Wall Street

Companies · 51 minutes ago Elon Musk Projects SpaceX Q4 Revenue to Surge 70% to $24.8 Billion Elon Musk anticipates SpaceX's fourth-quarter revenue will increase by 70% from the previous quarter, reaching approximately $24.8 billion, driven by the company's AI segment.

Funding · 2 weeks ago Strive Bitcoin Holdings Surpass 35,000 BTC Amid Wall Street Price Target Increase Strive Bitcoin Holdings has expanded its treasury to 35,595 BTC, prompting TD Cowen to raise its share-price target from $44 to $56, reflecting confidence in the company's rapid acquisition strategy.

Markets · 1 month ago ExodusPoint Capital Partners with Anthropic to Integrate AI Agent Claude ExodusPoint Capital Management has announced a partnership with Anthropic to integrate the AI agent Claude into its hedge fund operations, enhancing investment research and portfolio management capabilities.

Macro · 2 months ago Stanley Druckenmiller Critiques Scott Bessent's Bond Buyback Strategy Stanley Druckenmiller has publicly criticized Treasury Secretary Scott Bessent's plan to expand bond buybacks, arguing it undermines market fundamentals and fiscal accountability.

Markets · 2 months ago Kalshi Releases Comprehensive Study on Prediction Market Accuracy Kalshi has published a significant analysis revealing that prediction market prices are effective indicators of real-world probabilities, while cautioning against low-priced contracts.

Macro · 2 months ago Oman and Iran Advance Talks on Strait of Hormuz Shipping Corridor Oman and Iran are reportedly making progress in negotiations to establish a commercial shipping corridor through the Strait of Hormuz, a vital route for global oil and LNG trade.

Companies · 2 months ago Lumentum Reports $1 Billion Revenue, Driven by AI Demand in Q4 2026 Lumentum Holdings has announced a remarkable revenue of $1.006 billion for Q4 2026, more than doubling from the previous year, largely fueled by surging demand for AI-related products.

Companies · 2 months ago Super Micro Computer Reports Strong Q4 Earnings with Record AI Backlog Super Micro Computer has announced impressive fiscal Q4 2026 results, showcasing significant growth in earnings and a record backlog driven by AI demand.

Macro · 2 months ago US Fires on Panama-Flagged Ship Amid Rising Tensions with Iran The U.S. military fired on a Panama-flagged ship in the Gulf of Oman, escalating tensions in the ongoing U.S.-Iran maritime conflict. This incident marks a shift towards direct military action as diplomatic resolutions remain elusive.