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Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
The lead
Nasdaq Marketstechnologyearnings
Broadcom CEO Hock Tan stated on the earnings call that the company has line of sight to $230 billion in AI semiconductor revenue for fiscal 2028, four times the expected $58 billion this year. This guidance signals strong growth expectations in AI infrastructure.
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Channel NewsAsia Businessmacropolicy decision
South Korea announced that US companies will invest $2 billion in the chip and energy sectors. This investment is expected to boost bilateral economic ties and support local industries.
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U.S. Securities and Exchange Commission Press Releasesregulationregulatory action
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CNBC Top Newscompaniesearnings
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BBC Businesstechnologycorporate event
Live chronology
Page 67 · Newest reporting first
Nasdaq Marketscompaniesmarket event
MongoDB delivered a beat-and-raise quarter, yet its stock crashed on Wednesday morning, likely due to guidance or market reaction.
CNBC Top Newsotherinvestment opinion
The article discusses common misconceptions about Medicare coverage for long-term care. It notes that Medicaid, private insurance, or personal funds are typically used for such expenses.
Nasdaq Marketscompaniescorporate event
An insider sold 48,812 shares of a defense company, valued at approximately $4.8 million. The transaction is notable for its size.
Nasdaq Marketscompaniesinvestment opinion
The article clarifies that Berkshire Hathaway's largest new position was initiated by Warren Buffett, not CEO Greg Abel. Abel took over as CEO at the start of 2026.
CNBC Top Newscompaniescorporate event
Southwest Airlines announced plans to open airport lounges in four cities, partnering with Chase to build on its Sapphire Reserve Lounge Network. The airline intends to expand the lounge offering to more locations in the future.
Nasdaq Marketsmarketsinvestment opinion
The article compares Netflix, MercadoLibre, and Tesla against the S&P 500. It highlights Netflix's decelerating revenue growth but its leading position in premium streaming.
Nasdaq Marketscompaniescorporate event
Holtec Nuclear plans to go public, offering another investment option in the nuclear sector. The article questions whether this poses a threat to Oklo.
Nasdaq Marketscompaniescorporate event
Berkshire Hathaway has significantly increased its stake in Alphabet this year. The article discusses the AI power opportunity as quantified by Greg Abel.
Nasdaq Marketsmarketsmarket event
The S&P/TSX Composite Index traded firmly higher on Wednesday morning. Gains were led by materials, financials, consumer discretionary, and healthcare sectors.
Nasdaq Marketscompaniescorporate event
Caterpillar Inc. announced a collaboration with FieldAI to apply robotics autonomy and digital twin technology to improve safety and productivity at jobsites and factories.