TG THERAPEUTICS

NOVARTIS

TG Therapeutics raises 2026 guidance to $875-900M as BRIUMVI captures MS market share. Stock rises 6.7% after JPM presentation.

TG Therapeutics Eyes $900M Revenue as BRIUMVI Takes Market Share from Roche, Novartis

Meta Platforms

Meta and EssilorLuxottica discuss doubling Ray-Ban smart glasses production to 20M units. Demand forces pause on international expansion.

Meta Wants to Double Ray-Ban AI Glasses Output to 20 Million Units by Year End

Super Micro Computer

NVIDIA

Dell Technologies

Hewlett Packard Enterprise

Goldman initiates SMCI with Sell, $26 target as gross margins hit 9.3%—lowest since 2021. Supplier concentration and Dell price war threaten profitability.

Goldman Sachs Slaps Sell on Super Micro: AI Server King's Margins Crumble to 9%

Rocket Companies

Glenn Kelman exits Redfin after 20 years, 6 months post-$1.75B Rocket acquisition. What it means for real estate tech integration.

Redfin CEO Glenn Kelman Steps Down After 20 Years, Ending Founding Era

Walmart

KROGER

COSTCO WHOLESALE CORP /NEW

TARGET

TYSON FOODS

Kraft Heinz

STARBUCKS

December CPI shows 0.7% monthly food price jump—largest since October 2022. Beef up 16%, coffee surging 20%. What it means for grocery stocks and the Fed.

Grocery Prices Post Biggest Monthly Jump in Over Three Years

TWILIO

ServiceNow

CITIGROUP

BlackRock

Deepgram raises $130M at $1.3B valuation with backing from CIA's In-Q-Tel, Twilio, ServiceNow. What the Voice AI unicorn means for enterprise automation.

Deepgram Hits Unicorn Status With $130M Series C as Voice AI Moves Mainstream

News

Today