Shares of Carnival Corp. (NYSE: CCL) declined 5% on Tuesday. The world's largest cruise line operator in terms of passenger count and revenue reported mixed financial results for its fiscal second quarter The market's reaction suggests that there was more bad than g
Bank of America highlights Micron’s low valuation relative to AI peers after seven consecutive EPS beats and record margins. Micron Technology reported fiscal Q3 revenue of $41.46 billion, surpassing estimates by 17.6%, and non-GAAP EPS of $25.11, beating forecasts of $20.
BTIG downgraded Apollo Commercial Real Estate Finance citing expected asset sales to pressure book value and dropped its price target. BTIG downgraded Apollo Commercial Real Estate Finance (ARI) to Neutral from Buy, warning that planned asset sales will weigh on the compan
The company raised its QNX revenue outlook to $295M-$312M, signaling stronger demand in automotive software. BlackBerry revised its fiscal 2027 revenue guidance to a range of $594M-$621M, up from prior expectations. The update reflects a stronger outlook for its QNX divisi
Amazon shares fell over 2% to $228.25, breaching a key technical level amid broader weakness in cloud sector stocks. Amazon stock declined more than 2% to $228.25 in midday trading Thursday, slipping below its 200-day moving average for the first time since April. The drop
Anthropic accuses Alibaba of using fraudulent accounts to harvest 28.8 million exchanges from its Claude AI model. Anthropic accused Alibaba of deploying 25,000 fake accounts to extract 28.8 million exchanges from its Claude AI models between April and June 2026. The alleg
U.S. construction spending on data centers hits $25.2 billion this year, straining labor supply for home renovations and HVAC projects. U.S. data center construction starts reached $25.2 billion in early 2024, pulling electricians and HVAC technicians away from residential
Options traders are pricing Nasdaq 100 risk at its largest premium over the S&P 500 since 2003, signaling heightened tech-sector uncertainty. The Nasdaq 100’s implied volatility, tracked via the QQQ ETF, has surged to its widest premium over the S&P 500 since 2003. The div
The fund underperformed the MSCI World Index by 0.5 percentage points amid AI disruption fears and geopolitical tensions. Janus Henderson’s Global Sustainable Equity Fund reduced its Microsoft (MSFT) holding in Q1 2026, returning -3.07% for the quarter. The MSCI World Inde
Taiwan Semiconductor Manufacturing Company’s strong performance drove gains in Janus Henderson’s fund amid broader market volatility. Taiwan Semiconductor Manufacturing Company (TSM) emerged as a top contributor to the Janus Henderson Global Sustainable Equity Fund’s first
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