Two Penguins Investment
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Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
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CNBC Top Newsmarketsmarket event
Broadcom and Palo Alto Networks are scheduled to report earnings in the coming week. The week also includes key employment data releases.
Continue at CNBC Top News02
Nasdaq Marketsmacroeconomic data
The 2027 Social Security cost-of-living adjustment announcement is approaching for more than 71 million beneficiaries. The article says the COLA is set to make history in three ways.
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Nasdaq Marketscompaniescorporate event
Nvidia filed documents detailing residual value guarantees backing OpenAI's data center leases in Ohio, with a cap of $105 billion. The move follows earlier comments by Jensen Huang about Nvidia's $30 billion OpenAI investment.
CNBC Top Newsmacroinvestment opinion
New data suggests income and spending gaps are narrowing, potentially signaling a shift away from the K-shaped economy. Finance professionals note household finances still present a more complicated picture.
Nasdaq Marketsmarketsmarket event
The Swiss Market Index closed higher on Tuesday after struggling for direction earlier in the session. Late buying at several counters supported the benchmark.
Microsoft Sourcetechnologyroutine announcement
Microsoft reports that the Windows on Arm application ecosystem is expanding across key workloads. The announcement highlights growing software support for Arm-based Windows devices.
Channel NewsAsia Businessregulationregulatory action
California's attorney general said no settlement talks are currently scheduled with Paramount. The statement addresses the status of discussions between the state and the company.
Nasdaq Marketstechnologyinvestment opinion
Alphabet says more than 2.5 billion people use AI Overviews in search queries each month. The article discusses the potential implications for advertising revenue.
Nasdaq Marketsmarketsinvestment opinion
The article discusses Cathie Wood's continued purchases of SpaceX stock and questions buying above a $1.8 trillion valuation. Starlink revenue reached $4.3 billion in Q2 2026 with operating margins of 38.6%.
Nasdaq Marketsmarketsinvestment opinion
The article highlights three dividend stocks considered suitable for long-term holding. Bristol Myers Squibb is cited as well-positioned to manage upcoming patent cliffs.
Nasdaq Marketsmarketsinvestment opinion
The article suggests CrowdStrike's upcoming earnings report on August 26 could send the stock significantly higher. CrowdStrike shares have already risen over 50% in 2026.
Nasdaq Marketsregulationregulatory action
New stablecoin rules under the GENIUS Act are expected by November, with enforcement beginning in January. The article examines potential implications for the crypto market.