Latest News
Europe's New Threat Targets Google's $60B Search Revenue
Germany's media regulator says Google's AI search summaries are Google's own content, threatening a $60.4B quarterly revenue stream. Alphabet's market value jumped $142B, dwarfing EU fines.
Joby Aviation's Valuation Premium Diminishes Cash Runway Edge
Joby Aviation (JOBY) executives sold 50,553 shares for $384,000, but the bigger story is the stock's high valuation relative to its cash runway.
Plug Power Data Center Deals Could Lift Cash by 50%, but Terms Temper the Boost
Plug Power shares fell 3.5% as investors weigh the impact of data center deals that could boost cash by 50%, but restrictions temper the near-term benefit.
Cisco's $9B AI Order Target Faces Q4 Scrutiny as Shares Slide
Cisco shares dropped 4.5% as its $9 billion AI order target requires $3.7 billion in Q4 hyperscaler orders, nearly double the prior quarter's pace, raising investor concerns.
Block's Cash App Borrow Hits $27B, Reshaping Profit Mix
Block's Cash App Borrow originations surpassed $27 billion, with financial solutions driving 72% of gross profit growth. The lending business now accounts for 44% of consumer loan originations.
Ford's $30K EV Pickup Faces China's Export Scale Challenge
Ford's low-cost EV pickup target is challenged by China's massive export scale, as new data shows Chinese automakers exported 1.1 million vehicles in June, exceeding Ford's H1 U.S. sales.
AT&T's 12% FCF Yield Under Scrutiny as Satellite Threat Looms
AT&T's implied free-cash-flow yield nears 12% as analysts cut targets on satellite risk. Earnings due July 22 will test cash generation.
MARA Holdings Slips 3.1% as $2.1B Deals Weigh on Valuation
MARA Holdings shares dropped 3.1% to $11.79, giving up gains from its Texas site announcement, as two major deals totaling up to $2.1 billion weigh on valuation.
