RTX, Northrop Grumman Offer More Direct Defense Exposure Than Palantir
RTX and Northrop Grumman offer more direct exposure to the ongoing defense spending boom than Palantir Technologies, according to a…
Stock Market News
Latest stock market news covering equities beyond the Magnificent 7 — sector earnings, IPOs, M&A activity and broader market moves.
Trump’s second-term S&P 500 gain trails the 2017 rally
The S&P 500 gained roughly 13% to 16% in the first year of Trump's second term, well behind the 24.1%…
Bill Ackman puts 45% of Pershing Square USA’s portfolio into Microsoft, Meta and Uber
Bill Ackman's new closed-end fund, Pershing Square USA, has put roughly 45% of its portfolio into just three stocks: Microsoft,…
TSMC’s Foundry Market Share Hits 73% as AI Demand Widens the Gap
Taiwan Semiconductor Manufacturing controls roughly 73% of the global chip foundry market, well ahead of Samsung Foundry's roughly 5.9% share,…
Big Tech keeps $3 trillion of AI exposure off balance sheets through accounting footnotes
Nine major tech companies have amassed roughly $3 trillion in AI-related financial commitments that don't appear as liabilities on their…
