennsylvania campuses.

The FCC approved SpaceX’s 15,000-satellite direct-to-cell system, which will use spectrum purchased from EchoStar.

New product and operations leaders aim to boost Lululemon’s innovation and strengthen its connection with customers.

AI infrastructure spending faces renewed scrutiny from Burry.

After a House panel reportedly tied Webull to China, Robinhood and Public are offering perks to customers to switch to their platforms.

A new study of 2,610 AML patients found a median survival of 11.4 months with Venetoclax-based therapy versus 8.2 months with hypomethylating drugs alone.

Investors looked beyond major cloud providers and focused on the hardware, networking and storage companies supporting the next wave of AI deployments.

Microsoft is pushing Windows deeper into the local-AI era with Nvidia-powered Surface, on-device models and hybrid Copilot features.

Long-dated bond yields soared to multi-decade highs on Wednesday, weighing on equity markets as all three U.S. benchmark indexes closed in the red.

Cramer forecast $3 billion to $4 billion in monthly compute-rental revenue, highlighting demand from Google and Anthropic.

Wolfspeed will receive conditional $1.5 billion financing from the U.S. Department of War.

Jim Bianco, President and Macro Strategist at Bianco Research, said in a CNBC interview that, with yields rising, bonds are finally trading at a fair value, making it a good time to invest in them.

Wall Street remains bullish on the neocloud majors even as retail traders grow more cautious after a strong run.

New Glenn’s seven-meter fairing could enable larger BlueBird batches under AST’s multi-launch agreement with Blue Origin.

Goldman Sachs keeps a ‘Buy’ rating on Constellation Brands, citing stronger brand momentum and solid earnings.

Northwise Project said in a post on X that Robinhood Markets already has customers who want more ways to invest.

Valneva said the Medicines and Healthcare products Regulatory Agency withdrew the U.K. authorization for IXCHIQ on Wednesday.

Intel’s role in Musk’s chipmaking ambitions remains intact even as he explores a potential role for TSMC.

Steph Guild says energy is one of only two sectors beating the S&P 500 this year, but she would no longer buy the sector fund.

The higher forecast arrived a week after an Israeli regulator closed its review of a filing tied to the $4.2 billion takeover.

Uber’s $2.3 billion ezCater deal has drawn retail investor criticism, with traders questioning the acquisition’s value.

TD Cowen analyst Moshe Orenbuch named Capital One and Affirm among its top consumer finance picks.

Industry leaders push back against extreme predictions around job losses due to AI.

Investors and market observers continue to debate whether AI-linked cloud and infrastructure demand is durable.

Skydance started trading after Paramount completed its deal to acquire Warner Bros. Discovery, creating a major media company.

Nvidia, Advanced Micro Devices, and CrowdStrike shares surged to annual highs on Tuesday amid a jump in AI-related names and rising analyst optimism around the companies.

ARK Invest bought 2.56 million Archer shares and 753,000 Joby shares, investing $16.2 million.

Penguin Solutions posted Q4 revenue of $566.69 million and earnings per share of $1, beating Wall Street expectations.

Microsoft is reportedly reshaping Xbox Cloud Gaming with new streaming limits and a pay-as-you-go option ahead of GTA VI’s launch.

The technology and AI trade dominated the market narrative on Tuesday, with major chipmakers jumping higher on increased optimism and other market catalysts.

The sale covered about half the executive's stake and was made under a trading plan set up in May.

A Brazilian appeals court overturned a suspension of Sigma Lithium's environmental licenses, letting it keep operating under its existing permits.

Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.

The company’s financing effort is expected to be led by Apollo Global Management, the Financial Times reported, citing people familiar with the matter.

Modelo Especial depletions in the quarter were down about 2% and Corona Extra about 5%, partly offset by Pacifico, Victoria, and the Modelo Chelada brands, the company said.

China’s AI upstarts are raising bigger pools of capital and gaining traction with lower-cost open-weight models.

According to a Reuters report, Trump's approval rating has slipped to the lowest level of his political career, down to 32%.

Weak housing demand and shifting investor preferences pressure the sector.

Seagate is locked in a bidding war with Toshiba for the business, which could be worth several billion dollars, Bloomberg reported.

Truist retained a ‘Hold’ rating and $370 target, arguing that AI progress matters more than delivery figures.

Michael Burry sold Lululemon to harvest tax losses and bought Deckers as a temporary proxy.

OpenAI’s latest fundraising push comes as soaring AI infrastructure costs collide with growing concerns over autonomous agents.

President Donald Trump’s administration signed an executive order on Monday to temporarily allow off-road dyed diesel for highway use and defer the Federal excise tax.

Oracle has reduced its workforce to balance an aggressive AI infrastructure push with rising costs and debt.