In a market full of warnings and downgrades, FedEx just did something almost nobody expected — it raised guidance. The global shipping giant reported fiscal Q3 earnings Thursday that topped Wall Street estimates across the board. Consolidated revenue rose 8% year-over-year. Adjusted EPS grew 16% and beat consensus by $1.13. And management bumped full-year adjusted EPS guidance to $19.30–$20.10, with revenue growth now expected at 6%–6.5%. The stock surged as much as 9.5% in after-hours trading. What makes this remarkable is the backdrop. The Iran war has disrupted global shipping lanes, sent...

Planet Labs just reminded Wall Street why satellite imagery is no longer a niche business — it's an AI infrastructure play. The San Francisco-based satellite company reported Q4 fiscal 2026 revenue of $86.8 million, a 41% jump year-over-year that blew past analyst estimates. Full-year revenue hit a record $308 million, up 26% from the prior year. Backlog surged 79% to $900 million. And the stock? It's up 535% over the past 12 months, with shares popping another 14.6% in after-hours trading Thursday. CEO Will Marshall called fiscal 2026 a "transformational" year, pointing to major government ...

Jeff Bezos just made his most audacious play yet — and it has nothing to do with same-day delivery. Blue Origin, Bezos's rocket company, filed a proposal with the FCC on Thursday for something called "Project Sunrise" — a constellation of up to 51,600 satellites designed to operate as data centers in orbit. That's right. Not internet satellites. Not communication relays. Full-blown computing infrastructure floating between 500 and 1,800 kilometers above your head. The filing argues that "insatiable demand for AI workloads" is outstripping what terrestrial infrastructure can deliver, and that...

Here's the thing nobody's talking about: while everyone's obsessing over AI, there's a quieter, weirder trend that's about to reshape how money moves. It's called prediction markets, and it's basically Vegas for the internet age—except smarter, faster, and way more accessible. Think about it. You can now bet real money on whether the Fed cuts rates in June, if Apple beats earnings, or whether we slip into a recession. Not through some shady offshore site, but on legitimate platforms like Kalshi and Polymarket. Polymarket alone did $20 billion in trading volume last year. Three years ago? $50 ...

One of the biggest consumer goods shakeups in years just landed. Unilever confirmed Friday that it's in active talks to sell its entire food business to McCormick & Company — the spice and seasoning giant headquartered in Maryland. We're talking about some of the most recognizable kitchen brands on the planet: Hellmann's mayonnaise, Knorr soups and bouillon, and Marmite (the love-it-or-hate-it British spread that somehow still exists in 2026). Unilever called the food unit "highly attractive," which in corporate-speak means "we know what we're sitting on, so don't lowball us." For Unilev...

The Federal Reserve just entered territory it hasn't seen since the 1950s — and most traders aren't paying attention. Here's the setup: Jerome Powell's term as Fed Chair expires in May. President Trump has nominated Kevin Warsh to replace him. Simple transition, right? Not even close. Powell told reporters Wednesday that he won't leave his seat on the Board of Governors until a criminal investigation led by U.S. Attorney Jeanine Pirro is "well and truly over with transparency and finality." And he hasn't decided whether he'll stay even longer — his governor seat runs through 2028. That means...

If you thought Super Micro Computer had already used up its nine lives, think again. Federal prosecutors in Manhattan just unsealed an indictment charging SMCI co-founder Wally Liaw — a board member who controls $464 million worth of company stock — with running a "brazen" scheme to divert $2.5 billion worth of Nvidia-powered AI servers to China. Two other associates, Steven Chang and Willy Sun, were also charged. Liaw was arrested Thursday in California. Chang is on the run. The alleged scheme reads like a spy novel. Starting in 2024, the trio allegedly used a shell company in Southeast Asi...

So Warren Buffett—the guy who's spent decades saying tech stocks confuse him—just dropped $4.3 billion on Alphabet. Yeah, *that* Buffett. The one who famously avoided tech like it was a penny stock pump-and-dump scheme. Here's what happened: In Q3 2025, Berkshire Hathaway quietly loaded up on 17.8 million shares of Alphabet (Google's parent company), making it about 1.6% of their massive $267 billion portfolio. And the market noticed. Alphabet stock jumped 5% the day after the filing went public. **Why Now? Why Google?** For years, Buffett's playbook was simple: buy "wonderful" companies at...

Here's the plot twist nobody saw coming: the technology that was supposed to supercharge the digital economy just broke it. For four decades, America bet everything on software. We shipped factories overseas, told two generations that prosperity lived on a screen, and built an economy where Apple, Microsoft, Google, Amazon, and Meta became the foundation of American wealth. By 2025, tech companies made up 30% of the S&P 500. It was a beautiful run. Then AI showed up and started making software... cheaper. That's the part most investors still haven't processed. The entire digital economy was...

Remember when the stock market was just vibing? Yeah, those days are over. The S&P 500 is now flirting with what Piper Sandler's analysts are calling a "tipping point"—which is Wall Street speak for "things might get messy." Here's the deal: The market briefly dipped below 6,600 this week, and that number matters more than it should. It's the S&P 500's 200-day moving average, and when you break below that, it's like your car's check-engine light finally coming on after you've been ignoring it for months. JPMorgan thinks if we keep sliding, the next real support level doesn't show up until 6,2...