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Nvidia locks down memory supply from SK Hynix as part of $500 billion AI deal

Nvidia is aggressively securing supply of high-bandwidth memory, an essential component for its GPUs and systems.

SpaceX launches massive Starship rocket in first test flight since IPO

Elon Musk's rocket maker is conducting the first test fight for its massive Starship rocket since the company's IPO…

Monday, July 27, 2026: Jim Cramer discusses his next moves for the Investing Club

Musk's bad week: Tesla suffers worst slump since 2022, SpaceX drops ahead of Starship test flight

Tesla shares plunged almost 18% this week after the company missed on earnings and turned cash flow negative.

Uber and Waymo to end exclusivity arrangement in Atlanta and Austin

In Atlanta and Austin, Texas, Waymo driverless rides will be available on platforms other than Uber starting in 2028.

Paramount agrees to delay WBD acquisition to as late as June 2027 amid legal challenge

Paramount previously said it intended to complete its WBD acquisition by the end of September, but said Friday the…

Why bond investors are pushing up some of your interest rates

Many types of consumer loans such as mortgages peg their interest rate to the yield on 10-year Treasury bonds, which…

S&P 500 closes little changed Friday as Iran fears and chip sell-off weigh down market: Live updates

The three major averages are heading for weekly losses, led by the tech-heavy Nasdaq Composite.

Trump defends DOJ subpoenas of NY Times reporters; Google also was targeted

The DOJ is investigating the leak to The New York Times of security concerns about President Donald Trump's new Air…

Megacap earnings and Fed meeting could test a market on edge next week. Here’s what’s ahead

There's no shortage of hurdles the stock market will have to jump in the week ahead.

Bond market anxiety is growing over AI capex budgets

Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on companies they…

Treasury yields slide as oil prices fall amid hopes for new U.S.-Iran peace talks

U.S. Treasury yields slid on Friday as oil prices dropped following a report that Pakistan is ​exploring a way to…

Strait of Hormuz traffic may not return to normal for 12 months or more, according to prediction markets

Kalshi traders give less than 50% odds that the key maritime passageway will fully reopen by July 2027.

CDC says massive cyclospora outbreak is now in nine states

The four newly linked states — Illinois, Kansas, Oklahoma and Pennsylvania — join Indiana, Kentucky, Ohio, West…

1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

"Capex trends are going to be the number one focus," Club portfolio director Jeff Marks said Friday ahead of next…

Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants

Trump on Truth Social railed against the European Union's new fine on Google and prior penalties against U.S. tech…

Oil falls on report Pakistan is pushing for new U.S.-Iran talks with China's backing

Oil prices dropped by around 3% on Friday, but remained on track for a weekly jump of 10% as the U.S.-Iran war…

Trump considers ‘massive attack’ on Iran; Pakistan reportedly seeks to restart stalled peace talks

The president told Axios he was considering an operation "bigger than ever before" before Reuters reported Pakistan is…

Oil shipments are under attack on multiple fronts as fighting escalates in Red Sea, Hormuz and Black Sea

More than 60 commercial ships have been attacked in the Persian Gulf, Strait of Hormuz and Gulf of Oman since March 1.

The 'sell chips, buy software' trade reappears as Wall Street caps off another volatile week

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last…

Stocks making the biggest moves midday: American Airlines, Coherent, SLB, Tesla & more

Here are some of the companies making headlines in midday trading.

Why the Federal Reserve should hike rates next week

The Fed cannot know the exact path of inflation, but the potential cost of an energy-driven surge in prices outweighs…

Trader who successfully shorted Tesla into earnings now sets sights on this high flyer

The bearish Tesla set-up we flagged ahead of Wednesday's report has delivered most of what it can.

Anthropic's new AI model rivals Fable 5 and is cheaper as businesses fret about costs

Anthropic said Claude Opus 5 is its best performing and its most cost-effective offering.

Why we would buy the Intel dip but can't get behind the Dover bounce

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Buy the dip case for Tesla diminishes due to stagnating fundamentals

Tesla has slumped more than 18% since its second-quarter earnings report after the market closed on Wednesday.

Michael Burry's short bets on Tesla, Caterpillar pay off in big July pullback

Burry disclosed on June 30 that he had opened short positions in Caterpillar, Nvidia, Applied Materials and Tesla after…

Pentagon lowers official Iran war death toll, omitting four killed this month

The Pentagon lowered its official Iran war death toll to 14 from 18, removing four service members killed this month.

This semi stock just struck a deal with Nvidia. UBS sees big gains ahead

The investment bank upgraded shares to buy from neutral.

Why Costco keeps gas prices so low—it's 'straight out of the retail playbook,' expert says

Higher gas prices are driving record demand for Costco's gas stations as more Americans look to save at the pump.

Novo Nordisk pursues preliminary injunction to block Eli Lilly weight-loss drug ads

Denmark's Novo Nordisk said on Tuesday that it had sued Lilly, arguing consumers were being misled about how the…

Oracle signs 10-year software contract with Pentagon worth up to $7 billion

Oracle will supply on-premises software to the U.S. Department of Defense.

Trump imposes 'sweeping' new tariffs on 60 trade partners as global duties expire

The Trump administration has ramped its tariff actions back up since the president's trade agenda suffered major legal…

Shortsighted stock market can no longer brush off war: 'It's too hard to ignore $100 oil'

After staying flat as the U.S.-Iran war heated up again, equities tumbled on Thursday after oil prices crossed $100 per…

Intel rides AI boom to fastest revenue growth in almost 15 years, but shares sink

Intel's revenue jumped 25%, the most robust growth for any period since the third quarter of 2011.

Nvidia, Microsoft, Meta warn against overregulating open-weight models

Letter: https://images.nvidia.com/pdf/Open-Weights-and-American-AI-L... [pdf]…