Intelligence Events

U.S. FCC Votes To Bar Sales Of ‌devices In The United States That Contain Components From Chinese Companies Posing National Security Risks

Source: alpaca_news

CNBC Halftime Report Final Trades: Nvidia, UnitedHealth Group, Invesco S&P 500 Equal Weight ETF, Ardagh Metal Packaging S.A.

Source: alpaca_news

Stock Market Today: Nasdaq 100 Falls as Crude Rallies to $88

Stocks split as oil climbs on the 11th night of Iran strikes and Super Micro rockets 26% on a record backlog, while the Nasdaq slips ahead of Alphabet, Tesla.

Source: alpaca_news

Tesla Q2: The Delivery Jump Was Nice — But Did Any Profit Show Up?

Tesla delivered record units in Q2, but whether that translated into profit remains to be seen due to thin matgins and cash burn.

Source: alpaca_news

Intel Q2 Preview: Stock Hammers Nvidia with 7x Returns Since Dow Swap — Will Earnings Fuel Further Gains?

Intel has beaten analyst estimates for revenue in seven straight quarters. Will the trend and stock outperformance continue after Q2 results Thursday?

Source: alpaca_news

Bernstein Reiterates Outperform on Microsoft, Maintains $646 Price Target

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Oppenheimer Reiterates Outperform on Microsoft, Maintains $515 Price Target

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Truist Securities Reiterates Buy on Microsoft, Maintains $575 Price Target

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'Senate crypto bill would ban federal officials — including presidents — from issuing digital assets' - CNBC

Source: alpaca_news

Moody’s Stock Gains on Q2 Earnings Beat: Robust Debt Issuance, AI Growth Drive Target Raise

Moody’s Corporation (NYSE: MCO) stock rises after delivering strong second-quarter earnings, raising full-year profit guidance, and expanding its share buyback program to $3 billion.

Source: alpaca_news

Live On CNBC, Joe Terranova Announces Bought More Nvidia

Source: alpaca_news

'Senate Weighs Vote on High-Stakes Crypto Legislation Next Week' - Bloomberg

Source: alpaca_news

OpenAI Commits To Provide $4M In Codex Access To ~2K Genesis Researchers At National Laboratories And Universities; Committing To $3M For API Support; To Offer Participating Researchers Up To $10M In API Usage For $2.5M Spent

Source: alpaca_news

CLARITY Act Breakthrough As Trump Accepts Ethics Guardrails, But Crypto Assets Need Much More Than Headline Help

CLARITY Act likely needs to become law before market gets interested in crypto assets again.

Source: alpaca_news

Nvidia vs. AMD: The Next AI Battle Targets a $170 Billion Prize

Bank of America says the next AI war isn't about GPUs anymore. Nvidia and AMD are competing to define the future of a $170 billion server CPU market.

Source: alpaca_news

U.S. Treasury's Bessent Met With Pakistani Finance Minister, Welcomed Pakistan's Progress In Restoring Macroeconomic Stability; Bessent Recognized Pakistan's Efforts To Implement Significant Economic Reforms, Emphasized Importance Of Sustaining Reform Momentum; Bessent Expressed Support For Pakistan's Efforts To Build Greater Economic Self-reliance, Commended Islamabad's Push To Return To Capital Markets

Source: alpaca_news

U.S. Senate Panel Approves Bill To Crack Down On Chinese Vehicles

Source: alpaca_news

Bitcoin Fell 50% and MSTR, BMNR, BSTR Are Paying the Price: What's Happening?

Bitcoin treasury companies face massive unrealized losses as the crypto downturn crushes leveraged balance sheets and derails SPAC deals.

Source: alpaca_news

Tesla's Hottest Growth Story? Readers Say It Walks, Not Drives

Tesla is focused on robots and autonomous vehicles moving forward. Here's what Benzinga viewers said was most important for the company.

Source: alpaca_news

Oracle Faces Pressure: Data Center Costs and OpenAI Exposure Weigh on Stock

Oracle (NYSE: ORCL) stock fell on Wednesday as traders highlighted massive data center cost overruns, credit default risk, and heavy exposure to OpenAI.

Source: alpaca_news

Tesla Earnings Prediction Market Preview: What Will Elon Musk Say?

Kalshi traders bet on which words Elon Musk will say on Tesla's Q2 earnings call, with "Cybercab" at 98% and "Merger" at just 34%.

Source: alpaca_news

USTR Greer Says We Are Getting A Flow Of Critical Minerals From China, But Not As Much As We Wanted; We Are Accelerating Domestic Production Of Critical Minerals To 'Get Away' From Dependency On Chinese Production; We Have Regular Calls With Chinese Counterparts On Critical Minerals, We Have Leverage To Make Sure They Comply With Agreements

Source: alpaca_news

'Apple Plans Overhaul of MacBooks, iMac in Push to Meet AI Demand' - Bloomberg News

Source: alpaca_news

USA Gasoline Inventories 0.765M Barrel Build Vs 1.533M Barrel Draw Prior

Source: alpaca_news

EIA Weekly Distillates Stocks 1.395M Barrel Build Vs 4.556M Barrel Build Prior

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USA Crude Oil Inventories 2.010M Barrel Build Vs 2.000M Barrel Draw Est.

Source: alpaca_news

USTR Greer Says We Are Moving With All Due Speed On USMCA Negotiations; We Want USMCA Rules Of Origin To Be Very Strong To Incentivize Production In North America

Source: alpaca_news

Iran's Tasnim Citing Military Source Says Tehran Will Retaliate Against Region's Infrastructure Like Bridges Or Energy Sites Linked To U.S. If Washington Strikes Iranian Bridges Or Power Plants

Source: alpaca_news

USTR Greer Says U.S. Is On The Way To An Agricultural Trade Surplus Again

Source: alpaca_news

Bitcoin Bear Market Over? Not Quite. Analyst Says $83,000 Is The Real Test

It's too early to declare the Bitcoin bear market bottom, but $83,000 could confirm a trend change, one analyst says.

Source: alpaca_news

Dogecoin Sets 65-Day Bearish Record: Is the Broader Crypto Rally Incomplete?

Dogecoin logs a record 65 closes below its 20-day average as weak volume and heavy long positioning show retail remains absent.

Source: alpaca_news

QUICK SPARK: China's EV Price War Can't Last Forever– 'Unsustainable' GM CEO Says

GM CEO Mary Barra called China's EV price war "unsustainable," arguing the market needs consolidation - why Tesla investors should care..

Source: alpaca_news

'U.S. reaches deal with Saudis for nuclear energy commercial agreements' - CBS

Source: alpaca_news

SPY, QQQ And SOXL Power ETF Trading To New Record

Leveraged ETFs joined SPY and QQQ in driving ETF trading to a record high, reflecting the rising influence of leveraged and index ETFs.

Source: alpaca_news

'Houthis Deploy Missiles And Drones To Attack Ships In Southern Red Sea, Naval Group Says' - CNBC

Source: alpaca_news

Google Earnings Prediction Market Preview: What Will Sundar Pichai Say?

Alphabet reports Q2 earnings today. Kalshi traders are betting on which words Pichai says, from Gemini to Nano Banana

Source: alpaca_news

What's Going on With Apple Stock Wednesday?

Apple slips in premarket as tech weakens. With Q3 earnings on July 30, can AAPL hold its bullish trend? Read the full analysis.

Source: alpaca_news

'OpenAI Plans to Spend Over $30 Billion on Georgia Data Center' - Bloomberg

Source: alpaca_news

NVIDIA Open-Sources First GPU-Accelerated Medical Physics Simulation Framework

Source: alpaca_news

The Nvidia-Led AI Supercycle Is Accelerating — and Taiwan Just Confirmed It

Taiwan's export orders surged 59.4% to a record $95.26 billion in June, confirming the Nvidia-led AI supercycle. The Taiwan ETF is up 56% in 2026.

Source: alpaca_news

Alphabet, Microsoft, Meta Earnings Will Spotlight AI Spending — But the Bigger Story May Be In The Footnotes

Ahead of Alphabet, Microsoft and Meta earnings, Wall Street is looking beyond AI capex to purchase commitments disclosed in footnotes.

Source: alpaca_news

'OpenAI’s Planned Cloud Spending Hits $750 Billion as Computing Efforts Ramp Up' - WSJ Exclusive

Source: alpaca_news

President Trump Posts On Truth Social "From this point forward, any time the Islamic Republic of Iran shoots at a ship in the Strait of Hormuz, whether it be by Missile, Rocket, Drone, or any other device or weapon, the United States will bomb and destroy ONE BRIDGE OR POWER PLANT, including those located next to, or in, the Capital City of Tehran...."

Source: alpaca_news

Bitcoin Long-Term Holders Hit Record Supply as ETFs Add $203M: What's Going On?

Bitcoin long-term holder supply hits a record as ETF inflows rise, but bulls must clear $69,340 amid renewed oil-driven risk.

Source: alpaca_news

Bitcoin, XRP Snubbed As S&P Unveils Revenue-Focused Crypto Index

The S&P Pantera Digital Asset Index tracks 18 blockchain protocols based on revenue generation and utility, excluding Bitcoin and XRP.

Source: alpaca_news

Nvidia, Goldman Sachs, UnitedHealth and an Energy Stock on CNBC’s ‘Final Trades’

NVIDIA, UnitedHealth, Goldman Sachs, Diamondback Energy all saw positive stock growth as announced on CNBC's Halftime Report.

Source: alpaca_news

'Canada Was Just the First One To Find That Out': Top Economist Warns Trump's Tariffs Are a Global Trade War Test Case

Trump’s 50% Canada tariff is "not actually about Canada." Economist Justin Wolfers explains why it's a warning shot for global trade.

Source: alpaca_news

Tesla Beat EPS Estimates by 36.67% Last Quarter — Can It Repeat Tonight?

Tesla shares are trading in a narrow range ahead of Q2 earnings, with a bearish setup and mixed Edge Rankings keeping traders alert.

Source: alpaca_news

Microsoft Investing $60M Over AI For Science Support For U.S. Department Of Energy's Genesis Mission

Source: alpaca_news

'OpenAI is launching new corporate software that takes it beyond the AI model war' - Business Insider

Source: alpaca_news