Warner merger is a bet on tech-driven efficiency and pricing power; its $6 billion synergy target could risk product quality.

Nvidia was in focus on Tuesday as investment firms Citi and Wells Fargo cut their price targets ahead of the company's upcoming earnings report, scheduled for Nov. 17.

October CPI came in above expectations, with headline up 0.35% and core CPI up 0.30%, fueling inflation concerns. Read more ...

Hims & Hers: 22.7x adjusted EBITDA looks costly with gross margin at 57.2%; a 233-million-share scenario implies 46% downside ...

SpaceX's Flight 15 will test improved Starship heat-shield tiles for reuse, but surviving repeated orbital flights without ...

GDS Holdings is a Hold, as AI demand supports growth, but negative free cash flow, RMB4.2bn debt & a 10.6x fwd EBITDA limit ...

Analysts see Skydance streaming as an opportunity, with at least $6B in annual synergies possible within three years; debt ...

LCI Industries rejects Monomoy Capital's revised $104.50-a-share cash offer, saying it is not superior to its Patrick ...

AAON Q3 sales rise 84% to $707.4 million, backlog grows 40.5% to $1.9 billion and 2026 sales-growth guidance climbs to 72%-75 ...

Taiwan Semiconductor's October revenue rises 59.7% year over year to NT$586.89 billion, a strong start to the December ...

Nvidia faces intensifying competitive threats from hyperscalers and AI labs developing their own silicon, eroding its moat.

Q3 backlog reached $3.5 billion, supporting long-term upside, while Neutron execution and a 42x sales multiple remain. Click ...