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SpaceX’s Starlink Mobile plans are pressuring AT&T and Verizon shares2:54 SpaceX plans to purchase Grain Management’s 800 MHz spectrum portfolio in a move to bolster its mobile ambitions. The news is lifting cell-tower stocks. Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’0:15 OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in AI demand. Why a longtime skeptic of Palantir’s stock is finally saying it’s time to buy0:15 Palantir’s total addressable market could get a lot bigger, while its business model should sustain its lead against competitors, an analyst says PepsiCo CEO’s message to employees: If you’re not producing growth, you’re out0:14 PepsiCo CEO Ramon Laguarta says that everything at the company that is not related to growth will not be part of the company. I’m a 68-year-old widow and give money to my two adult children. Am I putting my retirement at risk?23:43 Feel like a pumpkin-spice burrito? Analysts try to wrap their heads around a possible Starbucks-Chipotle tie-up.23:11 Starbucks investors would likely not be happy about the company adding debt to finance a deal to buy Chipotle, given that it already has a high debt load. |