NASDAQ • USA
Sets cluster architecture; $4B into LITE+COHR Mar 2026; Spectrum-X Photonics
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Annual Overview
| Metric | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 26.91B | 26.97B▲ | 60.92B▲ | 130.5B▲ | 215.94B▲ |
| Net Income | 9.75B | 4.37B▼ | 29.76B▲ | 72.88B▲ | 120.07B▲ |
| EPS | $3.85 | $0.17▼ | $1.19▲ | $2.94▲ | $4.90▲ |
| Free Cash Flow | 8.13B | 3.81B▼ | 27.02B▲ | 60.85B▲ | 96.68B▲ |
| Capex | 976M | 1.83B▲ | 1.07B▼ | 3.24B▲ | 6.04B▲ |
| Diluted Shares | 2.54B | 25.07B▲ | 24.94B▼ | 24.8B▼ | 24.51B▼ |
| Net Debt Issuance | -1B | 0▲ | -1.25B▼ | -1.25B | 0▲ |
| Net Equity Issuance | 0 | -10.04B▼ | -9.53B▲ | -33.71B▼ | -40.09B▼ |
| SBC | 2B | 2.71B▲ | 3.55B▲ | 4.74B▲ | 6.39B▲ |
Analyst Consensus
Estimate Revisions
Estimates trending upward
Earnings Track Record
Beat estimates 8 of last 8 quarters
Avg surprise: +5.6%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
November 17, 2026
Last earnings
August 26, 2026
AI Summary
NVIDIA is a heavyweight contender in the advanced semiconductors arena, with a massive role in the infrastructure for AI and photonics. As a hyperscaler, NVIDIA steers the architecture of data clusters, facilitating groundbreaking AI and photonics integrations. They are notably investing $4 billion in Lumentum and Coherent (LITE and COHR) to push forward innovations in the photonics space, such as their Spectrum-X Photonics project.
NVIDIA's strategic advantage lies in their foresight to blend photonics technologies with existing copper infrastructure. By sewing photonics deep into architectural frameworks, NVIDIA maintains relevance as the industry shifts towards optical technologies. Their large fiscal commitments firmly plant them at the forefront of next-gen data center architecture. Already displaying explosive growth, with revenues catapulting from $60.9 billion in FY2024 to over $215 billion by FY2026, NVIDIA's profit margins are formidable—with gross margins consistently above 70%, positioning them to capitalize on technology trends massively as demand for robust AI infrastructure expands.
The rapid rise in revenues has been accompanied by volatile gross margins, slipping from 75.0% in FY2025 to 71.1% in FY2026, signaling potential pricing pressures or increased costs. Regulatory concerns, tech shifts, or failures in key initiatives could impact growth momentum. Their hefty investment bet on Lumentum and Coherent means that any bottleneck or disruption in the photonics supply could have a ripple effect, complicating their strategic position and financial health.
NVIDIA’s financial story is one of rapid expansion, marked by a more than threefold increase in revenue from FY2024 to FY2026. However, the gross margin has seen slight fluctuations, indicative of underlying cost challenges or strategic pricing shifts. Meanwhile, net income surged from $29.8 billion in FY2024 to $120 billion by FY2026. Meanwhile, free cash flow is robust, reaching nearly $97 billion, illustrating strong cash generation capabilities. Their modest debt-to-equity ratio of 0.07 ensures flexibility in capital allocation.
Currently, NVIDIA’s trading multiples appear stretched; a P/E ratio of 36.9 and P/S of 20.3 suggest an expensive valuation relative to both peers and historical norms. These figures imply that significant expectations are already baked into the stock price, necessitating flawless execution and continued growth to justify these valuations. The company trades on rich future growth prospects, banking on its decisive leaps into forward-looking technologies.
A significant risk is NVIDIA's exposure to the nascent photonics space, which, despite high potential, remains technically challenging with unpredictable timelines for mainstream deployment. Customer concentration is another point, as hyperscalers like AWS and Azure control large stakes. Additionally, geopolitical tensions, particularly between the US and China, could disrupt supply lines or constrain market access. The company's dependency on a seamless photonics transition is another critical risk.
Investors should closely monitor impending technological announcements related to the Spectrum-X Photonics project, including co-packaged optics milestones. Furthermore, updates on the integration of LITE and COHR technologies within NVIDIA’s broader data center architecture could set the tone for strategic efficacy. Regulatory or geopolitical developments impacting their international operations, particularly in semiconductors, will be essential to watch, given the company's layout for future growth.
Last updated: March 26, 2026
NVIDIA is a heavyweight contender in the advanced semiconductors arena, with a massive role in the infrastructure for AI and photonics. As a hyperscaler, NVIDIA steers the architecture of data clusters, facilitating groundbreaking AI and photonics integrations. They are notably investing $4 billion in Lumentum and Coherent (LITE and COHR) to push forward innovations in the photonics space, such as their Spectrum-X Photonics project.
NVIDIA's strategic advantage lies in their foresight to blend photonics technologies with existing copper infrastructure. By sewing photonics deep into architectural frameworks, NVIDIA maintains relevance as the industry shifts towards optical technologies. Their large fiscal commitments firmly plant them at the forefront of next-gen data center architecture. Already displaying explosive growth, with revenues catapulting from $60.9 billion in FY2024 to over $215 billion by FY2026, NVIDIA's profit margins are formidable—with gross margins consistently above 70%, positioning them to capitalize on technology trends massively as demand for robust AI infrastructure expands.
The rapid rise in revenues has been accompanied by volatile gross margins, slipping from 75.0% in FY2025 to 71.1% in FY2026, signaling potential pricing pressures or increased costs. Regulatory concerns, tech shifts, or failures in key initiatives could impact growth momentum. Their hefty investment bet on Lumentum and Coherent means that any bottleneck or disruption in the photonics supply could have a ripple effect, complicating their strategic position and financial health.
NVIDIA’s financial story is one of rapid expansion, marked by a more than threefold increase in revenue from FY2024 to FY2026. However, the gross margin has seen slight fluctuations, indicative of underlying cost challenges or strategic pricing shifts. Meanwhile, net income surged from $29.8 billion in FY2024 to $120 billion by FY2026. Meanwhile, free cash flow is robust, reaching nearly $97 billion, illustrating strong cash generation capabilities. Their modest debt-to-equity ratio of 0.07 ensures flexibility in capital allocation.
Currently, NVIDIA’s trading multiples appear stretched; a P/E ratio of 36.9 and P/S of 20.3 suggest an expensive valuation relative to both peers and historical norms. These figures imply that significant expectations are already baked into the stock price, necessitating flawless execution and continued growth to justify these valuations. The company trades on rich future growth prospects, banking on its decisive leaps into forward-looking technologies.
A significant risk is NVIDIA's exposure to the nascent photonics space, which, despite high potential, remains technically challenging with unpredictable timelines for mainstream deployment. Customer concentration is another point, as hyperscalers like AWS and Azure control large stakes. Additionally, geopolitical tensions, particularly between the US and China, could disrupt supply lines or constrain market access. The company's dependency on a seamless photonics transition is another critical risk.
Investors should closely monitor impending technological announcements related to the Spectrum-X Photonics project, including co-packaged optics milestones. Furthermore, updates on the integration of LITE and COHR technologies within NVIDIA’s broader data center architecture could set the tone for strategic efficacy. Regulatory or geopolitical developments impacting their international operations, particularly in semiconductors, will be essential to watch, given the company's layout for future growth.
NVIDIA is a heavyweight contender in the advanced semiconductors arena, with a massive role in the infrastructure for AI and photonics. As a hyperscaler, NVIDIA steers the architecture of data clusters, facilitating groundbreaking AI and photonics integrations.
NVIDIA is in the Hyperscalers layer of the photonics supply chain. The demand side — who funds the buildout and sets the architecture
In FY2026, NVIDIA reported net income of $120.07B.
Companies in the same supply chain layer as NVIDIA include Alibaba Group Holding Limited, Alphabet, Alphabet Inc., Amazon, and AMD.
NVIDIA is expected to report around November 17, 2026.
Analysis updated March 2026
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It's as stable and consistent as you'd hope from a dividend ETF.
Market leadership has rarely felt this concentrated, with Apple and Nvidia together now carrying more than 15% of the S&P 500 and pulling a tight circle of suppliers into the spotlight. That kind of focus can magnify both upside and risk, which is exactly why investors are watching every product launch and guidance update so closely. This article walks through three stocks closely exposed to that story, and why each one could matter for your portfolio. The stocks below are just a starting...
The idea makes more than enough sense. Not every idea, however, has an easily identifiable way of capitalizing on it.
These five stocks look well-positioned to outperform over the next five years.
CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.
Bloom Energy could still generate big multibagger gains.
Berkshire Hathaway has more exposure to AI than investors may realize.
Amazon Web Services is growing rapidly.
Pulling your money out of the market during a rough patch is the surest way to miss out on the biggest gains.
If a recent pattern in the tech sector persists, both memory giants may announce stock splits at around the same time next year.
Cintas remains an excellent business, but much of its growth may already be priced in unless you’re willing to look beyond the near term.
CEO Jensen Huang has argued against AI regulation but he supports an even more drastic solution if the technology can't be developed safely.
Is it a great long-term pick?
Realty Income is still an attractive dividend play in this messy market.
If 2027 revenue expectations keep rising, share price gains could follow.
Quantum computing stocks are climbing again as a fresh wave of technical breakthroughs reshapes what investors think these companies can actually deliver, and the gap between hype and commercial reality has never mattered more.
The demand from the AI build-out has helped diversify Caterpillar's business.
Apple stock still looks like a long-term winner.
Do you really need more financial stocks?
Tesla's quarterly production and delivery update could be exciting.
Super Micro Rolls Out NVIDIA's Vera Rubin AI Racks as $72 Billion Revenue Target Looms
Higher prices and strong demand are setting Micron up for a massive quarter.
Stock Market Today: The Dow Jones index drops Thursday on rising Treasury yields. Nvidia stock sold off in morning trading.
The Federal Reserve may keep rates higher for longer, but these three dividend stocks are built around the everyday purchases consumers are unlikely to stop making.
Muse AI agents could be a $50 billion business for Meta, says Raymond James.
The U.K. homebuilder tumbled after a wider-than-expected first-half loss, rising debt and weaker cash guidance exposed the scale of the turnaround facing its new chief executive.
The industrial sector isn't the highest-yielding group on the market, but it's home to some steady payout raisers, including Illinois Tool Works and Waste Management.
Moby summary of BlackBerry Limited's Q2 2027 earnings call
Chip stocks fell along with the broader market on Thursday as the U.S. and China held trade talks in Washington, D.C.
To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.
AMD shares have been on fire this year.
NetApp stock rallied sharply Thursday, hitting an early buy trigger. The AI name boasts accelerating quarterly earnings and sales growth.
These growing businesses are still benefiting from major tailwinds.
It's been an eventful week for the weight-loss drug company, which continues to impress with its clinical data, and today's move isn't much to worry about.
If you're looking for an income investment to plug into for more than a few years, take a step back and look at the longer-term math.
Chips, large language models, and software may be the flashy parts of the AI boom, but Arista and Ciena are building the roads that keep the whole thing moving.
IonQ just pulled off a quantum computing first that the entire industry has been chasing for years, yet its stock remains deep in the red and its losses dwarf its revenue. Something does not add up, and the explanation cuts to the heart of how markets price revolutionary science against brutal financial reality.
Warren Buffett views bear markets as some of the best opportunities for investors.
Lovable co-founder Fabian Hedin said that apps created on the platform are getting nearly a billion monthly views each month.
Long-term investors shouldn't fear a bear market.
The Dow Jones index dropped Thursday on rising Treasury yields. Nvidia stock sold off in morning trading.
The right business model combined with the right geographic areas should deliver solid long-term results.
SpaceX is pursuing several revolutionary growth initiatives.
Wall Street may be underestimating Micron Technology's upside potential.
The move comes as USA Rare Earth aims to be a key domestic supplier of critical minerals and permanent magnets.
AI Native Enterprise Playbook provides practical guidance for startups and established companies redesigning around intelligenceMENLO PARK, Calif., Sept. 24, 2026 (GLOBE NEWSWIRE) -- BGV and the Enterprise AI Governance Group (EAIGG) today announced the fourth edition of the AI Native Playbook, the AI Native Enterprise Playbook, reflecting a fundamental shift in the AI market: the next phase of enterprise AI will be defined less by access to better models than by companies’ ability to redesign h
Wall Street's consensus target already implies strong gains for NVIDIA, but one bull case pushes far beyond what analysts are willing to say publicly. The path there hinges on three catalysts that have to land in the same window.
NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...
New contracts and expanding government work are adding to the momentum behind Palantir's sharp stock rally.
Growth stocks have consistently outperformed value stocks for more than a decade.
Palantir is growing at an impressive rate, but Wall Street doesn't think it can keep it up.
Apple and Nvidia have truly become the straws that stir the stock market's drink.
The recent rally in software stocks has been a tailwind for Palantir, and investors shouldn't rule out more upside over the next couple of years.
IonQ just claimed a genuine quantum computing breakthrough, but its stock tells a bleaker story and its financials tell a bleaker one still. Before you chase the headline, there is a quieter position in the quantum ecosystem worth understanding.
The company could raise up to $5.5 billion, with another $500 million available through a greenshoe option.
Stock Market Today: The Dow Jones index drops Thursday on rising Treasury yields. Nvidia stock sold off in morning trading.
Nvidia Stock Ends 5-Day Winning Streak as Insider Unloads 1.36 Million Shares
Turney Duff chats with The Wealth Consulting Group chief market strategist Talley Léger, StockBrokers.com director of investor research Jessica Inskip, and Yahoo Finance Executive Editor Brian Sozzi about what cheaper AI stocks mean for consumers, humanity, and more.
With enough time and discipline, even small monthly investments can turn into $1 million or more over time.
Monster Beverage handily beat Coca-Cola over the past decade, but this trend could change in the next 10 years.
Yes, investors can still find rapid-growth cybersecurity stocks at relatively reasonable valuations.
The Fed's new approach will probably make markets a bit more turbulent if it's sustained.
The Federal Open Market Committee recently raised interest rates for the first time in three years.
It has lagged broader equities so far this year.
The most iconic career in the investing world has now come to an end.
Ahead of Penguin Solutions' Oct. 6 earnings report, its stock has started to rally back from its late-summer slump.
SpaceX has declined from its IPO price.
New Confidential AI runtime within the VAST AI Operating System allows leading models from Cohere, CrowdStrike, Deepgram, Factory, Fundamental, NVIDIA, TwelveLabs and others to securely run against sensitive enterprise data while protecting customer and model IP VAST DataEnclave The new VAST DataEnclave lets leading AI models run securely against an enterprise's most sensitive data – in any data center, cloud, or edge location – ensuring data and IP privacy, as well as cost and operational contr
One of these chipmakers shipped only slightly more DRAM than the quarter before -- and revenue from those chips still rose 67%.
Warsh’s press conference likely spilled the beans on what comes next for interest rates.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Costco's special dividends look appealing, but Walmart also looks attractive because of its status as a Dividend King.
The stock market has overcome some pretty daunting hurdles this year, at least so far.
IonQ appears to be the clear leader in one key area of quantum computing.
Space Exploration Technologies is planning to spend a lot over the next few years, and this company could benefit.
This Dividend King can easily afford its payout.
Anthropic is planning to go public soon in a high-profile IPO.
Wall Street thinks that this robotic surgical systems leader's sell-off is overdone.
Nearly $49 billion in potential insider selling pressure could hit the tape today.
Jensen Huang and Elon Musk have expanded their relationship.
Instead of investing in Anthropic directly, consider an investment in Amazon.
AI is accelerating the edge computing leader's growth.
It would be hard for investors to replicate the company's return over the past decade.
The chip giant has split its stock six times -- but not once in 26 years, and not once under the CEO who took the shares from about $3 to more than $600.
Two e-commerce heavyweights gave the same AI shopping agent opposite answers this week. I think the one that said yes made the right call -- but the stock's two-day pop is another matter.
NVIDIA Corp. has become the world’s largest company as AI infrastructure spending surges, but Morgan Stanley says the corporate adoption cycle that comes next has only just started. “We’re at the national anthem” when it comes to AI adoption, Dan...
A rule Nasdaq wrote this spring could put the Claude maker in index funds within weeks of its debut. SpaceX just showed how small the slice starts.
The quantum computing pioneer achieved a major milestone.
The Nasdaq-100 let the rocket and AI giant in within a month of its IPO. The S&P 500 needs something it hasn't produced as a public company: profits.
One offers dividend growth, while the other delivers monthly income.
The latest $1 trillion chipmaker now costs about 40 times its expected 2027 earnings. Its bigger, faster-growing competitor costs about 15 times its own.
IonQ’s newest quantum processor will sit alongside Nvidia Blackwell GPUs as both companies test hybrid computing.
Tesla’s recent news cycle has centered on the expansion of its Full Self-Driving (FSD) subscription business, growing global regulatory clearances, and new product initiatives such as reopening reservations for the second-generation Roadster ahead of its planned October 1 reveal. At the same time, Tesla secured a BBB investment-grade rating from Fitch, deepened ties with AI and infrastructure partners like Nvidia, and won major commercial orders for its Semi trucks, while facing ongoing...
IonQ recently announced it will deploy its Superion 256 quantum computer on-premise at NVIDIA’s Accelerated Quantum Research Center, while also unveiling an end-to-end real-time quantum error correction decoder that runs on a single off-the-shelf CPU with minimal computational delay. Together, these advances highlight IonQ’s push to link scalable error-corrected quantum hardware directly with leading AI and GPU infrastructure, potentially simplifying future hybrid quantum-classical system...
SK Hynix is a key player in the fast-growing high-bandwidth memory (HBM) market.
How much do you need to invest in SpaceX today for it to make you a millionaire in 10 years?
Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.
The economy may be sputtering, but the luxury travel niche is not.
Investors were not lovin' what they heard from an analyst who's tracked the company for some time.
Texas Instruments recently approved a 7% increase in its quarterly cash dividend to US$1.52 per share, or US$6.08 annualized, payable on November 10, 2026 to shareholders of record on October 30, 2026, marking 23 consecutive years of dividend raises. This latest dividend hike underscores management’s emphasis on returning all free cash flow to shareholders over time, reinforcing Texas Instruments’ identity as a cash-generative analog and embedded semiconductor producer with a long-running...
IonQ has ridden a very large multi year upswing, capped by fresh quantum computing headlines, and that leaves a basic valuation puzzle for you to solve. With the share price now far removed from where it traded five years ago, the question is how comfortably that market value lines up with what its balance sheet currently shows. IonQ has delivered a roughly 289.2% gain over the past 5 years, which puts real weight on whether the current market capitalization can be squared with the equity...
The veteran food company topped analyst estimates in its first quarter of fiscal 2027.
SCHD also has one of the best track records of growing over time too.
Today, Sept. 23, 2026, the trapped-ion quantum computing provider's decoder test and research-center collaboration kept commercialization progress in focus.
Investors continued to be impressed by the robust take-up of Muse.
Brookfield Renewable's dependable dividend is more than 5%.
The tech megacaps have multiple ways to cash in as the foundational AI model giant prepares to join the public market.
SAN RAMON, Calif., September 23, 2026--Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) ("Grid Dynamics"), a premier AI transformation partner for the Fortune 1000, announced today that it is co-hosting the Physical AI Summit alongside NVIDIA, EAIGG, and BGV. The invite-only working forum will bring together participants from enterprises, Physical AI startups, and investors on September 24, 2026, at the Wells Fargo Innovation Center in Menlo Park, CA. Centered on the theme "From World Models to Real-
Nvidia is forecasting 70% growth in its next fiscal year, but its stock price doesn't reflect that.
When Trump meets Xi this week, a tariff truce set to expire in November turns a state visit into a live portfolio event, and two giant S&P 500 stocks sitting on opposite sides of the China trade stand to move in very different ways.
USD.AI today announced a $128.9 million asset-backed GPU financing facility for an undisclosed borrower, marking the largest loan originated through the platform to date.
Moby summary of Cracker Barrel Old Country Store, Inc.'s Q4 2026 earnings call
Moby summary of General Mills, Inc.'s Q1 2027 earnings call
The AI boom isn’t slowing down, and these two stocks stand to benefit.
There's a reason why shares keep tumbling, despite signs of a turnaround.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.5% in the afternoon session as it broke out to a fresh 52-week high, extending a multi-session rally.
The stock has slipped over the last year, but it still looks well-positioned for the long term.
The building products maker is an under-the-radar AI play.
Colgate-Palmolive's removal from the index doesn't indicate its business is crumbling.
Muse could "Spark" the next level of Meta's growth.
NVIDIA's broader AI exposure and stronger profitability contrast with Sandisk's rapid growth and memory-market risks as AI demand surges.
Energy Transfer and Enterprise Products Partners are two great midstream stocks with growing distribution payouts.
These industry leaders are now offering tempting yields.
Einride has managed to wedge itself between two of the market’s most recognizable technology companies. On September 21, the autonomous-freight operator announced a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) around DRIVE Hyperion, while its separate fleet plan calls for hundreds of Tesla, Inc. (NASDAQ:TSLA) Semis. The company in the middle, Einride AB (NASDAQ:ENRD), closed September […]
AI drug discovery is about to get a public-market test with unusually recognizable backers. Iambic Therapeutics filed for a U.S. IPO on September 21 after raising money from NVIDIA Corporation (NASDAQ:NVDA) and Qatar Investment Authority, and the same day announced a multi-year research collaboration with AbbVie Inc. (NYSE:ABBV). Iambic will use its AI platform to […]
Xi Jinping and Donald Trump will sit down this week to hash out a plethora of thorny issues from trade to Taiwan. One thing both sides agree on: neither can afford to tap the brakes on AI. Dan Ives, Partner and Senior Managing Director, Analyst at Yorkville Ives & Co. joins Paul and Scarlet to discuss.
Nvidia stock takes a breather after a six-day winning streak ahead of a key meeting between CEO Huang, President Trump and China's Xi Jinping.
Paychex's GAAP profits were worse than its non-GAAP profits, and FCF was even worse than GAAP!
Pilgrim’s Pride Corporation and its UK subsidiary Pilgrim’s Europe Finance PLC previously priced an offering of €500 million in 4.750% senior notes due 2034 to fund general corporate purposes, including the Walkers Deli & Sausage Company acquisition, with the sale restricted to qualified institutional and certain non‑US investors. This euro‑denominated debt issue highlights Pilgrim’s Pride’s willingness to use its balance sheet to support expansion in higher‑value prepared foods and European...
Amazon Web Services will drive the future of the company.
Business activity just hit a five-year high. Treasury yields hit a 19-year high. Guess which one stocks cared about.
The chip producer is making transformative shifts in its business for strategic reasons that aren't being rewarded by the market just yet.
The State Street SPDR S&P Dividend ETF could be the ideal dividend fund if the U.S. economy cools.
Shares of quantum computing company IonQ (NYSE:IONQ) jumped 4.8% in the morning session after the company announced an end-to-end real-time quantum error correction decoder that runs on a single standard central processing unit.
IonQ stock rose after the company announced an advance in quantum computing during one of the industry's largest conferences.
Up 76% in 3 months, can Palantir stock keep powering higher?
The GE Vernova stock price is still a good distance from its 52-week high, but it's still a company worth considering as an investable opportunity.
The precision-engineering group rose after record revenue, better-than-expected profits and surging semiconductor demand strengthened the outlook for another year of growth.
A senior NVIDIA director just moved roughly $300 million worth of stock in a matter of days, with no prearranged plan on file. Whether that signals trouble at a $5.53 trillion company or simply a wealthy insider tidying up his portfolio is a question worth answering carefully.
Although Wood's company bought this stock, it may have had other motivations.
Higher yields will hurt stocks and reduce the value of older bonds.
History has shown that few sectors have had better long-term returns than tech stocks.
These two stocks are overlooked and trailing the market recently. But savvy investors shouldn't overlook them for the following reasons.
Micron's September 30 earnings report could be the most important catalyst in its history, and three specific numbers will determine whether the AI memory bull case holds or breaks entirely.
The top dog of multiplex stocks has actually earned its upticks this year.
The AI lab will run its production workloads on Crusoe Managed Inference, tuned for throughput, price-performance, and reliabilitySAN FRANCISCO, Sept. 23, 2026 (GLOBE NEWSWIRE) -- Crusoe, the industry's first vertically integrated AI infrastructure provider, and AI innovator Thinking Machines Lab today announced a $65 million annual agreement to power inference for the lab's open models on Crusoe Cloud. Through Crusoe Managed Inference, Thinking Machines Lab will serve a range of production work
Shares of IonQ rallied 5% on Wednesday after the company announced a breakthrough in quantum computing and a new collaboration with AI chip heavyweight Nvidia.
The two companies will combine to complete and deploy a tokenized stock trading platform.
ADP's AI tools Assist and the Zone are expanding adoption, boosting service efficiency, and supporting bookings growth across its business.
Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told Benzinga. “I think what will happen is AI will...
Manchester United: Back in the UEFA Champions League, but still losing money.
IonQ (NYSE: IONQ) plans to deploy its Superion 256 quantum processor on-premise at NVIDIA's Accelerated Quantum Research Center in 2026. The on-site Superion 256 system is expected to link directly with NVIDIA's AI infrastructure to support hybrid quantum and AI research. IonQ reported an industry first real-time quantum error correction decoder that runs on standard hardware for fault tolerant quantum computing. IonQ's Superion 256 deployment at NVIDIA and its new real time error correction...
The stock market may be running hot this year, but that doesn't mean all is well.
Rallies Arena gives AI models real money to manage their own hedge funds using real-time financial data, and publishes every trade the models make. The account handed Claude a $100,000 stock portfolio and told it to beat the S&P 500. Claude’s two largest positions are EMCOR Group, Inc. (NYSE:EME) and NVIDIA Corporation (NASDAQ:NVDA). EMCOR is […]
The biggest opportunities over the next 10 years might come from smaller-company stocks.
Jensen Huang recently described software vendor CrowdStrike as Nvidia's top cybersecurity partner.
Rising gold and silver prices boost this precious metal stock's profits and investor payouts, while its business model limits inflation risk.
Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.
Sandisk has outperformed Micron stock over the past year, but the future could be different.
IonQ said it would be the first on-premises quantum computing deployment at Nvidia’s Accelerated Quantum Research Center.
Nvidia is extending its influence beyond GPUs into the electrical and cooling equipment that determines whether an AI data center can actually run. On September 21, the company introduced its DSX Ready program and named Tesla, Inc. (NASDAQ:TSLA) among qualified battery-energy-storage suppliers and Vertiv Holdings Co (NYSE:VRT) among qualified cooling suppliers. NVIDIA Corporation (NASDAQ:NVDA) is […]
Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, is now shipping NVIDIA Vera Rubin NVL72 racks integrated with Supermicro's Data Center Building Block Solutions® (DCBBS) and its direct liquid cooling stack (DLC-2).
IonQ just dropped two back-to-back announcements that sent its stock surging while the broader quantum ETF slipped, and the reason one company is pulling so far away from the pack reveals something important about where the real quantum race is being run.
Rising interest rates haven't historically been that bad for stock prices.
Netflix and Airbnb could see meaningful earnings growth, delivering compounding returns.
Investors should use time and compound earnings to their advantage.
Company Advances Development of First U.S. AI Infrastructure Hub, Executes Its Quantum & AI Systems Strategy ITASCA, Ill., Sept. 23, 2026 (GLOBE NEWSWIRE) -- Quanome Technologies, Inc. (Nasdaq: QNME) (“Quanome” or the “Company”) is advancing its Quantum and AI Systems business through an approximately US$18.8 million purchase agreement for computing infrastructure powered by NVIDIA GPU technology to build its AI cloud business through its subsidiary, XDT Infrastructure I, LLC (“XDT”). The Compan
COLLEGE PARK, Md., September 23, 2026--Today, IonQ (NYSE: IONQ) announced that it will be the first on-premise quantum computing deployment at the NVIDIA Accelerated Quantum Research Center (NVAQC). The NVAQC is designed to address the fundamental challenges of scaling quantum processors into a new class of accelerated quantum supercomputers. Connecting IonQ’s full-stack quantum systems directly with NVIDIA AI infrastructure will help drive the new breakthroughs needed to turn qubits into useful
Mark Stevens has disclosed another large Nvidia stock sale, bringing his reported disposals since Aug. 31 to nearly $947 million.
Nvidia Insider's Latest $300 Million Dump Pushes Stock Sales Near $1 Billion
There's still a place for index funds in your portfolio, but if you're just looking to learn with small starting positions, there are some smart all-weather stocks to consider as well.
SpaceX has three enormous opportunities in Starlink, launch services, and AI.
Three nuclear stocks are chasing the same industry revival, but only one of them already has a real business to back it up.
And the sector responsible for this brewing disinterest will come as no surprise.
D-Wave still trades at a lofty valuation despite its stock slump.
SCHD has an excellent record of paying a steadily rising dividend.
You can take these companies' dividends straight to the bank.
Monster Beverage has already built one of the world's strongest energy-drink brands. But the bigger opportunity may be what happens next.
One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18. The rally has turned a familiar memory manufacturer into one of the S&P 500’s best-performing stocks. Micron Technology, Inc. (NASDAQ:MU) has enjoyed the same AI-memory […]
Micron is in a great position to soar after earnings.
This is a significant development for long-term income-seeking investors.
Here's why investors should respond with more selectivity, not panic.
This tech player reached $1 trillion on Sept. 21.
Nvidia grew revenue by 106% in its fiscal second quarter, but there’s another number I’m watching closely.
This hot stock has climbed in the quadruple digits over three years.
Buffett has the perfect prescription for a bear market.
The hot IPO stock is finally delivering for shareholders.
Palantir is up nearly 2,700% from its low and has emerged as a leading SaaS stock.
Sandisk led the S&P 500 higher last year, and it's once again the best-performing stock in the index this year.
Coca-Cola's dividend has also risen every year since that time.
These are among the highest-yielding stocks on the S&P 500.
Treasury bond yields have surged to levels last seen before the S&P 500 entered a deep bear market in 2007.
After back-to-back Nasdaq record highs, investors are monitoring US diplomatic efforts with Iran and China, as well as a recent rally in tech stocks.
The percentage of Americans who own stock has nearly doubled since the 1980s.
Apple shares reached a fresh ATH above $344, while NVIDIA's forward valuation multiple has compressed sharply despite record revenue growth.
Regular dividend income can replace a weekly paycheck.
The biotech's obesity drug candidate could make it easier for people who have recently lost weight to keep it off.
Here's what we've learned about Elon Musk's space company since its IPO.
Nvidia’s latest insider filing adds to a steady stream of stock sales by key shareholders.
It's not too late to buy Nvidia.
Three consumer giants could give investors some staying power if the market turns rough.
From the end of June to mid-September, expected earnings rose nearly five times as quickly as the index itself.
The auto-parts retailer is winning market share as it expands globally.
NVIDIA (NasdaqGS: NVDA) and Aolani agreed to deploy 22,000 GPUs across new AI factory sites in Southeast Asia. The partners plan over 100 megawatts of new AI factory capacity, including major hubs in Malaysia and the Philippines. The build out is intended to position Southeast Asia as a global node for AI compute and data center infrastructure. The Aolani AI factory rollout in Malaysia and the Philippines is only one part of the broader NVIDIA story. Take a look at 2 warning signs (1 major)...
The White House is considering a ban on diesel exports, said a top official.
For those hoping to get in on the autonomous ride-hailing industry, they need to consider the following things.
Japan is set to fund three gargantuan natural-gas plants in Ohio, Pennsylvania, and Texas. Sizing up the opportunities and the obstacles.
Based on price targets alone, the risks may outweigh the rewards of owning SpaceX stock for more conservative investors.
Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.
The market may be underestimating these companies.
Apple stock finished up 0.2% at $339.75, giving the company its highest close since July 28 and putting its market cap at $4.96 trillion.
The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence.
The move to go after more incremental revenue through the defense business is encouraging, but there's more for investors to cheer about.
SB Energy’s planned public listing is turning into a stress test for the financing side of the AI buildout. The SoftBank-backed developer has slowed preparations for an IPO that had been discussed around a $50 billion valuation, according to a September 22 Financial Times report, while a $4.9 billion debt package has faced weak demand […]
Nvidia's shares trade at less than 17 times forward earnings, signaling growing Wall Street skepticism about its long-term sustainability.
Networking components are in high demand in AI data centers, which explains why Arista Networks' growth has been accelerating.
Quantum computing is still in its early innings, but IonQ and IBM are already building the hardware and infrastructure that could power the next decade of growth.
Chip stocks have been doing well in recent years due to artificial intelligence (AI), and while Nvidia has typically outperformed AMD, the tide has turned over the past year.
Amazon and Palantir will both profit from the AI market's breakneck expansion.
What is the first investing decision? It has nothing to do with picking stocks.
The past couple of years have been challenging for the company, but there is a light at the end of the tunnel.
This early mover in the quantum market still has a bright future.
Apple Inc. (NASDAQ:AAPL) is pitching its newest Macs as a way for businesses to run powerful AI models without paying per-token cloud charges, taking aim at the economics behind the AI infrastructure boom.“There’s no cost per token. You’re just using...
These tech stocks are growing at an impressive pace, and they are significantly cheaper than Palantir.
Should investors bet more on the AI infrastructure bottlenecks than on other tech trends, such as social media? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber.
Stock market crashes of 30% or more have taken anywhere from six months to 7.5 years to fully recover since 1957.
Apple will close above a $5 trillion market cap for the first time if the stock closes at $342.602, according to Dow Jones Market Data.
The AI-driven data aggregation company still has a bright future.
The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were l
Realty Income is a very resilient dividend stock.
These quality, low-volatility stocks yield between 2.4% and 3.1%, and have been raising their payouts for decades.
The e-commerce tools provider is leaning into AI agent shopping.
Researchers at the University of Toronto published a technical paper titled “GPUThor: Amplifying Rowhammer Attacks via Non-Uniform Patterns to Exploit ECC-Protected GPUs.” Abstract Excerpt “We present GPUThor, a high-intensity Rowhammer attack on NVIDIA GPUs leveraging non-uniform hammering. GPUThor reverse engineers GPU memory-access coalescing behavior to enable non-uniform hammering patterns on GPUs, that activate aggressor rows... » read more The post High-Intensity Rowhammer Attack On GPUs
When investing in a dividend stock, it's important to consider not just the yield, but also the potential for dividend growth and overall risk.
Dividend stocks have been hot buys this year, and the Schwab U.S. Dividend Equity ETF has risen by 22%, outperforming the broader markets.
The AI-powered cybersecurity company's hypergrowth days are over.
The government thinks it's been overpaying Quest Diagnostics. They plan to stop doing that next year.
The fast-growing beverage chain has seen its stock cut in half. The upside is there for the sipping.
The future of EVs requires scale and cost advantages.
Shares of the Chili's parent gained on an analyst upgrade.
The investor who called the subprime collapse now says the entire AI buildout depends on two companies, and one of them keeps him up at night. His math traces a chain from NVIDIA to Microsoft to a single customer whose next move could revalue trillions.
Moby summary of MillerKnoll, Inc.'s Q1 2027 earnings call
RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions are not contradictory, but reconciling them changes everything about how you hold this market.
On Holding shared its approach to continue to transform the concept of a sportswear brand.
Rumors that the Strait of Hormuz might reopen in seven days are driving tanker stocks lower.
Artificial intelligence (AI) is the fastest-growing area of SpaceX's business, and it may not be too long before it becomes its largest segment.
Rumors the Strait of Hormuz might reopen in a week are driving tanker stocks lower.
FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
Palantir's stock isn't cheap, but if its AI software becomes critical infrastructure for governments and businesses, a $5,000 investment today could look very different five years from now.
The government thinks it's been overpaying Labcorp. They plan to stop doing that next year.
The iShares Core Dividend Growth ETF's tech exposure is one reason the fund can continue to outpace its Schwab rival.
Both rideshare giants Uber (UBER) and Lyft (LYFT) have underperformed in 2026 upon rising competition with autonomous vehicle and robotaxi services. Yahoo Finance Executive Editor Brian Sozzi shares her perspective on the two stocks.
Investing.com -- SB Energy’s multi-billion-dollar initial public offering is advancing according to plan, a person familiar with the matter told Investing.com, dispelling reports of a delay. However, the source did not explicitly state when the IPO would take place, noting only that internal preparations are proceeding as intended. The clarification follows SB Energy’s amended S-1 filing with the U.S. Securities and Exchange Commission (SEC) yesterday, which confirmed that preparations for listi
Apple isn't a cheap stock, and it could hurt future returns.
The House of Mouse is cheaper than it's been in a long time, and that's just one reason that Disney is a good buy this season.
Rumors that the Strait of Hormuz might reopen in a week are driving tanker stocks lower.
Following last month's super rally, a growing number of analysts are now calling for caution.
Nvidia stock is trading at less than 17 times forward earnings, half the multiple it commanded in 2025, even as revenue and net income are expected to surge
The widely followed growth investor keeps making moves.
These high-yielding dividend stocks have very different track records.
The Hennessy Funds portfolio manager argues that market-cap weighting can hide cheaper mid-cap stocks, but investors still need a process for weighing valuation, business improvement, and price confirmation.
Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
NVIDIA returns to Zacks Rank #1 as strong AI-driven growth and rising estimates contrast with Travelzoo's earnings and membership challenges.
Symbotic is a robotics pure play, already in the commercialization stage.
The tech stock has benefited from Bitcoin's rising value of late.
Two power and cooling giants are chasing the same AI boom. But which one offers the more direct way to play it?
The hype around Meta's Muse AI assistant has investors excited that perhaps Meta's investments in AI could pay off.
S&P 500 companies are broadly beating analysts' estimates for earnings -- but is too much of that money riding on the AI boom?
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.
Which of these high-yield dividend stocks is the better play for ultra-long-term passive income right now?
Security spending keeps climbing as data breach costs hit record highs.
This value stock ETF has been on a hot streak for the past three years.
These companies are committed to rewarding shareholders.
AST's satellite network is scaling fast, a beta service is coming soon, and Japan just entered the picture. Here's the bull case for 2027.
Tech stocks don't always beat the rest of the market.
Management's latest model implies massive free cash flow by fiscal 2030 -- from a company that lost money in both fiscal 2024 and fiscal 2025.
There are no AI data centers without copper.
Data centers and artificial intelligence have become a major political issue.
Investors must decide if Kraft Heinz is a value stock or a value trap.
Higher gas prices are squeezing household budgets -- but Coca-Cola and Procter & Gamble continue to pay generous dividends.
Investors buying this biotech stock now will get its pipeline essentially for free.
The people who know Wall Street’s hottest quantum computing stocks best are sending all the wrong signals.
You can calculate how many dividends you'll receive over the next decade.
The S&P 500 stock market index looks increasingly vulnerable to a sharp correction.
One customer provided $24.1 billion of the software giant's revenue last fiscal year -- and that customer reportedly burns billions of dollars per quarter.
Is it time for investors to get more fearful?
Rising interest rates and elevated bond yields hint at a potential stock market correction.
The Schwab U.S. Dividend Equity ETF (SCHD) is up 23% year to date. The gains might not be done.
The iShares Core Dividend Growth ETF has a long-term track record of paying strong dividends -- and could be a smart defensive move against the AI bubble.
The Federal Reserve’s recent rate hike has pushed bond yields higher, so investors now face better income from cash and bonds but more uncertainty over what to own next. That shift can leave strong, cash rich businesses trading at modest valuations as attention swings to fixed income. This article highlights three such quality stocks that still appear overlooked on our value screen. The stocks highlighted below are just a starting sample, as the same process surfaced 27 more businesses with...
CoreWeave (NasdaqGS:CRWV) has introduced multi-rack NVIDIA Vera Rubin NVL72 clusters designed to run training and inference across hundreds of GPUs as one system. The company has upgraded its AI Object Storage with cross-region write acceleration to support high throughput data pipelines for agentic AI workloads. A new Archive storage tier targets colder AI datasets, aiming to align long term model data retention with lower cost storage options. The launch of Vera Rubin NVL72 clusters and...
Wall Street is finally recognizing the potential of Muse.
AMD has become the latest trillion-dollar company, as the AI investment boom sends its shares soaring and data-centre demand fuels record growth.View on euronews
Jim Cramer explains how Tim Cook's capital strategy and AI positioning set up Apple stock for its next growth phase.
Iambic Therapeutics, Inc., an AI drug discovery company backed by Nvidia Corp. (NASDAQ:NVDA) and the Qatar Investment Authority, filed for an initial public offering, according to an S-1 filing with the SEC on Monday. Plans to List on Nasdaq, Under Ticker ‘IAM’ Iambic said it plans to use the IPO proceeds, along with its existing cash, to continue advancing its three cancer drug candidates through clinical development, with any remaining funds going toward general operating costs. It will go pub
The AI chip giant's $108 billion forecast puts its AI chip sales to China at zero. On Thursday, the two governments holding them there will meet at the White House.
SpaceX management expects huge growth and strong returns on its cash over the next five years.
AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.
Morningstar called Tesla a “believe-me story,” with its valuation hinging heavily on robotaxis, Optimus and other emerging businesses.
A new analyst take wasn't all that bullish, but it did remind investors of the splashy deal the company recently signed.
Researchers at Georgia Tech, Nvidia Research, and Stanford University published a technical paper titled “BOOST: Concurrent Access to Host Memory and HBM to Accelerate LLM Inference.” Abstract Excerpt: “This paper presents BOOST, the first runtime system that provides concurrent and proportional access to both GPU memory tiers, extracting the combined bandwidth of host memory and... » read more The post Concurrent HBM And Host Memory Access Improves LLM Inference Throughput (Georgia Tech, Nvidia
Key Stats for Dell StockCurrent Price: $568. 06Target Price (Mid): ~$668Street Target: ~$577Potential Total Return: ~18% over ~4.
Bitcoin is rallying.
Recent history has a lesson for Costco shareholders.
An analyst raised his price target on the enterprise software solutions developer.
Steady monthly buys of the AI chip giant more than tripled the money put in. Would I keep the plan going today?
The memory maker has split its stock three times before -- but not once since 2000, back when it was still selling personal computers.
The market has faced no shortage of obstacles this year.
Investors were caught off-guard by the announcement of the CEO's resignation.
Nike's elevated dividend yield is attracting attention from dividend investors.
Nvidia gets the AI spotlight, but three power infrastructure stocks may be quietly building the bigger long-term opportunity.
If investors start to worry about the stock market, that could result in a surge in gold's value.
Palo Alto Networks and CrowdStrike are both reliable cybersecurity plays.
Lanteris gave Intuitive Machines a giant new revenue stream. Now it looks buyable again.
The stock's underwhelming performance this year could be the early stages of an even greater decline.
These leading payments enterprises have lagged the overall market in the past half-decade.
An analyst's new outlook on this nuclear energy stock is fueling the bulls' excitement.
Both are high-growth bets on unproven cutting-edge technologies.
Shares in the iconic chipmaker continue to climb.
Nvidia expects chip sales to double next year.
The top healthcare stock has been underperforming the market, and its returns haven't been as impressive as in recent years.
Interest rates are rising, but that might be a blessing in disguise for the stock market.
Energy Transfer and Kinder Morgan mix growth potential with market-beating dividends.
SpaceX is one of the most popular stocks on Wall Street, but does that make it a good buy?
NVIDIA Corp. (NASDAQ:NVDA) has become the world’s largest company as AI infrastructure spending surges, but Morgan Stanley (NYSE:MS) says the corporate adoption cycle that comes next has only just started. “We’re at the national anthem” when it comes to AI...
The memory chipmaker still has plenty of room to run.
Oil fell back toward $100 and chip stocks went vertical. The S&P 500 is within 1% of a record again.
Covering a lot of ground typically works in investors' favor.
The healthcare-software group plunged after cyber fallout and disruption to America’s 340B drug-pricing market forced management to slash near-term revenue expectations.
It's easy to forget that this stock-picking outfit also outright owns a bunch of reliably profitable businesses.
Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip industry prices silicon.
After the stock market's terrific performance in the past decade, it's a good idea for investors to assess the current situation.
The neocloud provider looks like an undervalued growth stock.
Paramount Skydance is attempting to acquire Warner Bros. Discovery in a deal that would shake up the entire media sector.
Arm powers 99% of smartphones with 22.8% revenue growth, while NVIDIA's $215.9 billion in revenue and 55.6% margins dominate AI infrastructure.
These three stocks have low prices and high risk, but also intriguing bullish catalysts.
Summer may be over, but this rare-earth stock is heating up.
History could be sending investors a clear warning.
Nike's deep brand strength makes it the most durable of the three, but On's Mbappé deal shows the challenger is gaining ground.
No one expects a lot of growth from Novo Nordisk anymore -- not even Novo Nordisk itself.
Does Nvidia (NVDA) have what it takes to be a top stock pick for momentum investors? Let's find out.
The oil and gas giant's dividend history is reliable enough to reasonably predict its future.
A Wall Street analyst highlighted the potential of Muse, the company's personal AI agent.
Here are 3 great reasons why the SOXL is running with the bulls today.
AI agents are going mainstream, and AMD's processors will likely benefit.
These analysts have very different opinions on GE Vernova stock.
The cannabis stock has been struggling badly this year, but there could be a catalyst up ahead.
A new bottleneck is emerging beyond chips and computing power
A major technology partner could accelerate Einride's biggest ambition
Income investors can get paid 12 times a year.
The average of price targets set by Wall Street analysts indicates a potential upside of 46.6% in Nvidia (NVDA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
In a recent interview, Musk highlighted the potential for collaboration if SpaceX and Tesla were to combine forces.
Expect another earnings beat from Micron next week -- a smaller beat, but still a beat.
Yahoo Finance Executive Editor Brian Sozzi goes 1-on-1 with EMJ Capital Founder and President Eric Jackson to discuss the next set of tech stocks after memory that can grow exponentially during the AI boom and why Jackson is willing to bet on Dell (DELL) and Micron (MU).
The REIT's dividend has fluctuated over the years.
IonQ is growing much faster than the GPU giant, but there's a catch.
Dividend growth stocks have outperformed other types and have done so with significantly less risk.
NVIDIA and Eli Lilly both shattered expectations this quarter, but picking the better stock for the next decade means choosing between two very different growth machines at very different levels of risk.
Yahoo Finance Executive Editor Brian Sozzi outlines a few unexpected events driving markets this week. For a closer look, watch the video above.
Tech stock news for the week of Sept. 21.
Investing.com -- Nscale disclosed that Microsoft Corp. and Anthropic PBC account for 85% of its $103 billion in total contract value, according to details revealed in the British data center developer's initial public offering filing on Friday.
Westinghouse's IPO could unlock significant value for its owners.
During a stock market sell-off, selling stocks is often the worst thing you can do.
There are some valuable lessons investors should learn before Anthropic goes public.
The memory and storage stock may seem cheap, but its valuation is highly dependent on future growth expectations.
The consistently strong spending on AI data center infrastructure and the ongoing supply shortage in the memory market will be a tailwind for Micron.
Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.
ExxonMobil, JPMorgan Chase and NVIDIA headline Zacks Market Edge's 500th episode, with earnings growth and market gains in focus.
The eVTOL stock is down more than 40% in the past 12 months.
According to the average brokerage recommendation (ABR), one should invest in Nvidia (NVDA). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Nvidia looks poised for another record year of chip sales in 2027.
The streaming company will release its third-quarter numbers in about a month.
Expensive stocks can be risky, but not uninvestable.
Micron is set to report earnings. Buy, sell, or hold before the release?
The tokens the brokerage sells overseas wouldn't qualify under the SEC's new order. The company started fixing that before the order came.
Nvidia is now trading for just 14 times next year's adjusted earnings -- and that's just scratching the bullish surface.
Stock Market Today: The Dow Jones index rallies Monday as oil prices and Treasury yields drop. Nvidia stock continues to climb.
Apple and Amazon are two top growth stocks to own over the next decade.
Joby is one of the most popular eVTOL stocks in the U.S. Can it really grow as big as Tesla?
Investing in growth stocks can produce spectacular results over the long term.
The healthcare giant reports earnings next month.
Microsoft recently boosted its dividend, yet again.
Two boring-but-reliable businesses could be worth a closer look if you're building a portfolio for the next five years.
Nvidia stock was rising Monday and there's a chance of a boost from talks between President Donald Trump and Chinese leader Xi Jinping.
Palantir is an excellent company, but it’s also an expensive stock.
The waves of new supply get bigger from here, and the last one comes with a hard deadline.
Tech giants are investing heavily in the AI infrastructure build-out.
It's important not to panic over the impact of rising rates on industrial stocks, not least because they are likely to affect different stocks in varied ways.
The factors that made software stocks a laggard before could make them leaders today.
The stock trades near $14. The problem is what the business is guiding toward.
Amazon's revenue towers over Uber's across eight quarters, yet both companies posted double-digit operating margins in Q2 2026 — a rare efficiency metric worth watching.
Nvidia's Jensen Huang is becoming Trump's top AI ally, outpacing Zuckerberg and Bezos as the stock extends its rally.
The payout has grown every year since 2012 -- but the quarterly payments are uneven, and the growth has slowed.
The unlocking of SpaceX shares is reshaping the communications sector.
The software maker is growing faster than ever, yet its shares sit about where they were a year ago. So is the stock finally reasonably priced?
The investment bank's stock is in a prime position to head higher.
Nvidia is guiding for 70% top-line growth in its next fiscal year, but the chipmaker has regularly proven too conservative with its guidance in the past.
The business multiplied over the decade. The stock's price-to-earnings multiple mostly didn't.
Pfizer's rebound is well underway.
SpaceX stock has rebounded nicely since its prior sell-off, but can the momentum last until its next earnings report?
Coca-Cola isn't cheap, but it is executing well in a difficult market and has an incredible dividend history.
The index has climbed in 34 of the last 41 fourth quarters. The seven misses are the part worth studying.
This expensive quantum computing stock isn't growing as fast as it seems.
Investors are growing increasingly concerned about AI-powered threats.
Four quarters at the memory maker's guided pace would surpass what the software giant earned in its record fiscal 2026. Whether the pace holds hinges on memory prices.
Among these out-of-favor restaurant stocks, go with the one with the stronger value proposition.
Main Street Capital has generated significant income for investors since its IPO.
Mitsui High-tec, Inc. has already reported half-year 2026 results showing sales of ¥130,672 million and net income of ¥9,943 million, alongside a second-quarter dividend of ¥6.00 per share payable from October 8, 2026. At the same time, the company raised its full-year forecasts for sales, profit and earnings per share, citing robust demand, cost controls and favorable foreign exchange movements. Next, we’ll examine how this upgraded full-year guidance, built on stronger-than-expected...
DoorDash and Viking are leaders in delivery and cruises, offering investors growth at a reasonable price.
The minimum expected decline for Wall Street’s major stock indexes when this historical event occurs is 20%.
It's easy to be bullish about Argenx.
It's worth taking the time to understand how this business model works.
Market crashes happen. But you still can score an investing win.
These AI infrastructure stocks could stay resilient even if rates stay higher.
Shares of the leading warehouse club operator are down 18% from their peak.
Nuclear energy is enjoying a resurgence, and these two stocks should benefit.
Coca-Cola has a multi-decade history of growing its dividend.
There are reasons to be very bullish about Amazon.
Coca-Cola has been a steady grower and dividend payer for many decades.
Buffett bought more than $77 billion of this stock in the years leading up to his retirement.
The effect is real. Here's what you can do about it.
You're shaking your head, aren't you? Hear me out.
Trump's tariff obsession just got some new legislative teeth.
Until Anthropic goes public, investors won't have any great options to get exposure to the performance of its shares.
These stocks offer above-average yields and solid dividend growth.
This healthcare REIT has a strong dividend yield plus share price gains this year.
Ackman quickly deployed the capital raised in his new $5 billion fund.
Micron reports fiscal fourth-quarter earnings on Sept. 30.
Investors are staring at a market triple-whammy.
The puzzle pieces are falling into place for subpar stock market returns.
The Federal Reserve just raised interest rates for the first time in more than three years.
The chip giant's droughts between record closes have ended at new highs within about six months -- or in bear markets that cut the stock by more than half.
The market might seem bloated, but these stocks still have a long runway for growth.
Tech stocks could be a greater risk than some investors realize.
Bloom Energy is seeing massive earnings growth, while Plug Power is working to clean up its finances.
The title is moving to his son. The $365 billion isn't.
MPLX LP didn't just team up with a pipeline rival; it also teamed up with two rivals in the upstream sector, too.
Tesla has grown at a torrential rate in the past, but it has slowed down recently.
Jim Cramer has plenty to say about stocks, but his latest comments on AMD took a notably different tone.
Following a brutal 2026, the five-year case comes down to reaccelerating software growth and a 31-year dividend streak.
WisdomTree's DGRW distributes cash to shareholders every single month, yet its largest holdings read like a growth fund roster rather than an income portfolio. Whether that contradiction works for or against dividend investors depends entirely on what you actually need from a dividend ETF.
Surging corporate earnings, a robust GDP, and widespread pessimism are the perfect cocktail for an explosive upside move in equities.
This ETF provides the kind of growth and income profile that could do really well.
Cathie Wood remains very bullish on Tesla stock.
One fuel cell stock is chasing AI power demand with billions in backing. Another is staying out of the race entirely.
Both options are rooted in the same basic buy-and-hold philosophy, but one differs from the other in one way that's very important for the foreseeable future.
The Nasdaq-100 is tech-heavy, but I think this high-yield consumer staples Dividend King is the best income pick.
Combining different dividend stock selection strategies can produce an elite portfolio.
Coca-Cola may be a Goldilocks investment in a high-bond-yield/low-equity-yield world.
Insider buying is a good sign for Celsius, but that's not the only thing to consider before buying the stock.
The Oracle of Omaha stepped down from his last active role with the conglomerate, but the investment thesis is intact.
The Anthropic IPO will be delayed until November, the WSJ reported. OpenAI forecast massive negative cash flow, the FT reported.
Iamgold is buying back stock and has reduced its debt. A dividend might be next.
AbbVie's market-beating days don't seem to be over yet.
The stock sits below where it closed on day one, even though revenue nearly doubled last quarter.
Tech stocks delivered huge returns over the past decade, but there's a catch.
These pipeline companies are cashing in on the AI data center power boom.
Enterprise Products Partners has proven the durability of its high-yielding distribution over the years.
It’s not a great time for real estate, but this has created some long-term opportunities.
Wall Street remains very bullish on SpaceX stock.
L3Harris's VAMPIRE rockets were already popular. And now they've got AI.
SpaceX completed the largest IPO in history in June.
The pride of Cupertino continues its winning ways, and investors are eager to jump on the bandwagon.
Walmart's fundamentals and valuation don't suggest a quick run-up to $1 trillion.
How does $20,000-plus in annual dividend income sound?
Despite Nvidia's growth, the return on such a modest investment may be surprising.
The e-commerce specialist turned a decade of merchant growth into a roughly 31-fold return. But would I buy the stock today?
Investors must weigh if the stock's price is a buying opportunity.
New tech, new governance policies, and new revenue sources are helping these coins get on to the path to recovery.
The once-high-flying fintech stock has cratered, and investors are wondering what they should do.
Several analysts remain very bullish on Plug Power stock.
Nuclear demand is rising fast, and two very different stocks offer two very different ways for investors to cash in.
The streaming giant just bought back more stock in a single quarter than ever before. But is that a reason to own it?
Cybersecurity and related companies were hot with investors this week, on gloomy predictions about the future of AI.
Even before it won this big contract, Olin stock was looking cheap enough to buy.
With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.
IBM stock fell 25% after a weak Q2. Here's why Red Hat, hybrid cloud, and a 31-year dividend streak keep its comeback case alive.
Cybersecurity companies were having a moment on the exchange.
It's plugging into a state-of-the-art research tool developed by a major pharmaceutical company.
Gemini Space Station stock surged as investors reacted to a new SEC exemption for tokenized stocks.
The filing seeks CFTC approval for contracts giving US traders 24/5 leveraged exposure to individual stocks without ownership.
They have a knack for increasing their dividends even when facing challenges.
S&P 500 earnings in Q3 are expected to increase by +24% from the same period last year, reflecting the 8th consecutive quarter of double-digit earnings growth for the index. Earnings revisions have been positive, sustaining the favorable trend in place for almost a year now.
Here are three durable businesses offering yields from 1.6% to 5.5%.
Or are its best days in the rearview mirror?
An important franchisee has filed for bankruptcy protection.
Key TakeawaysSix-Month Run: NVDA stock has climbed 20. 6% since mid-March, a 45.
AI data center provider Nscale has submitted paperwork for a New York initial public offering to fund computing infrastructure.
Nvidia remains at the epicenter of the AI infrastructure build-out.
Data center companies now have an incentive to source their own power.
Three consumer brands are making very different bets on growth, and all three have something to prove over the next few years.
Meta's New AI App Grew Almost as Fast as ChatGPT in Its First 5 Days. Is Meta Stock a Buy?
A new price target has investors sitting up and taking note.
I'd buy Energy Transfer and Verizon stocks, and avoid Pfizer.
Nscale, a developer of artificial intelligence data centers that counts Nvidia Corp. and Microsoft Corp. among its partners, filed for an initial public offering in New York to tap into AI’s insatiable demand for computing power.
A projection for annualized gains of 30% is likely to prove conservative.
ExxonMobil, Enterprise Products Partners, and Brookfield Renewable are safe income plays.
Bitcoin is higher Friday as oil prices retreat and the SEC offers limited relief for tokenized-stock trading.
Investors have good reason to pay attention to how much money companies distribute back to shareholders.
SpaceX's valuation now hovers just below $2 trillion.
In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...
Blockchain-based stock trading got its first official green light. It's tiny, temporary, and Ethereum-shaped.
Bulls and bears, COVID, a banking crisis, and the AI Revolution. What stocks stand out over the last 11 years?
XRP rose on Friday as oil prices eased and the SEC offered limited relief for tokenized-stock trading.
Cameco's stake in Westinghouse could be a strong tailwind for the stock as nuclear energy enjoys a resurgence.
After a blockbuster 2026 debut, where will SpaceX be in 2031?
Occidental Petroleum and Chevron are still reliable plays on higher oil prices.
Brad Gerstner says leading AI labs need to lift their combined annualized revenue from roughly $100 billion to at least $180 billion by year-end to keep the AI trade intact. The Altimeter Capital founder, whose firm held nearly $1.9 billion...
Bolt promised to buy 100,000 Lucids, but can it afford them?
After raising more capital earlier this year, Ackman and his team purchased several new stocks in the second quarter of the year.
The AI developer is reportedly gearing up for an initial public offering this fall at a valuation near $2 trillion.
Coinbase Global (NASDAQ: $COIN) has filed for regulatory approval to list perpetual futures tied to individual larg...
The struggling stock's underlying business isn't quite in the dire straits most investors seem to think it is.
Four straight delivery updates, four down days for the stock -- and the next report may face the electric-car maker's toughest bar yet.
The warehouse club operator should wrap up a big year with a special surprise.
How much higher can Micron stock climb by the end of the decade?
A rumor about AMD's 2027 lineup could give the company an unusual window against Nvidia.
Investors are upgrading cybersecurity and authentication companies amid growing concern over AI agent swarms.
AI data centers will need upgrades over the long run, and that's great news for Nvidia investors.
The chipmaker got a boost from its upcoming inclusion in a high-profile benchmark.
South Korea's stock market is outperforming all other nations this year.
AI fears are real. But Palo Alto stock is also really overpriced.
Cybersecurity is having a moment amid fears of artificial intelligence hacking.
Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.
A growing number of risks are threatening the bull market in stocks.
Micron Technology will soon release its fiscal 2026 results, which could give the stock a nice shot in the arm.
All signs seem to point to an affirmative answer to that question.
The conglomerate's new CEO is bullish on the hottest technology trend ruling the economy and markets.
Will rate hikes send the bull market crashing lower?
Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.
Big things are in store for this rare-earth stock in one firm's estimation.
NEW YORK, September 18, 2026--Xeal today launched Laitent, the world’s first edge inference compute network using idle EV charging capacity. With one of the five largest Level 2 EV charging footprints in the U.S., Laitent will tap more than 200MW of permitted, installed electrical infrastructure across 1,600+ properties. Xeal, a member of NVIDIA Inception, plans to deploy over 100,000 NVIDIA GPUs alongside EV charging infrastructure. Xeal has also secured partnerships with Rafay Systems for AI i
Will fears of AI crush Anthropic's IPO valuation prospects?
Nvidia shares have already delivered 900% over five years, but a specific multiple applied to a rising earnings estimate points to a price target that Wall Street has not yet penciled in. Here is the math behind the case for NVDA reaching a level that would shock most investors by late 2027.
Is Nvidia stock on track to serve up more incredible wins?
Hopefully, a recession is averted, but if one arrives, the Invesco S&P 500 High Dividend Low Volatility ETF could help investors weather the storm.
In the long run, the infrastructure powering the AI boom could become commoditized, with more of the value going to the businesses creating applications.
Micron looks like a buying opportunity, but history may call for caution.
Spending from the AI giant could flow through nicely to electric power providers.
AI investors should choose carefully as interest rates rise.
Actio could make Jazz's growing epilepsy franchise even stronger.
EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.
Despite popular belief, optimism about the artificial intelligence (AI) revolution isn’t universal on Wall Street.
Does Tesla stock still deserve to be valued at a premium derived from CEO Elon Musk's leadership?
When it comes to game-changing catalysts, consider relative size, not just dollar figures alone.
EQT checks all the boxes for a top natural gas stock.
This ETF's heavier growth profile makes it an ideal high total return opportunity.
It's hard to compete with what has been a simple and effective approach in the stock market.
GPUs are a great business. Optical lasers may be a better one.
Warren Buffett says that too many people have a gambling mindset and are speculating instead of investments.
Even small, regular investments can turn into thousands of dollars in annual dividend income.
Palantir stock is flat on the year, but meaningful upside could be on the horizon.
The company plans to scale its AI infrastructure and develop its own AI factories.
Analysts keep raising their price targets on this 54-year dividend raiser. Here are the reasons behind the newfound confidence.
Verizon's share price has risen more than 25% since the beginning of 2026.
Retail sentiment on SPY and QQQ remained ‘bearish’, despite the broader market recovery.
Use this ETF to generate thousands of dollars in dividends annually.
Grid modernization gives Hubbell a long runway for growth.
The stock slipped about 15% over the past three months.
Tesla and SpaceX are both bets of the future.
Lululemon has taken a beating, but its global expansion could be the catalyst that turns today's struggling stock into a 2031 turnaround story.
One healthcare dividend payer carries legal risk, the other faces a buyout. Here's which one actually deserves your money.
Sandisk announced a $14 billion share buyback during its fiscal fourth-quarter earnings.
Robinhood Ventures Fund I (RVI) has purchased about $25 million of preferred stock in Crusoe as part of the company’s $3.9 billion Series F financing round.
It's an early mover in a space with massive long-term opportunities, but also intense competition and daunting technical challenges.
Three industrial stocks stand to gain from AI's power build-out, with no IPO allocation required to benefit from the trend.
Gloomy guidance from the company's leader was discouraging for investors.
The chipmaker is racing to meet the surging demand for its new AI chips.
It won't be pursuing banking licenses after all.
It signed a deal for the future deployment of as many as 25,000 vehicles.
It reached a legal settlement with a business partner.
CGDV and SCHD both carry the dividend label, but their portfolios share almost nothing in common and their recent returns have split dramatically. The fund that dominated for five years is now lagging badly, and the reason comes down to a single philosophical disagreement about what a dividend ETF should actually own.
Savvy money managers lift Nvidia and Amazon partner F5 stock near buy range and all-time high in uncertain market.
The round values the data center giant at $30.9 billion.
A long-term supply deal with an AI juggernaut has investors excited.
Nebius' coming cloud-computing price increase gave investors another sign that AI demand remains strong, including for AMD's data-center chips.
It's launching not one, but two new fundraising efforts.
With new money ready to be allocated, income investors are faced with an important decision.
Both stocks face similar challenges, but only one is reasonably valued.
Buffett has always loved companies with shareholder-friendly dividend policies.
Gerber Kawasaki’s CEO advocates building cash reserves, avoiding long-term bonds, and deploying capital in companies whose earnings support their valuations.
It could take decades to develop quantum computers that are useful in the real world.
The demand outlook for Nvidia's GPUs remains strong, and the company is expanding in other valuable product categories.
Joby Aviation is flying high over a multitrillion-dollar opportunity.
Nvidia's CEO made a big prediction a year ago, and he's not backing down.
The stock has taken investors on a roller-coaster ride in the months since its IPO, but now it's back at a price close to where it began its first day of trading.
Holtec's CEO warns that "a perfect storm" has arrived.
While macroeconomic headwinds, geopolitical energy shocks, and relentless media fear-mongering might suggest a market correction is overdue, the resilience of stock price action tells a different story.
As consumer confidence falls, investors look for more resilient stocks.
The company is in the process of expanding the uses for its Hugo Surgical System and expanding its revenue base.
Nvidia's next AI platform could raise the revenue opportunity from each gigawatt of infrastructure considerably.
These stocks should benefit from long-term tailwinds in energy demand over the coming decade.
Nvidia Stock Rallies as Rubin Performance Adds Fuel to AI Trade
The yoga and athleisure apparel maker faces existential challenges.
Baby Boomers held their bitcoin ETF positions through a savage drawdown and analysts are calling it a show of discipline, but the benchmark they were quietly measured against tells a far more uncomfortable story.
Expect a downturn before a market rally.
Delta Electronics, a global leader in power management and smart green solutions, today announced its development to speed up the deployment of AI factories based on NVIDIA DSX. The NVIDIA DSX AI Factory Platform brings together reference designs, open software, accelerated computing systems, facilities infrastructure and partner technologies in a codesigned platform for AI factory design, deployment and operations. Delta brings the physical infrastructure bridge between energy availability and
Lucid Lands Major Robotaxi Boost as Bolt Plans 25,000-Vehicle Fleet
Jim Cramer reaffirmed his $250 Palantir target as UBS and D.A. Davidson matched it. Wall Street's average sits at $202.
The round fuels Crusoe's expansion plans to activate megawatts for intelligence, from energy generation to AI cloud services, following a year of record executionDENVER, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Crusoe, the industry’s first vertically-integrated AI infrastructure provider, today announced the initial closing of its anticipated $3.9 billion Series F funding round, at a $30.9 billion post-money valuation. The oversubscribed round was co-led by Atreides Management, Mubadala Capital, and V
The GPU giant looks primed to skyrocket again.
In an industry that's already under pressure, there will be winners. But what criteria separate the winners from the rest?
The deal helps Amazon secure stable power supplies to its data centers.
As AI-related fears increase, cybersecurity stocks could be the heroes that businesses and investors need.
D-Wave investors are grasping at straws.
Nvidia Corp.’s Chief Executive Officer Jensen Huang projects a 100% increase in chip sales next year as artificial intelligence adoption spreads.
Jensen Huang just told a Scotland audience something about 2027 chip demand that sent analyst models scrambling and put NVIDIA's stock within striking distance of an all-time high.
CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.
BYD is gaining ground where Tesla once had an advantage.
The stock market is feeling volatile, but history offers reassurance for a long-term approach.
At 24, Leopold Aschenbrenner turned a hedge fund into a $45 billion force in AI markets, then watched it collapse in days. Now he is making a new move, and Wall Street is paying close attention.
Interest rates are rising, but so are these healthy payouts.
These stocks navigated not just the COVID recession, but the Great Recession, too.
Rackspace Technology, Inc. (NASDAQ:RXT) shares climbed more than 6% after the company announced that it was joining Nvidia’s Cloud Partner Program. The move adds to a series of AI infrastructure partnerships that have consistently triggered sharp rallies in the stock. However, the market has also seen the other side of this story. Earlier this year, […]
PJM capacity prices just hit the ceiling for the third straight auction, and the utilities scrambling to meet hyperscaler demand are not all playing the same game. Three names are getting paid to solve the grid crisis in very different ways, with very different risks hiding behind the same tailwind.
Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.
Long-term holders of the Schwab U.S. Dividend Equity ETF have seen their yield on cost gradually rise.
For many investors and maybe even some collectors, the iShares Silver Trust is the better way of owning that metal.
Nvidia Corp. (NASDAQ:NVDA) is worth over $5 trillion after another year of explosive growth, but NYU Stern finance professor Aswath Damodaran says the stock still asks investors to assume an extraordinary payoff from the artificial intelligence boom. “Nvidia is an...
President Donald Trump issued an executive order in early 2025 to create a U.S. Bitcoin Strategic Reserve and a Digital Asset Stockpile.
Forget about predicting gold prices. Is SSR Mining stock cheap or not -- and how fast is it growing?
Tiny Goldgroup is more vulnerable to weak gold prices than other gold mining stocks.
NVIDIA's Data Center revenue more than doubled year over year, yet the stock sits well below its 52-week high while Wall Street debates a bold price target that would require nearly 90% gains. The math to get there is tighter than you'd expect.
A Goldman Sachs options gauge just flashed a signal so rare it has appeared only four other times in two decades, and the timing of each previous instance tells a striking story about where tech stocks headed next.
Lucid Group (NASDAQ:LCID) stock is jumping in Thursday morning trading after the electric vehicle (EV) maker unveiled a European autonomous mobility partnership with Bolt, a privately held ride-hailing company. Shares are up 10% to $4.44, a rare pop for a stock that entered the session down 58% year to date. The rally is lifting the […]
Carbon capture could become a profitable bridge for the energy giant.
The artificial intelligence infrastructure specialist is growing sales, but its stock is down more than 50% from its 52-week high.
NNN REIT has the third-longest dividend growth streak in the REIT sector.
This AI leader is gearing up for a hugely important business update.
CoreWeave sits at a crossroads where triple-digit revenue growth collides with a balance sheet that would make most CFOs sweat, and the latest Nvidia headlines just handed investors a decision they cannot afford to get wrong.
The next rotation in the AI trade may be beginning.
Gold prices are fickle, but Newmont stock looks fairly priced.
One of the specific solutions the space agency is looking for has already been made and proven by this company's subsidiary.
The company once seen as vulnerable to generative AI now expects the technology to help carry revenue beyond Wall Street's forecast.
Ackman was right about Netflix, but he still lost money on his investment.
IBM Lands $1 Billion Quantum Award as IonQ Stock Rises on AI Breakthrough
The market could be underestimating Toast stock right now.
NORTHBROOK, Ill., September 17, 2026--Boost Run, Inc. (Nasdaq: BRUN) ("Boost Run" or the "Company"), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced the Company’s preliminary inclusion in the Russell 2000® and Russell 3000® Indexes as part of FTSE Russell’s quarterly IPO additions.
Fear of an AI stock crash are heating up. And the risk looms large — as hundreds of billions of investment dollars stampede into the field.
Wherever the stock ends up, it will be a volatile ride.
This monthly dividend REIT offers steady income, but don't expect significant growth over the next four years.
These stocks are dirt cheap right now.
These AI stocks can be excellent core holdings for a well-diversified portfolio.
The weight loss market is highly competitive, but Viking only needs to carve out a small niche in it with VK2735 in order to generate significant value for investors.
Nike looks cheap, but the turnaround still needs proving.
If a bear market is coming, Warren Buffett has reassuring news for investors.
The conglomerate's stock picks wouldn't be so easy to own if it weren't for Berkshire's reliable cash cows, which usually go unmentioned and unnoticed.
Snap Inc. (NYSE:SNAP) shares rose about 3% in Thursday premarket trading after new enterprise partnerships expanded the use cases for its SPECS augmented reality glasses. The stock also benefited from a risk-on backdrop, with S&P 500 futures up about 0.9%. SNAP had gained more than 4% in after-hours trading on Wednesday. Salesforce, AWS And Nvidia Expand SPECS Push Snap announced partnerships with Salesforce Inc. (NYSE:CRM), Nvidia Corp. (NASDAQ:NVDA) and Amazon.com Inc.’s (NASDAQ:AMZN) Amazon W
Elon Musk owns 28% of Tesla — making him the largest shareholder. It's similar at Meta. What about Nvidia? Not even close.
The streaming giant's stock has taken six declines of 35% or more before this one. Every round trip ended at a new high -- eventually.
History suggests waiting before buying IPO stocks.
This company has succeeded where many others have failed.
Retail sentiment on SPY and QQQ remained ‘bearish’, even as futures recovered.
These stocks offer an attractive combination of value and growth.
Income investors shouldn't be too worried about the pharma giant cutting its dividend.
Snap AR glasses land Nvidia, AWS and Salesforce as enterprise partners. The stock is still down 30% this year.
The legend always gives investors a reality check.
Leidos' ENTRUST deal expands its grid expertise as data centers strain power supply. Here's what the numbers say about the stock now.
The chipmaker is making more money than it could possibly put to work right now.
Micron and Nvidia have been highlighted in this Earnings Trends article.
Recession fears are back, but history has promising news for investors.
China’s push for AI computing self-reliance is gaining momentum.
Markel doesn't hide its aspiration to be the next Berkshire Hathaway, but is the current drawdown a buying opportunity?
Starship's 14th test flight would be its first try at orbit -- and its first with a payload that makes money.
The AI trade may be about to grow far beyond GPUs. At the All-In Summit, President Donald Trump called data centers "the oil of the next 20–25 years," arguing that they are making states and communities wealthy. Data proves otherwise....
These four quantum stocks are leading the way in the space.
If you are looking for high-yield stocks, consider stepping beyond the "obvious" names in the midstream sector.
Snowflake stock is surging toward all-time highs after reporting its latest quarterly earnings.
The biggest AI infrastructure players may have a planning problem. NVIDIA Corp‘s CEO Jensen Huang says hyperscalers are "always almost wrong" because they plan capacity once a year while AI demand is changing too quickly to fit an annual calendar....
The second-biggest line in the chip giant's latest filing likely belongs to companies buying for someone else.
AI data centers are driving enormous demand for reliable, around-the-clock electricity, and these companies provide it.
Memory has become a binding constraint for artificial intelligence (AI) data center build-outs.
The electrical infrastructure builder could be your way to profit from the AI race.
There was notable progress in a Texas power plant project that the company will supply.
Nvidia Corp.‘s CEO Jensen Huang said Elon Musk may be uniquely positioned to pull off Terafab, the semiconductor-manufacturing project planned by Tesla Inc. and Space Exploration Technologies Corp., while acknowledging the technical depth required to fabricate leading-edge chips. Huang Backs...
Rexford has increased its dividend for 12 consecutive years.
Not only did the Federal Open Market Committee raise interest rates, but most committee members expect another hike this year.
Toast's growth model revolves around its payments services, but there's more to the picture.
These companies have a healthy amount of risk, but the potential long-term gains might be worth it.
As gold and other precious metals went, so went the mining company's equity.
J.B. Hunt shares dropped more than 13% after CFO Brad Delco told a Morgan Stanley investor conference that Q3 earnings would fall 5% to 10% from Q2.
Nvidia is reportedly considering an acquisition of Hugging Face at a $13 billion valuation.
Cramer gives Nvidia investors a surprisingly simple game plan.
Capital costs could rise alongside rising interest rates.
One of these companies earns more than 40% of its annual operating profit in the holiday quarter. But it's not the stock I'd buy first.
Washington is weighing on BLSH.
British American Tobacco, Verizon, Income Realty, and Energy Transfer are top dividend stocks to buy and hold.
An analyst initiated coverage of the stock.
CrowdStrike Holdings has been one of the stronger movers in cybersecurity, and the recent run in the stock raises a straightforward question for you as an investor. Is the current share price mainly a story about excitement around AI driven security and partnerships, or is it supported by what the company is actually generating in sales today? Over the past 3 years the stock has returned very close to 5x your original investment. This puts real pressure on the numbers to show that this kind...
One of the world's fastest-growing AI companies is about to go public.
I've been refining my investing process for years, and this is what I do right now.
Synaptics Incorporated recently announced that its first CTS tactile sensing module, powered by the SN6012T controller, is now supported within NVIDIA’s Isaac Sim robotics simulation framework, enabling developers to prototype and validate contact and force interactions for dexterous robotic hands, grippers, and other Physical AI systems. A distinctive aspect of this development is the way Synaptics’ CTS module and Astra Edge AI processors integrate with NVIDIA Holoscan to unify touch,...
Nvidia's Hugging Face deal looks expensive based on current revenue, but the real opportunity could lie much deeper in the AI ecosystem.
NVIDIA's AI infrastructure scale and profitability contrast with SoundHound's rapid growth, narrowing losses and smaller voice AI focus.
Gas isn't the only hot commodity flowing through pipelines these days.
Salesforce (CRM) stock is back in focus after Dreamforce 2026, where the company emphasized Agentforce, introduced the new Koa reasoning model developed with Nvidia, and expanded AI-focused partnerships. For investors, the headline at Dreamforce is how this AI story now links to Salesforce’s chart. The share price is around $255.65, with a 30.3% 1 month share price return and a 64.9% 3 month share price return indicating strong recent momentum. By contrast, the 1 year total shareholder return...
Meta CEO Zuckerberg Sends Fresh Signal for Nvidia Stock and AI Spending
The pharmaceutical giant's track record in past bear markets is fairly impressive.
Dr. Ed Yardeni has been correctly bullish on the market for several years.
Nvidia can still deliver multibagger returns over the next five years.
SK Hynix is broadening its AI-memory strategy beyond HBM, pairing full-stack ambitions with capacity expansion and major shareholder returns.
After losing half its value, is the AI computing specialist's stock finally cheap enough to buy?
Don't worry about this stock sale. Worry more about the high stock price at Webull.
Is Worthington an under-the-radar data center play?
The interface expands agent distribution, but consumption pricing makes productive usage the revenue gate.
A long-running AI concern is becoming harder to ignore
Three new names are entering the S&P 500, swapping out brewers and homebuilders for fuel-cell technology and genomics, but whether that trade actually benefits VOO holders depends on a math problem most investors overlook.
AMD is the IBD Stock Of The Day as the chipmaker rises on renewed hopes for continued heavy spending on AI data centers.
On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA’s newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson Thor platform. The move puts Aptiv squarely inside the buildout of “physical AI,” the term for machines like drones, robots, and industrial systems that need to sense and […]
Salesforce stock dipped ahead of an investor briefing after the market close and reports of a global system outage.
Let’s dig into the relative performance of Nvidia (NASDAQ:NVDA) and its peers as we unravel the now-completed Q2 processors and graphics chips earnings season.
Moby summary of LuxExperience B.V.'s Q4 2026 earnings call
Investors just got some encouraging news about Cipher's Texas data centers.
The Direxion Daily Semiconductor Bull ETF will incur massive downside if semiconductor stocks don't get their acts together.
CoreWeave Inc (NASDAQ:CRWV) shares rose 4.5% Wednesday after the AI cloud provider deployed a multi-rack Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) Vera Rubin NVL72 cluster and introduced new storage capabilities. The deployment brings hundreds of Nvidia Rubin GPUs into a single cluster designed...
With a record yield of 4.5%, is Nike stock a great buy right now?
LuxExperience's latest quarterly report arrived with good news for shareholders.
The stock market tends to do well under presidents of both parties.
This beauty yields 5.5% at the moment.
CoreWeave Advances AI Expansion With Nvidia Rubin Rollout, Shares Jump
It is certainly a good Dividend King to buy in September.
Billionaire Ray Dalio’s Bridgewater Associates and Cathie Wood’s ARK Invest follow sharply different investment philosophies. Bridgewater generally runs a diversified, macro-driven portfolio that balances exposure across assets, countries and economic environments. ARK concentrates on companies it believes can benefit from disruptive innovation. Still, Insider Monkey’s analysis of their second-quarter 13F filings shows that the two […]
Dividend growth stocks have historically delivered the highest total returns with the lowest volatility.
Nvidia stock is at risk if companies pause AI development. CEO Jensen Huang is determined to make sure that doesn't happen.
SpaceX's artificial intelligence (AI) business is proving its worth in an arena dominated by hyperscalers.
This gas utility is a growth powerhouse, and not because of the AI data center boom.
AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.
Nvidia (NASDAQ: NVDA), which dominates the AI server market and earns roughly a fifth of its data-centre revenue from networking gear, is the most direct equity expression of that development: any Apple deal to adopt NVLink Fusion would add a new, large-volume customer while simultaneously confirming Nvidia’s strategy of monetising interconnect technology even as rival chips challenge its GPU franchise.
Independent AI research firm SemiAnalysis argues making increasingly powerful models safer may itself consume substantial computing power, which may calm fears that Nvidia Corp. (NASDAQ:NVDA) may face the fallout from slower artificial intelligence development. Safety Work Eats Compute Speaking on...
This beaten-down growth stock could still produce incredible earnings growth at an attractive valuation.
According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide data center capital expenditures accelerated sharply in 2Q 2026. Continued AI infrastructure investment supported growth across compute, storage, networking, and physical infrastructure, while rising memory and storage prices significantly increased server average selling prices.
Atlantic.Net was recognized for GPU hosting supporting HIPAA, PCI DSS, and SOC 2/3 requirements.Orlando, Florida--(Newsfile Corp. - September 16, 2026) - Atlantic.Net, a global cloud infrastructure provider, has been ranked No. 1 on DesignRush's list of the 10 Best GPU Server Hosting Providers of 2026.DesignRush named Atlantic.Net the "Best for Regulated Industries," highlighting its support for HIPAA, PCI DSS, and SOC 2/3 requirements, along with cloud and dedicated NVIDIA GPU options for AI,..
NuScale's recent breakthrough moved its small modular reactor one step closer to commercial deployment.
LIVINGSTON, N.J., September 16, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the bring up of multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, putting hundreds of NVIDIA Rubin GPUs into a single scale-out cluster for agentic AI. The company also announced two new capabilities in CoreWeave AI Object Storage, cross-region write acceleration and a new Archive tier, that keep the data those workloads depend on close to the GPUs.
These companies are set to benefit from Anthropic's massive AI infrastructure spending.
Berkshire Hathaway, under Greg Abel, has placed a big new bet on this tech stock.
With dividends reinvested, Coca-Cola could become a compounding machine for your portfolio.
IonQ and Rigetti Computing are pursuing quite different technologies in their efforts to build commercially viable quantum computers.
A key expansion of Apple's ecosystem helped drive more than a 2,200% gain in Apple stock under Cook.
Shopify leads in its niche, but it may not necessarily compare well to all the tech giants.
Given its $5 trillion market cap, the answer might surprise you.
The CAPE ratio is near a level last seen during the dot-com bubble.
Blockbuster IPO stocks tend to perform poorly during their first year on the market.
Azure just crossed $100 billion in revenue, as agents consume more tokens and compute.
Investors should brace for short-term volatility if the Fed increases rates.
The 10-year Treasury yield just topped 5% for the first time in three years.
EasyStack, an enterprise cloud and AI infrastructure software provider, today officially launched EasyStack EAF, an enterprise AI infrastructure software platform. The product will be generally available on Sept. 30, 2026. The launch is designed to help enterprises evolve from cloud-native to AI-native infrastructure and move from open cloud infrastructure to open cloud and AI infrastructure.
GE Vernova's Venezuela deal looks significant, but the 5-gigawatt headline tells investors only part of the story.
SMR stocks have struggled in 2026.
SpaceX's stock market debut tells us exactly what to expect from Anthropic's.
Oklo's future relies on the viability of SMRs in general.
Are customers waiting for the Duo? Apple investors should hope so.
Nvidia’s next-generation AI platform targets a key hyperscaler bottleneck: getting more AI output from every unit of power.
The AI boom looks increasingly similar to the dot-com bubble.
Nvidia's CEO is more than a little skeptical about the fearmongering going on related to AI.
The next half-decade is full of opportunities and uncertainty.
Azure's revenue milestone may have helped spark a recovery.
The expected timing for Anthropic's public S-1 filing has slipped from "any day" to a late September target, with the IPO itself now expected around mid-October.
Amazon just delivered its fastest growth since the pandemic.
On September 10, SolarEdge Technologies (NASDAQ:SEDG) said the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its own labs, with full-path validation underway. Alongside that milestone, the company published a joint white paper with NVIDIA laying out how to protect and ground 800 volt direct […]
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is reportedly expected to join President Donald Trump at a state dinner for Chinese President Xi Jinping. Jensen Huang to Attend Trump-Xi State Dinner Huang is set to attend the dinner when Xi travels to Washington for a meeting with Trump on Sept. 24, CNBC reported on Tuesday, citing a person familiar with the guest list. In a statement to the publication, the White House said Trump invited several prominent U.S. business leaders to the dinner, adding
Index funds are about to become buyers, whether they like the price or not. Should you get there first?
Inflation is running hot, and rates look more likely to rise than fall, but these high-yielders shouldn't skip a beat on the dividend front.
The AI race is a boon for the electrical equipment maker.
Buybacks and dividends this big only pay off if today's profits hold. The board is betting they will.
Roughly 328 million shares of SpaceX stock will become available for sale on Sept. 24. What does that mean for investors?
A sizable quarterly loss drove investors to trade in their tickets.
Palantir, Marvell, and Snowflake could be good buys on a pullback.
The transportation and logistics specialist published its final earnings report of 2026.
Nvidia's investments in the AI market attract a lot of attention -- and for good reason.
The quarter's numbers are all but settled. The guidance that comes with them isn't.
A major piece of crypto legislation failed to advance on Capitol Hill.
AI stocks have slid amid some tech CEOs raising concerns about unchecked AI development.
The answer isn't as simple as picking Musk's hottest company.
These Vanguard funds have all been outperforming the market this year and offer above-average yields.
Hammerhead AI recently announced a collaboration naming TD SYNNEX as distributor for its ORCA software, enabling data center operators to convert stranded power into AI-ready capacity via TD SYNNEX’s global reseller network. This agreement gives TD SYNNEX a standardized AI power-orchestration SKU that directly addresses power constraints in AI data centers, aligning closely with its Destination AI program. We’ll now examine how TD SYNNEX’s new ORCA distribution role, focused on unlocking...
If you don't have three-quarters of a million dollars available to invest, consider Class B shares.
Moby summary of SEALSQ Corp's Q2 2026 earnings call
By acquiring Hugging Face, Nvidia is working to capture the talent funnel.
Nvidia (NasdaqGS: NVDA) is in advanced talks to invest up to US$10b in Anthropic's planned IPO, according to people familiar with the discussions. The chipmaker is also exploring a potential acquisition of AI platform Hugging Face for up to US$14b, in a deal that would expand its software footprint. Both moves would extend Nvidia's role beyond AI hardware into deeper capital partnerships and ownership stakes in key model and tooling providers. These possible Anthropic and Hugging Face deals...
Pinterest has announced a partnership with GPU-manufacturer Nvidia, which will power a new layer of AI in an effort to expand the social discovery platform's automated shopping offerings.
The buyback is now the smaller half of the capital return -- and all that buying moved the share count just 0.1% last fiscal year.
Strategy's preferred shares make it a messy investment.
When the Fed last raised interest rates in July 2023, these stocks all soared more than 65% in the following 12 months.
A convertible note offering spooked investors.
The German engine maker fell after selling €179 million (about $207 million) of new shares, giving itself more financial firepower while existing investors absorbed a 10% capital increase.
Nvidia's third-quarter revenue guidance already looks aggressive, but its recent execution and changing revenue mix suggest there may still be room for upside.
Bank of America sees the semiconductor market entering a growth phase that extends well beyond today's AI spending cycle.
GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. The stock been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.
Chipotle shares fell 6.4% Tuesday as Brent crude pushed past $109 and the 10-year Treasury yield hit its highest level in nearly 20 years.
Bill Ackman closed his Netflix position in 2022. A 50% drawdown and a collapsed multiple brought him back.
Yesterday Wall Street feared an AI slowdown. Today it found something older to worry about.
History says you should buy NVDA stock right now
These chipmakers operate in entirely different parts of the data center supply chain.
Nvidia stock is not for the faint-hearted.
These stocks are all up more than 900% since September 2021.
Altria, Realty Income, and Main Street Capital are all undervalued income plays.
On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]
Anthropic CEO Dario Amodei’s call to slow frontier AI development has fueled “even bigger panic” among investors, according to investing commentator Joseph Carlson, who says Meta Platforms Inc. (NASDAQ:META) may have the best setup whether the slowdown happens or not....
These stocks have been struggling lately, but they could be underrated buys in the long run.
SpaceX could become one of the greatest companies of our time. But owning the stock today is not for the faint-hearted.
The Dow Jones index drops on the stock market today as yields and oil spike. Nvidia rises. Bitcoin and crypto stocks fall ahead of a key vote.
Moby summary of Vera Bradley, Inc.'s Q2 2027 earnings call
The cannabis stock has a bright future, but could it really double in price over the next three months?
The review platform plunged despite strong revenue and profit growth, as regulatory and tax charges pushed it into a first-half loss and unchanged guidance failed to meet elevated expectations.
These three stocks meet multiple criteria for long-term dividend investing success.
Carnival, Royal Caribbean, and NCL are all trading lower this year.
Chip and computer hardware stocks tied to the artificial intelligence buildout attempted a comeback Tuesday after Monday's harsh sell-off.
Inside Nvidia's newest rack-scale AI supercomputer, a single line item on the bill of materials is swallowing the lion's share of a $4 million build, and it tells you exactly who wins and loses as hyperscalers race to spend $1.3 trillion on AI infrastructure in 2027.
Space Exploration Technologies (SPCX) stock is back in focus after Elon Musk reiterated confidence in launching Nvidia’s Vera Rubin NVL72 AI computers into orbit, while the company’s Nasdaq 100 weight is projected to more than double. Space Exploration Technologies has been volatile since its June IPO. The current 1-month share price return of 5.82% sits against a 90-day share price decline of 26.59% and a year-to-date drop of 7.95%, as investors weigh Starship test milestones, large AI...
Strong fundamentals are historically one of the key drivers of share price growth.
AI and data-center demand are driving a powerful semiconductor cycle. We highlight NVDA and TXN as top picks despite geopolitical and supply-chain risks.
Agreement spans frontier model development and managed inference in production on Crusoe's vertically integrated AI infrastructureSAN FRANCISCO, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Crusoe, the industry's first vertically integrated AI infrastructure provider, today announced a multi-year partnership with Perplexity to power its AI workloads on Crusoe Cloud. Under the agreement, Perplexity will run its full model lifecycle on a single platform: training frontier models on Crusoe’s dedicated NVIDIA
The cannabis stock has moved quickly in the past when there's been talk of marijuana reform.
Robinhood could help transform prediction markets -- but its stock is still overpriced.
New models and interfaces must convert agent experimentation into recurring revenue without weakening margins.
The AI trade may be about to grow far beyond GPUs. At the All-In Summit, President Donald Trump called data centers "the oil of the next 20–25 years," arguing that they are making states and communities wealthy. Data proves otherwise. Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang agreed with the broader thesis, tying the surge in AI infrastructure to America’s industrial resurgence. Huang said roughly $400 billion in venture financing has flowed into AI companies over the past six months, creating
Nvidia Stock Rises as Fund Manager Questions How Long AI Spending Can Last
Yahoo Finance Senior Business Reporter Ines Ferre and Zacks Investment Management chief market strategist Brian Mulberry analyze the moves in semiconductor and software stocks after recent warnings about AI's rapid development shook markets on Monday.
Will AI wipe out humanity or bring about a utopia? Predictions are flying about it and stocks are caught in the middle.
Tech stocks now dominate major indexes more than ever before, and the accounting tricks hiding AI's true costs could punish buy-and-hold investors for years. One overlooked ETF sidesteps that risk entirely by filtering for something far harder to fake than earnings.
The retail stock recently hit a new 52-week high as it has been outperforming the S&P 500 this year by a wide margin.
These companies' sell-offs may have gone too far.
Nvidia stock rises to its 50-day line after a five-day losing streak, ahead of the Fed's rate-setting meeting.
A Fed rate hike isn't necessarily a signal to sell stocks.
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 […]
The Dow Jones index drops on the stock market today as yields and oil spike. Bitcoin and crypto stocks fall after a key vote.
Yahoo Finance Breaking Business News Reporter Jake Conley chats with Yahoo Finance Senior Reporter Brooke DiPalma and StockBrokers.com director of investor research Jessica Inskip about the implications of the midterm elections on the AI build-out.
The artificial intelligence trade is about to face its biggest test yet.
The soaring demand for optical networking components has supercharged Ciena's growth.
Agreement outlines a dedicated 1,024-GPU NVIDIA B300 Blackwell Ultra cluster anchored by a binding take-or-pay structureParties are finalizing a definitive Master Services Agreement with service commencement targeted for Q1 2027LAS VEGAS, NV / ACCESS Newswire / September 15, 2026 / Inc. (OTCQB:VDTA) ("" or the "Company"), a vertically integrated AI infrastructure company providing GPU financing, AI hardware, sovereign cloud and edge data center solutions, today announced it has signed a Letter o
The tech stock has been one of the top performers in the S&P 500 this year.
It's an unprecedented pay package, but it also requires unprecedented performance.
Will AI wipe out humanity or bring about a utopia? Predictions are flying about it and stocks are caught in the middle.
Salesforces unveils new AI products, partnerships at its Dreamforce conference with an investor day Wednesday. The stock is setting up.
Realty Income continues to secure new partnerships.
Nvidia sits at the center of the AI infrastructure boom, but a five-year hold on a modest stake could end up anywhere from a modest gain to a life-changing return depending on which forces win out.
The AI company has selected Nasdaq for its listing, and Nvidia could invest $10 billion in the offering
Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.
This technology giant has an uncertain road ahead.
CrowdStrike has ambitious long-term growth goals for its business, but its current valuation complicates the outlook for the stock.
A $75 price target is intriguing, but Nike's challenges still loom large.
This once-boring utility stock has grown almost ninefold in five years.
SpaceX is back near its IPO price. What comes next?
Nvidia stock was steadying after President Donald Trump had a public phone call with CEO Jensen Huang pushing back against an AI slowdown.
Two of the three are active participants in the AI revolution.
The party may just be getting started for these foundational artificial intelligence (AI) stocks.
Micron and Sandisk have been some of the biggest winners over the past year, and these AI stocks may be next.
Certain Wall Street analysts expect major losses for shareholders of Palantir and SpaceX.
Although rate hikes have historically been positive for the stock market, the artificial intelligence (AI) revolution changes everything.
AI's growing power needs could become a long-term opportunity for these three nuclear stocks.
The upside potential is there, but this stock is likely to remain volatile for the foreseeable future.
Analysts think Alnylam could rebound strongly over the next 12 months.
The Vanguard Dividend Appreciation ETF can help you grow your way to a bigger income stream.
Elon Musk’s trillion-dollar artificial intelligence and space infrastructure conglomerate is making history in dubious ways.
The Tilray bull case is getting stronger without U.S. legalization.
This stock has climbed nearly 60%.
Investors expect the Fed to raise interest rates this week, and new rate-hike cycles have often precipitated stock market corrections.
A Fed rate hike in September doesn't have to be a reason to stop buying stocks.
A split would matter to Sandisk's shot at one well-known index and to options traders -- and not at all to what the business is worth.
The AI infrastructure boom is just getting started, and that's good news for Cipher Digital, Sterling Infrastructure, and Comfort Systems USA.
Micron's stock is off its all-time high, but not for long.
Arm's royalties arrive when chips ship, and phones still drive the biggest share. The business looks fine -- it's the price that gives me pause.
Generating sizable dividends from stocks can help achieve passive income goals or supplement income in retirement.
There are now over a dozen publicly traded companies with market caps exceeding $1 trillion.
How important are terrestrial data centers to SpaceX in the near term?
Lorentz Solution Jointly Presents with NVIDIA on Automated Large-Scale Chip-Level 3D EM Extraction and Sign-off of Ultra-High-Speed Silicon Photonics and IC/3DIC Designs at 2026 TSMC OIP Yahoo Finance Singapore
VICI Properties Inc. previously announced that its Board of Directors approved a regular quarterly cash dividend of US$0.46 per share for the July 1 to September 30, 2026 period, equal to US$1.84 per share on an annualized basis and payable on October 8, 2026 to shareholders of record on September 17, 2026. The 2.2% dividend increase offers a fresh data point on VICI Properties’ capital return priorities and cash flow capacity at a time when income-focused investors are closely assessing...
The tech company will now report Azure's revenue in its quarterly results, not just its overall growth rate.
The company participated in a fundraising round for a privately held peer.
The streaming pioneer got a little love from Wall Street.
The stock is trading near its 52-week low, but it may have significant upside in the long run.
Tesla hasn't been its usual market-beating self.
SpaceX stock hasn't been at $200 since shortly after it went public in mid-June.
It wasn't a banner day for oilfield services companies.
The tech hardware company, which targets corporate clients, was hit with an analyst downgrade.
A major SpaceX AI milestone may arrive sooner than expected.
GE Vernova shares sank Monday morning along with the AI market.
Dow Jones Futures: Nvidia stock, Micron and Sandisk dived on an AI warning ahead of a widely expected rate hike at this week's Fed meeting.
Donald Trump dismisses attempts to increase controls on artificial intelligence as ‘sick conspiracy’
The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.
The tech-heavy Nasdaq slumped 147 points on Monday after AI company executives called for a slowdown in developing the technology.
Wall Street treats demand like a line on a chart. Harvard Fellow Rob Snyder says that's exactly why investors keep getting burned.
The apparel company reports earnings early next month.
Tesla expects to ship up to a million Optimus robots next year.
The shares have gone almost nowhere in a year -- so is the market missing a company that has turned back into a buyer?
Oklo investors should prepare for ongoing shareholder dilution.
CoreWeave's push into "Physical AI" could unlock a new AI market for Nvidia.
Curaleaf is asking Alberta regulators to halt Aurora’s share sales, arguing the company shouldn’t be diluting shareholders at $3.04 while rejecting a $4 takeover offer.
Investors may be pulling out of equities, but that isn't necessarily a sell signal.
Moby summary of The Hain Celestial Group, Inc.'s Q1 2027 earnings call
Moby summary of Coda Octopus Group, Inc.'s Q3 2026 earnings call
The benchmark treasury yield is as high as it's been in nearly 20 years. Should you be worried?
The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.
Vistra is a more balanced play on the growing nuclear energy and AI markets.
The apparel stock is trading at multi-year lows.
Musk sometimes makes wild claims, but this one has merit.
The 10-year U.S. Treasury yield has only been this high a few times over the past two decades.
Lorentz Solution Jointly Presents with NVIDIA on Automated Large-Scale Chip-Level 3D EM Extraction and Sign-off of Ultra-High-Speed Silicon Photonics and IC/3DIC Designs at 2026 TSMC OIP Yahoo Finance UK
The retailer is scheduled to release its fourth-quarter earnings later this month.
Calls for a slowdown in AI development sent the cybersecurity specialist higher.
Moby summary of RF Industries, Ltd.'s Q3 2026 earnings call
Nvidia fell, Microsoft rose, and both moves trace back to the same weekend essay. Meanwhile, oil prices are soaring again.
What goes down fast can go back up just as quickly when sentiment recovers.
Its high coverage ratio gives it plenty of room for future dividend hikes.
The stock's high valuation will likely put expectations incredibly high for the Duo.
Stock futures fell Sunday evening as investors considered a call to slow AI down. The call itself never asks anyone to buy fewer chips.
News about the shifting AI landscape sent the cybersecurity specialist higher.
Investors were expecting an OpenAI IPO this year.
Two long-standing issues continue to weigh on this cannabis stock.
The SOFC maker could become a foundational stock of the cloud and AI markets.
News about the broader AI landscape sent the chipmaker lower.
SANTA CLARA, Calif., September 14, 2026--Lorentz Solution, Inc., the world's leading provider of 3D electromagnetic (EM) design platforms for IC, 3DIC, and advanced packaging, today announced that it is jointly presenting with NVIDIA at the TSMC 2026 Open Innovation Platform (OIP) Ecosystem Forum, to be held on Sept 23, 2026 in Santa Clara, CA. Their paper, "Large-scale Chip-level 3D EM Extraction and Sign-off of Ultra-high-speed Silicon Photonics and Custom Silicon IC/3DIC Designs with PeakView
Nvidia stock falls below a 227.92 buy point on Monday ahead of the Fed's rate-setting meeting amid warnings about AI technology.
Lorentz Solution Jointly Presents with NVIDIA on Automated Large-Scale Chip-Level 3D EM Extraction and Sign-off of Ultra-High-Speed Silicon Photonics and IC/3DIC Designs at 2026 TSMC OIP Business Wire
Prediction market Kalshi plans to offer customers the ability to trade single-stock perpetual futures contracts in ...
Securing access to critical minerals is vital for U.S. national security. Which of these stocks is the best way to play the world-shaping minerals shift?
The company's upcoming earnings report could feature a strong guidance for the year ahead.
SAN FRANCISCO, September 14, 2026--BlueQubit announced the open call for its Quantum Flywheel grant program, a $150,000 initiative created with support from IBM, Amazon Web Services (AWS), and NVIDIA accelerated computing. The three-month program provides research teams with cloud compute credits for QPU, CPU, and GPU resources, along with access to frontier AI models and BlueQubit’s quantum-native development environment.
Down more than 75% from its high, Nike stock is facing big challenges.
When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade has become.
You're shaking your head, aren't you? Hear me out.
Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls “physical AI.” The investment opportunity could be much larger than the market for humanoid robots themselves. Every machine needs processors, memory, sensors, motors, […]
LOUISVILLE, Colo., September 14, 2026--Infleqtion (NYSE: INFQ), a global leader in quantum computing and quantum sensing powered by neutral-atom technology, today announced results from its integration of NVIDIA CUDA-Q Logical with the qLDPC open-source library for quantum error correction research. Infleqtion is among the first organizations building on the platform, which NVIDIA just announced as a logical orchestration layer adding tooling to NVIDIA CUDA-Q purpose-built for fault-tolerant qua
The well-respected investor has Meta Platforms, Delta Air Lines, and Eli Lilly in his family office's portfolio. The stock isn't one of those.
AT&T's stock provides investors with tremendous value as the market looks to have overreacted to the SpaceX risk.
Honeywell Aerospace has too much upside at its current price not to invest in the stock.
Qualcomm stock has underperformed the market over the past year, but a deal with Amazon could give it a much-needed boost.
The Schwab U.S. Dividend Equity ETF has been an elite performer in this category for a long time.
NVIDIA and Palantir both raised guidance and both accelerated, but they are capturing AI dollars at completely different layers of the stack. Which position actually earns the next trillion matters more than which stock looks cheaper.
Stock Market Today: The Dow Jones index drops Monday as oil prices surge. Nvidia stock sells off as AI leaders call for a slowdown.
The big tech companies have their hands in the AI pie.
Is it a buy on the dip or a value trap?
The lowest points in the stock market can also be the starting point for big rallies.
One person's trash can be another person's treasure, but should you buy slumping Oklo?
Kraken Robotics is far from being a household name, and that's part of what gives the stock intriguing potential.
We can't predict what will happen in the stock market, but some things are inevitable.
The annual dividend amount is misleading because Costco is a special case when it comes to dividends.
CNBC's Jim Cramer said Dario Amodei's essay may be designed to build a regulatory moat and warned of pressure on Nvidia stock
The chip leader raised its dividend 25-fold after revenue doubled last quarter.
Volatility could be looming, but there's a silver lining for investors.
All signs point to another strong quarterly report from Micron.
Lilly may be impacted by Novartis' pelacarsen flop -- but not by much.
Modine Manufacturing is a thermal management company that keeps data centers from overheating.
Finding a good deal in today’s historically expensive stock market is a challenge.
If history serves as a guide, a sizable “Trump Dividend” would be disastrous.
Here's how to position your portfolio if history repeats itself.
This player has become a key partner of AI giant Nvidia.
An easy-to-miss part of the balance sheet is the key to determining a winner.
SpaceX’s Nasdaq 100 weighting could more than double to 2.82%, potentially triggering billions of dollars in passive-fund buying.
Anthropic has signed a $13.7 billion computing deal, boosting RUM’s AI cloud ambitions.
Micron's near-term outlook remains strong, but Nvidia's push to use cheaper memory, rising competition, and Micron's aggressive capacity expansion could create longer-term risks for the stock.
The AI boom is alive and well.
Management continues to execute, making the stock look incredibly cheap after its sell-off.
Because of an international push, these two companies are poised for five years of growth.
Jensen Huang says cybersecurity is likely going to become the next big use case for artificial intelligence (AI).
Nine times since 1990, the conglomerate has finished a year this far behind the market. Seven times, it beat the index the year after.
Consensus price targets over the past three months are very bullish on one of these names and see minimal appreciation for the other.
It's not hard to see why the rug got pulled out from underneath this dividend stock. Investors are just struggling to determine if it's a mistake that needs correcting.
Past reputations can cloud investor judgments when analyzing a stock.
The safety of government-guaranteed bonds is compelling to be sure. There are just a couple of nagging drawbacks that I can't live with. Maybe you can.
A year-over-year decline in aircraft deliveries last month doesn't tell Boeing's entire story.
Anthropic's Dario Amodei, OpenAI's and SpaceX's Elon Musk say they want an AI slowdown. Will they? The Fed looms as well.
This stock has jumped 68% over the past year.
As management tackles key issues head-on, Bristol Myers Squibb stock offers a steady 4% yield, with further upside potential.
Tim Cook transformed Apple under his leadership, and shareholders saw huge benefits.
After spending years trading like a premium-priced AI leader, Nvidia may now be among the cheapest names in Piper Sandler’s AI universe. NVIDIA Corporation (NASDAQ:NVDA) is trading at an attractive valuation according to Piper Sandler’s forecast, with rapid AI growth backing its trajectory. On September 9, Piper Sandler analyst David O’Connor initiated coverage on NVIDIA […]
Nvidia is still the top name in the AI space.
Salesforce's aggressive buyback strategy has been vindicated.
The market is sending investors a clear signal last seen near the dot-com peak.
There's more to the decision than the yield you're plugging into today.
Over the past half-decade, this dominant retailer's share price has nearly doubled.
These high-yielders look like good stocks for income investors to own.
SpaceX has a wide range of price targets from Wall Street analysts.
Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]
History has an uncanny ability to forecast the future, especially regarding investors’ willingness to take risks.
After examining both companies, one seems to have a higher growth opportunity.
Wall Street has a $227.66 price target on SpaceX shares.
Hims & Hers Health is still growing rapidly, but whether that growth can translate into better economics could determine how much further the stock can climb.
September has often been the worst month of the year for stocks.
Halfway back is a 166% gain in less than two and a half years. The filings say more about what the reactor developer pays than what it earns.
Netflix, Walmart, and Chewy look like good options to buy if there is a recession looming.
Yes, this REIT dishes out its dividend payments on a monthly basis.
The stock's fat dividend yield of 6.2% will generate significant passive income from the get-go.
Some investors seemed to think so; the stock bumped higher after the second-quarter figures were published.
Given what's going on in the world and in the market, perhaps it's natural that SCHD is surging.
Realty Income runs an investment fund that has multiple benefits.
The stock's high valuation and volatility could be setting investors up for a big fall this fall.
The former Buffett stock continues to grow at a rapid pace.
Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.
It's reporting exceptional results.
NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growing portfolio of GPUs, CPUs, networking products, and AI software. On September 9, it announced strategic partnerships with Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure providers as it works with local partners toward an […]
Adobe continues to deliver consistent revenue growth.
Incredible demand for AI chips is accelerating Broadcom's growth, making the stock a no-brainer buy.
This company is already greatly benefiting from AI.
The hype surrounding initial public offerings makes them seem like sure things. Just watch out. They're not.
It had another monster quarter.
The Feeding Frenzy the IPO Pipeline Cannot Match Between August 14 and September 3, 2026, three acquisitions closed or confirmed totaling $80.4 billion. Not one major AI lab completed an IPO in the same window. Anthropic’s roadshow, once expected the week of September 7, has slipped to mid-October at the earliest. OpenAI’s CFO told employees […]
Jim Cramer just told retirees holding Nvidia and Apple to reconsider what "safe" actually means, and the math behind his argument is harder to dismiss than it sounds.
Enbridge has been really busy lately.
Altria has consistently paid and raised its annual dividend for decades.
Elon Musk could earn $1 trillion if Tesla's market cap reaches $8.5 trillion.
Artificial intelligence is making cybersecurity more important than it has ever been.
SoundHound AI's stock has collapsed, but its expanding business and latest acquisition make the sell-off worth a closer look.
The famed growth investor spent the summer selling. The brokerage's latest monthly numbers hint at what she may be seeing.
Even after this year's leadership change, Berkshire's approach to dividends, buybacks, and new investments remains largely the same.
Some of the best AI stocks have been dumped in recent weeks. That trend should change soon.
Nvidia is calling for 70% revenue growth for fiscal 2028.
A new bull started coverage with math that cuts against the crowd
Long-term investors should ignore stock splits, but they have some benefits for traders.
Despite a big valuation pullback this week, Braze's latest quarterly report looked pretty strong.
Here's why Amazon shares could realistically double in four years.
Target's executing the new CEO's plan.
The stock's two-decade return reflects the incredible growth of the company's popular product.
A shift in capital allocation strategy would change the Apple investment thesis.
Grab's share price saw a double-digit pullback this week.
During the September 8 episode of Mad Money, host Jim Cramer compared NVIDIA Corporation (NASDAQ:NVDA) to Detroit Lions star running back Jahmyr Gibbs. Cramer emphasized its complete package of hardware and software dominance, as he remarked: Next, let’s talk running backs, key position in fantasy. What you want are the equivalent of compounders, stocks that […]
If there’s one stock that Jim Cramer can’t stop talking about, it’s NVIDIA Corporation (NASDAQ:NVDA). Throughout the year, the CNBC TV host has remained one of the firm’s most ardent supporters. He wholeheartedly believes that NVIDIA Corporation (NASDAQ:NVDA) is at the center of a new industrial revolution. On September 3rd, after the firm announced that […]
The case rests on a surging order book, because the revenue line itself is shrinking.
Macy's stock has attractive total return potential.
Revenue has increased at a rapid clip, but market headwinds could change the outlook.
When things seem too good to be true for the stock market, history shows they often are.
GE Aerospace announced an acquisition that will help solve a crucial manufacturing bottleneck.
SpaceX stock is currently sitting near its opening-day first trading price of $150.
Nvidia and Micron have benefited greatly from the artificial intelligence boom.
Company management and Wall Street are guiding for high growth.
AbbVie's dividend is a very appealing factor.
Income seekers can't go wrong with these companies.
Burry continues to short growth stocks, but it hasn't always been a winning formula.
The auto resale platform received an enticing buyout offer.
The tech giant has rebounded from its recent slump, but there may not be much near-term upside left.
[News] Huawei Unveils 7.2Tbps Near-packaged Optics Module, Challenging NVIDIA and Broadcom’s CPO Push LEDinside
Investors were skeptical that an announced acquisition would be beneficial.
The specialized tech company published its latest quarterly and annual results.
One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei’s upcoming Ascend 950DT has reportedly been quoted at more than 250,000 yuan, representing increases of roughly 20% […]
That was the market's reward for maintaining its dividend policy.
Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.
Amazon is a fantastic artificial intelligence investment.
CDs and vinyl records are popular again.
A massive hosting deal is giving investors a new reason to rethink what SpaceX could become.
Despite the stock's volatile price swings since its June debut, analysts are generally bullish about it.
Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in...
Valuations, earnings expectations, market concentration, equity issuance, and foreign buying are all flashing warning signs for the AI-fueled stock rally.
Palantir Stock Gets a Major Boost: DA Davidson Raises Price Target to $250
Investors need to be aware of the headwinds the stock faces.
Kimberly Clark is a consumer staples Dividend King with a 5% yield, but it is also undergoing a major business transition.
He sees 15% to 20% annual returns ahead for the struggling athleisure brand. The math only holds if the shrinking stops.
RBC analyst David Paige set a $640 price target, citing Dell's position in a multi-year AI infrastructure spending cycle
Walmart's stock price has dipped so far in 2026, but analysts see a rosier picture over the next 12 months.
UBS warns: NuScale is starting to lose the nuclear race.
The eVTOL maker's stock could remain under pressure even if it takes off in Dubai.
Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.
The cloud-based AI infrastructure services provider still has a bright future.
Moby summary of MoneyHero Limited Class A Ordinary Shares's Q3 2026 earnings call
Zumiez missed earnings estimates and guided lower. The culprit may surprise you.
For now, Adobe's emphasis is on its freemium product.
CPI's biggest fan just decided to sell the stock. Is it time to panic?
BWX Technologies is a bigger and safer play on the nuclear energy boom.
Kalshi is seeking approval for roughly 60 perpetual futures tied to individual stocks and ETFs, including Tesla, Apple, and Nvidia — which would be the first regulated single-stock perps in the U.S. The plan is already igniting a fight over whether the CFTC or SEC should regulate them. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Rate-hike odds jumped to 86.7% Friday. The Dow rose 500 points on the same news. Go figure.
Moby summary of The Kroger Co.'s Q2 2026 earnings call
While no investment can be completely guaranteed, these income stocks are built rock solid to continue producing dividend payments well into the foreseeable future.
Core inflation rose 0.3% in August, slightly more than expected.
Palantir used its 11th customer forum on Thursday to showcase how it’s moving its AI development into production. It made an impression.
QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’s biggest AI infrastructure spenders. The announcement pushed shares higher, adding to the evidence that large cloud providers are backing Qualcomm’s push into custom compute. However, the structure of the deal makes […]
Wednesday's 319 million-share release leaves billions more on the unlock calendar.
National Beverage stock has lots of problems right now, and no good solutions.
The precision-engineering group climbed after Bank of America jumped from bearish to bullish, arguing that semiconductor, electronics and aerospace demand is running well ahead of expectations.
Robotaxis could become a $10 trillion global industry.
IonQ is leading the accuracy segment of the quantum computing race.
The Mikkeli project is being engineered for future NVIDIA Vera Rubin requirements while initial HGX and MGX clusters are intended to support nearer-term AI training and inference workloads. Key Investor Takeaways3 E Network (NASDAQ:MASK) unveiled the core engineering blueprint for its Mikkeli AI data center in Finland, with physical infrastructure designed around anticipated NVIDIA Vera Rubin architecture requirements.
Here's a check of the markets in the first few minutes of trading.
Zacks.com users have recently been watching Nvidia (NVDA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Everybody on Wall Street knows everything there is to know about popular mega-cap stocks, right? Matt Fruhan, a top fund manager of Fidelity Mega Cap Stock Fund, disagrees.
The cybersecurity stock should benefit from fascination with AI doomsday scenarios.
OpenAI’s $122 billion capital raise, finalized at an $852 billion post-money valuation on March 31, 2026, signals a definitive transition. The company has moved beyond the experimental model lab phase to become a foundational infrastructure utility. This round validates the compute landlord thesis, where value accrues not to the most elegant algorithm, but to the […]
Results that looked good on the surface still spooked investors.
Alight stock has been hit with a huge valuation pullback in 2026.
Tesla is down on the year, yet two ETFs that both own the stock are having completely opposite experiences in 2026. The reason has nothing to do with the stock itself and everything to do with a single number buried in each fund's filing.
SERV targets $9-$10M in 2026 revenues, as DoorDash growth, advertising and hospital contracts test diversification beyond weaker Uber deliveries.
PBF Energy surges on record profitability and rising estimates, while Lennar faces shrinking revenue, weak demand and falling margins.
Step 1: Launch rocket. Step 2: Go public. Step 3: Beat SpaceX?
Retail orders ran to more than 6,000 times the shares available
The AI buildout is shifting gears, and the companies supplying its memory and compute are sitting on multi-year contracted revenue that Wall Street may still be underestimating. Three chipmakers stand at the center of a spending wave that Jensen Huang calls the largest infrastructure expansion in human history.
Can SpaceX beat the market over the next year?
IonQ and Rigetti Computing both reported optimistic results during the second quarter.
The chipmaker's second run at the data center starts with something its first never had.
Prediction-market platform Kalshi reportedly plans to seek approval for the first regulated U.S. perpetual futures tied to individual stocks, including Tesla Inc. (NASDAQ:TSLA), Apple Inc. (NASDAQ:AAPL) and Nvidia Corp. (NASDAQ:NVDA).Kalshi Eyes 60 Stock And ETF PerpsAccording to people familiar with...
Annaly Capital Management has been a yield trap in the past.
There are some excellent opportunities for long-term investors within Berkshire’s portfolio.
Enflame stock soared more than 200% in its Shanghai debut as investors bet Chinese chipmakers can displace Nvidia.
[News] Huawei Unveils 7.2Tbps Near-packaged Optics Module, Challenging NVIDIA and Broadcom’s CPO Push TrendForce
Is a fresh 52-week low a buying opportunity when the air taxi company's most important flights yet are due this month?
Morningstar has been growing at a respectable clip -- and its shares seem undervalued.
The space stock's price has been cut in half from its peak earlier this year.
Banks increasingly need technology and customers more than they need branches.
Nearly $294 billion of Berkshire Hathaway’s invested assets has been put to work in 10 proven companies.
Vertiv is a key AI infrastructure provider, which explains why the company is projected to clock healthy earnings growth over the long run.
Nvidia's last quarterly report and conference call provided plenty for investors to be excited about.
If the market is in a bubble right now, here's how investors can prepare.
Both companies are approaching milestones that could light a fire under their stocks.
Vertiv recently announced a major acquisition that could help it capture a larger share of hyperscalers' growing capital expenditures.
Chevron may look like an old-school oil stock, but its emerging power business could give dividend investors a new reason to pay attention.
MLP pipelines are a great option for dividend investors.
Leading AI stocks are under pressure this week, and Micron just got hit with a substantial sell-off.
The social media giant's new AI agent is free for most people. But what can the paid plans add to a business built almost entirely on ads?
Quantum computing is risky but can produce tremendous returns for early investors. IonQ investors understand the risk and may want to consider additional quantum stocks for more exposure.
Chinese artificial intelligence chipmaker Enflame Technology soared more than 223% in its Shanghai debut on Friday after raising 6.12 billion yuan ($912 million) in its initial public offering. A Strong Debut The Tencent Holdings Ltd. (OTC:TCEHY) backed chipmaker opened at RMB 410 ($61.13) and rose to as high as RMB 460 ($68.59), according to the Shanghai Stock Exchange. Enflame is considered one of China’s “four little dragons” of AI chipmaking and is the last of that group to go public, follow
Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]
During bear markets and recessions, it's good to be invested in "defensive" stocks and funds that hold up better than average.
Chewy stock fell 11% after its recent earnings report, piling onto its recent declines.
Musk wants to build the world's most valuable company, but investors aren't buying it.
Even Sydney Sweeney couldn't grow the brand's comps.
A single order expected to become revenue in the fourth quarter is worth more than everything the quantum computing specialist sold last year.
The financial services company is moving well beyond just being a stock brokerage.
A new hosting deal will add about $13 billion in ARR from Dec.1, boosting SpaceX’s confidence in its $100 billion year-end target.
Huawei Unveils New Optical Technology Standard, Taking Aim at Nvidia and Broadcom - Cost Structure Review careplusvn.com
AMC's audiences have returned, but there's more to the long-term story than this recent boost.
Has returned income become a central reason to buy Nvidia stock?
Chevron is still the most balanced oil play for income-seeking investors.
Each company is charting its own unique path in the AI power revolution.
The defense industry is changing, creating pressure on traditional ways of working.
A smaller, cheaper semiconductor ETF has quietly left the industry's most popular chip fund in the dust this year, and the reason comes down to one name that SMH owns a lot of and its rival barely touches.
Moby summary of Tsakos Energy Navigation Limited's Q2 2026 earnings call
Nvidia's next AI platform is already shipping -- and its 2028 growth outlook could be far bigger than Wall Street expects.
Wholesale inflation, an oil price spike, and surging bond yields collided in one trading day, and the S&P 500 fell 0.6% as a result.
Investing.com -- Nvidia Corporation (NASDAQ:NVDA) edged higher in after-hours trading, rising 0.5%, Thursday following a Bloomberg report that Microsoft plans to more than triple its data center capacity.
JPMorgan Chase is the largest bank in the United States, largely due to smart moves made in the 21st century.
The difference is stark, and should make you reconsider an investment in the stock.
Tech stocks are under pressure today, and Navan is seeing outsized sell-offs.
NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.
Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.
Cooper won't sell its Surgical arm, and it was forced to cut forward guidance. Wall Street didn't like that.
Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple. Here is what the Helios launch changes about the calculus.
AI memory demand is booming. The harder question is how much of that future is already in the stock.
At its Investor Day, SolarEdge laid out a multi-year financial roadmap and showed further progress in its push into power infrastructure for AI data centers, per TheFly.
Enbridge's scale, diversification, and durable dividend make it a solid investment.
Memory maker Micron reports fiscal 2026 fourth-quarter earnings on Sept. 30.
A dominant AI winner earns Wall Street's boldest valuation label
The proposed buildout exceeds Australia's existing data-center base, but Nvidia disclosed no revenue or ownership economics.
Analog Devices just spent up to $200 million to put AI decision-making inside robots and pacemakers, bypassing the cloud entirely. Whether that bet makes ADI the next great AI hardware winner depends on a market most investors have never thought about.
Both of these high-yield stocks will require a little extra attention when you're filing taxes.
Stock Market Today: The Dow Jones index falls Thursday after a surprise inflation reading, as oil prices and Treasury yields surge.
Chewy reported mixed second-quarter earnings that underwhelmed the market.
Moby summary of Imperial Petroleum Inc.'s Q2 2026 earnings call
Moby summary of Vince Holding Corp.'s Q2 2026 earnings call
Moby summary of The Lovesac Company's Q2 2027 earnings call
Moby summary of Macy's, Inc.'s Q2 2026 earnings call
Nvidia just handed shareholders a massive dividend raise, but the real story is buried inside a capital return structure that makes the payout look almost irrelevant. Understanding the gap between the two changes everything about how you read this stock.
SERV faces near-term pressure from weaker revenues and Uber uncertainty, but hospital wins, autonomy gains and new use cases offer growth avenues.
Data-center power demand could exceed 100 gigawatts by 2030 -- a big tailwind for these stocks.
SolarEdge published an 800 VDC white paper co-authored with NVIDIA and hosted its Analyst Day, yet the stock fell while solar peers rallied. The market sent a clear message about what kind of disclosure it actually wants.
Signet gave back some gains one day after a 24% pop.
SpaceEx stock is on the move Thursday as investors sort through a number of headlines affecting the rocket-and-satellite company.
NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027.
The sector remains one of the top sources of meaningfully reliable cash flow for your portfolio.
Madrigal has a first-mover advantage in treating MASH, a type of fatty liver disease.
Stock Market Today: The Dow Jones index falls Thursday after a surprise inflation reading, as oil prices and Treasury yields surge.
IonQ's CEO used investor day to warn that encryption breaks in 2028 and quantum computing is about to slipstream into every corporate research program. The stock fell anyway, and the gap between that pitch and the financial reality underneath it tells a complicated story.
The digital payments provider faces formidable challenges.
Chewy fell 11% yesterday as the once-strong growth story seems to be falling apart.
Demand for the company's traditional server line continues to impress, with revenue growth more than doubling.
Its shares have surged so far in 2026, and there could still be plenty of upside ahead.
These three overlooked consumer stocks offer investors dividends, new growth capacity, and catalysts that may take years to fully play out.
The DSW parent is delivering impressive margin expansion.
The president made the promise during the first day of the GOP midterm convention.
The IR team at the House of Swoosh reportedly fired off an internal note clarifying what Nike’s plummeting stock has and has not been delisted from
Nvidia just turned its own Vera Rubin production line into the proving ground for a joint AI stack with Palantir, and the stakes run straight through a supply chain Nvidia's CEO calls constrained through the end of fiscal 2028.
AHBM has surged in its first weeks of trading, but the force moving it has nothing to do with AI ETF hype. One monthly data release from an obscure industry research firm holds more power over this fund than any earnings report.
Stock Market Today: The Dow Jones index falls Thursday after a surprise inflation reading, as oil prices and Treasury yields surge.
Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges everything the bull case assumes.
Archer Aviation stock has declined as the company advances toward getting FAA certification to begin commercial operations.
Rackspace Technology (NASDAQ:RXT) shares rose 13% on Thursday morning after the company said it joined the NVIDIA Cloud Partner Program and plans to offer NVIDIA Blackwell-powered artificial intelligence infrastructure for regulated enterprises and governments. Under the collaboration, Rackspace will combine NVIDIA accelerated computing with Palantir software and governed private-cloud infrastructure.
The outcome of the lawsuit over teen social media addiction should have minimal impact on Meta's business.
Demand for NAND isn't going away -- it's actually going higher as "AI-enabled" devices proliferate.
Stocks generally react poorly to higher interest rates. Does that mean you should adjust your portfolio?
Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to understand what changed and what he is still telling them to buy.
Nvidia and Palantir Technologies are the dream team of artificial intelligence, bringing together hardware and software. The two companies said Thursday they were combining their capabilities to create AI to improve supply chains but it wasn’t doing much for the shares. “Organizations across complex industries — including agriculture, manufacturing, pharmaceutical, retail, technology and governments — can use the AI stack to optimize their own unique supply chain operations,” the companies
Defiance AI Magnificent 10 ETF AIMG is designed to give investors a single ticker for ten companies at the center of the AI buildout, spanning the accelerators and custom silicon that run AI, the foundries that manufacture them, the memory that feeds them, and the networking and photonics that connect them, with each constituent weighted equally at every quarterly rebalance MIAMI, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs, a leader in thematic and income ETFs, today announced the launch o
The pace at which the Bloom stock price has climbed over the past five years isn't sustainable.
Stocks were down on Thursday as investors watched for stress signs in the bond market as long dated bond yields as oil prices remain elevated .
d-Matrix today announced a new collaboration with NVIDIA that includes a multi-year product roadmap, providing d-Matrix XPUs entry into the widely deployed NVIDIA AI factory ecosystem. The centerpiece of the collaboration is an NVLink Fusion enabled rack-level system that AI labs, hyperscalers, and neoclouds can seamlessly deploy for ultra-low latency premium-level token services.
The brokerage business may not be exactly what it looks like from the outside.
Nvidia, AMD, and Broadcom look like stocks to buy this month.
Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street analysts are already repositioning across semiconductors, biotech, and energy ahead of the fallout.
It pays out at a chunky 6%-plus these days.
History says now is the time for investors to start preparing for volatility.
Nvidia Stock Under Pressure as DOJ Probes Groq Deal Structure
Higher yields on Treasury bonds could be a warning signal -- or a healthy sign.
Coca-Cola has one of the longest dividend-raise streaks on the market.
This company aims to serve a market heading toward $100 billion.
Realty Income continues to execute its mission flawlessly.
The developer of the Claude large language model may unseat SpaceX as Wall Street’s largest-ever initial public offering (IPO).
Micron, Cisco, and Texas Instruments have helped lead value stocks as a class higher.
NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything good ahead is the question every investor needs to answer before November.
ATLANTA, September 10, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced it has completed deployment of NVIDIA Blackwell B300 GPU capacity at its Philadelphia colocation site, reaching full customer handoff and activating the $18 million, two-year take-or-pay agreement QumulusAI announced July 22, 2026, with a GPU cloud marketplace currently serving AI teams in more than 100 regions worldwide.
A challenging year in the stock market means you should pick your stocks carefully before the fourth quarter of 2026.
President Donald Trump sold stock in Palantir and Meta Platforms in June, according to a recent disclosure.
These transactions carry significant risk, and some are outright scams designed to steal your money.
Rackspace combines NVIDIA accelerated computing, Palantir software and governed private cloud with Rackspace as the accountable operator from infrastructure through productionSAN ANTONIO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a global enterprise AI infrastructure and solutions provider, today announced that it has joined the NVIDIA Cloud Partner Program (NCP). The program deepens Rackspace’s ability to deliver and operate NVIDIA accelerated computing for regulat
Cathie Wood is buying shares of the companies that capture tolls from their crypto platforms.
A “Magnificent Seven” member that’s never split, and an AI powerhouse that hasn’t split in over a quarter-century, are the ideal forward-split candidates.
Rigetti, D-Wave, and Quantinuum all just closed $100 million funding deals with the U.S. government.
Wall Street sees strong upside potential for the stock over the next 12 to 18 months.
Apple has been one of the greatest stock market stories ever.
Stevens sold Nvidia shares between Aug. 31 and Sept. 4 at prices ranging from about $220 to $234, with total sales reaching $646.5 million.
Huawei unveils new optical tech standard in challenge to Nvidia, Broadcom Nikkei Asia
This sub-fueled growth story is just getting started.
Investors were concerned about some remarks made by the company's CFO in a conference.
Diamonds don't go out of style.
Archer and Joby are taking flight across the U.S. as part of the eVTOL Integration Pilot Program.
Apple’s split launch cycle could push March 2027 revenue growth closer to 20%, compared with Wall Street’s 14% forecast, Munster said.
Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk to Deliver Up to 2-Gigawatt Buildout by 2027, Meeting Surging Demand From AI Labs and AI-Native StartupsNews Summary: NVIDIA is collaborating with Australian NVIDIA Cloud Partners and AI infrastructure partners including Firmus, Sharon AI, IREN, ResetData, Megaport, CDC, NEXTDC and AirTrunk to expand land, power and shell capacity designed to host multiple generations of NVIDIA DSX compute infrastructure.Built on the NVIDIA D
IPOs get a lot of buzz, but they don't often pan out for investors.
This adds another market to its broad financial ecosystem.
The medical device maker now has a new bull touting its growth potential.
An analyst at an American bank has become notably more bullish on the South African company's prospects.
An analyst initiated coverage of the popular industrial stock.
SpaceX needs its non-space divisions to continue excelling.
Meta's new Muse agent could turbocharge web traffic and Cloudflare's revenue.
Two Vanguard funds share the same large-cap universe, the same rock-bottom fee, and the same issuer, yet one is lapping the other by a stunning margin this year, and the reason comes down to seven stocks you probably already own too many times over.
Oddity Tech's sales fell hard and the stock soared anyway. Here's what investors loved about the report.
It's essentially acquiring a peer REIT.
Moby summary of SailPoint, Inc.'s Q2 2027 earnings call
It's floating a potentially rather dilutive issue of stock and warrants.
Micron's soaring earnings and rising margins could help push other memory companies higher.
Ionis Pharmaceuticals is promising in multiple ways -- but it's not dirt cheap or without risks.
Moby summary of Korn Ferry's Q1 2027 earnings call
Snowflake stock has surged impressively in 2026 so far, and the growing demand for its AI software tools suggests it could continue to soar.
The Bancorp's stock is falling after a key client announced it's buying a competitor.
In a future of higher inflation caused by President Trump's policy choices, a certain energy stock ETF could offer some solace.
ServiceTitan stock is getting crushed today, but its latest quarterly report was far from bad.
The S&P 500 has risen in 95% of midterm election years since 1938.
Buy-and-hold investing is a tried-and-true way to earn stock market returns for long-term investors.
The Federal Reserve's fight against inflation could pick up, and soon.
UpDoc, an enterprise-ready clinical AI company developing physician-grade agentic AI, today announced it has been selected by the Advanced Research Projects Agency for Health (ARPA-H) as a lead performer in the Agentic AI-Enabled Cardiovascular Care Transformation (ADVOCATE) program, with an award of up to $9.2 million. Microsoft, OpenAI and NVIDIA join supporting the UpDoc-led team.
Cook didn't have the same kind of following as Steve Jobs, but his 15-year tenure as the head of Apple made a lot of shareholders richer.
Micron stock has made investors significantly richer over the past year, and the good news is that it can continue soaring.
Wall Street is busy chasing AI. That race left a 4.3% yield with 54 years of raises sitting on the sale rack.
Uber is going all-in on robotaxis.
Zara’s owner delivered record first-half sales and strong autumn trading, but investors found enough margin and cost concerns to send the shares lower.
Moby summary of Cognyte Software Ltd.'s Q2 2027 earnings call
Moby summary of Oddity Tech Ltd.'s Q2 2026 earnings call
Moby summary of Core & Main, Inc.'s Q2 2027 earnings call
The Treasury tripled its bond buyback to calm yields. Yields went up anyway. Here's what that tells investors.
Ark Invest added to three existing positions that are trading well below their recent highs.
The social media company just introduced a new AI-centric revenue stream.
Although uncertainty in the stock market is rising, history offers a useful lesson for investors deciding what to do next.
A $3.1 billion Indonesia deal shows how GPU demand can move beyond U.S. hyperscalers.
Moby summary of J.Jill, Inc.'s Q2 2026 earnings call
Meta stock has started to recover after recent progress with its AI models.
Sandisk, Palo Alto Networks, Dell, and Arista are all set to join the S&P 500.
The specialist polymer maker jumped around 15% after stronger aerospace, electronics and Asian demand pushed full-year profit guidance higher.
SpaceX is spending big on its xAI platform to compete with more focused competitors.
Chewy's fiscal Q2 report looked solid, but the stock is still selling off.
NuScale Power's future hinges on one key catalyst.
Amazon will buy up to $60 billion of Qualcomm's AI data center chips.
Nvidia is the most valuable company in the world.
Nvidia stock was slipping after Qualcomm's announcement of an AI infrastructure deal with Amazon.
Nvidia stock could be worth nearly $700 per share in five years.
Memory chips now account for 50%-55% of semiconductor industry revenue, up from roughly 20%-30% historically, according to Susquehanna analyst Mehdi Hosseini. Hosseini said Wednesday that memory has become the industry’s new “king” as AI data centers demand more of it....
Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes the stock a buy at these levels depends on signals the market has not priced in yet.
Apple's stock may be in trouble with a growing crisis.
Medtronic implemented its 49th consecutive annual dividend increase in June.
According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide Data Center IT Semiconductor and Component revenue for servers and storage systems surged 182 percent in 2Q 2026. DRAM and storage drives were the strongest growth drivers, while continued AI infrastructure investment fueled broad-based demand across accelerators and complementary server and storage compo
SpaceX isn't off to a great start, but Wall Street has high expectations.
Nuclear investors should weigh growth potential against a company's valuation.
Tuesday's decline may be hiding a much bigger opportunity
SoFi Technologies' recent pullback makes sense, but it overlooks a slew of bullish signs.
Dividend growth stocks have historically been the least volatile.
Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.
Plug Power is betting that hydrogen will replace fossil fuels.
Tesla or Palantir? The answer may depend less on which stock is "better" and more on which AI future you believe in.
Despite its tumble this year, analysts see a brighter future for Oklo than for NuScale.
Tesla's future may finally be arriving, but it doesn't automatically make the stock a buy.
Two of Wall Street’s premier artificial intelligence (AI) stocks are set to pay approximately $24.2 billion and $27.1 billion in dividends over the next year.
Broadcom recently delivered a substantial update about future revenue, and that forecast is not yet being reflected in its stock price.
The memory-chip maker might now occupy a more valuable bottleneck position in the AI build-out than Nvidia.
Dividend seekers can hardly go wrong with these companies.
U.S. Semiconductor Design Market Size to Reach USD 20.75 Billion by 2035 as Asia Pacific Holds Both the Largest Share and the Fastest Growth on Rising AI Accelerator Design Investment.Austin, Sept. 09, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, the global Semiconductor Design Market was valued at USD 25.23 Billion in 2025 and is projected to reach USD 69.43 Billion by 2035, registering a CAGR of 10.67% from 2026 to 2035. The market provides the necessary intellectual property, engineerin
This chipmaker is poised to benefit from the long-term trend.
Druckenmiller is considered one of the best investors of all time.
Several quantum computing stocks have performed fantastically over the past several years.
Anthropic’s decision to abandon its roughly $6 billion acquisition of Decart in early September serves as a clear indicator of the current climate in the artificial intelligence sector. Rather than a simple failed negotiation, the move highlights a strategic pivot: frontier labs are prioritizing operational simplicity over rapid capability expansion as they prepare for public […]
Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.
Is the risk-reward profile of USA Rare Earth's stock currently tilted in investors' favor?
SpaceX raised more than $85 billion in a record IPO in the quarter.
C3.ai's founder has returned, and he's slowly turning the struggling artificial intelligence company around.
Everpure, riding momentum from the AI boom, will join the S&P 500 later this month.
Ford has sparked Wall Street's interest in the legacy automaker after a near 50% surge in May, thanks to its battery systems focused on AI infrastructure needs.
Elon Musk’s space infrastructure and artificial intelligence (AI) company has reached its next dubious milestone.
AMD is growing its presence in the data center market.
The Federal Reserve could disrupt the blistering rally in American small-cap stocks.
Archer is changing rapidly through partnerships and acquisitions.
Netflix collects about a dollar a month in ad revenue per viewer. Is that low enough to power another doubling?
The biggest guidance raise of the year mostly counts an acquired chip foundry, not the quantum business.
Chanos questions whether GPU renters can sustain attractive returns as Nvidia argues its chips retain economic value.
Nvidia's H100 GPUs have held their value better than some expected.
Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.
It's about to become a component of one of the more high-profile stock indexes.
The founder continues to show confidence in the company.
It's usually not a good idea to bet against this company.
Key inflation data will be released.
An analyst's recommendation downgrade did the company few favors.
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.
Orbital data centers could be the next frontier in the AI race for massive infrastructure buildouts, but experts are divided on the timeline, with one saying it is a “next-decade event," even as Space Exploration Technologies Corp. CEO Elon Musk...
It posted double-digit growth in key fundamentals in its second quarter, but this wasn't enough for a discerning market.
Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation (NASDAQ:NVDA) has a substantial stake in the answer. At SEMICON Taiwan, described in a September 2 Microsoft update, Azure hardware chief Rani Borkar argued that capacity expansion must be accompanied […]
It would cost investors over $146,000 to start from scratch at current prices.
As fears of a SaaSpocalypse faded, the cybersecurity specialist gained ground.
The beaten-down pharmaceutical stock was revived after it posted an estimates-beating quarter.
The company had fallen out of investor favor; its recovery was impressive.
Investors took one look at Lucid's second-quarter results and bolted.
Vertiv's next phase of growth will depend on demand trends and execution.
The company has tremendous prospects.
Is it likely that Archer Aviation is gearing up for a major stock structure change?
Patagonia has the solution: renewable wind energy, glaciers that cool, and no backlash.
The5ers The5ers London, UK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- The5ers, a global leader in proprietary trading and Trader education, announced the official launch of single stock futures (SSFs) through their The5ers Futures brand. This first-of-its-kind offering lets members conduct their own high-conviction stock strategies using the firm’s capital, bypassing traditional brokers, their fees, and the hassle. The5ers’ offer includes 22 of the exchange’s core equity assets, including Nvidia, Apple
Micron stock has pulled back, but the bigger question isn't whether it's cheap. It's whether today's extraordinary profits can last.
Let's look beyond recent obstacles these companies have encountered.
The PHLX Semiconductor Index was trading higher during Tuesday's session, but Nvidia was in the red. The PHLX Semiconductor Index was up 1.6% while Nvidia was down 1.9% roughly one hour before the closing bell.
Everything critical to the business clicked for the pre-revenue lithium miner.
While investors chased chip stocks, one corner of the commodities market quietly staged a stunning run that has left even NVIDIA in the dust. The reason connects directly to how AI actually gets built.
A blockbuster deal with an AI colossus should accelerate the chipmaker's growth.
Global stocks could be starting a long-term trend of outperforming the U.S. market.
In a new free masterclass, the legendary tech investor who called NVIDIA and Elon's Super IPO years in advance explains why he believes Musk is chasing "the last and greatest tech innovation of our lifetimes," one he believes could outsize Tesla, SpaceX, and xAI combined.Baltimore, MD, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Legendary tech investor James Altucher has made bold predictions about Elon Musk before. His latest may be the boldest yet: that Musk's next move could eclipse every company and
The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing.
The gold stock is on a run after wiping out debt and bringing back its dividend. It just hit a 52-week high.
New chips, a Bitcoin warning, and a huge guidance hike. IonQ packed a lot of news into one morning.
Fears of AI taking over the software space were temporarily calmed last month.
Adobe is walking a narrow line while also navigating a change in leadership.
RUM Group has soared past its social-media peers and moved into AI infrastructure, but a 33% monthly gain forces a real question about whether the best of this rally is already behind investors.
The Hugging Face deal looks like a win for Nvidia, but it might not be for the reason that you think.
Don't catch a falling knife.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.
Pfizer's 6% dividend yield is enticing, but AbbVie's dividend growth is superior.
GinsGlobal Index Fund CEO Anthony Ginsberg tells Proactive's Stephen Gunnion that the GinsGlobal Tech Megatrend UCITS ETF (ITEK) fund is up approximately 13% year-to-date and gained more than 5% in August alone, with AI and robotics remaining the top sub-theme at nearly 50% year-to-date gains. Ginsberg said the fund's average price-to-earnings ratio is in the low 20s, which he describes as only a small premium to the S&P 500, arguing that tech is not overvalued at current levels. Beyond AI and r
The Williams Companies is a more stable investment than the upstream company.
Moby summary of Gamehaus Holdings Inc.'s Q4 2026 earnings call
Moby summary of United Natural Foods, Inc.'s Q4 2026 earnings call
The earnings report for Nvidia, the world's most valuable company, could have huge economic ramifications.
Nvidia just posted the largest quarter in semiconductor history, yet the stock trades like Wall Street is only half-convinced. A credible case exists for 160% gains by 2030, but it hinges on three specific things going right.
These stocks have been going in opposite directions of late, and one offers a far higher yield than the other.
At just 19x earnings and less than 14x FCF, with a 2.6% dividend yield, Lockheed Martin stock is a buy.
Shares of Novo Nordisk are trading 66% below their 2024 high, but is that enough to call them cheap? Maybe.
Elon Musk's space transportation, satellite internet, and artificial intelligence company has already lost 34% of its peak value.
The nuclear energy stock reported a 99% plunge in Q2 revenue, but why is the stock still going up?
Uranium Energy and BWX Technologies will both profit from the nuclear market's recovery.
Moby summary of ABM Industries Incorporated's Q3 2026 earnings call
These all-weather stocks should pay you forever.
CRISPR's expanding pipeline could unlock significantly more value by 2031.
Backed by Greylock, enables Physical AI teams to move from simulation to real-world deployment with confidenceNEW YORK CITY, NY / ACCESS Newswire / September 8, 2026 / , the simulation platform for physical AI, today announced a $32 million Series A led by Greylock, with participation from A*, Category Ventures, Box Group, and Icehouse Ventures. The company's prominent angel investors include Shyam Sankar, CTO at Palantir; Adrian Macneil, CEO of Foxglove; and Ian Andrews, an NVIDIA executive and
Jim Cramer called the JNJ dip a buying opportunity live on air, but the data behind his reasoning had already been published hours earlier, and the stock's recent performance tells a very different story than a typical defensive play.
D-Wave is investors' favorite quantum computing stock today, but GlobalFoundries is the government's favorite.
Shares plunged around 9% after del-desiran failed Phase III, barely a day after another late-stage disappointment put billions of potential future sales in doubt.
The French energy distributor lifted its 2026 profit outlook after first-half EBITDA jumped 18%, sending the shares sharply higher.
Big banks are demanding AI systems they can physically disconnect from the internet, and the CEO of one of Nvidia's newest partners says that changes everything about where the next trillion dollars in AI compute actually gets built.
I'm bullish on international stocks in September 2026 -- and for a long time to come.
ExxonMobil is one of the most reliable dividend growers in the U.S., but that dependability was threatened in a big way in 2020.
Only one of these beverage companies currently presents a buying opportunity.
BOTZ offers diversified exposure to a robotics boom fueled by AI, humanoid robots and industrial automation, as the sector rapidly evolves.
Financial history doesn't always repeat itself, but it tends to rhyme.
The partnership focuses on inference workloads and spans multiple generations of customized silicon for AWS infrastructure
It is not about perfect timing, but about getting your portfolio through to the other side smoothly.
Stock Market Today: The Dow Jones index sells off 500 points Tuesday, as oil prices jump on continued U.S.-Iran attacks. SK Hynix breaks out.
This company could spur sales growth by leaning further into artificial intelligence.
While short-term volatility may persist, many signs suggest UnitedHealth Group's turnaround remains in motion.
Stocks rose after the monthly jobs report
The AI server manufacturer is raising fresh capital as demand forces suppliers to spend more just to keep up.
Nvidia is the biggest bargain in the market.
Data centers face drama as public pushback against the AI build-out is at a high.
Bear markets provide excellent buying opportunities if you stay the course.
Micron is up more than 250% year to date, and it's set to release a crucial quarterly report at the end of September.
Moderna's stock is up over 100%.
The big-box retailers are facing plenty of headwinds this earnings season.
The Dow Jones index falls on the stock market today as Amgen plummets. Fertilizer stocks rose amid more U.S.-Iran tensions. SK Hynix shines.
David is beating Goliath this year, but each retailer is packing healthy slingshot ammo.
Salesforce's latest quarterly report was a game changer for the stock.
The risk-versus-reward profile for these two beaten-down companies is now highly favorable for patient, opportunistic investors.
There's no need to rush after IPO stocks.
Gartner's latest quarterly report arrived with news that weakened the bearish narrative surrounding the stock.
Bloom Energy has secured a spot in the S&P 500 as part of its quarterly rebalancing.
Both stocks are growing at an unreal pace.
USA Rare Earth has been making some big moves recently.
Goldman and Morgan Stanley want OpenAI and Anthropic rated investment grade, which would free Nvidia's $105 billion backstop.
The $80B Week: Infrastructure as Destiny The week of September 1-8, 2026, was defined by a staggering $80 billion in infrastructure commitments from Anthropic alone, signaling that the AI industry has entered a phase of extreme capital concentration. This surge is not merely about capacity; it is the physical manifestation of a compute landlord thesis […]
Buying and forgetting is a little easier with these promising financial stocks.
Global leading server mechanical engineering solutions provider – Karrie International Holdings Limited ("Karrie International" or the "Company", together with its subsidiaries, the "Group"; stock code: 1050.HK) announced that the first batch of NVIDIA Vera Rubin platform products has been delivered progressively. The related product series officially entered mass production. As next-generation AI platform products continue to ramp up, together with the ongoing capacity expansion and delivery of
These stocks offer higher-than-normal yields and are trading at reduced valuations.
It ended its latest fiscal year quite impressively.
The lone precedent looks ugly at first glance -- and it holds a useful lesson for the year ahead.
Worried about a pullback? This Dividend King pairs a 54-year streak with catalysts that could provide income even if the market crashes.
The stock market’s No. 1 catalyst is fueling already elevated inflation.
This stock is a longtime Buffett favorite.
The S&P 500 is more expensive today than it has been since the dot-com crash in 2000.
Netflix, Uber, and Novo Nordisk are all excellent, undervalued stocks to buy today.
The e-commerce company had a growth-packed second quarter to thank for that.
The air taxi maker has never collected a fare. Its progress with the FAA suggests the first one is closer than the stock's slide implies.
Nvidia’s acquisition of Hugging Face, shareholder approval of the merger of NextEra Energy and Dominion Energy, and Vertiv Holdings’ acquisition of UtilityInnovation Group are in focus this week.
Nvidia's stock is incredibly cheap.
Amazon Web Services is Amazon's most promising segment.
It announced several new expansions of its software and business partnerships.
Huang highlighted Nvidia GPUs’ income-generating value as AI infrastructure spending accelerates.
On Monday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang doubled down on his view that AI computing hardware is becoming a valuable, financeable asset as rental prices for the company’s older H100 GPUs continue to climb. Huang Calls Nvidia Compute a ‘Revenue-Generating Asset’ "NVIDIA compute is fungible, durable and highly rentable," Huang wrote in a post on X. "It is a productive, revenue-generating asset." NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-genera
It benefited from a rally in software stocks late in the month.
Demand for artificial intelligence (AI) infrastructure is booming.
A 555% run in a decade -- built on profits that grew even faster than the stock.
What does a record-size stock market debut do to a broker that earns interest on its clients' idle cash?
The beaten-down service robotics stock staged quite a comeback.
The White House could break the bull market.
About $36 billion of 15-year contracted rent is on the books -- but almost none of it arrives until billions more in construction gets finished.
Silicon Motion Technology may beat some of the biggest memory chipmakers next year.
The stock's valuation has plunged, but massive AI spending may have given some investors pause.
It flipped to a surprise net loss in its latest-reported quarter.
Broadcom's custom inference chips are as crucial for the AI market as Nvidia's GPUs.
The enormous insider transaction carries one crucial piece of context
Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps
AMD Stock Jumps After Unveiling $100,000-Plus AI Workstation for 2027
The Vanguard S&P 500 Growth ETF tracks the leading growth stocks on U.S. markets.
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to authorize a $500 billion buyback and purchase shares daily. His September 1 Mad Money argument points to Apple Inc. (NASDAQ:AAPL) as the model. Both businesses return substantial capital, but their cash demands complicate copying the same strategy. Nvidia’s quarterly filing shows $99.3 billion of remaining authorization at July […]
When the words “not seen since 2007” are thrown around, investors start to look harder at what’s going on with bonds.
AI companies continue to raise new capital to fund growth.
The company is coming off yet another terrific quarterly earnings report.
Every point of the telecom giant's five-year return came from its dividend -- and the payout is still climbing.
Kimbell Royalty Partners and The Williams Companies deserve a lot more attention.
The memory stock has been struggling to get back to the highs it reached back in June.
During the September 2 episode of Mad Money, Jim Cramer turned his attention to Dell Technologies Inc. (NYSE:DELL), breaking down why buyers flocked to the stock following its earnings report as investors favored lower-multiple technology names. He commented: What’s going on right now is that big money managers are fleeing stocks with high price to […]
The pharmaceutical stock is struggling, but its dividend can be highly valuable to income investors.
Hyperliquid Strategies offers more upside than Bitcoin, but also more risk.
On's recent sell-off has raised an important question about what its slower growth really signals.
The streaming stock is down 38% in the past 12 months, and its valuation may look enticing to many investors.
The tech stock has been quietly rallying for the past few months.
Dell Technologies has delivered stunning gains in 2026, and the good news is that it can continue soaring.
Jensen Huang just bypassed every earnings call caveat and posted two words on X that the AI industry has been arguing over for years. Whether a 100,000-GPU training run actually proves his point is a much messier question.
The construction industry giant has become a compelling AI-driven winning stock.
The stock has drastically underperformed the market over the past five years.
While investors pile into Nvidia, a quieter memory supplier has already outpaced it with gains topping 700% in a year, and analysts think the run is nowhere near finished.
The stock soared above $200 in its early trading days, but it's been struggling since then.
The footwear and apparel stock has been in a free fall over the past few years.
The most important investment move is getting started.
For my money, Mondelez is the best bet of the Nasdaq-100's high-yield names.
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here. SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability. Their investment strategy aims to protect and compound client capital. […]
Oklo doesn't generate meaningful revenue, so an investment today is a bet on its future.
Palantir has seen a parabolic jump in its stock price following its earnings report, and it can sustain its impressive momentum in the coming year.
AST SpaceMobile's shares have come back to Earth. Is it now a better buy than L3Harris Technologies?
Dividend Kings provide stability to income investors.
Elastic just posted one of its strongest months on record. Here's what drove the surge, and how the stock's valuation compares to a slower-growing rival.
Investors who have benefited from the AI boom should now consider potential downside scenarios for their portfolios.
Anthropic's unusual employee trading proposal could reshape how its shares are sold after its IPO.
Despite its recent headwind, the streaming giant still offers more growth potential than plenty of other tickers categorized as growth stocks.
The tech stock has fallen considerably from a high of more than $9 that it hit last year.
The consumer staples company has consistently raised its dividend for seven decades now.
Historically, September brings unusually harsh selling pressure to the stock market.
This is a durable retailer building momentum.
Anthropic stands ready to dethrone Elon Musk’s SpaceX, which rewrote Wall Street’s record books in June.
The stock is trading down almost 40% year to date.
Revenue is growing, but the cannabis company still has a lot to prove to investors.
Stocks look expensive when viewed through a long-term lens.
The infrastructure strategy defining the current AI cycle is no longer about mere capacity acquisition; it is about the deliberate layering of risk across a complex web of intermediaries. While Anthropic and Lambda have yet to officially confirm the details, reports from the Wall Street Journal and subsequent verification by Reuters indicate a $35 billion […]
The S&P 500 CAPE ratio is a useful valuation tool to determine whether the market is expensive or fairly priced.
These three high-yield stocks could provide you with some nice dividend income.
In most cases, trying to time the market does more damage than good.
Income investors now have another compelling option as the number of high-yielding blue chips gets smaller.
With Nscale closing a $3.5 billion pre-IPO round and targeting a New York IPO as early as late September, the compute landlord thesis is entering a phase it has not reached before: public market validation. Infrastructure providers — the landlords of the compute era — are positioning themselves to reach public investors ahead of the […]
The stock peaked shortly after its IPO, but shares have started to slide in recent weeks.
You'd need a lot of shares, but you don't have to buy that many. The 5.3% dividend yield will reward you regardless.
NVIDIA announced on September 3, 2026, that it will acquire Hugging Face for $12.93 billion, a deal structured as approximately $11.9 billion in cash and up to $1 billion in equity retention for staff. As detailed in the official announcement, this acquisition marks the definitive transition of the compute landlord thesis from theory to structural […]
Tyler Technologies has yet to recover from the tumble it took when "SaaSpocalypse" fears swamped the software sector.
For more aggressive investors who believe in SpaceX's long-term vision, buying shares at today's prices may present a favorable risk-to-reward profile.
Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.
One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.
The last big acquisition now anchors a $31 billion business line. The next one runs at more than $150 million a year.
UiPath shares tumbled after its fiscal Q2 earnings report.
The range is wide -- and what Greg Abel does with $365 billion of cash and Treasury bills decides which end of it the stock lands on.
Lululemon shares plunged after another guidance cut.
If you make the right decision on where to hold certain investments, you can minimize how much you pay Uncle Sam.
Beating analysts' Q2 206 estimates wasn't the only catalyst for this AI stock's rise last month.
Bank of America analyst Rinny Singh remains bullish on NuScale Power stock.
After a second guidance raise this year, the path to that milestone leans on one retention number holding up.
Chevron's patience is paying big dividends.
There are solid reasons to buy or ignore. Here's why I'm ignoring.
The streaming giant's cheapest U.K. plan just jumped by a third. Can the tier built for price-sensitive members absorb that?
If history rhymes, the stock market might be in for a rude awakening.
Or is there a happy medium?
Nvidia stock has jumped significantly over the past decade, and the good news is that it still has multibagger potential.
Altria has crushed it in 2026, but be well aware of the risks.
The latest quarterly report from Victoria's Secret actually looked pretty strong, but its stock still lost ground.
NuScale Stock is a mid-cap company with the profile of a start-up. Buy, or leave this one alone?
GitLab's latest quarterly report arrived with more evidence that AI is powering wins for the company.
Moderna shares have soared, sunk, and soared again. You might want to consider them.
Even after a double-digit sell-off this week, Palo Alto stock is still up more than 80% in 2026.
Vici Properties continues to hand more cash to shareholders.
Visa and American Express have some slight nuances that do not stop at their business models.
Nvidia has laid out the path for its stock to double over the next year.
Spending on artificial intelligence infrastructure is expected to continue growing rapidly next year.
Even the direst warnings on Wall Street can offer a silver lining for long-term investors.
Two SMR stocks have wildly different valuations.
Snowflake shares jumped as revenue growth continues to accelerate.
The recent pullback makes the stock an attractive bargain, but that's just one reason to consider adding this income name to your portfolio.
Home Depot's combination of potential upside and dividends make the stock attractive.
Generating income is easy with these energy stocks.
Berkshire Hathaway's relatively new CEO has already handled the integration of two purchases.
Owning PepsiCo stock is likely worth a slightly higher risk for most investors.
After a monster 79% trailing 12-month gain, shares in this retail giant are no longer cheap.
Beer sales have been down, but the company's brand power appears intact.
Aptiv (APTV) stock is in focus after the company announced support for NVIDIA Jetson Orin Nano 2, extending its collaboration on edge AI platforms for drones, robotics and other autonomous systems. The Aptiv announcement comes after a tough stretch for the stock, with the share price down 30.8% over the past 90 days and 38.9% year to date, while the 1-year total shareholder return has fallen 29.6%. Recent AI and robotics news has arrived against a backdrop of fading longer term momentum but a...
Buffett is known for telling it like it is.
Buying the dip during stock market downturns has historically been a guaranteed way to turn a profit.
The Federal Reserve recently warned investors that the S&P 500's equity risk premium was near its lowest level in decades.
Is this big pharma stock still a buy for investors who aren't billionaires?
Sales grew 45% year over year last quarter, an acquisition is about to add more -- and the losses are shrinking far more slowly.
As fears of a SaaSpocalypse faded, the software development specialist took flight.
The verdict is clear -- but with caveats.
The stock has had impressive gains over the past three years, but recreating that success will be very hard.
Dividend investors can find amazing yields among the largest consumer brands.
It wasn't because of the quarterly earnings report it published that month.
The CEO put conditions on serving the AI build-out. Iowa shows what happens when a project clears them.
Musk's turbine push could accelerate his massive AI infrastructure build-out.
The AI computing specialist's latest results were strong. The real story is a backlog worth almost 29 times this year's expected revenue.
Bitcoin has momentum, but stocks have fundamentals.
The company reveals how big AI infrastructure is getting
The stock of Coca-Cola's archrival and the behavior of a prominent shareholder strongly indicate it is a hold.
This solid-state battery maker's technology provides benefits to both the electric vehicle and artificial intelligence sectors.
Archer is gearing itself up to become a highly profitable eVTOL company.
The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.
These companies have already recorded billions in profits from their Anthropic stakes.
Abel is finally deploying Berkshire's growing capital.
Ternus will introduce Apple's new iPhones (as well as some other products and services) on Sept. 9.
Fundamentals, not a stock split, will determine whether the bull case for Eli Lilly continues.
SK hynix (NasdaqGS:SKHY) stock moved after reports of new tariff talks between South Korea and the U.S. on chip investment and market access. The news drew attention to the company’s AI-focused memory manufacturing plans. Over the past month SK hynix has seen a 1 month share price return of 17.2%, building on a 7 day share price return of 9.9% and leaving the stock with a more modest year to date share price return of 5.4%. Recent gains have come as investors react to AI data center demand,...
AMC Entertainment's stock has had a wild ride -- and it's on the upswing now.
The stock that crashed 83% designs the reactors -- the companies selling the fuel and the power are still getting paid.
More risk-averse investors could consider investing in MDA Space, while more aggressive investors could consider buying shares of SpaceX.
Micron's fat profit margin is CXMT's opportunity -- and China is coming for it.
AI's next big investment opportunity may not be another software company. Instead, it may be these three stocks helping build the physical infrastructure that makes the AI boom possible.
This high-flying green energy stock has a wide moat.
This 3% yielding consumer staple looks like a solid buy on the dip.
Realty Income can easily afford its dividends.
Thiel is known for his ability to spot a future winner.
Canopy Growth benefited from growth across all its divisions in the first quarter of fiscal 2027, but does that make it a worthwhile investment?
During the September 2 episode of Mad Money, Jim Cramer broke down how nominal stock prices can misrepresent reality, as he offered a direct comparison between NVIDIA Corporation (NASDAQ:NVDA) and ServiceNow, Inc. (NASDAQ:NOW). He said: NVIDIA priced at $224 might seem pricier… than say ServiceNow at $136… When you divide NVIDIA’s $224 stock price by […]
You might need to sit down before reading the answer.
With shares trading 24% below their record, this looks like a compelling buy-the-dip candidate.
Is a sky-high stock market valuation not the warning sign it's been in the past? Maybe.
SpaceX launched a record IPO almost three months ago.
Realty Income has earned attention for its moniker as the "monthly dividend company" and generous payout.
Costco runs an unstoppable membership growth machine, but investors should consider if that advantage is already priced into the stock's valuation.
Owning these dividend stocks could be a simple way to make money over the long term.
Here are three solid stocks to watch because they offer a mix of recovery potential, steady growth, and defensive stability.
Mirror, mirror, on the wall. What's the best dividend ETF of them all?
This is easily one of the highest-quality dividend stocks in the market.
The workplace collaboration software specialist put fears of a SaaS-pocalypse to bed.
Even if the conglomerate's share price tanked 99% tomorrow, it would still have beaten the S&P 500 index in the past six decades.
AI-powered challengers could slow the business software provider's growth.
This network is making major inroads in tokenized stocks, but it has a long way to go before it can beat Ethereum.
ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling. The release did not disclose project pricing or committed revenue, although ChronoScale had already disclosed a two-year GPU services agreement with Microsoft tied to the planned deployment. […]
It published its fiscal third-quarter earnings report after market close the day before.
A $15.5 billion market value rests on years the quantum computing company has never guided to.
AWS and NVIDIA said on August 26 that Amazon’s cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028. That follows an earlier plan for more than one million GPUs beginning in 2026 and includes NVIDIA networking, Vera CPUs, and 100,000 GPUs for U.S. government workloads. Amazon.com, […]
Investors were reacting to the enterprise software company's second-quarter of fiscal 2027 results.
The hedge fund manager sold into a 242% quarter. The more telling number is the size of the stake he kept.
Tesla shares sank 6% on Sept. 4, 2026, after a lackluster Cybercab unveiling met fresh regulatory scrutiny.
The apparel retailer's turnaround plan isn't working.
Nscale, which recently struck a $45 billion deal with Anthropic, is in talks to raise additional funds in anticipation of an upcoming IPO.
Nvidia Corp. (NASDAQ:NVDA)’s shares are up by 22% year-to-date as their performance has remained muted after posting major gains in the previous years. While the narrative for the firm surrounds the sustainability of the AI infrastructure buildout and profitability, Cramer has focused on the share price performance. The CNBC TV host has been one of […]
The Anthropic IPO is likely coming soon. Proposed single-stock funds tied to the company are risky. Even Claude says so.
SoundHound AI has great prospects, but the stock is still a high-risk investment.
Adobe (ADBE) is the latest company to name a new CEO — effective December 1 for Anil Chakravarthy — coming right after Apple (AAPL) began its new era under John Ternus earlier this week. Harvard University executive education fellow Bill George discusses the attributes that a CEO like Ternus must have to succeed while not trying to simply replicate the success of Tim Cook and Steve Jobs. George was the chief executive of Medtronic (MDT) from 1991 to 2001.
Is The Trade Desk's restructuring a warning sign? The filing offered few details, and investors reacted accordingly.
Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.
Some investors worry that the pace of artificial intelligence (AI) infrastructure build-outs is not sustainable.
ExxonMobil and Brookfield Renewable are both reliable income plays right now.
Oura has expanded to really become a health analytics company.
Nvidia is poised to deliver a terrific increase in earnings over the next three years, paving the way for solid upside in its stock price.
NVDA's 63.7% net profit margin and 93.3% expected earnings growth put it among three profitable stocks positioned for market volatility.
Nscale, a cloud computing firm focused on artificial intelligence, is in talks with potential investors to raise as much as $3.5 billion in financing ahead of a planned initial public offering, according to people familiar with the matter.
SpaceX has a lot of success priced into its stock, which could dampen its upside over the next few years.
Jim Cramer says it is time to buy the Magnificent Seven again, arguing several of the stocks have become cheaper just as their huge AI investments start producing stronger growth. "We’re witnessing the revenge of the Magnificent Seven and most...
Elon Musk recently said he thinks SpaceX could be booking multitrillion-dollar annual revenues by the next decade.
One of the company's most highly anticipated devices is reportedly facing production issues.
August payrolls came in three times hotter than expected. Stocks barely flinched. What's going on?
Lululemon stock has been an absolute disaster this year.
October's Windows systems give Nvidia another revenue path while potentially moving inference away from data centers.
You could triple your money -- or more.
Companies that consistently increase their dividends outperform those that do not, and S&P Global is an excellent example of one such stock that has delivered for investors.
Dell Technologies' superb earnings report is still reverberating across the stock market, as the stock climbed to a new high Friday.
Both companies are benefiting from a surge in memory demand, and there's no sign of it slowing down.
NuScale Power is trading near an all-time low. Can a massive SMR deployment save its stock?
Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X
Rubrik stock soared last month, then took a sharp post-earnings tumble. Here's what drove the swings, and why the stock remains hard to price.
The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.
Moby summary of KNOT Offshore Partners LP's Q2 2026 earnings call
Rocket Lab, AST SpaceMobile, and Redwire offer alternative ways to invest in the growing space infrastructure market.
EV deliveries remained strong in August, but investors are focusing elsewhere.
A strong jobs report hints at a healthy labor market, while simultaneously bolstering the case for an interest rate hike at the Fed's meeting later this month.
Chip stocks are standing out in what's shaping up to be a weak day on Wall Street. The Nasdaq has joined the other major indexes in trading lower after the jobs report as semiconductor stock gains weren't enough to offset broader weakness. The downturn came after news that the U.S. economy added more than double the jobs expected in August, fueling a brief spike in already high Treasury yields.
Auto and home loan rates are rising with bond yields, adding to affordability concerns.
Aron demanded Robinhood halt trading in AMC stock tokens, which give overseas investors the price of the stock and none of the rights
U.S. Federal Housing Finance Agency Director Bill Pulte thinks FICO is making too much money.
Nvidia is guiding for $108 billion in total revenue for the third quarter.
Stock Market Today: The Dow Jones index falls Friday on a surprise August jobs report. Lululemon stock plunges on earnings.
Nvidia is also reportedly considering an investment in Thinking Machines Lab, adding to its growing portfolio of AI companies.
Stock Market Today: The Dow Jones index falls Friday on a surprise August jobs report. Lululemon stock plunges on earnings.
Still down 20% from its high, Lynx thinks it's time for Micron stock to break out.
Palo Alto stock is riding some nice cybersecurity tailwinds.
GE Vernova and Quanta Services will easily weather the next market downturn.
The chipmaker got a boost from a big deal that could alter the AI landscape.
It's rare for companies to offer guidance two years out, but Nvidia did just that.
When Nvidia Corp CEO Jensen Huang took the stage at the G20, he wasn’t unveiling a new chip or discussing quarterly demand. Instead, he reframed artificial intelligence as something far more fundamental: infrastructure. By comparing AI to “water, roads and...
The airline's shift toward less-cyclical revenue streams is arguably not reflected in its valuation.
Its valuation based on its last private funding round was close to $1 trillion. With the IPO, it aims to double that.
The market is up in 2026 for the fourth consecutive year.
You might regret ignoring these companies at current levels.
Stocks rose after the monthly jobs report
Grid Dynamics' AI growth stands out, while Turning Point Brands faces falling earnings estimates and SK Hynix benefits from AI memory demand.
ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.
The deal could strengthen Nvidia's grip on AI development
Stock Market Today: The Dow Jones index falls Friday on a surprise August jobs report. Lululemon stock plunges on earnings.
The warehouse club operator is down, but it's not out.
Sandisk is worth owning, but the stock is unlikely to keep climbing at its recent pace.
On average, the S&P 500 has the worst returns in September over many decades.
The platform stays open, so Nvidia is paying for developer proximity--not guaranteed hardware lock-in.
This dividend ETF isn't even one of the 10 largest, but it has a stellar track record.
WisdomTree Global chief investment officer Jeremy Schwartz joins Market Catalyst's host Julie Hyman to explain why Meta (META) and Nvidia (NVDA) are leading the Magnificent Seven as growth stocks.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
NuScale Power stock is down 31% in 2026.
To get to $25,000 in annual dividends from PepsiCo stock, the math is somewhat daunting, but there's a silver lining.
After a sharp rise in the stock, investors may be wondering how much higher Salesforce can climb.
Cipher Digital stock has seen substantial volatility in recent months, but it's still up roughly 18% year to date.
Choosing an SMR stock depends on how AI companies choose to adopt nuclear energy.
Investors must weigh risk versus reward for this promising AI stock.
It's smart to have some exposure to gold, and this ETF is a straightforward way to get it.
This recovery story is turning into a success story.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
High revenue growth has driven the stock higher, but can it keep rising?
Downward trends in its most important revenue generator were cause for concern.
Artificial intelligence (AI) adoption is fueling a surge in demand for advanced cybersecurity software.
Approximately $226 billion of Berkshire Hathaway's invested assets can be traced to five standout stocks.
Investors weren't willing to forgive a miss on full-year profitability guidance.
Billionaire investor Peter Thiel purchased stock in Amazon during the second quarter.
The acquisition expands Nvidia’s presence in open-source AI, adding a major platform used by millions of developers worldwide.
Here's the path for how the Schwab U.S. Dividend Equity ETF (SCHD) can generate hundreds in dividends every month.
Its second-quarter results, published at the end of July, set a very bullish tone for August.
Dentsply Sirona recently reported second-quarter 2026 results showing a 4.1% year-over-year net sales decline but a return to net income, with higher margins and stronger cash generation, and also confirmed it will present at the Baird 2026 Global Healthcare Conference on September 15, 2026. The combination of improved profitability and cash flow, despite weaker revenue and a history of pressure on returns, led management to reiterate full-year 2026 guidance, highlighting a sharper focus on...
Whether the data center infrastructure supplier pays the full $2.6 billion is up to the company it's buying.
It easily topped analyst revenue estimates in its opening quarter of fiscal 2027.
Micron has outperformed Nvidia over the past year, but that could change over the next five.
The surprise increase in hiring could give the Federal Reserve leeway to raise its benchmark short-term interest rate to fight inflation when central bank policymakers meet later this month. “Today’s jobs report does lean toward the Fed increasing rates," said Terry Sandven, chief equity strategist at U.S. Bank Asset Management Group, noting, however, that a rate hike is "not a foregone conclusion.” Lululemon Athletica sank 17.6% after the retailer reported quarterly revenue that fell short of
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
Wall Street's new price targets lean on a diversification story. The company's own filings mostly back it up.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
Investors dealing with fear, uncertainty, and doubt are wondering what the stock market will do next.
The AI lab’s IPO may top that of SpaceX.
Years of buying and holding a single chip maker turned one Oregon couple's brokerage account into their largest asset by far, bigger than their home and their 401ks combined. But sitting ten years from retirement with that much riding on one ticker creates a risk most concentrated holders refuse to look at directly.
NVIDIA Corporation (NASDAQ:NVDA) has agreed to acquire Hugging Face for approximately $12.93 billion, making it one of Nvidia’s largest acquisitions. The deal gives Nvidia a much stronger position in open-source/open-weight AI, an area gaining traction because developers can customize models and potentially deploy them at lower costs than proprietary alternatives. Hugging Face has more than […]
Prediction markets are gearing up for their next leg of growth.
An analyst upgraded his recommendation on the auto marketplace company.
Investors appreciate transparency.
Its latest quarterly earnings were not greeted warmly by Mr. Market.
Both have attracted considerable attention from Wall Street recently.
Nvidia 's acquisition of Hugging Face accelerates the chipmaker's push to dominate the broader AI ecosystem while placing it squarely at the center of the open-source movement .
Sitting out the AI rally felt safe until the S&P 500 started looking like a semiconductor fund in disguise. Three ETFs can get retirees into the trade without the single-stock exposure that keeps advisors up at night.
AI cloud Nscale ignites robotics flywheel with Figure, deploying Nvidia's Vera Rubin in 2027
The acquisition may be about far more than software
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla held a private Cybercab event. The jobs report is on tap.
Amazon's revenue growth may be slower, but it's accelerating quickly.
HIVE stock surges nearly 14% on a broader crypto rally.
Viking Therapeutics deserves a second look, but some analysts are a bit too optimistic.
September can be a tough month for stocks, but for AI investors looking at Micron and Nvidia, this may be a better time to check the fundamentals than to panic over the calendar.
Moby summary of John Wiley & Sons, Inc.'s Q1 2027 earnings call
Investor Gary Black of The Future Fund LLC thinks that Tesla Inc.‘s competitors are investing heavily in developing autonomous driving technology, which risks the Elon Musk-led EV giant falling behind in the self-driving race. Falling Earnings Estimates Black took to...
Argan delivers strong earnings to match its strong stock performance.
During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the cybersecurity giant’s latest earnings report as evidence that the prevailing tech bear cases had completely collapsed. He said: Like I mentioned at the top of the show, last night every major bear thesis in tech […]
After a long bout with poor post-pandemic performance, the stock's starting to perk up. The question is, are other investors -- and analysts -- willing to stick their neck out any further anytime soon?
Investors "sold the news" on Mongo's earnings report, even as it came in stronger-than-expected.
One company stands out over the other because of the future revenue opportunities it could capture.
And why late September could be the sweet spot for buying.
This high-performing asset manager has flown under the radar.
There is no end in sight for the company's incredible momentum.
Cybersecurity is seeing a huge bump in demand due to artificial intelligence.
Polestar stock plunges 29%. There's good reason for that.
The Omaha conglomerate has now shifted gears into becoming a net purchaser of equities.
Anthropic would be the first pure-play large language model company to go public.
The chipmaker just posted a great quarter, but a lot of its expected success is already priced into the stock.
This nearly 8% dividend has been increased quarterly for years.
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to dramatically increase its buybacks. During the September 1 episode of Mad Money, he mentioned that the stock does not reflect the company’s earnings power even as its expanding role in AI infrastructure creates new financial risks. He noted, “NVIDIA’s become the banker for the AI data center build-out.” […]
The surprise acquisition pits Nvidia against the leading AI companies.
Management's commentary is putting the wind in investors' sails.
Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who gets left holding the debt when the cycle turns is aimed squarely at the investors still rushing in.
Demand for everything else may be slowing down, but AI data center owners are still clamoring for power any way they can get it fast. Bloom is more ready than most to deliver.
Moby summary of Lands' End, Inc.'s Q2 2026 earnings call
Moby summary of Duluth Holdings Inc.'s Q2 2026 earnings call
Moby summary of Genesco Inc.'s Q2 2027 earnings call
Investors should pay a premium for Joby but avoid Archer.
The cloud-based data storage and analysis specialist got a lift from artificial intelligence (AI), delivering accelerating growth and a classic "beat and raise."
Booking Holdings' total yield, incorporating share buybacks, tops 7% -- and the stock is worth a closer look now.
The medical device maker is on the cusp of a multi-year recovery.
The Fed governor’s plea to “Give disinflation a chance” knocked September hike odds down to a coin flip, sent the Dow up 635 points, and pulled the 10-year back to 4.75%
Nvidia Corp. (NASDAQ:NVDA) has confirmed its $12.93 billion acquisition of Hugging Face, betting that ownership of the world’s leading open-model hub can extend its influence beyond chips and deeper into how AI is built. CEO Jensen Huang said Hugging Face...
The highly awaited IPO could happen later this month. Here are the latest details.
FANUC America, a global automation leader, will showcase the future of manufacturing at IMTS 2026 (Booth 338900), demonstrating how trusted automation powered by Physical AI is bringing together advanced CNC technologies, machining automation and robotics to improve productivity, increase flexibility and accelerate deployment.
A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is reading a very different map of where a trillion dollars in AI spending actually lands.
Archer stock has tanked in 2026. Should you buy now or sell your shares?
Micron's financial numbers look powerful, but the Federal Reserve may decide how much investors are willing to pay for them.
September is historically the poorest-performing month in the stock market.
NVIDIA (NasdaqGS:NVDA) faces progressing legal action from Winamp Group in U.S. federal court over alleged unauthorized use of musical content in AI development, with a hearing now scheduled. The case is viewed as a potential test for how copyright rules apply to AI training data and could influence practices across the sector. NVIDIA is also reportedly in advanced talks to acquire AI startup Hugging Face for up to US$14b. If completed, a deal for Hugging Face would expand NVIDIA's reach in...
A solid moat favors revenue growth, and that's good news for investors.
Nvidia is buying one of the AI industry's largest developer platforms while promising it will remain open to rival hardware and clouds.
Nvidia Lands $12.9 Billion Hugging Face Deal. Jensen Huang Makes the AI Move Official
Nvidia (NVDA) will be buying open-source AI company Hugging Face for $12.9 billion. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on the significance of this deal and on Nvidia's overall strategy.
The mean of analysts' price targets for Nvidia (NVDA) points to a 44.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Fresh off hiking its 2026 guidance and a gain of more than 7% in August, Kinetik Holdings remains a "buy" for energy income investors.
NuScale Power investors may face ongoing share dilution.
SKHY rides surging AI data-center demand, expands HBM capacity and U.S. production, and deepens its NVIDIA partnership as memory shortages persist.
Nubank had record earnings in Q2, and the stock has moved higher.
Shareholder dilution is one of the major differences between Rivian and Lucid, and investors should note how it looks going forward.
Buffett's best advice for surviving a recession is more relevant than ever.
Nvidia will pay roughly $13 billion to acquire the open-weight AI platform Hugging Face, the company confirmed on Thursday.
Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Nvidia stock rallies on its Hugging Face deal.
The U.K.-based cloud infrastructure company's contracts average 5.7 years in duration, implying about $18 billion in annualized revenue
They can be lucrative, income-paying pieces in your portfolio.
Kratos Defense and Security Solutions and Northrop Grumman are two great ways to play the trend toward increased military drone spending.
Nscale, a full-stack AI cloud platform, today announced it has signed a multi-year strategic partnership with humanoid robotics company Figure. The deal represents the potential to deploy the NVIDIA Vera Rubin platform with up to 100,000 NVIDIA GPUs. The initial GPUs are targeted for deployment starting the second half of 2027 in Barstow, Texas, with an initial commitment of $3.5 billion of compute and the intent to scale to over $6 billion. Nscale will become a Figure shareholder and Figure's p
Semiconductor stocks have soared as the AI build-out marches on.
Based on the average brokerage recommendation (ABR), Nvidia (NVDA) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
This investment vehicle, offered by the world's biggest asset manager, has been the clear winner in terms of attracting assets.
TXN's premium valuation is backed by accelerating earnings, AI infrastructure growth, strong cash flow and manufacturing investments.
Nvidia announced a deal to buy AI developer platform Hugging Face for $12.93 billion in the company's largest acquisition. Nvidia stock rose.
Rivian and Lucid share many things in common, but the former has drastically improved its gross profitability, while Lucid has been stuck in neutral.
Vici Properties doesn't own commodity real estate leased to weak tenants.
Super Micro delivered improved margins, forecast huge growth for the year ahead, and shored up some corporate governance concerns.
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
The market has given up on these two tech companies. I’m buying both.
NVIDIA is buying Hugging Face for $12.93 billion, weeks after OpenAI's rogue test agents breached the open model hub.
The chipmaker agreed to pay $11.9 billion to Hugging Face stockholders, plus up to $1 billion in retention awards for employees who join Nvidia
Investing.com -- Nvidia has entered into a definitive agreement to acquire Hugging Face, the leading platform for open-source artificial intelligence, for $12.93 billion. The acquisition unites Nvidia’s hardware and infrastructure scale with the central hub of global AI development. Hugging Face hosts a massive, interconnected ecosystem serving over 18 million developers, researchers, and creators. Its platform powers enterprise and open-source AI deployment across more than 200,000 organization
Robinhood's customers have made big shifts in what they buy, which can have a big impact on its results.
Stocks were set to open lower on Thursday as investors fretted about elevated bond yields. Nasdaq 100 futures fell 0.2%. S&P 500 futures were down 0.1%. Dow Jones Industrial Average futures were up 10 points, effectively trading flat.
For this aerospace-focused conglomerate, spinoff plans are not necessarily a silver bullet.
This fintech stock trades 45% below its record high reached in November 2025.
Investment narratives matter, and Tesla could be about to overperform expectations on its robotaxi rollout.
For investors seeking stability and portfolio income, this venerable REIT is in a class of its own.
ATLANTA, September 03, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it has completed deployment of 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod under two reserved-capacity agreements combining one- and two-year terms.
Stocks were set to open higher on Thursday as bond yields retreated, which could help ease fears about the surge in borrowing costs in recent months. Nasdaq 100 futures rose 0.2%. The Dow and Nasdaq also closed in the green.
Investors were enthused about recent performance and continued opportunity.
The artificial intelligence infrastructure spending boom has run into some turbulence.
Before it went public, investors thought this space stock was headed to the moon. Have they been right?
This little space stock deserves a lot more attention.
Nvidia insider selling hit $1.09 billion as director Mark Stevens filed to sell 5 million shares. NVDA still rose 3.21%.
Nvidia stock could drop in September as investors fret about the sustainability of AI spending.
You'd sink too if you effected a major reverse stock split.
Cipher Digital, Marvell Technology, and Fortinet are riding multiyear tailwinds.
BorgWarner recently released its 2026 “Powering Tomorrow” Sustainability Report and received supportive analyst commentary on its earnings base and product portfolio, while Vice President Isabelle McKenzie sold 4,500 shares in August 2026 and retained 53,328 shares valued at about US$3.70 million. The company’s emphasis on emissions reduction, supplier engagement, and employee development, together with analysts highlighting its durable earnings profile, underlines how sustainability...
The stock is trading near the bottom of its 52-week range, but it has intriguing upside potential.
It was a month full of good news for the company.
Vertiv is expanding beyond the building shell to help connect data centers to power more quickly.
On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang urged G20 leaders to embrace artificial intelligence infrastructure and adoption, warning that excessive fear or regulation could leave countries on the sidelines of the next major technological revolution. Jensen Huang’s ‘Single Worst Outcome’ Warning Speaking at the G20 Innovation Ministerial in Chapel Hill, North Carolina, Huang said countries should view AI infrastructure as essential to their economies, much like electricity, roads an
Nvidia Corp. (NASDAQ:NVDA) accounts for roughly 8% of the S&P 500’s total market cap, a scale of dominance built almost entirely on the AI boom, leaving the chipmaker alone outweighing five of the index’s 11 sectors combined. Market Cap Now Exceeds Five Sectors Combined Nvidia’s market cap alone exceeds the combined value of the energy, utilities, real estate, consumer staples, and materials sectors, and is larger than every other sector except information technology, communication services, fin
During their recent earnings calls, big tech CEOs spoke extensively about the rising cost of memory.
The data analytics powerhouse has grown rapidly, but too much expected growth is already priced into its stock.
The cooler and drinkware specialist's second-quarter results looked strong at first glance.
Sandisk, Micron, and Lumentum have been huge winners over the past year.
Deepwater Management’s Gene Munster said Monday that the power sector is shaping up to be the next major investment opportunity in AI infrastructure, comparing the current moment to Nvidia Corp.‘s breakout in 2023, after Elon Musk said natural gas will...
It posted another strong earnings report last month.
Stock buybacks among P&C insurers could be coming just in time to help support earnings.
SpaceX could retain all AI revenue generated through Cursor and Grok or capture around 50% when selling computing capacity to outside customers.
Bridgewater Associates made opposite moves in two of AI’s most important bottlenecks during Q2, disclosed in its August 14 filing. The firm reduced its Nvidia position 18% to 3,866,195 shares while increasing Vistra 116% to 751,695 shares. That looks like a rotation from compute toward electricity, but a Form 13F cannot establish the intent behind […]
Caterpillar Inc. recently announced a collaboration with FieldAI to deploy physical AI, autonomy, robotics and NVIDIA-powered digital twins across complex jobsites and factories to improve safety, visibility and operational efficiency. This move highlights how traditional heavy equipment and engine suppliers are increasingly embedding AI-driven automation into their equipment and services to reshape industrial operations. Next, we’ll explore how Caterpillar’s push into AI-powered autonomy...
Figma overcame a post-earnings sell-off thanks to strong reports from its peers.
The company was considered an AI loser, but is mounting a comeback for shareholders.
NVIDIA focuses on bandwidth scaling with silicon photonics at OFC 2026 TechInsights
Integrated Photonics Firm iPronics Raises $125M, Secures NVIDIA Backing | Business | Sep 2026 Photonics Spectra
A negative jobs report was positive for precious metals prices.
Micron is a popular holding in the portfolios of billionaire investors.
Don't expect a rebound anytime soon.
Argan (NYSE:AGX) reported record second-quarter results for fiscal 2027, with revenue, net income and adjusted EBITDA rising sharply as activity increased across its power, industrial and Teledata segments. For the quarter ended July 31, 2026, revenue increased 62% year over year to $384 million. N
SB Energy's IPO filing exposes enormous contracted demand, no operating data centers and heavy OpenAI dependence.
Oppenheimer raised its SpaceX target to $280 from $250 as stronger AI usage and compute economics lifted its long-term revenue outlook.
A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.
Moby summary of StealthGas Inc.'s Q2 2026 earnings call
Precious metals were having a good day, thanks to renewed hope that the Fed won't be as eager to raise interest rates.
Moby summary of Sprinklr, Inc.'s Q2 2027 earnings call
A federal government agency granted refining exemptions that will help the company.
Investing.com -- UK-based neocloud provider Nscale is informing prospective investors that its total contracted revenue has expanded to approximately $103 billion, bolstered by a landmark $45 billion computing deal with Anthropic, according to investor materials reviewed by The Information. The Nvidia-backed infrastructure firm could launch an initial public offering as soon as this month, utilizing the massive backlog to demonstrate sustained enterprise demand for specialized artificial intelli
At a stroke, the company has drafted four top experts in precious metals mining.
The drug giant added to its immunotherapy portfolio.
There are a lot of moving parts at IonQ, but it might take a while for the stock to gain new traction.
Palantir stock is falling on Sept. 2, 2026, even after the company landed a new U.S. Army TITAN contract and hired AIG's Peter Zaffino as its global head of financial services.
A Wall Street analyst likes the satellite radio company's advertising opportunity.
Will this underdog EV maker finally shine over the next few years?
The company is making steady progress on its long-term plans, aided and abetted by the U.S. government.
AST SpaceMobile stock jumped as much as 13% Wednesday after Berenberg initiated coverage with a Buy rating and a $92 price target.
The company is coming back into the spotlight thanks to recent developments.
The terrific growth opportunity in server CPUs will help AMD stock become a multibagger.
There's a cost to its huge opportunity.
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
John Ternus took over on Sept. 1, and he has big shoes to fill.
Chevron just doubled down on Venezuela right after Washington cut an oil deal there. Will this bet pay off?
The story has changed at Netflix, but the stock remains quite appealing.
The programmatic advertising specialist finally got some good news.
Patient investors who buy the stock may be rewarded over the long term.
Costco and MercadoLibre have great track records and excellent opportunities.
Nvidia stock approached a buy point Wednesday as chip stocks rallied following a bullish quarterly report from Dell Technologies.
Tech stocks were mixed Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do with which basket Wall Street keeps it in.
Koss' fiscal Q4 earnings per share benefit on the back of DTC strength, tariff refunds and a favorable sales mix, while weakness in European markets persists.
On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating. This update came after the company reported its second-quarter fiscal 2027 results. The company delivered stronger-than-expected revenue growth, improved profitability and raised its full-year outlook. MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, […]
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
Dell Technologies (DELL) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Moore exercised options at $205.66 and sold shares at $372.79, realizing gains while maintaining his 100,391-share stake worth $37.36 million.
Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade, are stranger than they appear.
Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.
Nvidia is working with SoftBank and OpenAI to build a new data center in Ohio.
The “Mad Money” host said Nvidia should take a page out of Apple’s playbook.
If you're looking to invest $1,000 in a dividend stock, look to the pharmaceutical sector.
Integrated Photonics Firm iPronics Raises $125M, Secures NVIDIA Backing | Business | Sep 2026 Photonics Spectra
Apple stock is on the radar. Here's the strategy for generating income from the iPhone maker in the options market.
HPE vs. AMD: Which Stock Is the Better Value Option?
Parsons has gotten torched over the last six months - since March 2026, its stock price has dropped 32% to $46.15 per share. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
Supply constraints may be leaving more upside on table
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus
All three major US stock indexes were up in late-morning trading Wednesday, as the recent run-up in
Dell raised its annual revenue forecast by $25 billion after quarterly AI-server orders reached $60.9 billion.
The cloud-native database specialist failed to reassure skittish investors.
Tesla has cratered while its Magnificent 7 peers race to pour nearly a trillion dollars into AI infrastructure, raising a pointed question about whether a car company truly belongs in an elite club defined by transformative technology.
Nvidia Corp. (NASDAQ:NVDA) is nearing what could become a roughly $14 billion acquisition of AI platform Hugging Face, extending CEO Jensen Huang’s push beyond chips and deeper into the software ecosystem built on top of them. Bloomberg reported Wednesday that...
MDB's Q2 results highlight strong Atlas growth, Enterprise Advanced traction and expanding AI adoption across customer-facing and operational workloads.
PENG's 143% YTD surge is backed by accelerating AI infrastructure demand, a growing backlog and a valuation below its industry average.
Public resistance is becoming another constraint on AI expansion
Apple's growth engine is firing on all cylinders, from iPhone and high-margin Services to AI and a massive new product cycle.
Lam Research stock has surged impressively this year, and a closer look at the memory market's prospects suggests that it isn't done soaring yet.
Digital infrastructure company Equinix Inc. (NASDAQ:EQIX) and AI chipmaker NVIDIA Corporation (NASDAQ:NVDA) have expanded their partnership today to target the next major phase of artificial intelligence spending: inference. Shares of Equinix rose 2% on Wednesday following the announcement of Equinix Inference Exchange, which is a distributed AI inference program for global enterprises, together with a […]
CEO Jensen Huang says "compute is revenue" as the chipmaker moves deeper into the AI stack.
NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12 months.
While the top- and bottom-line numbers for Gitlab (GTLB) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The average brokerage recommendation (ABR) for Micron (MU) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for Cipher Digital Inc. (CIFR) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
GitLab Inc (NASDAQ:GTLB) reported second-quarter revenue and profit that beat analyst estimates, as the company's shift toward consumption-based artificial intelligence revenue gained momentum, sending its shares up more than 14% on Wednesday morning. The DevSecOps platform provider posted...
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
Here is how Keyence Corporation (KYCCF) and EnerSys (ENS) have performed compared to their sector so far this year.
Stocks were little changed as Treasury yields stayed elevated.
Sirius XM upgraded, Toast downgraded: Wall Street's top analyst calls
The payments giant has a moat that makes it a compelling buy.
Jim Cramer went on air with a blunt message for Jensen Huang and a specific dollar figure that would force Nvidia to rethink how it spends its record-breaking cash pile.
Next-Generation Security ARR grew 63% in the quarter but is guided to 22% to 23% for fiscal 2027
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
Toyota, CrowdStrike and Welltower show strong gains, while five featured stocks highlight growth opportunities and risks across key sectors.
Daktronics (DAKT) delivered earnings and revenue surprises of +14.29% and +2.74%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Investors need to pay close attention to PCTY stock based on the movements in the options market lately.
Is Greg Abel trying to offset the shares Warren Buffett plans to give away?
Customer experience management platform Sprinklr (NYSE:CXM) met Wall Street’s revenue expectations in Q2 CY2026, but sales were flat year on year at $213.7 million. The company expects next quarter’s revenue to be around $215.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.11 per share was in line with analysts’ consensus estimates.
Earnings per share of $0.40, up 21.2%, on 7.1% sales growth and 10.6% operating margin Product backlog entering Q2 of $311 million, 6th consecutive quarter backlog exceeded $300 million Quarter-end cash balance of $155 million BROOKINGS, S.D., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Daktronics, Inc. (NASDAQ: DAKT) (“Daktronics” or the “Company”), a recognized industry leader in digital display and control system technology, today reported results for its fiscal 2027 first quarter, ended August 1, 202
Investing.com -- IBM Ventures has taken a stake in BQP, a Syracuse-based physics acceleration company, bringing the firm’s total funding to $8 million, Investing.com has learned.
Combined Company to execute on AI-Driven Threat Intelligence,Collaboration and Data Security Platforms RESEARCH TRIANGLE PARK, N.C., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Four Leaf Acquisition Corporation (“Four Leaf” or “FORL”) (OTC: FORL, FORLW, FORLU), a special purpose acquisition company incorporated in Delaware, and Data443 Risk Mitigation, Inc. (OTCPK: ATDS) (“Data443” or the “Company”), a data security and privacy software company for “All Things Data Security,” today provided an update on
A hefty 5.3% dividend yield will help you collect meaningful dividend income.
This highly sought-after investment may end up fleecing retail investors.
LCUT, CURI, OSCR, CTOS and CHYM have been added to the Zacks Rank #1 (Strong Buy) List on September 2, 2026.
GitLab’s customer growth, enterprise demand, and Flex adoption strengthened optimism around its future growth.
Avnet stock has surged over the past few years, yet on broad valuation checks it still screens as relatively expensive, even though market multiples suggest the shares may be cheaper than some peers. That mix between a strong share price record and a low overall value score is what investors now need to weigh. Avnet has returned about 159% over the past 5 years, which puts extra focus on whether the recent share price reflects a stretch phase or a durable reset in how the stock is...
Progress Software (PRGS) has drawn fresh attention after launching new Progress Telerik and Kendo UI releases that embed context-aware AI into UI creation, debugging, document processing and legacy modernization for developer teams. Against that backdrop, Progress Software’s 30 day share price return of 11.41% and 90 day share price return of 41.49% suggest firm positive momentum. However, the 3 year total shareholder return of a 22.67% decline highlights how recent optimism follows a much...
Union workers in the country have threatened to strike if Micron fails to share more of its profits with workers.
While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors.
Altria Group has been able to raise prices in order to generate steady cash flows.
This biotech innovator could be in only the early chapters of its success story.
September has historically been the worst month of the year for the U.S. stock market.
The real worry should be that extreme AI-driven valuations, concentration, leverage, and circular financing leave the market vulnerable to a sharp correction if growth or profits disappoint.
Anthropic is aiming to take the title of largest IPO ever from SpaceX.
Energy stocks currently offer high dividend yields.
Big quarters, for two big heavyweights.
Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.
Dell Technologies Inc (DELL) posts record $47 billion revenue, up 58%, with AI server backlog hitting $95 billion and full-year guidance raised to $192 billion.
Cybersecurity leader delivers a record fiscal Q4 with platformization momentum accelerating, while guiding to a more normalized growth trajectory in fiscal 2027.
Database platform company MongoDB (NASDAQ:MDB) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 30.5% year on year to $771.8 million. Guidance for next quarter’s revenue was better than expected at $758.5 million at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $1.90 per share was 18.1% above analysts’ consensus estimates.
Computer hardware and IT solutions company Dell (NYSE:DELL) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 57.7% year on year to $46.97 billion. The company’s full-year revenue guidance of $192 billion at the midpoint came in 10.8% above analysts’ estimates. Its non-GAAP profit of $7.04 per share was 43.1% above analysts’ consensus estimates.
The cloud-native database specialist delivered everything shareholders expected. Turns out they wanted more.
It's understandable to be nervous about high stock valuations. But long-term investors can breathe easy.
BRUSSELS, September 02, 2026--Regulatory News: Winamp Group SA (Euronext Growth Brussels and Paris: ALWIN) today provides an update on the U.S. legal proceedings initiated by its subsidiary Jamendo SA against NVIDIA Corporation and Suno, Inc. in relation to the alleged unauthorized use of musical content and associated data in the development of artificial intelligence technologies.
Despite September's history of weak market performances, AI stocks may outperform this year because the sector has already undergone a major rotation.
GoPro’s Starman Optical merger offers shareholders cash and a stake in the combined business.
Electronic signature company DocuSign (NASDAQ:DOCU) will be announcing earnings results this Thursday afternoon. Here’s what you need to know.
MongoDB Inc (MDB) reports 30% revenue growth, record customer additions, and raises full-year guidance on strong Atlas and AI-driven demand.
GitLab Inc (GTLB) delivers exceptional Q2 with net ARR up over 40% and raises full-year guidance amid strong AI and consumption-based product traction.
Nikesh Arora says a $5 trillion AI infrastructure buildout will force companies to build a new security stack.
Citi revised the target on Adobe to $301 ahead of its Q3 results, implying an upside of more than 5% from its last close.
Akamai Technologies (NasdaqGS:AKAM) announced a new alliance with Deloitte Canada to support proactive cyber resilience for organizations across North America. The collaboration combines Akamai security products with Deloitte cybersecurity advisory and managed services for enterprise clients. Deloitte, recently recognized as Akamai's North America Services Provider of the Year, plans to use Akamai technology to help simplify client cyber architectures. For readers looking to compare this...
Palo Alto Networks (NasdaqGS:PANW) agreed to acquire AI native platform Console to bring agentic AI capabilities into its Cortex security suite. The deal is aimed at adding AI driven analysis, prioritization, and autonomous actions directly into Cortex for more self directing security operations. The acquisition expands Palo Alto Networks in house AI technology stack, moving beyond earlier partnerships and integrations tied to its autonomous security roadmap. For readers tracking how AI is...
A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.
Zepp Health (NYSE:ZEPP) reported second-quarter 2026 revenue of $63.5 million, up 6.9% from a year earlier, as new product launches and a higher-priced product mix supported growth. Gross margin improved to 37.4% from 36.2% a year earlier despite higher memory and component costs, according to manag
MicroStrategy (NasdaqGS:MSTR) resumed Bitcoin purchases after a 10 week pause, acquiring more than 4,600 BTC and reaffirming its role as the largest publicly traded corporate Bitcoin holder. The company funded the latest purchase with newly issued shares, reflecting continued use of equity to support its Bitcoin centric capital allocation. Executive Chairman Michael Saylor reiterated support for MicroStrategy's Bitcoin focused approach, describing the move as part of the company's long term...
Duolingo (DUOL) is back in focus after Evercore ISI upgraded the stock to Outperform, citing faster user growth, strong satisfaction scores, product improvements, and survey evidence that AI tools like ChatGPT often complement rather than replace the app. That upgrade comes after a sharp swing in sentiment around Duolingo. The 1 day share price return of 7.02% and 90 day share price return of 47.83% point to rebuilding momentum, even though the year to date share price return is down 10.04%...
IoT solutions provider Samsara (NYSE:IOT) will be reporting earnings this Thursday after market close. Here’s what to expect.
Geek+ (stock code: 2590.HK), a global leader in intelligent robotics, today announced its interim results for the six months ended 30 June 2026. Driven by the dual engines of AI and embodied intelligence breakthroughs alongside deepened global expansion, the Group delivered a standout interim performance. New signed orders jumped 35.5% YoY to RMB2.385 billion, leading the industry and injecting strong momentum into full-year performance. Revenue climbed 25.3% YoY to RMB1.284 billion, while gross
Work management platform Asana (NYSE:ASAN) will be announcing earnings results this Thursday after market hours. Here’s what investors should know.
The 20% drop in Comfort Systems USA does not align with its multi-year tailwinds and substantial backlog.
Economic crises and stock market crashes are facts of life, but your portfolio is likely to keep growing if you hold on to your long-term mindset.
Growing energy demands and increasing government support could provide a powerful tailwind for nuclear energy stocks.
Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus
Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie
IRVINE, Calif., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS) (“Skyworks”), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today announced that it has extended the expiration date of its previously announced offers to holders of Qorvo Notes (as defined herein) to exchange (the “Exchange Offers”) any and all outstanding 4.375% Senior Notes due 2029 (the “2029 Qorvo Notes”) and any and a
Revenue surged 1,970% year over year as enterprise customers nearly doubled.
Sandisk's revenue has nearly tripled in just two years, while ARM has grown more modestly.
Cohesity, the leader in AI and data security, today announced the launch of a new managed clean room capability within HCLTech VaultNXT offering. Recoverability after a cyberattack is a necessity for every organization worldwide, and a governed, documented, and repeatable model for forensic investigation, compliance support, and validated recovery is business critical.
Urbanise.com Ltd (ASX:UBN) reports strong FY26 results with improved EBITDA and a strategic NAB partnership poised to unlock significant growth.
Earlier this week, Evercore ISI upgraded Duolingo to Outperform, citing stronger-than-expected user engagement, product improvements, and resilience against competition from AI tools like ChatGPT. Evercore’s research suggested that many language learners use ChatGPT alongside Duolingo rather than instead of it, and Duolingo’s new US$400,000,000 share repurchase programme reinforced analyst confidence in the company’s positioning. We’ll now examine how Evercore’s upgrade, especially its view...
It's apparently mulling a significant divestment.
AT&T (NYSE:T) joins the Lowe's Foundation as a founding corporate partner in the new Building Futures Skilled Trades Coalition. The coalition includes companies such as NVIDIA and General Motors and targets training and certification for 1 million skilled trades workers by 2035. The effort is aimed at addressing the U.S. skilled trade workforce gap that affects infrastructure projects and broader economic resilience. This focus on skilled workers and physical infrastructure links closely...
Nvidia, Amazon, and Micron still look like genius buys.
MongoDB (NASDAQ:MDB) reported second-quarter fiscal 2027 revenue of $772 million, up 30% from a year earlier, as growth in its Atlas cloud database platform and Enterprise Advanced self-managed offering accelerated. The company also raised its full-year outlook, citing continued enterprise demand, c
CrowdStrike Holdings (NasdaqGS:CRWD) announced the launch of its Cyber Superintelligence Lab, described as the industry's first AI research organization focused on cyber defense and safety. The company introduced SafeMind AI security models designed as agentic, autonomous systems to address emerging AI driven cyber risks. CrowdStrike unveiled Falcon Guardian for AI runtime detection, aimed at protecting enterprise AI agents as they operate in real time. The initiatives are being developed...
Nvidia was only the beginning of the AI boom, and Sylvia Jablonski argues that September’s volatility could unlock the next big winners. With hyperscalers still spending aggressively and AI infrastructure expanding, the real upside may come from the overlooked trades — memory, photonics, and the companies fueling the chips.
Revenue grew 9% to $321.1 million as Enterprise Advanced adoption accelerated.
AI-powered banking platform posts 8% revenue growth and 170% free cash flow surge.
CEO prioritizes acquisition, guiding 9-10% growth for fiscal 2027.
A number of stocks fell in the afternoon session after a sharp jump in benchmark Treasury yields and surging crude oil prices stoked renewed concerns over inflation.
Software has been getting the silent treatment from Wall Street. This open source giant wasn’t an exception.
Snowflake (NYSE:SNOW) is all set to report its fiscal second-quarter 2027 earnings on Wednesday, September 2. The stock has a history of exceeding Wall Street expectations, and investors also seem positively hyped around the data and analytics software segment this time around. On August 31, Cantor Fitzgerald analyst Thomas Blakey raised the price target on […]
For the current quarter, MongoDB guided to $756 million to $761 million in revenue and $1.57 to $1.61 in adjusted earnings, a step down from the just-finished quarter.
John Ternus has officially taken over as CEO of Apple Inc. (NASDAQ:AAPL), succeeding Tim Cook after his successful 15-year run. With Apple’s next major iPhone launch scheduled for September 9, it seems the new CEO has only eight days till his first big test. On September 1, Rosenblatt analyst Barton Crockett raised the price target on […]
Nvidia’s blowout earnings report included one note of caution.
A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.
Palo Alto Networks (PANW) reported fourth quarter earnings that beat Wall Street's estimates on the top and bottom lines. RBC Capital Markets managing director and head of global TIMT research, Matt Hedberg, shares his thoughts on the earnings print and the company's road ahead.
September is a notoriously tough month for the markets, but it's a longer-term outlook that matters most.
Dell Technologies Inc. cranked up its annual sales forecast by $25 billion, exceeding analysts’ estimates in a further signal of surging demand for servers to run artificial intelligence tasks.
None of the underlying conditions that sent Sandisk to its all-time high earlier this year have changed.
This total stock market ETF could be a good choice for the next 10 years.
Moby summary of Regis Corporation's Q4 2026 earnings call
FinTech growth accelerates with record payment volumes, while KEO Energy secures a 30-year PDVSA deal and prepares for a Nasdaq listing.
The AI infrastructure arms race just got significantly bigger
A $45 million gap, a commercial business growing far faster, and a crossover the current growth rates put just one quarter away.
Nvidia Lands SpaceX AI Deal as Musk Takes Data Centers Into Orbit
Netflix hasn't said its last word.
John Ternus replaced Tim Cook as Apple's CEO on Sept. 1, 2026, ending a 15-year run that took the company from roughly $350 billion to about $4.6 trillion. Cook isn't leaving -- he becomes executive chairman of the board.
MediaTek Stock Jumps 10% After Nvidia's $3.5 Billion AI Chip Investment
The memory chip bottleneck shows no signs of slowing at the moment.
Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
Cash only feels safe when you forget about the destructive impact of inflation.
Apple stock jumped 2.5% Tuesday while the S&P 500 and Nasdaq both fell, and the reason is a name change at the top: John Ternus is officially CEO.
Energy Transfer and MPLX are reliable income-generating pipeline plays.
Being early proved costly as AI stocks kept climbing
Data center companies and hyperscalers are inflating how much power they need and how much they actually use today. Texas and other states are saying ‘nope.’
A dose of uncertainty from Wall Street weighed on the shares.
Apple jumped 3% on its first day under a new CEO, and the market fell anyway. When a rising trillion-dollar stock can't lift the indexes, look at the bond market.
The three have long-term opportunities in varied industries.
Stock Market Today: The Dow Jones index sinks Tuesday as oil prices jump around 5% on news of new U.S. military attacks on Iran.
Amazon is a long-term, dividend-free growth investment whose powerful Prime ecosystem, expanding logistics network, and strategic investments create a massively competitive moat.
Micron's stock could be headed to the moon.
Philip Morris has transformed from a declining tobacco play into a higher-margin, smoke-free growth story. Here's why I'm changing my mind on PM.
An insider sale gave investors pause, but the devil's in the details.
Nvidia stock on Tuesday started September trade by edging lower within a base following a strong performance in August, during which it delivered a beat-and-raise report for its second quarter. With a market cap of $5.31 trillion, Nvidia is currently the most valuable company on the stock market. Nvidia said Monday it is investing $3.5 billion in convertible bonds issued by chipmaker Mediatek while expanding its partnership with the Taiwan-based company.
Nvidia just anchored a $35 billion compute deal where it supplies the chips, backs the cloud tenant, and holds the lease on the data center, raising a question even its own CFO felt compelled to address on the earnings call.
Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.
Disney stock soared 12% in August, but it's still trading lower in 2026. Wake me up when September ends.
CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous. Whether the $85 price level is a gift or a trap depends on three catalysts now taking shape.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Iran and Venezuela just handed energy investors two completely opposite catalysts at the same time, and Chevron, Exxon, and Halliburton are reacting in real time as traders try to figure out which story actually matters for their portfolios.
This under-the-radar semiconductor company is now at the center of the AI revolution.
SK Hynix stock can go on a terrific bull run, driven by solid growth prospects and an attractive valuation.
David Booth, founder and chairman of $1.1 trillion Dimensional Fund Advisors, says investors do not need artificial intelligence to identify the next great stock because the market already processes the information for them. "Can you beat it? Can you pick...
The broader market might be near an all-time high, but some stocks are still trading at very attractive levels.
NVIDIA just posted record quarterly revenue while its stock barely budged, and the gap between what Wall Street expects and what the next four years could actually deliver may be wider than almost anyone realizes.
Wall Street is warming to the prospects of the healthcare giant.
The beauty of owning this stock can take a few decades to truly appreciate.
NVIDIA (NVDA) just paired blockbuster second quarter results with a rare early forecast, guiding to roughly 70% revenue growth in fiscal 2028 and highlighting strong demand across its AI infrastructure platform. That upbeat guidance has come alongside firm price momentum, with NVIDIA’s share price up 9.98% over the past month and 16.91% year to date to US$220.78. Total shareholder return over the past 5 years is very large, suggesting enthusiasm has built as new AI systems, deals and...
Stock Market Today: The Dow Jones index sinks Tuesday as oil prices jump around 5% on news of new U.S. military attacks on Iran.
QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.
If sales growth were everything, Rezolve stock would be a winner today.
Meta's shareholders should celebrate this recent news.
Coinbase has surged nearly 30% off its post-earnings low, yet the very forces that drove it higher have already started to fade. Before you add a single share, three signals will decide whether this bounce completes its round trip or rolls back over.
The company's AI-driven revenue has surged, particularly from Google Cloud, but that growth came at a cost.
Wall Street's average target already implies 40% upside for Nvidia, yet one scenario pushes far beyond what analysts have priced in. The math is simpler than you'd expect, and the catalysts are already in motion.
ChatGPT’s ad business hit $1 billion in run rate in under a year. The harder question is whether that revenue can hold up the AI trade underneath it.
Nvidia plans to spend $267 billion on supply and capacity through fiscal 2029.
Oneok is making a major acquisition and strengthening its financial profile.
All three major US stock indexes were down in late-morning trading Tuesday, as bond yields in the US
A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions about who survives a prolonged rate shock.
Tesla stock is pulling back hard two days before a major product launch, and the selling looks nothing like what the rest of the market is doing. Mixed European registration data just landed, and the bigger numbers from Britain and Germany are still on the way.
Rising Treasury yields and surging oil prices are creating a punishing combination for speculative small caps, and Trump Media stock is absorbing far more pain than the broader market suggests it should.
This space supply chain company could eventually bounce back.
Palo Alto stock doubled in a year. Will it fall after earnings?
Roblox stock is falling harder than its sector fund and its top gaming peer this Tuesday morning, on a session with no company news to explain the underperformance. The identifiable pressure comes from continued selling by Cathie Wood’s ARK Invest, without any overnight announcement from Roblox (NYSE:RBLX) itself. The rotation detail is the story: ARK […]
Netflix's stock has taken a beating, but with the ad business growing and big buybacks underway, this could be a pretty attractive entry point for long-term investors.
What comes next for this iconic memory giant?
With growth and small-cap stocks in strong form, the Vanguard S&P Small-Cap 600 Growth ETF is a "buy" in September.
Salesforce just posted one of its best quarters ever, yet the stock sits down on the year and trades at a multiple reserved for slow-growth legacy vendors. Something in that gap has Wall Street scrambling to recalculate.
Walmart's $1 trillion comeback looks realistic, with strong growth in e-commerce, advertising, memberships, and earnings continuing to reshape the retail giant.
Bitcoin and Ethereum are barely moving this Tuesday, yet the stocks built around them are crashing open sharply lower. A shock from an unexpected corner of the market explains why crypto equities are suddenly trading as if the coins themselves had collapsed.
YouTuber Markiplier's surprise stake in GoPro has sent shares on a two-day tear, but a going-concern warning, a looming dilution overhang, and a sell-side consensus price target well below the current price suggest the rally deserves a hard second look.
Stocks slipped in early trading on Tuesday as long dated bond yields rose and speculation of a rate hike this year grew.
Both Johnson and Johnson and Procter & Gamble just refreshed decades-long dividend streaks, but one company has a corporate event on the horizon that has derailed other legendary payout records before.
With its stable high yield, you can get paid to wait for this transportation giant's turnaround.
Amylyx looks promising, but a pullback would improve the opportunity.
The memory cycle that crushed Micron shareholders for three decades may have just broken permanently, and the market still seems to be pricing the stock like nothing changed.
The AI infrastructure company plans to list on Nasdaq under the ticker SBE and aims to raise between $5 billion and $7 billion
Anthropic (ANTH.PVT) has signed a $35 billion cloud deal with Lambda (LAMD.PVT), according to Wall Street Journal reporting. Lambda is backed by Nvidia (NVDA). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Senior Reporter Pras Subramanian to take a closer look at this network of AI deals — Nvidia owns the lease on the data center site, which will be built by Hut 8 — and weigh in on the circular nature of the AI landscape.
MediaTek stock rose 10% Tuesday after the companies announced the deal, which centers on custom AI chips for data centers, PCs, and cars
Rocket Lab's stock has shed more than half its value from its peak while analysts pile on buy ratings and one major bank sees the price doubling. Something has to give, and the answer hinges on a rocket that has not yet left the ground.
XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.
Goldman Sachs builds its Conviction List by identifying stocks where analysts hold their highest confidence in outperformance, and this month's screen turned up five dividend payers with yields that income investors rarely find attached to names this established.
AT&T's dividend has been a concern since it cut the payout in 2022.
Hut 8 continues to have momentum at its back.
Three blue-chip CFO swaps touched off double-digit stock rallies while Rivian's announcement landed with a thud. The difference comes down to one decision Rivian has yet to make.
KRE bundles roughly 140 regional banks into one tidy package, but that diversification comes at a quiet cost to dividend growth and total return that most income investors never stop to measure.
Nvidia would hold the lease on the Texas data center Hut 8 is developing
The investment adds to Nvidia’s recent push into other parts of the AI ecosystem, including its $3.5 billion MediaTek investment and reported $12.9 billion Hugging Face acquisition.
The chipmaker's revenue guidance for its fiscal 2028 forecasts 70% growth.
Stock Market Today: The Dow Jones index sinks Tuesday as oil prices and Treasury yields jump. Nvidia and Micron are morning losers.
Secures 24,000-square-foot Texas specialty hospital with four operating rooms LOI establishes Influence Healthcare occupancy of the hospital no later than June 1, 2027 Each OR is expected to drive $5M to $10M in annual revenue in support of Influence Healthcare’s high margin business model BOULDER, Colo., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Auddia Inc. (NASDAQ: AUUD) (“Auddia” or the “Company”), an AI-first technology company pursuing a merger to form McCarthy Finney, an AI native operating compa
Interest rate hikes can be very helpful for banks, but only under certain circumstances.
Small-cap stocks have performed well in 2026, but that could potentially change.
This cybersecurity company could be one of the biggest winners of agentic AI.
Berkshire just bought back $4.5 billion of its stock. Is it truly cheap right now?
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news […]
The agreement involves a Texas data center being developed by Hut 8 in Nueces County, adding to a string of major computing contracts
Stocks with high valuations, like SpaceX and Datadog, can be especially vulnerable when the broader market heads lower.
Retail investors have been piling into Nvidia for 15 straight trading sessions, and after a quarter that shattered nearly every estimate on the board, Wall Street is asking whether the buying frenzy has any ceiling at all.
For decades, investors knew Micron primarily as a cyclical memory producer. This may not be the case anymore.
Retail sentiment on Stocktwits remained constructive despite rising geopolitical friction: ‘bullish’ on SPY and ‘neutral’ on QQQ.
Morgan Stanley expects orbital compute to generate over 80% of SpaceX’s launch revenue from 2032.
The company may be on track to its next product.
Target's comeback could gain more momentum heading into the holiday season.
Palantir stock has traded sideways in 2026, but it could break out in the next year.
The market sees more risk than opportunity.
Small modular reactors (SMRs) continue to gain more investment.
Contrary to a common assumption among many investors, slow and steady wins the race.
These energy stocks check off multiple boxes for income investors.
The deal gives Nvidia a way to capture more of the custom-silicon market while keeping customers connected to its broader networking and infrastructure ecosystem, according to Ming-Chi Kuo.
Tesla is one of the most popular stocks in the market, and JPMorgan Chase is the country's largest bank.
Inturai Ventures Corp. (the "Company") (CSE: URAI) (OTC: URAIF) (FSE: 3QG0) announces that further to its news releases dated July 6, 2026 and August 19, 2026, the Company has completed the acquisition (the "Acquisition") of the intellectual property behind DomeCommand, an AI-driven command-and-control platform for autonomous drone swarms, together with a perpetual, royalty-free, worldwide licence to the Distri software it runs on (the "Purchased Assets"), pursuant to the terms of a definitive a
How worried should investors be about high stock valuations?
Nvidia's stock could move meaningfully higher by next year, generating substantial gains for shareholders.
Chip designers have spent weeks describing what soaring memory prices are doing to their margins. On Tuesday, the company that built $16.1 billion of AI servers last quarter shows its own.
Nvidia Corp’s (NASDAQ:NVDA) Rubin CPX appeared to have disappeared from the company’s AI roadmap earlier this year. Now, analyst Ming-Chi Kuo says the chip giant has revived the accelerator with a substantially redesigned architecture and plans to begin production in the first quarter of 2027. Ming-Chi Kuo Says Nvidia Has Revived Rubin CPX "Just as the market had come to believe that Rubin CPX had been dropped from Nvidia’s product roadmap," Kuo said Monday in a post on X, adding that his latest
There aren't many companies that provide nuclear energy exposure and rare-earth exposure in one fell swoop -- but this one does.
New partnerships with AI titans should accelerate the cyber sentry's growth.
Oil prices are rising again.
Anthropic has reportedly signed a $35 billion cloud-computing agreement with Nvidia Corp (NASDAQ:NVDA)-backed Lambda, with the latter itself holding the lease for the Texas data center that will support the deal. Anthropic Locks In $35 Billion in AI Computing The deal will give Anthropic access to computing capacity from Lambda as the AI company races to secure the infrastructure needed to support growing demand for its Claude AI products, the Wall Street Journal reported, citing people familiar
Historically, September is the weakest month in the stock market.
The company is chasing the data center boom, but after a pullback in the shares, you have to weigh a strong recovery record against some very real market pressures.
Dow Jones Futures: President Trump's Iran warning sparked stock market losses Monday. Elon Musk-led SpaceX and Tesla rallied.
Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.
A rare market shift is changing how Nvidia trades
The agricultural equipment maker's profits are set to soar.
Hardly for the first time recently, the company is making a pricey acquisition.
Moby summary of Science Applications International Corporation's Q2 2027 earnings call
Nvidia's Vera Rubin platform solidifies Nvidia's foundational position in the AI infrastructure build-out.
JEPI's monthly income has made it a default choice for yield-hungry investors, but a quiet tax problem erodes those payouts for anyone holding shares in a taxable account. JPMorgan just launched two sibling funds designed to shift when the IRS collects, and the tradeoffs are not obvious.
The HIVE Digital Chairman calls the Wall Street financing platforms “huge,” then points at the bottleneck nobody’s pricing: one gigawatt of data center eats 50,000 tons of copper, the supply isn’t there, and China hasn’t started squeezing yet.
It's already proving far more difficult than it might sound.
The growth-driven investor is bullish on Coinbase and Circle.
FEATURE Stocks fell to start the week as oil prices rose after the U.S. launched its first strikes against Iran in weeks. The odds of an interest-rate rate hike in September also continued to increase after Federal Reserve Chairman Kevin Warsh’s Jackson Hole speech last week.
In recent weeks, JPMorgan Chase & Co. has launched and completed a series of callable, unsecured medium-term notes across maturities from 2031 to 2056, alongside expanding its physical footprint with a new flagship branch and J.P. Morgan Financial Center on Chicago’s Magnificent Mile and multiple new branches nationwide. At the same time, the bank has paired this funding and expansion activity with higher planned capital returns, including a larger share repurchase authorization and a higher...
You found a great company, then watched it double before you got round to buying.
Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E
These two familiar companies have a long growth runway.
The space company is making some exciting moves, but you may still want to think twice about investing in it right now.
Airbnb just posted its best single-session surge in years and climbed past every analyst target on the board, which puts shareholders in an uncomfortable spot where both trimming and buying carry real consequences.
XLP holds dozens of consumer staples names, but a handful of its biggest positions tell completely different stories about yield, growth, and value that the ETF quietly blurs together.
OpenAI holds warrants in SoftBank Group subsidiary SB Energy now valued at roughly $5.5 billion, according to draft IPO documents reviewed by the Wall Street Journal on Monday. The disclosure shows how intertwined AI infrastructure financing has become. OpenAI is...
Nvidia announced a program to collect revenue on the same chip twice, once at sale and again through ongoing cloud profits, then paused it weeks later after internal warnings about antitrust exposure. The retreat raises a question the market has not priced in.
Micron Technology will report its quarterly results in September, and recent results from AI chipmakers suggest it could easily exceed expectations.
XLV bundles the entire healthcare sector into one tidy package, but its cap-weighted structure quietly siphons off the income that dividend investors came for. Three stocks already inside the fund tell a very different yield story.
A public valuation validates Tencent's chip investment while revealing how much strategic scarcity investors are already paying for.
Crypto stocks are surging midday even as Bitcoin and Ethereum trade lower, and one company's relentless weekly buying spree is now within striking distance of a milestone no crypto treasury has ever reached.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.0% in the afternoon session after the company introduced its new Falcon IQ solution at Fal.Con 2026 alongside a series of platform integrations and strategic partnerships.
Baird just handed two farm equipment stocks a rare double upgrade on the same morning, but the reasoning behind each call points to a very different bet on how the ag cycle turns.
Under CEO Tim Cook, Apple added $4.32 trillion in market cap. John Ternus, senior vice president of hardware engineering, takes over on Tuesday.
The software giant's last six dividend increases all fell between 9% and 11%. But what will this year's raise look like?
It's shocking that Reddit has underperformed this badly despite formidable fundamentals.
It might be the right time to buy VPU instead of VOO.
Lululemon is currently in the midst of a difficult year.
A leveraged energy ETF already turned a solid sector rally into something far bigger in 2026, and the math behind how that happens is both more powerful and more dangerous than most investors realize.
Apple just posted a record quarter and Salesforce blew past earnings expectations, but the headline numbers on both stocks hide something the market may be mispricing. One trades at a steep discount to the other, and the cheaper one might be doing more with AI right now.
SpaceX paid $60 billion for a coding tool that Russian hackers had already turned into a weapon, and now the remediation bill lands on a company that never built the product and cannot fully control its underlying model.
Nvidia stock popped following its latest quarterly report, setting it up for a solid September.
OpenAI just built an AI-designed chip that already beats Nvidia's best in early tests, and one macro investor has pinpointed exactly when Nvidia's most valuable competitive advantage disappears entirely.
Netflix and Meta both reported strong revenue growth in Q2 2026, yet the market punished both stocks hard. One of them is now setting up as a surprisingly calm compounder while the other bets everything on a $140 billion AI wager.
AMLP looks like an easy button for pipeline income, but a structural quirk buried in its fund wrapper quietly erodes your returns before a single dollar reaches your account. Three direct MLP holdings fix the problem and pay you more to do it.
Video footage and information about "Grand Theft Auto VI" is leaking ahead of the game's release. Should investors worry?
XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of names that will miss the surge entirely.
Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
OpenAI just valued itself at $852 billion in a $7 billion employee share sale -- and a possible IPO could push that figure past $1 trillion.
A renewed Middle East conflict knocked stocks lower Monday. Zoom out, though, and August was a winning month led by tech earnings.
If Edison International sparks a wildfire, it will have to pay for it.
All good things must come to an end -- it's just hard to know when that will be.
Tech stocks were slightly lower Monday afternoon, with the State Street Technology Select Sector SPD
Two brutal recessions wiped out dividends across the market, yet a handful of healthcare companies kept raising their payouts through every quarter of both downturns. Here are the four names that made it happen and whether their income streaks can survive what comes next.
Most REITs slashed their dividends when 2008 and 2020 hit hardest, but a stubborn handful kept raising checks straight through both collapses. Four of those survivors are still paying, still growing, and still worth a close look in today's rate environment.
Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.
Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street keeps missing.
The cybersecurity stock fell despite strong fiscal Q2 results.
Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here is whether the math actually supports a path to $300 by 2027.
Some dividend stocks fold the moment a recession hits, but four consumer staples names kept raising their payouts straight through a housing collapse and a global lockdown without missing a beat. The question now is whether their current yields and margins make them worth owning before the next ugly year arrives.
If PG&E sparks another wildfire, it will still have to pay for it.
Strategy just broke a long silence on Bitcoin buying, and the ripple hit a rival stock harder than Bitcoin itself. Here is why a corporate treasury move is moving shares that had nothing to do with the decision.
All three major US stock indexes were down in late-morning trading Monday, after Fox News reported t
Gorilla Technology is funding a billion-dollar AI data center buildout across Asia on a speculative-grade credit rating, and the stock just jumped 5% anyway. The tension between that balance sheet and those ambitions is exactly what investors need to understand before sizing a position.
Trump fired a warning shot at communities blocking data centers, but a growing revolt stretching from Texas to Arizona reveals the $1 trillion AI buildout faces a political obstacle that no Truth Social post can easily bulldoze.
The electric vehicle (EV) specialist is working with SpaceX to expand solar production.
It's not only strong quarterly earnings results that are driving investors to pick up shares.
Three consumer giants have kept raising their dividends through oil shocks, financial crises, and every other economic storm since 1970, and the cash flow numbers behind their streaks reveal why retirees treat them less like investments and more like utilities.
Nvidia stock on Thursday broke out of a cup-with-handle with a 227.92 buy point following an earnings beat.
Boosted by analyst upgrades and a bullish earnings report, Nvidia stock takes aim at a fresh breakout.
Nvidia Corp. (NASDAQ:NVDA) just posted another record quarter, with revenue up 106% to $96.2 billion and profit more than doubling to $59.7 billion. Howard W. French, a former New York Times Tokyo bureau chief who covered the aftermath of Japan’s...
After a huge earnings season for Big Tech capped off with blowout second quarter results from Nvidia (NVDA), LPL Financial chief technical strategist Adam Turnquist weighs in on what this could mean for the AI narrative in the second half of 2026.
Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and one soft quarter away from a painful unwind.
NVIDIA, ExxonMobil and HSBC show growth opportunities, but supply, market volatility and credit risks create a balanced outlook.
The company has a bright future based on current trends and execution of its business plan, but significant risks remain.
Netflix stock is down more than 30% over the past year while the business keeps growing revenue at double digits, and that disconnect is exactly what has one major billionaire investor stepping back in.
Berkshire bought back shares at its fastest pace in years during the second quarter.
Some dividend stocks boast decades of unbroken raise streaks yet leave income investors with almost nothing to show for it. These three companies sit in that strange category, and the tension between their legendary consistency and their near-invisible payouts reveals something important about what a dividend streak actually means.
Costco's business is humming, but the stock's valuation may still be the real risk.
Dell makes servers for artificial intelligence data centers and hyperscalers.
It's a momentous day for Apple as CEO Tim Cook prepares to step down.
Green Thumb's shares are down more than 5% this year, yet analysts have a price target more than double the stock's current price.
OpenAI has been quietly buying Apple hardware by the tens of thousands, and it has nothing to do with iPhones or consumer gadgets. The reason reveals a surprising gap in how AI labs are building the infrastructure behind their most ambitious agents.
WeRide, a global autonomous driving company, was recently added as a constituent of the HKEX Tech 100 Index following the latest quarterly review, with the change effective from September 14, 2026. This index inclusion highlights WeRide’s positioning in Physical AI and could broaden its visibility among institutional investors that track or reference the HKEX Tech 100. We’ll now examine how WeRide’s HKEX Tech 100 inclusion could influence its investment narrative anchored in autonomous...
Enterprises are racing to fortify their digital networks from the rising threat of artificial intelligence.
Deal skepticism and litigation fears still weigh on this consumer staples stalwart.
ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position
VRT, SOUN and G are three Computers-IT Services stocks that stand out as digitization, AI, cloud and automation spending drive growth and bolster outlooks.
Amazon Lands Major Government AI Boost: AWS Expansion Puts AMZN Stock in Focus
SB Energy reportedly used a massive warrant package to secure OpenAI as a major customer.
September historically punishes stock investors, and this year the warning signs are louder than usual. Five monthly dividend payers have quietly pulled back to yields that look compelling right now, and Wall Street analysts are taking notice.
The dilution overhang that hovered over GameStop since it first announced a convertible note exchange this month is off the table this morning. GameStop (NYSE:GME) stock is up 4% to $18.52 after the company amended its exchange agreements to fix the total share count and pay part of the consideration in cash. Meanwhile, Roblox (NYSE:RBLX) […]
Accelerant, Shopify and Carpenter Technology delivered strong gains, while Zacks upgrades and model portfolios spotlight key performers.
A Heritage Foundation economist is challenging the Trump administration's push for semiconductor tariffs, arguing that the timing could saddle chip buyers with higher costs before a single new American fab is ready to ship product.
ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives when agentic consumption scales.
Coca-Cola and Exxon both carry decades-long dividend streaks and nearly identical yields, but the pressure threatening each payout originates in completely different parts of the business, and only one company can fix its problem with a single phone call.
The direction of oil prices plays a crucial role in Occidental's stock price.
Nvidia's AI Boom Draws a $55.6 Million Bet From Cathie Wood
If a bear market is coming, now is the time for investors to brace their portfolios.
Don't fret too much about the possibility of another September slump.
Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.
The midterm elections can’t come soon enough for AI power stocks. Politicians in red and blue states are vowing to slow data center development. Developers and power companies may be more inclined to announce deals after voting ends and the political pressure eases.
Most of the "Magnificent Seven" stocks are still doing well. Just don't expect generational returns anymore.
NVIDIA Corp stock gained 8.7% Thursday on the heels of second-quarter financial results and guidance. The strong stock performance helped boost the net worth of Nvidia CEO Jensen Huang. Jensen Huang’s Net Worth Soars Huang famously founded Nvidia inside a...
AEIS is a leader in precision power conversion, measurement, and control solutions riding two of the strongest spending cycles in tech: AI data centers and advanced semiconductor manufacturing.
Stocks were heading for a negative open to start the week after renewed U.S. strikes on Iran and hawkish signals from the Federal Reserve sent jitters through markets. The S&P 500 was down 0.2% and Nasdaq futures were also down 0.2%. As we head into the final day of the month, the S&P 500 is up almost 3% and the Nasdaq has risen around 4%.
Shares need to climb about 36% in under two and a half years. The ads business is arguably already growing fast enough to get there.
One of J&J's investments stands head-and-shoulders above the rest.
Shareholders need to brace themselves for some potentially jarring price swings.
It may come sooner than you think if the artificial intelligence build-out continues en masse.
Interest rate hikes became more likely after the latest inflation report, and the stock market is already expensive by historical standards.
The two groups of investment managers suggest these stocks can keep climbing higher.
Crypto has made a resurgence in recent weeks.
Andrew Bailey, the Governor of the Bank of England, has warned of a severe downturn in global stock markets if the AI bubble bursts.
AI capital expenditures could be even higher than most analysts expect.
Despite a double-digit gain for the S&P 500 index in 2026, there are reasons to be a bit cautious.
SpaceX reported positive earnings thanks to Starlink momentum.
It could be a case of buyer beware following an exceptional decade of returns.
President Donald Trump reportedly called Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang during the chipmaker’s all-hands meeting Thursday, hours before publicly celebrating the company’s blockbuster quarterly results. Trump Calls Jensen Huang During Nvidia Meeting Huang was addressing employees at Nvidia’s Santa Clara, California, headquarters when he received a call from Trump, Wired reported, citing three people who witnessed the interaction. Huang stepped away from the stage to answer his phone,
AI infrastructure is driving investment in the power grid, energy and semiconductor fabs, Huang said.
The power producer's adjusted EBITDA is up more than 30% and its nuclear fleet is signing 20-year deals with tech giants. The stock is priced like none of that happened.
Microsoft stock has rebounded in the past couple of months, but is it still a good pick?
This tech giant could become a dividend beast over the next decade and beyond.
NVIDIA Corp CEO Jensen Huang may not check the price of the stock for the company he runs and co-founded, but millions of other investors do daily. With shares soaring after second-quarter financial results, Nvidia stock is nearing an all-time...
Investors may be waiting too long to lock in profits
These blue chips are down but continue to pay generous dividends to shareholders.
CrowdStrike just posted its best quarter ever and sent cybersecurity stocks surging, but history shows Palo Alto Networks has a nasty habit of falling on strong earnings reports, and the buy side has already baked in a beat.
Artificial intelligence can't live without electricity, and a broad group of companies are lining up to provide the needed power.
Target is up by 67% this year but still remains undervalued.
Sometimes, the classics really are tough to beat.
Nvidia's Blowout Earnings Ignite Optical Communications Rally — Bandwidth Emerges as AI's New Lifeline Amid Compute Surplus finance.biggo.com
Micron stock looks cheap heading into its Q4 earnings report.
There's no cut-and-dried definition, but if you know who, then you largely know what, why, and how.
It's a simple yardstick for an income investment, but sometimes, the simplest tools are also the most important ones to start the job with.
This pipeline MLP's approach to cash flow distribution is key to its dividend growth streak.
Moderna could be on the verge of a breakthrough, but the biotech's MRNA cancer vaccine catalyst is overly priced in.
CrowdStrike shares surged after a strong earnings report.
Tesla is pouring billions into investment, but what happens if these bets pay off later than expected?
Energy Transfer is an overlooked AI power name.
The stock still presents a compelling case for investors, provided the clinical trial data can back up the early promise in its lead drug candidate.
Michael Burry published something August 26 about Nvidia that investors need to read.
Tech and AI stocks are hot right now, but dividend payers are built for the long-term.
Investing at peak prices can still result in lucrative long-term returns.
AI could accelerate X-Energy's path toward commercial nuclear power.
Hyperliquid Strategies stock gained nearly 10% this week thanks to the company's earnings report and strong performance for its namesake crypto token.
Sales and earnings beats in fiscal Q2 weren't enough to satisfy investors.
One prompt gets you up to date on a business. A second checks if its stock price agrees.
Everpure just served up a strong beat-and-raise quarter, but its stock still lost ground.
Micron's diverse business gives it an edge over Sandisk.
Cybersecurity has never been more important, and Okta stock is surging.
Amazon Web Services is rapidly expanding Amazon's operating profits.
SpaceX stock is expensive -- but now it's buying rocket fuel from ExxonMobil and Cheniere, which are cheap.
The stock had become overpriced, but it may take a further drop to bring about a recovery.
Fall is around the corner, which might require investors to reset their expectations.
These ETFs both hold S&P 500 members but with very different allocations.
History has an uncanny knack for foreshadowing the future on Wall Street.
Nvidia remains richly valued, but its AI-driven growth and strong market position could make today's price look very, very reasonable by 2028.
The suit represented an uncertainty for the company and shareholders.
The Latin American and Southeast Asian conglomerates are comparable on many levels, but their differences may affect each company's investment case.
September may be a rocky investing month, but the biggest returns are made over years and decades.
This oil giant should continue its march toward joining the Dividend Kings.
Exuberance begets price targets that tend to be hard to reach.
AI data centers need power, not just chips. Oklo and X-Energy are racing to go nuclear. Here's who is likelier to produce first.
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
One scenario makes stock market crashes likelier, and Trump is overseeing it right now.
A national expansion drove outsized returns in some of the most admired stocks of the past.
Duolingo and Take-Two could be set for attractive returns.
Nuclear energy faces several new growth challenges.
The e-commerce and cloud giant is spending $220 billion this year. The last two times its bottom line went negative, the stock had its worst years of the past 15, then some of its best.
When the majority of the investing crowd turns bullish, I've learned to become very suspicious.
Record trading volumes are leading to strong earnings for Robinhood and IBKR, but will subscription revenues be the big long-term winner?
The healthcare giant's shares have pulled back more than 12% over the past month.
Four planned megacap handoffs have a complete first year on record. The worst lost 38%. The best gained 76%.
The fund reported nothing for six months. Its comeback filing lists one tech stock and seven energy bets.
Wall Street analysts believe there is more upside in SpaceX shares from here. Are they right?
Investing.com -- Artificial intelligence is creating a growing memory bottleneck, with Bernstein analysts saying demand is spreading beyond high-bandwidth memory into conventional DRAM, NAND flash and storage.
If you look at the traditional measure of dividend safety, the payout ratio, you may get the wrong impression.
This could be the moment Nio investors have been waiting years for.
The stock is flying high today on the back of the bull market.
Holding a popular bond ETF in a taxable brokerage account could be quietly draining far more from your retirement portfolio than you realize, and most retirees with a classic 60/40 allocation never see it coming.
A slowdown in AI model development won't fix OpenAI's financial woes.
Novavax (NVAX) drew fresh attention after announcing that partners secured approvals for an updated Nuvaxovid formulation targeting the SARS CoV 2 XFG variant for the 2026 to 2027 vaccination season. The news has arrived after a mixed period for Novavax’s stock. The share price is up 26.16% over the past 30 days and 29.87% year to date, yet down 15.59% over 90 days. The 1 year total shareholder return sits at 23.96%, while the 5 year total shareholder return reflects a steep 96.32% decline,...
IonQ is growing blisteringly fast.
Salesforce stock remains cheap even after its big jump.
Amazon.com (NasdaqGS: AMZN) is expanding its partnership with Nvidia and has moved to triple its orders of Nvidia GPU chips to support rising demand for AI workloads on Amazon Web Services and internal projects. The expanded Nvidia deal reflects Amazon's continued use of third party GPUs alongside its own proprietary chip efforts for AI infrastructure. Separately, LG Innotek has been selected to supply advanced camera modules for Zoox's autonomous robotaxi, a company backed by Amazon. The LG...
September has buried more portfolios than any other month since 1950, but one strategist says the traders treating this year like every other year are making a costly assumption about what actually drives those losses.
The streaming giant has never earned more, and the market has cut its multiple by more than a third. One side has the better case.
It has been growing at a breathtaking pace, but its shares don't seem overvalued.
Tesla stock is vulnerable to a significant correction due to its lofty valuation.
The billionaire has good reasons to like this genetic testing leader.
Sandisk has been crushing it, but the market doesn't respect its industry.
In the past five years, the top AI stock is up more than 10-fold, while the meme coin has fallen 28%.
Sunoco LP isn't the biggest kid on the midstream block, but its dividend growth has the potential to be substantial.
The chipmaker delivered 106% revenue growth and plans a $13 billion purchase of Hugging Face.
The beverage giant raised its payout for a 64th straight year. The stock rose so much faster that income buyers now get less than they did in January.
CrowdStrike is benefiting from AI in two ways.
History says SpaceX shareholders will lose money in the coming months.
Dividend ETFs spent a decade quietly losing ground to the S&P 500 for three very specific reasons. One of Vanguard's most overlooked funds may finally be turning that story on its head.
Prices have hardly budged where it counts for consumers, courtesy of Trump’s tariffs and the Iran war.
Nvidia just committed $279 billion to lock in critical components for its data center business.
Despite a challenging year, the EMS provider posts strong sequential growth and strategic wins, while navigating supply chain constraints and a significant non-cash charge.
Okta, Inc. (NASDAQ:OKTA) reported fiscal second-quarter 2027 results that strengthened the case for a bookings recovery. Revenue rose 11% year over year to $805 million, while company-defined non-GAAP diluted earnings increased 15% to $1.05 per share. Consensus estimates called for revenue of $793 million and adjusted earnings of $0.97 per share. The more important signal […]
Autodesk, Inc. (NASDAQ:ADSK) reported fiscal 2027 second-quarter revenue of $2.046 billion, up 16% year over year, while billings increased 10% to $1.854 billion. The obligations data presented a more complicated picture. Total remaining performance obligations, or RPO, rose only 2% to $7.433 billion. Current RPO, covering revenue expected within the next 12 months, grew 12% […]
Costco has a history of making huge one-time dividend payments, but you can't count on those dividends to pay the bills.
Pershing Square's three biggest new stakes are in companies that get paid when somebody else's customer transacts. Together, they were bigger than any single bet in the filing.
One aspect of GE Vernova's business sparked an overblown negative reaction from investors.
AI is making the data analytics provider's tools more valuable.
JNJ, MRK, and AMGN use AI to speed drug discovery, beat the market, and pay dividends. See the top AI healthcare pick for 2026.
Dick’s Sporting Goods Dick’s Sporting Goods has a sneaker problem and footwear stocks are feeling the pinch. Shares of the sporting goods retailer fell more than 25% after reporting second-quarter earnings, its largest percentage decrease on record, according to Dow Jones Market Data, and its lowest close since late 2023. The retailer’s bad day sent footwear stocks tumbling.
Record new business, record second-quarter cash flow, raised guidance -- and a price that already assumes years more of all three.
Seven other full-year losses this century were followed by everything from a 70% wipeout to a 633% gain.
Shares of digital operations platform PagerDuty (NYSE:PD) jumped 7.9% in the afternoon session after the company reported second-quarter 2026 financial results that exceeded Wall Street's consensus estimates for sales and earnings per share.
On August 20, CoreWeave, Inc. (NASDAQ:CRWV) announced a major multi-year agreement with Hudson River Trading (HRT). Through the partnership, HRT will leverage CoreWeave’s purpose-built AI cloud platform, including the NVIDIA Vera Rubin platform with Spectrum-X Ethernet networking, to power its next generation of AI-driven trading research and model development at scale. On August 25, CoreWeave […]
Micron stock can become a multibagger by the end of the decade.
This might be the profit opportunity you've been waiting for.
One business is closing in on a quarterly revenue figure that would top most companies' annual sales -- and it's closer than the headline growth rates suggest.
The stock rose following an assertive sell-off after it reported its latest quarterly earnings earlier in the week.
D-Wave Quantum shares fell 16.6% this week after CFO John Markovich's surprise retirement rattled investors already uneasy about the quantum computing stock's mounting losses.
Shares fell 3.3% to $220.41 after Thursday's 8.7% surge, despite Stifel raising its target from $282.
Employer insurance coverage for GLP-1 weight-loss drugs is shrinking, yet Eli Lilly just posted a 47% revenue surge. Something underneath the headlines is keeping volumes alive, and it changes how shareholders should read every coverage headline going forward.
It's easy to make money during a bull market when stock prices seem to only go up. But bear markets are when savvy, gutsy investors can lock in the biggest long-term gains.
Gold and silver slumped notably on the day.
A recently emerging industry trend serves as a counter to this geopolitical headwind.
NVIDIA, ExxonMobil and HSBC see growth from AI demand, energy expansion and Asia wealth momentum, but face distinct execution and market risks.
Nvidia gave a forecast a year in advance for the first time ever.
The iShares Bitcoin Trust ETF and friends are packing on assets again, and that may be a bullish signal for Bitcoin.
Most of the time, when something seems too good to be true, it is. This isn't one of those times. But there's still a "but."
NVIDIA Corporation (NASDAQ:NVDA) may be about to pay $12.9 billion for a company generating about $150 million in annualized revenue. On August 27, Reuters reported that Nvidia had agreed to acquire Hugging Face, citing The Information. The arithmetic is obscene at roughly 86 times sales. Neither company had publicly announced the deal when Reuters published […]
Nvidia guided to 70% revenue growth and the stock jumped, but a KeyBanc analyst revealed the real demand figure is significantly higher, and understanding why the company cannot meet it changes everything about what you are actually buying.
Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.
AST SpaceMobile stock sank 15.5% this week as Fed Chair Kevin Warsh signaled inflation is now the central bank's top priority, raising the odds of a rate hike.
Jim Cramer recently discussed finding defensive opportunities in large-cap stocks offering high dividend yields and relief from cheaper oil prices. During the August 26 episode of Mad Money, pointing to PepsiCo, Inc. (NASDAQ:PEP), he noted that management highlighted convenience store headwinds tied to high gasoline prices during recent earnings discussions. He commented: Maybe it’s worth […]
AI agents are multiplying inside corporate networks faster than security teams can track them, and two cybersecurity companies just proved that scramble translates directly into record-breaking revenue growth.
Shrinking margins are enough to raise the red flag for some investors.
The stock market has recovered from the biggest crashes. Crises end, but the world keeps going.
There's a lot of capital pouring into the business of giving models away.
Investing.com -- Software and AI results dominated the week, with Nvidia's blowout quarter, a huge move higher for Salesforce, and strong numbers across cybersecurity. However, PayPal shares have gone the other way.
On August 27, 2026, NVIDIA Corporation (NASDAQ:NVDA) reported fiscal second-quarter revenue of $96.2 billion, more than doubling year-over-year and beating the $92.2 billion Wall Street expected. Data center revenue rose 117% to $89 billion, above estimates near $85 billion, and adjusted earnings came in at $2.22 per share versus $2.10 expected. Nvidia guided third-quarter revenue […]
Leopold Aschenbrenner got caught when the tide went out, but that doesn't mean his stock picks were bad.
A U.S. oil deal with Venezuela could be a boon for these oil stocks.
PayPal was for sale. Now it's not.
PepsiCo is heading in the right direction.
Nvidia Shares Dip as Chipmaker Pauses AI Cloud Financing Deals
Moby summary of Frontline Ltd.'s Q2 2026 earnings call
A five-month-old GPU commitment just roughly tripled -- and it lands on a capital budget that already reached $220 billion this year.
On August 27, Nvidia (NASDAQ:NVDA) shares jumped 6.8%, adding roughly $295.7 billion in market value in what looked like its best single trading day since June. The move came a day after the chipmaker did something it rarely does: it handed investors a long-term revenue forecast instead of just its usual quarterly guidance, pointing to […]
BILL Holdings (BILL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Netflix shares have shed a third of their value in twelve months, but a powerful combination of record buybacks and a rapidly growing ad business is quietly building pressure beneath the surface.
Micron has crushed the S&P 500 this year. Its probably going to do it again in 2027.
AppLovin has shed more than half its value this year while its advertising engine keeps printing record numbers, and now a single valuation figure is forcing investors to choose a side.
Domino's Pizza just snapped back 5% with no news driving the move, and the stock now sits at a valuation that looks cheap on paper but could stay that way if one critical sales metric refuses to budge.
Don't let the "September Effect" drive you out of the market.
The memory-chip giant is expanding research as AI demand reshapes the semiconductor industry.
Gap stock gets a boost as Trump's tariff refunds come home to roost.
NVIDIA Corporation (NASDAQ:NVDA) has been introducing companies that hold its GPUs to data-center operators with available capacity in the Nordics, two sources familiar with the matter told CNBC. One source said Nvidia has proactively approached data-center companies to sound out potential offtakers, customers who commit to buying or leasing computing capacity, often without disclosing which […]
Prominent venture capital firm Andreessen Horowitz says it has raised $1.1 billion for its newest artificial intelligence infrastructure fund.
A value investor ran Palantir through the same stress test he uses on every high-growth stock, and the result left him with a very specific price and a frank admission about what he still cannot explain.
Spotify just posted its strongest fundamental quarter ever while its stock sits well below last year's peak, and that disconnect points to something worth paying close attention to before 2030.
On August 27, Nvidia (NASDAQ:NVDA) confirmed it had paused parts of a financing program built to help AI cloud companies afford its chips, according to a Wall Street Journal report cited by Reuters. The timing stands out. Days earlier, Nvidia posted one of the biggest quarters in corporate history, with revenue jumping 106% and profit […]
Drone stocks are selling off hard at midday while the broader market climbs, and no earnings miss, contract loss, or macro scare explains the divergence. Something specific is happening inside the drone complex that has nothing to do with the headlines.
In recent days, analysts became more optimistic about NetApp’s July 2026-quarter earnings, highlighting an anticipated earnings beat on rising consensus estimates and positive Earnings ESP. At the same time, NetApp’s repeated recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms underscored its positioning in hybrid cloud and AI-ready storage, adding to the improving sentiment ahead of results. We will now examine how this growing analyst optimism around...
Slatestone Wealth Chief Market Strategist Kenny Polcari, F.L. Putnam Investment Management Co. Chief Market Strategist and Portfolio Manager Ellen Hazen, and Prime Capital Financial Chief Investment Officer Will McGough join Yahoo Finance's Brooke DiPalma to discuss Nvidia's (NVDA) latest earnings report, concerns about circular financing, and whether it's the end of the Magnificent Seven's lackluster performance.
One number in the earnings report has investors reaching for a red flag.
Johnson & Johnson and Merck are healthcare giants with dependable returns that weather economic downturns well.
These dominant e-commerce businesses are still built for long-term compounding growth.
The surge in oil prices this year has boosted the energy giant's earnings. Here's why investors should continue to stay the course with the oil and gas stock.
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says securing power for AI data centers can take years, even as demand for the company’s chips continues to outrun supply. Evercore ISI says that could create an opportunity for Bloom Energy Corp. (NYSE:BE),...
Nvidia's biggest numbers may still not be priced in.
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.
Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.
Digital Turbine (APPS) has filed a US$115.2m shelf registration for up to 10,630,000 common shares tied to an employee stock ownership plan. This new flexibility around potential share issuance is an important consideration for current and prospective shareholders. Digital Turbine’s share price has moved to US$11.44 after a 1-day share price return of 5.54%, adding to a 30-day share price return of 35.22% and a year to date share price return of 139.33% as momentum has picked up again,...
The average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Here is how Paymentus (PAY) and Quad/Graphics (QUAD) have performed compared to their sector so far this year.
U.S. stocks ended higher on Thursday, led by a tech rally after semiconductor giant NVIDIA issued a robust revenue forecast, reassuring investors about the potential of artificial intelligence (AI).
Should investors be excited or worried when a stock crosses above the 20-day simple moving average?
Reddit's business is compounding at a pace few public companies can match, yet the stock keeps sliding. Jim Cramer sees a disconnect so extreme he used a word he rarely applies to growth names.
Supplies of memory chips aren't expected to catch up with demand for at least another year and a half.
SuperX AI Technology Limited (NASDAQ: SUPX, "SuperX" or the "Company"), a Nasdaq‑listed full‑stack AI infrastructure solutions provider, today announced that its subsidiary SuperX Microinference Pte Ltd ("Microinference") has signed an equipment and services supply agreement and has received the initial purchase order under the agreement from Australian compute service provider Ezisight Australia Pty Ltd. ("Ezisight"), trading under Ultimate AI Datacentre. The order covers the supply of 128 unit
Chevron and PepsiCo both raised their dividends this year, but the forces threatening each payout could not be more different. One faces a commodity cycle, the other a slower and harder problem to fix.
Nvidia posted the kind of revenue numbers that silence critics, yet something inside the balance sheet quietly swallowed tens of billions in cash. The explanation touches on extended payment terms, $279 billion in supply commitments, and a growing web of financing partnerships that raises a question few analysts are asking out loud.
Sell-side analysts are piling Holds on three high-flying software names while major institutions keep quietly building positions, and the gap between what the smart money owns and what analysts will endorse may tell you more about the next move than the ratings themselves.
Discover three high-yield dividend names to watch this September, with a focus on income today and staying power over the long haul.
ARK keeps trimming AMD after its huge 2026 rally.
ServiceNow just posted a 10% single-day surge on blockbuster AI numbers, but the stock still sits roughly 22% below last year's peak with its analyst target nearly in reach. Whether that combination signals a rare re-entry window or a value trap depends on one critical question about enterprise AI spending.
September historically crushes stock portfolios, and with hedge funds building the largest Nasdaq short position ever recorded, retirees depending on a bull market for income face a shrinking window to reposition into safety.
Two of the biggest names in digital payments are ripping in opposite directions Friday morning, with the buy-now-pay-later cluster trading on unrelated single-name catalysts rather than a common thread. The broader financials sector is barely moving, which reinforces that this is a name-specific event and not a sector rotation. PayPal Holdings (NASDAQ:PYPL) stock is down […]
The chip giant stepped back from the AI Compute Partnership program last week, less than two months after announcing it in July
Michael Burry Takes Aim at Nvidia Valuation With Fresh Options Hedge
Why did Micron and SK Hynix stock jump after Nvidia's earnings report? Because Nvidia's margin problem is their pricing power.
NVIDIA just posted triple-digit growth and Apple called its strongest June quarter ever, but only one of them will hold the largest market cap on earth when Q3 closes. The gap is narrower than either camp wants to admit.
Apple is locking in developers as they rush toward deskside AI.
Each stock represents a different type of opportunity.
Lucid stock is now down more than 50% year to date.
The small modular reactor company's partner would own and manage the plants -- and it charges NuScale as the program advances.
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Wall Street's hottest trend could prove costly for investors in two of the highest-flying AI stocks.
The biotech's Rasonque is already available for prescription.
Pre-Market Stock Futures: Futures are trading flat as we finish out the last full week of the summer months on a positive note, as once again NVIDIA (NASDAQ: NVDA) knocked the earnings and revenue forecasts ball out of the proverbial park and gave a boost to the entire technology world, with everything from chips to […]
DIGITALIST GROUP’S HALF-YEAR REVIEW, 1 JANUARY–30 JUNE 2026 (Not audited) SUMMARYApril–June 2026 (comparable figures for 2025 in parentheses): Turnover: EUR 4.1 million (EUR 4.6 million), decrease of 9.5%. EBITDA: EUR -0.3 million (EUR -0.2 million), -7.3% of turnover (-5.3%).EBIT: EUR -0.4 million (EUR -0.4 million), -10.3% of turnover (-8.3%). Net income: EUR -1.2 million (EUR -1.0 million), -28.9% of turnover (-21.8%).Earnings per share (diluted and undiluted): EUR -0.44 (EUR -0.36). January–
These top consumer stocks are trading at a 50% discount, with clear growth opportunities ahead.
Wood is known for being a tech-first investor.
With NVIDIA Corporation (NASDAQ:NVDA) sitting at the heart of the ongoing AI buildout, the narrative also involves its AI GPUs and their demand. Cramer has remained an ardent supporter of the firm even as its share price performance has remained muted compared to historic gains. As NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal second quarter earnings […]
Anthropic may target a $2 trillion initial public offering (IPO).
Fast casual food chain Jersey Mike’s Subs Inc. (NASDAQ:JMKE)’s shares are up by 3% since the closing price of their IPO in July. The company is a franchise food operator that operates in the fast casual submarine sandwich sector. Cramer discussed Jersey Mike’s Subs Inc. (NASDAQ:JMKE) on August 24th and was optimistic about its CEO […]
PepsiCo's stock has lagged, but its 54-year dividend growth streak and reasonable valuation have me buying and getting paid to wait.
Investing.com - U.S. stock futures were little changed on Friday after Nvidia’s blockbuster earnings reignited the technology rally, with investors now turning their attention to Federal Reserve Chair Kevin Warsh’s closely watched speech at Jackson Hole. Meanwhile, renewed uncertainty over U.S.-Iran negotiations pushed oil prices higher, while PayPal tumbled after takeover talks collapsed.
The stock market is more expensive today than it has been since the dot-com crash.
Thiel is one of the great tech innovators of the modern era, having co-founded companies such as PayPal and Palantir.
U. S. stock futures were broadly steady on Friday after Nvidia (NASDAQ:NVDA) shares rallied following the chipmaker’s latest results, while investors turned their attention to Federal Reserve Chair Kevin Warsh’s scheduled speech at Jackson Hole.
Hot Chips AI HW wave; HBM vs HBC; capacity buildout; Infineon's latest buy; advanced packaging enablers; foundry report; ASIC security threats; IC tariffs; executive changes; Nvidia, Synopsys earnings; dependence on Taiwan; wafer-scale 2D semiconductors. The post Chip Industry Week in Review appeared first on Semiconductor Engineering.
InterDigital stock has delivered a very strong multi year run, yet the latest valuation checks point to a more measured picture rather than a clear bargain or clear excess. InterDigital has returned about 404.1% over the past 5 years, which puts extra focus on whether the current share price still leaves enough room for attractive future returns. The company’s ability to keep converting its intellectual property and licensing model into dependable cash flows can support the current...
It signed a collaboration and licensing deal potentially worth $795 million.
Oklo's stock surged more than 12% on Aug. 25. I'm still staying away.
The last several days have been very good to cybersecurity stocks.
It's replacing one of its top executives.
Bloom Energy stock has surged amid booming energy demand from hyperscalers. Here's why the stock can keep climbing higher.
Nvidia trades at just 15 times next year’s earnings, way below the broader market. Apple offers the chip maker a road map out of its P/E funk.
The skeptics are running out of ammunition.
Cyber sentinels are in an arms race with AI-powered threats.
SpaceX has made a lot of big promises, but there's a better option for investors.
It was swept up in an impressive rally by legacy enterprise software companies.
Shares were mostly higher Friday in Asia after Nvidia and other technology stocks led an advance on Wall Street. U.S. futures were little changed and oil prices slipped. In Tokyo, the Nikkei 225 climbed 0.8% to 66,682.88, while Hong Kong's Hang Seng added 0.3% to 25,648.40.
NVIDIA Corporation (NASDAQ:NVDA) showed in its fiscal second quarter that near-term growth no longer depends on a material contribution from China Data Center compute revenue. The chipmaker generated $96.2 billion of revenue, up 18% sequentially and 106% from a year earlier. Data Center revenue reached $89.0 billion, rising 117% year over year. Both GAAP and […]
Adjusted earnings per share doubled. And investors have less reason to believe AI will hurt Salesforce's business. Anthropic is driving both of these.
A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.
Sandisk stock has witnessed a breakout over the last year, but its rally might be far from over.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 8.3% in the afternoon session after the company reported second-quarter financial results that topped Wall Street expectations and projected 70% revenue growth for the next year (fiscal 2028).
Nvidia’s second-quarter report delivered a thumping signal that chip demand and AI development remain far from slowing, defying forecasts from some critics.
Stocks advanced and the dollar spiked higher Friday after Federal Reserve chief Kevin Warsh called high inflation "concerning", fanning expectations the central bank will raise interest rates to keep prices in check.That assessment reassured stock investors despite the prospect of higher borrowing costs, with expectations rising of a Fed rate hike by December.
Data center operator Yotta Data Services Pvt is in talks to tap capital markets “very soon” to meet surging demand for AI services, according to its chairman.
Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.
Luxshare Precision Industry Co., Ltd. ("Luxshare Precision" or the "Company") (SZSE: 002475; HKEX: 02475), a global provider of precision intelligent manufacturing solutions, today announced unaudited results for the six months ended June 30, 2026.
Oklo and NuScale Power investors have been crushed in 2026 despite promising growth potential.
The restaurant chain may not receive the acquisition offer that investors expected.
It's about to join a notable small-cap stock index.
Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work.
NVIDIA Corporation (NASDAQ:NVDA) is expanding beyond chips and deeper into the infrastructure needed to run AI. The company has taken a minority stake in Cloverleaf Infrastructure, a developer that secures powered land and utility agreements for data-center projects. Cloverleaf has already facilitated more than 7 gigawatts of powered land sales and has a pipeline exceeding […]
The Wall Street Journal reported that Nvidia last week backed away from parts of a financing program it unveiled in early July, citing people familiar with the matter.
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 106% year on year to $96.22 billion. On top of that, next quarter’s revenue guidance ($108 billion at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its GAAP profit of $2.46 per share increased from $1.08 in the same quarter last year.
The company is not slowing down when it comes to the artificial intelligence infrastructure boom.
Nvidia Corp‘s GPUs have become the backbone of artificial intelligence, but they won’t be enough to determine the winners in AI-driven drug discovery. In an exclusive email interview with Benzinga, Generate Biomedicines co-founder and CTO Gevorg Grigoryan said advanced computing...
Stripe is adding another toll collector to its operation with its acquisition of OpenRouter, but it's paying a steep premium for the company.
The reports of software's death are greatly exaggerated.
Investors didn't like management's cut in annual net sales guidance.
Semiconductor and software stocks rallied behind strong earnings reports from Nvidia and Salesforce.
SentinelOne (S) delivered earnings and revenue surprises of +14.29% and +0.67%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
SpaceX now plans to launch its first orbital data center in late 2027, a year ahead of schedule, using Nvidia hardware exclusively.
The stock is still pricey, but things look much better now.
Nvidia founder and CEO Jensen Huang. Patrick T. Fallon/Getty Images No company looms over the AI startup ecosystem like Nvidia. The $5.5 trillion chipmaker has backed a startup once every five days this year, participating in $266 billion worth of deals as of mid-August. Don’t expect the startup lovefest to change anytime soon. Nvidia’s earnings this week shed light on why Jensen Huang’s behemoth cares about the littler guys, which is rooted in its experience backing AI labs. The company has inv
On Aug. 27, 2026, enterprise software and semiconductor stocks surged on blockbuster earnings, offsetting weakness in consumer discretionary and real estate.
Dividend Kings have been through all kinds of economic conditions and faced plenty of uncertainty, but they've still managed to boost their dividend payouts for 50 or more consecutive years.
The end of the company's first post-IPO lockup period came and went with little fanfare.
CoreWeave, Inc. (NASDAQ:CRWV) stock should have been under pressure following news that NVIDIA Corporation (NASDAQ:NVDA) is reportedly hiking prices for its GPUs by roughly 17%. With GPUs at the heart of CRWV’s infrastructure, expensive chips should have automatically compressed the company’s margins. Truist says this doesn’t have to be true. On August 24, Truist Securities […]
Bitcoin (CRYPTO: $BTC) is trading above $80,000 U.S. on Aug. 27, propelled higher by a rally in technology stocks a...
Nvidia’s earnings woke up the Nasdaq Composite on Thursday, but Wall Street isn’t out of the woods yet this week. The Dow Jones Industrial Average rose 105 points, or 0.2%. The S&P 500 was up 0.7%. The Nasdaq Composite was up 1.
One of the best Wall Street analysts reveals what could be next for Nvidia stock.
The AI boom is pushing revenue forecasts sharply higher. Nvidia could get there a year earlier—and Amazon could beat them both. “And it’s probably also worth mentioning that our internal projections for reaching $1 trillion in revenue… have moved up from 2031 to 2030,” said Musk on SpaceX’s inaugural earnings conference call on Aug. 4.
If you missed out on the earlier run in semiconductor stocks, the recent sell-off makes this stock extremely attractive.
Walmart just posted a quarter where management raised its full-year outlook and e-commerce surged, yet shareholders watched the stock crater while a smaller rival celebrated a 13% gain. Something specific is spooking the market, and whether it signals a buying opportunity or a warning depends on one number.
Nvidia Corp. (NASDAQ:NVDA) is already the world’s most valuable company. Raymond James analyst Simon Leopold now thinks it may reach another almost unthinkable milestone: $1 trillion in annual sales.Leopold raised his price target 46% to $515 from $352 after Wednesday’s...
The software sector got a lift from Salesforce's earnings report last night, showing that fears of a "SaaS-pocalypse" may have been overblown.
Analysts still see upside ahead for Bloom Energy, but stock price gains may start to slow.
Nvidia's AI Financing Strategy Faces New Scrutiny After Earnings Blowout
Nvidia Reportedly Makes Huge $12.9 Billion Move to Expand Beyond AI Chips
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Most dividend calendars lean so hard on utilities that a rate spike can gut your income in a single quarter. This three-stock setup pulls from financials, telecom, and regulated power to cover every month without doubling down on any one sector's risk.
Home Depot just flashed its clearest turnaround signal in two years, yet the stock sits 20% below its 52-week high while analysts pile on buy ratings. Here is why the market may still be sleeping on what comes next.
Both Tulsa pipeline giants raised payouts in 2026 and survived the last oil crash, but one carries a hidden scar from 2012 that changes everything for retirees counting on uninterrupted income when crude inevitably rolls over again.
Elon Musk is finally making good on his robotaxi predictions.
Space Exploration Technologies (NasdaqGS:SPCX) plans a US$100b investment to build its largest spaceport, Starbase Louisiana, according to an announcement on 27 August 2026. The Starbase Louisiana project is expected to expand SpaceX launch capacity and create thousands of jobs in the region. SpaceX also outlined plans for orbital AI data centers powered by Nvidia chips to process data in space. The combined projects are aimed at reinforcing SpaceX infrastructure across both physical launch...
Higher gas prices are driving consumers to the discount chain's stores.
Thiel is most famous for co-founding PayPal and Palantir, and being Facebook's earliest outside investor.
This cloud computing stock is taking an even bigger bite out of the dog days of summer.
NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking the selloff, and the reason points to a fault line running through the entire memory trade.
The Nvidia Corporation Employees Federal PAC filed a state of organization with the Federal Election Commission. An employee can contribute up to $5,000 a year.
Nvidia stock has surged more than 7% on Thursday after the AI chip giant delivered another blockbuster quarterly report yesterday evening.
The chipmaker just locked in years of memory supply -- and put numbers on what the bill does to its profit margins.
Lucid is surging hard off multi-year lows while Rivian barely twitches on the same tape, and the gap between those two moves tells you exactly what is really driving this afternoon's action in electric vehicle stocks.
AWS is turning one million planned Nvidia processors into a fleet expansion exceeding three million.
Looking for undervalued stocks with long-term potential? Netflix, IBM, and Duolingo all fit the bill right now.
Forty-nine state attorneys general spent years building what some feared could be an existential legal threat against Meta, and the final number shocked analysts on both sides of the trade. Whether that surprise is reason to buy or a distraction from a deeper problem is the question Wall Street has not answered yet.
Dollar Tree had nothing but good news today, and investors are wrong to sell Dollar Tree stock.
The chipmaker's reported acquisition would concentrate the open-source AI pipeline inside one company, from silicon to distribution — with consequences for builders and users alike.
Nvidia and Salesforce did the heavy lifting Thursday while 23 of 30 Dow stocks fell. This is what a narrow Wall Street rally looks like.
A bear market is coming eventually, and right now is the ideal time to prepare.
Nvidia stock jumped after the AI chipmaker delivered a beat-and-raise earnings report and gave an upbeat forecast for next year.
Hydrogen stocks split sharply Thursday as one ticker absorbed almost every dollar of risk appetite flowing into the sector, and the reason has nothing to do with company news or fundamentals.
Best Buy had nothing but good news today, and investors are wrong to sell Best Buy stock.
One of the world's fastest-growing AI companies could go public next year.
A surprisingly good end to fiscal 2026 is just one reason shares are flying higher today.
TMC stock is rallying after a decent second-quarter. But investors should keep an eye on this one development.
Raymond James raised its Nvidia price target to $515 from $352, implying a market value of roughly $12.4 trillion if it reaches that level.
Nvidia beat earnings estimates and guided to $108 billion in revenue next quarter, lifting tech stocks and pushing bitcoin toward $80,000. The chipmaker also agreed to acquire open-source AI platform Hugging Face for $12.9 billion, extending its reach beyond chips and into the AI software stack. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
Nvidia is having its best post-earnings day since 2024. The chip giant’s earnings report propelled shares 8.7% higher, which would be the largest percent increase since April 9, 2025, according to Dow Jones Market Data.
Nvidia just posted 105% revenue growth yet its stock is barely moving, and Wall Street's price targets tell a story that gets more surprising the further out you look.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
One bullish level now sits well outside expectations
Oil prices have been falling recently.
HP just delivered a beat-and-raise quarter, but investors aren't happy with some elements of the business update.
The yield is just average, but patient investors are still being well rewarded.
The veteran computing manufacturer is successfully capitalizing on the rise of artificial intelligence.
Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement. Whether Perplexity's explosive revenue growth justifies a $30 billion valuation depends on math that neither party fully controls.
With corporate earnings showing solid growth, the investment case for junk bonds looks more attractive.
Nvidia just shattered revenue records, and now a wave of cybersecurity stocks is surging in its wake. The connection between these two sectors runs deeper than a simple momentum trade, and understanding it could reshape how you think about playing the AI boom.
The AI giant just delivered yet another explosive earnings report.
Bank of America’s analysis had more to do with what the company is hiding in its balance sheet than what it reported for Q2 2027.
The semiconductor specialist put to rest fears of an AI-related slowdown.
Nvidia (NVDA) offered a surprisingly strong fiscal 2028 revenue outlook, while its gross margin guid
Laffer Tengler Investments CEO & CIO Nancy Tengler joins Yahoo Finance Executive Editor Brian Sozzi to break down what Nvidia's (NVDA) latest earnings say about the chipmaker's outlook and why she remains bullish on the stock. "I don't know what to find wrong with the report," Tengler says.
Breaking this record would put the stock market at its most expensive valuation in history.
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.
Insiders are selling, but the restaurant-technology company's fundamentals are also improving.
Palo Alto stock tries to roll up the AI cybersecurity industry and buy out its competition.
A freshly listed quantum company just landed a multimillion-dollar NASA contract that sent its stock surging well past the broader quantum sector, and the reason it stands apart from IonQ, D-Wave, and Rigetti has everything to do with where it makes its money.
Trian Fund Management just pulled the plug on a deal that had sent Wendy's stock soaring, and now investors are staring at a business the CEO has openly called a disappointment with no buyout floor to fall back on.
NVDIA shares are up +6% following another record quarter reported Wednesday. Okta, Salesforce and CrowdStrike are up even higher.
NVIDIA just delivered one of the most staggering quarters in corporate history, yet the stock trades as if Wall Street missed the memo. Whether that gap closes toward $350 depends on three things falling into place at exactly the right time.
Raymond James just slapped a price target on Nvidia that implies a valuation bigger than any company in history, but the real question buried in the analyst's math involves who is actually funding all that record-breaking demand.
The Compute Landlord Claims the Marketplace NVIDIA’s reported $12.9 billion acquisition of Hugging Face represents the seventh installment of the compute landlord thesis, marking a definitive shift from merely owning the silicon to controlling the marketplace itself. The Information reported the agreement on August 26, and Reuters confirmed the following day, though neither company has […]
The chipmaking giant beat expectations as Wall Street looks to the Fed’s meeting in Jackson Hole.
Nvidia's data center customer list is changing fast, and the new buyers look nothing like the hyperscalers who built the company's dominance. Whether that signals genuine strength or a subtler kind of risk depends on who is actually paying the bills.
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
U.S. stocks ended slightly lower on Wednesday after the personal consumption expenditures (PCE) index showed that inflation remains elevated, while some investors waited for semiconductor giant NVIDIA's earnings later in the day.
There could be plenty of upside ahead for this tech megacap, but holding its shares requires the ability to handle risk and volatility.
Target and Lowe's both reported earnings on the same day while defending dividend streaks built over decades, but the balance sheets underneath those payouts tell very different stories about which one is actually safe.
Rocket Lab is laser-focused on its launch business and isn't accelerating its capex spending like SpaceX.
Investing.com -- UBS reiterated an Attractive rating on Chinese equities and reshuffled its Greater China focus list, adding five names it believes are positioned for the country's AI build-out.
Target just posted its strongest quarter in years, and shares have already surged 78% in 2025, yet Wall Street still refuses to turn bullish. Here is why that skepticism could be the biggest opportunity hiding in plain sight.
Bloom Energy stock may be down more than 40% from its 52-week high, but that doesn't mean it's a screaming buy now.
U. S. stock futures pointed to a stronger opening on Thursday, with technology shares leading early gains after Nvidia (NASDAQ:NVDA) delivered better-than-expected quarterly results and an encouraging revenue outlook.
Netlist's hardware sales are surging as the memory chip crunch boosts prices.
Nvidia (NVDA) posted another blockbuster quarter, with revenue of $96.2 billion, up 106% year over year, and net income more than doubling from the same quarter last year - and the growth looks set to hold up. Management guided to roughly 70% revenue growth for fiscal 2028, a number the company says is being constrained by supply, particularly memory and packaging capacity. While the growth forecasts are strong on their own, two underlying trends from the earnings call suggest the AI demand wave
The tech-heavy Nasdaq composite spent the entire session as the best-performing among major indexes Thursday as Wall Street reacted to big earnings reports, with Nvidia, Salesforce and CrowdStrike soaring on the stock market today. Nvidia broke out past a proper buy point. Gains were led by its tech components, including Nvidia, Salesforce, IBM and Microsoft.
These stocks yielding 5% or more have become oversold on overdone bearishness.
Nvidia stock (NVDA) is energized in Thursday's pre-market trading after releasing second quarter results that blew past earnings and revenue expectations, especially in its AI data center segment. Morning Brief Host Jake Conley is joined by Yahoo Finance Senior Reporter Pras Subramanian and AInvest managing editor Adam Shapiro to address circular financing concerns in the AI space and what it means for the cost efficiencies tied to the industry.
Delta and United soared while American Airlines sank, and now a rejected merger offer has left the carrier fighting a turnaround battle with no clear timeline and a balance sheet still deep in the red.
The quantum computing pure play plunged after its 2022 debut, but the stock made a spectacular recovery after 2023.
Pfizer's payout ratio is above 100%, but that's not the number you should probably be watching right now.
Expanded Power Champion agreement covers up to 384 additional NVIDIA HGX B300 systems, bringing the relationship to up to 512 systems in total, subject to future purchase orders and customary conditions HOUSTON, Aug. 27, 2026 (GLOBE NEWSWIRE) -- via IBN – AZIO AI Holdings, Inc. (Nasdaq: AZIO) (“AZIO AI” or the “Company”) today announced that it has expanded its agreement with Power Champion Investment Limited (“Power Champion”) to cover the purchase of up to 384 additional NVIDIA HGX B300 GPU sy
US equity markets were mostly trending higher before the opening bell Thursday as traders digest Nvi
For many investors, the SPDR Gold Shares is the bullion ETF of choice heading into 2027.
Stock Market Today: The Dow Jones index falls, but tech futures rally Thursday as Nvidia, Salesforce and CrowdStrike surge on earnings.
The six-year agreement gives Anthropic access to 460 megawatts of compute capacity at an Nscale data center in West Virginia
During the Nvidia earnings call, CEO Jensen Huang called investments in leading AI companies a “once in a generation opportunity” and said his only “regret” was not investing more and sooner.
Nvidia raised its forward guidance on Wednesday. Yet the company's still not counting on sales to the world's second largest economy.
Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results. Nvidia stock rose nearly 7% in premarket trading after better-than-expected earnings and strong guidance.
Covered-call ETFs paying 8% or more sound like a windfall until you see how much of that yield vanishes before it reaches your pocket. Where you hold these four funds matters far more than which ones you pick.
In the past five years, Costco's share price has more than doubled.
After Nvidia posted one of the largest quarterly profits in corporate history, one wealth manager ran the numbers and came back with a price target that sits above every analyst on Wall Street. His math is straightforward. His key assumption is where things get interesting.
Wall Street futures pointed moderately higher pre-bell Thursday, after semiconductor-industry bellwe
The Schwab U.S. Dividend Equity ETF (SCHD) has become a passive income machine over its 15-year life.
Nvidia's record-breaking chip sales are only half the story. The company has quietly taken on a financing role so vast that a single OpenAI data center deal carries more exposure than most banks would stomach, and investors are only beginning to grasp what that means for their portfolios.
Investing.com - U.S. stock futures were broadly higher on Thursday after Nvidia’s upbeat quarterly results reignited investor enthusiasm for artificial intelligence, while traders looked ahead to a key speech from Federal Reserve Chair Kevin Warsh for further clues on the path for interest rates.
Nvidia jumped on earnings, with CrowdStrike, Okta, Salesforce big winners. Will the market rally take off, or is this another head fake?
Nvidia is picking up its cash handouts to shareholders finally.
Treasury Secretary Bessent's decision to expand the Treasury Department's bond buyback program makes interest rate increases a little more likely.
The reverse split gives Beyond Meat stock a reprieve from delisting worries, but will it do anything with that opportunity?
Pershing Square's billionaire boss is betting big on artificial intelligence (AI) applications transforming the world.
One Wall Street analyst has a $450 price target on SpaceX stock.
Nvidia's $96.2bn quarter and bullish 2028 guidance eased some fears about an AI bubble — but its reliance on a handful of big customers, and a cautious re-entry into China, suggest the picture is more complicated.View on euronews
Analysts foresee upside and durable growth for Arista Networks, Nvidia, and Amazon.
Stocks looked set to rally on Thursday after chip maker Nvidia’s solid second-quarter earnings helped breathe some life back into the artificial-intelligence trade. S&P 500 futures rose 0.5%. Nasdaq 100 futures jumped 1.
If the hype around AI stocks fades, these three cryptocurrencies could be headed much higher.
Will natural gas hinder the nuclear energy opportunity?
Buying and holding these promising stocks can be a winning formula.
A bear market is coming eventually. Here's how to prepare for it.
RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; stock code: 2498.HK), a pioneering robotics platform company for Physical AI, has officially released its 2026 interim results.
Young investors who focus on growth can reap significant rewards when they reach retirement.
Nvidia has reportedly agreed to buy Hugging Face, the popular open-source AI hub, for $12.9 billion in a move that would let Nvidia both protect its chip empire and jump back into the cloud business.
U.S. stock futures are trending higher early Thursday as Wall Street processes Nvidia Corp.‘s (NASDAQ:NVDA) highly anticipated earnings, strong durable goods data, and the resumption of diplomatic efforts in the Middle East. The Polymarket (CRYPTO: POL) crowd is leaning heavily...
Data Center revenue climbed 117% to $89bn, while the company guided to $108bn in third-quarter sales, excluding China compute.
Cryptocurrency bettors are skeptical that NVIDIA Corp. (NASDAQ:NVDA) will close above $250 by the end of August, even as the AI giant’s blowout earnings continue to push the stock higher. Polyamarket Bets on NVDA’s August Close Polygon (CRYPTO: POL)-based Polymarket...
The widely anticipated results from the world's largest company largely reassured the market. Here's the post-results analysis. Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has forecast revenue growth of about 70% in its next financial year, the first time the chipmaker has guided investors a full...
The Vanguard High Dividend Yield ETF also has the sector mix to outperform the S&P 500 right now.
US futures are mostly higher as demand for artificial intelligence technology leads to a surge in business for Nvidia and other tech companies with heavy exposure to AI. S&P 500 futures gained 0.4%, while Dow Jones Industrial Average futures were nearly unchanged. Nvidia’s shares are up more than 7% before the opening bell after the AI bellwether blew past Wall Street expectations as revenue for its computer chips soared.
Cooling consumer demand and a higher saving rate can ease inflationary pressure and strengthen markets.
Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.
Nvidia Corp. (NASDAQ:NVDA) is on pace to deliver the fastest growth streak in corporate history, guiding for $108 billion in third-quarter revenue after a second quarter that crushed Wall Street’s expectations across the board. 1,730% Growth in Four Years If Nvidia delivers on its $108 billion third-quarter guidance, the company would have grown revenue by roughly 1,730% in just four years, a pace unmatched by any company of its size in modern corporate history. “Never in history has a company o
NVIDIA Corp (NVDA) reports record Q2 revenue of $96 billion, more than doubling year-over-year, while guiding to 70% growth for fiscal 2028 amid supply constraints and strong AI demand.
Cheesecake Factory, Victoria’s Secret, Cracker Barrel, CarMax and Airbnb have risen 38% to 130%.
Nvidia Q2 revenue more than doubled to $96.2 billion, with data-center sales jumping 117% to $89 billion.
Nvidia just reported the kind of revenue numbers that make competitors nervous, but the real story unfolding in the SEC filings happened weeks before the earnings call and involved hundreds of millions of dollars in stock that board members no longer own.
In recent days, BlackRock has attracted very large inflows into its iShares Bitcoin Trust and Ethereum ETFs, eased in‑kind creation thresholds that enabled more than US$5.00 billion of direct Bitcoin‑to‑ETF conversions, and joined an Nvidia‑led consortium to finance large‑scale AI compute infrastructure. These moves underscore BlackRock’s push to sit at the center of both the “debasement trade” in Bitcoin and gold and the capital stack for AI infrastructure, potentially reshaping how...
Jim Cramer names PepsiCo a fresh stock idea, betting falling oil prices and a 4% dividend yield make it worth watching.
Nvidia’s stock climbed more than 4% in after-hours trading after delivering a blowout quarter and projecting $100 billion more revenue than analysts were expecting for next fiscal year.
Seaport analyst Jay Goldberg says Nvidia's record quarter still won't move the stock because supply is sold out.
Technology stocks rose Thursday after blockbuster earnings from chip behemoth Nvidia that eased worries about the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.The mood was dampened by data showing that the Federal Reserve's preferred gauge of US inflation remained stuck at a three-year high of 3.7 percent in July.
Nvidia posted strong second-quarter results, reporting revenue of $96.2 billion, more than double the prior-year period, while earnings per share came in at $2.22 per share.
Munster said SpaceX has effectively become a hyperscaler, citing 8 GW of AI capacity expected next year.
Williams-Sonoma delivered strong second-quarter results, but margins still declined due to tariffs.
Tesla is making a big push into robotics, but Nvidia and Microsoft could be better long-term robotics stocks.
Both MLPs are solid options, but which investment is best depends on the individual investor.
Nvidia has made two bold promises to investors, setting expectations low as memory shortages constrain the company’s growth prospects.
Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?
Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.
Fed’s preferred inflation gauge (PCE) showed core prices rose 3.3% annually in July.
The stock market was essentially a waiting room for Nvidia’s earnings report, which came after the bell. At 13.61 billion shares traded, volume on U.S. exchanges hit the second-lowest level of the year, according to Dow Jones Market Data. “Most investors seem content to sit on their hands and wait for the print rather than put on meaningful risk ahead of what is arguably the most important earnings report of the quarter,” he writes.
Alger's Ankur Crawford warns the AI trade faces a political test as data center backlash spreads into the 2026 midterms.
The better AI stock to own for the next five years may not be the one investors expect.
The retailer's shares, like its brands, are back in style.
Okta, Salesforce, CrowdStrike, and Veeva topped Nvidia earnings day gains with their own quarterly beats, outperforming the AI darling.
Nvidia Corp. (NASDAQ:NVDA) posted a fiscal second-quarter beat and third-quarter guidance ahead of estimates on Wednesday afternoon, but the number that moved shares came from further out on the calendar. NVDA stock is up after earnings. See the chart and price action here. Revenue for the quarter reached $96.22 billion, up 106% from a year earlier and above the $92.17 billion analysts polled by LSEG had projected, while adjusted earnings of $2.22 per share topped the $2.10 estimate. Third-quart
NVIDIA (NASDAQ:NVDA) reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers. Chief
The chipmaker accelerated its growth yet again, and the stock is selling for a song.
Nvidia Corporation (NASDAQ: $NVDA) shares reversed an early after-hours drop Wednesday after the chipmaker posted r...
The AI-chip leader posted a +120% year-over-year increase on its bottom line and +106% on the top.
This company continues to report excellent operating results, and its stock looks like a bargain.
Jensen Huang said, “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”
Nvidia beat expectations for its fiscal Q2 and with its sales outlook. Nvidia stock rose after wavering after the report.
AI juggernaut Nvidia on Wednesday reported quarterly revenue of $96.2 billion, more than double from a year earlier, as the world's most valuable company beat Wall Street expectations and forecast even stronger sales ahead.Nvidia told investors to expect about $108 billion in revenue in the current quarter, well ahead of Wall Street forecasts and a signal that the company sees no near-term slowdown in AI spending.
Nvidia’s earnings are set to arrive amid a flurry of big whisper numbers. It smashed them and gave investors two things they’d never given them before.
The $5tn firm beat Wall Street expectations for yet another blockbuster quarter, though the stock made only modest gains
On Aug. 26, 2026, hotter-than-expected July inflation and rising bond yields shifted rate-cut expectations, weighing on chip stocks ahead of Nvidia's earnings.
Nvidia’s earnings beat expectations and its revenue doubled from a year ago, but it was the potential for future growth that excited investors.
As usual, the Nvidia earnings call was a discursive affair, touching on many different subjects. The stock was down after the earnings release showed that Nvidia's vaunted 75% gross margin would slip a bit in the second half of the year due to spiraling memory chip costs That outlook overshadowed another stellar second quarter. Nvidia shares instantly surged 4%.
NVIDIA’s Q2 FY2027 revenue reached $96.2 billion, a 106% increase year-over-year that underscores the sheer scale of the current infrastructure buildout. Within this total, the Data Center segment contributed $89.0 billion, representing 92% of the company’s total revenue. This performance provides the latest evidence for the compute landlord thesis, a framework explored in our previous […]
Nvidia posted fiscal 2027 second-quarter numbers ahead of consensus estimates and also provided strong forward guidance.
(Updates with additional from an earnings call throughout). Nvidia (NVDA) expects fiscal third-q
Nvidia (NVDA) delivered another blockbuster quarter, beating Wall Street's expectations as demand for AI infrastructure continues to surge. But amid growing scrutiny over Nvidia's investments in AI companies and data-center projects, questions about "circular financing" have taken center stage. On Nvidia's earnings call, CFO Colette Kress pushed back on that characterization, explaining why the chipmaker views its partnerships and investments as strategic opportunities, not simply a way to finan
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) forecast third-quarter revenue above Wall Street estimates on Wednesday, extending a run of blowout results driven by insatiable demand for its AI chips. The chipmaker's stock fell about 1.3% in after-hours trading despite the beat, as investors weighed...
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 106% year on year to $96.22 billion. On top of that, next quarter’s revenue guidance ($108 billion at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its non-GAAP profit of $2.22 per share was 6.1% above analysts’ consensus estimates.
Constellation keeps racking up the deals, but its stock is trading more than 51% below its 52-week high.
Apple's premium brand provides it with tremendous pricing power and a loyal customer base, which has resulted in impressive bottom-line performances.
Nvidia reported solid second-quarter earnings results on Wednesday afternoon. Its shares fell 2.4% in after-hours trading, after being down 1.6% in regular hours. Adjusted earnings per share were $2.22, up from $1.
Alongside sparkling results for its latest quarter, Nvidia's outlook for the current fiscal quarter was a bit more mixed. Wall Street could react unfavorably to any sign that Nvidia is losing its vaunted pricing power.
Nvidia's latest quarterly results once again blew past Wall Street's expectations as revenue for the computer chip company's high-end artificial intelligence chips soared, the latest sign that AI infrastructure spending remains strong. Excluding certain items, earnings were $2.22 per share, well above the $2.09 per share consensus forecast by Wall Street analysts, according to FactSet. The Santa Clara, California, company's results have regularly cleared the bar set by analysts in the past thr
Once again, Nvidia's sales to data center customers stood out in the second quarter. Last quarter Nvidia began breaking out its data-center sales into two groups: One for its largest customers, the so-called "hyperscalers," and one for everyone else. The figures could reinforce Nvidia's claim that it isn't as reliant on the hyperscalers as many think.
The niche green energy stock could have more upside potential than the AI leader.
The online storage company published its second-quarter results.
Though Nvidia's guidance for its third-quarter gross margin came in a little below Wall Street's projections, its profitability remained strong in the second quarter. Gross margin was 75% in the latest quarter, right on target.
Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.
SCHD has delivered solid income and returns in 2025, but a lesser-known international ETF has quietly outpaced its benchmark while nearly doubling SCHD's yield, and the strategy behind it challenges everything most investors assume about covered call funds.
Earlier this month, ChronoScale Holdings Corporation and Nutanix, Inc. announced a partnership to deliver enterprise-ready AI infrastructure by combining Nutanix’s agentic AI software portfolio with ChronoScale’s accelerated compute platform built on NVIDIA technologies. This collaboration is designed to let Global 2000 and other large enterprises run and govern agentic AI workloads across on‑premises and ChronoScale GPU capacity through a single control plane, potentially simplifying...
The global lifestyle and apparel retailer is getting a lift from a rival.
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines matters a lot if you own SPCX.
Cameco and Uranium Energy are both best-in-breed uranium plays.
Nvidia Earnings Set to Test AI Boom as Stock Slips Ahead of Results
Another earnings beat may not be the biggest catalyst
Cloud computing and artificial intelligence are the keys to Microsoft's success -- and Nadella's pay.
If you are looking for a reliable dividend stock with a fat yield, this boring and reliable industry giant is the way to go.
Navitas Semiconductor (NVTS) has agreed to acquire Claros, Inc. in a transaction valued at up to about US$233 million, aiming to expand its AI data center power delivery capabilities and complete its grid to processor portfolio. Navitas Semiconductor’s latest Claros announcement comes after a volatile stretch for the stock, with a 1-day share price return of 1.72%, a 30-day share price return of 13.92%, a 90-day share price decline of 56.93%, and a year-to-date share price gain of 48.45%,...
The coffee producer is passing its profits on to investors via steadily growing dividends.
Jim Cramer went on air to complain about Jensen Huang, but his complaint was not that anything went wrong. It was that nothing did, and that distinction points to a tension inside Nvidia that its earnings call only partly resolves.
Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic genius or a self-funded threat?
Revenue growth is expected. Preserving extraordinary economics during the Rubin transition is the harder assignment.
Abercrombie just posted big numbers in its recent quarterly earnings report and also raised full-year guidance.
The medical device specialist was the victim of a cyberattack.
The company has increased its dividend for 30 consecutive years.
Moby summary of Williams-Sonoma, Inc.'s Q2 2026 earnings call
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change. Her warning lands the same night Nvidia reports earnings that Wall Street expects to beat.
In an interview with CNBC, Cantor Fitzgerald’s C.J. Muse said investor positioning could support NVDA stock, with many hedge funds and long-only investors still underweight the shares.
A top Bank of America analyst says Nvidia's earnings tonight will reveal something far more important than whether the company beat estimates, and it has everything to do with what the balance sheet is quietly signaling about the next phase of AI dominance.
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa
Why are stocks stuck in neutral? Wall Street is holding its breath until Nvidia opens its books after the close.
NVIDIA Corporation (NASDAQ:NVDA) is trying to turn its AI chips into an entirely new asset class. The company announced partnerships with six major financial firms, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to launch “compute financing platforms” aimed at raising more than $500 billion in outside capital for AI infrastructure. CEO Jensen Huang said […]
(Updates with latest market prices and developments.) US benchmark equity indexes drifted lower i
Photronics stock rocketed 27% at the open, then gave most of it back within 20 minutes. Here's what the earnings report actually said about demand for its chipmaking stencils.
Ark bought $17.2 million of Cerebras shares.
The social media maven has reached a settlement in a high-profile legal case.
Many investors say this was their biggest mistake.
Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20% below where they traded a year ago. Something has to give, and the timeline for a resolution is closer than most investors realize.
The investment bank sees the massive housing shortage as a major opportunity.
AMD is riding the next wave of AI chip demand.
Management projects a better fiscal 2027 than it previously thought -- and the market is taking note.
Nvidia stock was quiet Wednesday ahead of the AI chipmaker's fiscal second-quarter earnings report, due after the market close.
These are two stocks that pay investors a regular income.
Eli Lilly looks like a strong long-term investment thanks to its booming obesity drugs and Alzheimer's treatment, and to Billionaire Ken Griffin's investment.
A $100 million tariff refund sent Abercrombie surging in a single session while the same catalyst left Kohl's nearly unchanged and Ross investors shrugging. The gap between those reactions reveals something more important than the windfall itself.
Fiscal uncertainty and geopolitical risks continue to make gold an attractive investment.
Intuit stock is on sale today, but the sale price won't last long.
CEO Sanjay Mehrotra's comments indicate that the memory industry is poised to get bigger over the long run.
Nvidia’s quarterly results could take a backseat to its sprawling balance sheet when the chip maker reports earnings Wednesday afternoon, said analysts at BofA Securities. The investment bank predicts Nvidia will beat earnings expectations and raise guidance—a pattern to which investors have become accustomed.
A smaller business could become Nvidia's fastest-growing segment
Stock Market Today: The Dow Jones wavers Wednesday after key inflation data. Nvidia retreats ahead of earnings.
Options traders are bracing for a 5.4% move.
In an interview with CNBC, BofA analyst Vivek Arya said investors are likely to pay closer attention to how Nvidia deploys the enormous cash it generates than to the earnings themselves.
All three major US stock indexes were down slightly in late-morning trading Wednesday, as market par
Several hedge fund managers bought Amazon stock during the second quarter.
Meta just settled one of the largest state attorney general cases in tech history, and the stock did not move. Jim Cramer has a theory about why investors treated a major legal victory like it never happened.
Rumble stock is taking a sharp hit Wednesday morning with no news, no filing, and no analyst action to explain it, while the name most traders assume moves with it is barely reacting at all.
Stock Market Today: The Dow Jones index is little changed Wednesday after key inflation data. Nvidia earnings are due after the close.
The travel giant is demonstrating resiliency in a turbulent time for tourists.
This year's outperformance of the S&P 500 may only be the beginning.
Nvidia beat expectations for its fiscal Q2 and with its sales outlook. But Nvidia stock dropped on its gross margin forecast.
While Q2 GDP stayed at a still-low +1.5%, PCE figures were mostly higher than expected. Will NVIDIA beat earnings and lay out a long-term game plan for AI development?
Twilio stock has outperformed Palantir and SoundHound AI this year, and I won't be surprised to see the trend continue.
This strategy provides healthy gains without the guesswork.
Stocks wavered at the opening bell on Wednesday as investors assessed fresh inflation data and upcoming earnings from AI bellwether Nvidia.
Shapiro recommends trimming AI positions ahead of Nvidia earnings and uncertainty around future data-center spending. Sosnick explains why investors shouldn’t let potential tax bills prevent sensible rebalancing.
Nvidia (NasdaqGS: NVDA) is in advanced talks to invest in AI startup Perplexity at a valuation above US$30b, according to people familiar with the matter. The potential deal would give Nvidia a stake in a fast growing provider of cloud-based AI agents and search tools. Perplexity's platform is reported to be generating strong revenue momentum from enterprise and developer use of its AI services. An agreement would extend Nvidia's reach beyond AI chips into the inference and application layer...
Coinbase, Strategy, and Circle could be the biggest beneficiaries of an improved political and regulatory environment for crypto.
Kohl's posted a blowout earnings beat and raised its full-year outlook, yet shares are cratering while rivals Ross and TJX barely flinch. The reason buried inside the margin numbers may explain why investors are refusing to celebrate.
Since earnings, investors have focused mainly on the biotech company's growth potential with its HIV PrEP medicines.
Coke and Pepsi both posted revenue growth in Q2 2026, but the similarity ends there. One company keeps tightening its focus and raising its outlook while the other juggles a stumbling home market against surprising international wins.
Low-leverage stocks like NVIDIA and Valero Energy could offer investors resilience amid market volatility and uncertainty.
U. S. stock futures pointed to a broadly flat opening on Wednesday as investors held back from making significant moves ahead of second-quarter results from Nvidia (NASDAQ:NVDA), due after the closing bell.
Cybersecurity demand is heating up due to AI, but there's a clear winner between these stocks.
Stocks were wobbling after another hot inflation report, but the real event for markets on Wednesday is yet to come. The Nasdaq Composite was down 0.2%. Nvidia is set to report results after the close.
Constellation Energy has been a stand-alone public company for just five years, but it's quickly asserting itself as a credible dividend grower.
Wall Street is gearing up for quarterly results from the AI chipmaking giant.
Most AI ETFs shuffle the same semiconductor stocks around, but one fund takes a completely different approach that could keep growing even if the entire AI rally collapses. The answer has nothing to do with chips or software.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
They're not particularly common, but a handful of great dividend stocks deliver monthly rather than quarterly income.
The Social Security trust fund has a ticking clock, and the youngest Boomers face a decision that could define their retirement. Five dividend giants paying above 6% may hold the answer to beating the math of claiming early.
MongoDB stock has surged over 32% in the past month, but with a September 1 earnings report looming and a key leadership vacancy still unfilled, the question is whether Atlas momentum and AI positioning are enough to close the gap to analysts' targets.
Salesforce and CrowdStrike both report on the same evening, putting two very different recovery stories side by side. For a retirement portfolio, the signals behind one name line up cleanly while the other flashes a glaring disagreement flag worth understanding before the bell.
NuScale's stock price now hinges on a single catalyst.
Main Street continues to pay a supplemental quarterly dividend.
Company Targets Up to 500MW of AI Compute Capacity Over the Next Five Years, with Initial Deployment Based on NVIDIA B300-Class Infrastructure and Flexibility to Adopt Next-Generation AI HardwareKUALA LUMPUR, Malaysia, Aug. 26, 2026 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), a diversified technology and AI infrastructure company, today announced the launch of Galatron AI Factory, a next-generation prefabricated modular data center platform designed for
The stock market rose Tuesday amid lower oil prices and yields, but cautiously heading into Fed inflation data and Nvidia earnings.
Jim Cramer Flags Major Risks for Nvidia as Earnings Take Center Stage
Nvidia Earnings Loom: AI Demand Is Strong, but Investors Want Answers on Financing
Stock Market Today: The Dow index retreats Wednesday after key inflation data. Abercrombie & Fitch spikes while Micron and Sandisk rise.
Asking for a Trend Host Josh Lipton previews the stories that'll be making headlines on Wednesday, August 25th, including Nvidia's (NVDA) highly anticipated earnings after the close, results from Salesforce (CRM) and CrowdStrike (CRWD), and a fresh read on inflation with the latest Personal Consumption Expenditures (PCE) data hitting before the bell.
This AI giant could be a record-breaker.
The concerns surrounding Duolingo might be overblown.
Historically, it's the No. 1 move to achieve long-term success during a bear market.
Nvidia snapped a seven-day losing streak in the stock market on Tuesday, but its mini slump in August has called attention to questions over the AI darling's growth trajectory.
Stock futures were little changed Wednesday as investors awaited July inflation figures and results from the world's most valuable company
The CNBC host said Nvidia has grown so central to the AI ecosystem that its quarterly results carry implications beyond the company itself
The main US equity measures were mixed in premarket activity Wednesday as traders await a key inflat
While SOXX and SMH both track the semiconductor industry, their portfolios are balanced very differently.
People continue to flock to Disney's theme parks and take cruise vacations on its ships -- so why isn't the stock trading higher?
Nvidia has partnered with six major financial institutions to help smaller companies finance its AI hardware.
These two consumer staples have outperformed the market in 2026 and still offer high yields.
Nvidia will report its second-quarter results after the US market closes on Wednesday, with analysts expecting revenue of roughly $92 billion (€78.8bn) and investors treating the chipmaker's guidance as a verdict on whether the AI rally still has room to run.View on euronews
Retail sentiment on Stocktwits remained ‘bearish’ on SPY and QQQ.
US stock futures were subdued on Wednesday as investors prepared for Nvidia’s closely watched quarterly earnings and fresh inflation data, while signs of diplomatic progress in the Middle East pushed oil prices sharply lower. Sentiment was also shaped by an escalating trade dispute between the US and Canada, with Ottawa announcing retaliatory tariffs on hundreds of American products.
Constellation's massive power generation capacity helped it secure major deals in recent years, and it's beginning to reap the benefits.
Stocks are rallying, but still haven’t posted meaningful gains since May. The next three days could change that.
Nvidia's Q2 earnings today reveal whether AI spending is broadening or concentrated among a few giant buyers.
Ahead of its fiscal second-quarter report, Shay Boloor, Chief Market Strategist at Futurum Equities, highlighted that Nvidia Corp. (NASDAQ:NVDA), trading at a “valuation discount,” is “fundamentally illogical.” Citing a bullish research note from Raymond James, Boloor emphasized that Nvidia is trading at a notable discount relative to the broader S&P 500 despite robust earnings momentum, even as the chipmaker expands beyond graphics processors, with Raymond James projecting Nvidia could become t
Berkshire Hathaway just became a net buyer of stocks for the first time in more than three years.
U.S. stock futures were mixed early Wednesday as Wall Street awaits Nvidia Corp.‘s (NASDAQ:NVDA) marquee earnings report, key PCE inflation data, and further developments surrounding the Strait of Hormuz. The Polymarket (CRYPTO: POL) crowd is evenly split for the Aug....
Insider sales often leave investors confused about what the sale means for them.
Wall Street stocks finished lower Wednesday after US inflation came in steady but elevated as markets traded cautiously ahead of earnings from Nvidia and a widely anticipated Federal Reserve speech."The data still gives the Federal Reserve time to wait and see," she said.
The chipmaker picked memory capacity as its weapon for the next round of the AI hardware fight -- just as memory prices climb across the chip industry.
Something Elon Musk said on SpaceX’s earnings call about Nvidia is still being priced into both stocks.
Nvidia stock is on the rise again, but as Eric Bleeker and Austin Smith remind us, it's always worth paying attention to stocks that typically rise along with it.
Nvidia is slated to report its Q2 results after hours on Wednesday; it is seen as a bellwether for the broader market as the largest-weighted stock in the S&P 500 index.
Nvidia stock keeps getting more attractive.
Elon Musk's comments could spark an arms race for new energy sources.
The streak is one of the most dependable in the market. The annual increase behind it is much smaller than it used to be.
An intriguing acquisition could double the market opportunity for the power chip leader.
Applied Digital is investing a lot of money in its data center facilities.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
The AI tech leader has surpassed the Wall Street consensus earnings estimate in 22 of the past 24 quarters.
Nvidia and Micron drive a third of S&P earnings growth as Bitcoin breaks $80,000 on bond market stress alerting traders to a bubble.
These two stocks are no-brainer buy and holds for the next decade.
The stock market rose Tuesday amid lower oil prices and yields, but cautiously heading into Fed inflation data and Nvidia earnings.
Nvidia and SK Hynix CPO strategies diverge as 3D optics look toward a post-2030 horizon digitimes.com
Stocks ended broadly higher on Tuesday, though most of that was thanks to semiconductor stocks. The Dow Jones Industrial Average and the S&P 500 both gained 0.3% while the Nasdaq Composite rose 0.7%. The moves came a day before Nvidia’s earnings report (more on that below).
Monster has a favorable profile as a long-term investment consideration.
Is AutoZone's slide a warning sign or a buying opportunity? The company's commercial growth and MegaHub expansion suggest the latter.
Nvidia will report earnings after Wednesday's close, and Wall Street is tuned in to the AI bellwether's fiscal second-quarter results.
The stock market doesn’t look to be particularly excited about Nvidia’s coming earnings report despite the end of a seven-day losing streak Tuesday. Nvidia stock closed up 2.2% at $213.05. Nvidia shares declined in each of the last four sessions immediately following its earnings report, which will come after the market close on Wednesday.
STORY: U.S. stocks closed higher on Tuesday, with the Dow and S&P 500 each adding nearly a third of a percent, and the Nasdaq climbing two-thirds of a percent. The gains could ease investor concerns sparked by a recent bond market rout that lifted yields and pressured equities. Keith Buchanan is senior portfolio manager at Globalt Investments. "The market, as we see it from our firm, is just grappling with, what does this newer framework of higher yields, particularly along the Treasury curve, r
Nvidia's stock has a dubious post-earnings track record, fueled by investors' lofty expectations.
In August 2026, Floura Fiber announced its first national retail rollout as Starbucks began offering the Blueberry Matcha Daily Fiber Bar across its US company-operated coffeehouses, while the chain also relaunched its Unicorn Frappuccino and expanded its fall menu as part of the “Back to Starbucks” strategy. Early results show limited-time drinks and refreshed seasonal offerings have lifted customer traffic and weekend sales, reinforcing Starbucks’ focus on menu innovation and customer...
The chipmaker is exceeding the guidance management provided last year.
(Updates with index/price moves, macroeconomic data, analyst comments and company/geopolitical news
Here’s what Wall Street analysts have said they’ll be looking out for when the world’s most valuable company reports earnings Wednesday.
Western Digital stock has soared big time over the past year, and the good news is it could jump even higher amid the memory shortage.
Diving into how investors can find highly ranked--Zacks Rank #1 (Strong Buy) or #2 (Buy)--value stocks to buy now and throughout September.
Stock investors simply need to expect occasional downturns, large and small.
ATLANTA, August 25, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today reported financial results for the second quarter ended June 30, 2026. This is the company’s first quarterly report since it began trading on the Nasdaq Global Market on July 16, 2026.
ROHM's 4th Generation 650V IGBTs Ideal for automotive electric compressors and HV heaters, as well as inverters for industrial equipment. ROHM's EcoIGBT™ Lineup Includes 12 products in both the TO-247N and TO-247-4L packages, as well as 10 bare wafer products. Santa Clara, CA and Kyoto, Japan, Aug. 25, 2026 (GLOBE NEWSWIRE) -- ROHM Semiconductor today announced it has developed 4th Generation 650V IGBTs ideal for automotive electric compressors and HV heaters, as well as inverters for industrial
Brookfield Renewable and NextEra Energy are well-insulated from volatile oil prices.
Shares of video sharing platform RUM Group (NASDAQGM:RUM) jumped 12.8% in the afternoon session after investors continued to digest the company's newly unveiled six-year, $13.7 billion GPU services agreement with a major U.S. cloud customer. According to regulatory filings, the contract covers GPU services at RUM’s under-development Maysville, Georgia site and includes warrants for up to 50.8 million Class A shares at $0.01 each that vest as the customer buys capacity. The deal follows RUM’s rec
The Defiance Quantum ETF has crushed the market in 2026, and plenty of investors are now eyeing a swap into the pure-play name everyone keeps talking about. The trade looks obvious until you actually run the numbers.
Nvidia stock has fallen on its last four earnings reports.
STORY: The chip giant is expected to show that AI-driven demand remains robust. Any signs of slowing growth could reignite concerns over stretched valuations and how far the AI-fueled rally can extend. "Are the Nvidia's of the world achieving the economics of the spending in a way that justifies the position they have... as well as excitement that a lot of investors have about Nvidia kind of that's been there for a couple of years now?," asked Buchanan.
Here's why Black Hills stands out in 2026.
Dow Jones AI giant Nvidia stock is trying to find support at a key level. Nvidia earnings are due Wednesday after the close.
The stock market rose Tuesday amid lower oil prices and yields, but cautiously heading into Fed inflation data and Nvidia earnings.
CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI and what could derail the trade.
Oklo is highly exposed to increased spending by AI companies.
They aren't the most prominent names in the GLP-1 space, but they are worth a second look.
Gemini Space Station stock jumped 11.5% by Tuesday afternoon after the crypto company signed a letter of intent to route Apex Fintech Solutions' entire brokerage network of crypto event contracts through its platform.
Nvidia Options Market Reprices Ahead of Earnings: $230 Call Takes Center Stage
Raymond James sees another 65% upside, making Wednesday's earnings less about survival than continued domination.
Nvidia Stock Rises as BMO Sees Revenue Beat Ahead of Major Earnings Report
Nvidia (NVDA) is reporting second quarter earnings on Wednesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Nvidia's data center business in this Chart of the Day.
Five straight earnings beats and a 35% one-year rally have investors questioning whether KO still belongs in the dividend stock category, and the answer reshapes how you should value it today.
Think the stock's skyrocketing price can't get any higher? Think again.
Cathie Wood's Ark Invest has been buying SpaceX since its June 12 IPO. Should you follow suit?
Hyperscalers are scrambling for power that the grid simply cannot deliver fast enough, and one fuel cell company just reported a 165% revenue surge while its stock sits 12% off its peak. The question is whether the selloff is a warning or a window.
SpaceX Stock Rallies After Musk Reveals 2027 Nvidia AI Satellite Ambitions
Like Logan Roy on HBO, Aurora CEO Miguel Martin is fending off a bear hug. We’ll see if a deal gets done.
A union vote failed by just 25 ballots at the world's dominant HBM supplier, and the reason workers walked away reveals a concentration risk that every investor in the AI memory trade should understand.
Investors can collect the retailer's dividend payments while waiting for economic conditions to improve.
Nvidia's future growth is more important than one round of quarterly results.
These healthcare leaders are unlikely to suspend their dividend programs.
The chipmaker's support for OpenAI didn't end this year. It just changed form -- from buying shares to backing the value of the leases.
Walmart just beat earnings and raised guidance, then watched its stock sink while every peer in the sector rallied. One Wall Street analyst sees that reaction as the setup for a massive rebound most investors are too spooked to consider.
Uh oh. Mizuho just started cutting estimates on Sandisk.
Wolfe Research says Netflix's rough summer had nothing to do with demand, and that one reframing sent shares jumping while Disney and Warner Bros. Discovery barely flinched. Here is what the analyst actually found buried in millions of viewing data points.
The AI investment trend isn't expected to slow down anytime soon.
Snowflake reports September 2 with shares near all-time highs and a beat already baked into the price, so the real question is whether AI agent activity on its platform reflects paid production workloads or just well-funded experiments that could quietly disappear.
Amazon.com (NasdaqGS:AMZN) is accelerating its proprietary data center chip efforts, with CEO commentary highlighting a fast-growing, multi-billion-dollar semiconductor operation. The company is positioning its in-house AI and data center chips as a key part of Amazon Web Services, with potential implications for long-term margins and supply chain control. Amazon’s chip push is emerging as a direct competitive challenge to Nvidia in AI infrastructure as hyperscalers expand their own...
Richtech thinks it's found a great stock idea -- itself.
Memory chips bounced back, oil sank, and hard assets kept climbing. Here's what moved the market ahead of Nvidia's big report.
Nvidia stock was looking to snap a losing streak ahead of its earnings report, which could provide a catalyst.
Stocks Push Higher Before Nvidia Earnings as Inflation Data Adds to the Stakes
Tech stocks advanced Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK
WEST WARWICK, R.I., August 25, 2026--AstroNova, Inc. (Nasdaq: ALOT) Shareholders Approve Acquisition by Arcline Investment Management
The crypto market is barely moving, yet retail broker stocks are surging hard, and the explanation traces back to a regulatory change that quietly unlocked millions of small accounts for active trading.
Bitcoin is barely budging, yet certain mining and treasury stocks are surging several times faster than the coin itself. The reason comes down to a leverage mechanic baked into how these companies make money.
AI data centers are quietly draining a resource that every smartphone, speaker, and streaming stick depends on, and Amazon just started charging customers for the shortage in ways that reveal how deep the supply crisis runs.
Rezdiffra's biggest growth opportunity may still be ahead.
SanDisk has already delivered one of the most explosive stock runs in recent memory, yet a single structural shift in how it sells storage could mean the rally is nowhere near finished.
Fortune favors the patient.
The global diversification in a single ETF is ideal, but the asset allocation has to be right for you.
Moby summary of Senstar Technologies Ltd.'s Q2 2026 earnings call
Moby summary of Citi Trends, Inc.'s Q2 2026 earnings call
D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.
NVIDIA Jetson Orin Nano 2 NVIDIA Jetson Orin Nano 2, a new robotics computer set to redefine entry-level edge AI, puts frontier-class generative AI performance in the hands of millions of developers. News Summary: NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications.Jetson Orin Nano 2 delivers 2x the inference performance of
The AI giant's management team isn't rushing to go public.
Nuclear stocks are surging while the broad market barely stirs, but the announcements driving the move tell a very different story than the price action suggests.
On this episode of Stock Movers: - Dick's Sporting Goods (DKS) shares are plummeting as it lowered its full-year outlook amid weakness at its recently acquired Foot Locker unit. - Apple (AAPL) shares are slightly lower as the tech giant is gearing up to launch a new version of its Mac mini desktop computer for the first time in almost two years, according to people familiar with the matter. - SpaceX (SPCX) shares are higher in the premarket as Elon Musk says SpaceX's first AI satellites, powered
Can SERV overcome its Q2 setbacks as new partnerships and diversified revenues reshape its growth prospects?
Has the market finally become too pessimistic about Netflix, or has the sell-off created a place to jump in?
The Buffett indicator says the S&P 500 is historically expensive. That doesn't mean it's a signal to sell.
Both payment giants just hit record highs on the same day, which sounds like a reason to celebrate owning either one until you realize the two stocks tell very different stories about which investor actually wins from here.
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.
SpaceX and Nvidia are working on AI chips that will work in the harsh environment of space. JPMorgan likes how Grok is coming along.
SCHAFFHAUSEN, Switzerland, August 25, 2026--Aptiv PLC (NYSE: APTV), a global industrial technology leader, today announced it is supporting NVIDIA Jetson Orin Nano 2, to help customers accelerate the deployment of production-ready physical AI and intelligent edge systems. The announcement builds on prior collaboration to support commercially deployable edge AI platforms based on NVIDIA Jetson, including Jetson Thor.
DICK'S Sporting Goods (DKS) has posted its second-straight quarterly earnings miss ahead of today's opening bell, and shares are down -18% as a result.
Two don't need to be second-guessed, while the other is built more on long-term promises.
Eli Lilly and Novo Nordisk both dominated GLP-1 headlines in Q2 2026, but one company raised guidance while the other announced layoffs, pipeline writedowns, and a dramatic price cut. The split screen tells a story that goes beyond which drug sells more.
A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.
Micron has surged nearly 675% in a year as Nvidia's top memory supplier, but with Nvidia's earnings report arriving this week, a single guidance line could either push MU toward four digits or trigger a swift reversal.
Wall Street’s next commodity may not sit in a barrel or a warehouse. It may be an hour of computing time on a chip from Nvidia Corp. (NASDAQ:NVDA). Kalshi’s GPU rental markets generated $4.4 million in notional volume through July...
Nvidia still looks reasonably priced after its recent mild rebound.
Elon Musk is doing what he always does: pushing up timelines.
Stock Market Today: The Dow Jones index rises Tuesday as Treasury yields and oil prices drop. Nvidia, Micron and Sandisk rebound.
Jim Cramer declared the data center trade dead on live television and named the stocks he wants instead, but the rotation he described carries a flaw that Wall Street is quietly ignoring.
Coke and Pepsi both reported Q2 earnings this week, but their results told completely different stories about brand power, margin strength, and where consumer spending is actually heading.
Garrett Motion, Brinker International, Vertiv Holdings and Mueller Water Products stand out for strong interest coverage ratios amid market volatility.
Nvidia Corp. (NASDAQ:NVDA) reports earnings Wednesday in what may be the clearest test yet of whether Big Tech’s enormous AI infrastructure buildout is still accelerating. The largest technology companies are set to spend more than $700 billion on capex this...
Investors are also awaiting the release of the Federal Reserve’s preferred inflation gauge, the personal consumption expenditures price index.
NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference and full-stack AI factories raises a real question about where inference budgets actually flow next.
Nvidia (NVDA) is due to report its second quarter earnings after the closing bell on Wednesday, August 26. The AI chipmaker's stock has been on a seven-day losing streak, leaving investors to wonder which direction these results could push the stock. Yahoo Finance Markets and Data Editor Jared Blikre and StockBrokers.com director of investor research Jessica Inskip examine how Nvidia shares are performing compared to the broader semiconductor space.
SpaceX (SPCX) launched 29 Starlink satellites this week. CEO Elon Musk also noted that the company's first Nvidia-powered (NVDA) orbital data center could launch in the fourth quarter of 2027. Yahoo Finance Breaking Business News Reporter Jake Conley chats with Yahoo Finance Senior Autos Reporter Pras Subramanian and Business Insider executive editor and anchor Dan DeFrancesco about what's next for the company.
SAP stock has delivered a 60.2% gain over the past five years, yet current checks suggest the company may still trade below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supporting market multiples. The 60.2% return over five years points to solid long term shareholder gains that now need to be weighed against what the current price implies for future cash flows. Recent focus on Industry AI, autonomous supply chains and order management solutions can support...
One fund charges $40 a year on a $100,000 balance while a rival bleeds $1,000 for the same job, but the fee gap is only the beginning of what separates VTSAX from a smart choice for your portfolio.
QuantumScape and SoundHound AI trade at nearly identical market caps despite running completely different businesses, and one of them has yet to book a dollar of GAAP revenue. Figuring out which story deserves your money starts with understanding exactly what each company is asking investors to believe.
Investing.com -- Morgan Stanley initiated credit coverage of Nvidia (NASDAQ: NVDA) with a neutral view in a note Tuesday, arguing the chipmaker’s use of its balance sheet to fund the wider AI ecosystem introduces risks that conventional metrics fail to capture.
When markets turn ugly, not every dividend payer holds its ground, but a small group of battle-tested companies has kept raising payouts through every crash since 1987. Five Dividend Kings stand apart right now, and the reasons they qualify may surprise you.
Shopify and Deckers Outdoor continue to show excellent long-term prospects.
Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with a price target that leaves every analyst on the Street standing alone.
Micron stock has lost momentum lately, and that isn't surprising given its strong margin profile, which may not leave room for exponential earnings growth in the future.
Qualcomm continues to get dragged down by weakening fundamentals and Apple's departure, but AI can reignite the stock.
Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction keeps growing.
Investing.com -- Nvidia reports fiscal second-quarter earnings after the close Wednesday (August 26th) with Wall Street expecting another quarter of extraordinary growth. The problem for investors is that extraordinary has increasingly become ordinary for Nvidia.
Recent financial disclosures revealed the largest investors in SpaceX.
Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually controls the next buildout cycle matters far more than the revenue gap.
Stock Market Today: The Dow Jones index rises Tuesday as Treasury yields and oil prices drop. Nvidia, Micron and Sandisk rebound.
The stock market has entered a stretch where merely delivering strong earnings is no longer enough for many of its biggest winners. Investors have grown accustomed to companies beating expectations, raising guidance, and then watching their shares struggle anyway as the bar keeps moving higher. That makes Nvidia‘s (NASDAQ:NVDA) upcoming report particularly important. The company ... Nvidia Notches Longest Losing Streak Since 2022. Tomorrow’s Earnings Could Make It Worse
The Nvidia sell-off into earnings deepens.
Holding high-yield BDCs, REITs, and MLPs in a taxable account quietly hands thousands of dollars to the IRS every year, and the account type you choose matters far more than the stocks themselves.
Even bullish S&P 500 investors are waiting for a market correction. But it's already here for nearly two-thirds of stocks.
Nvidia (NASDAQ:NVDA) will face a major test when it reports results on Wednesday, with investors looking for evidence that its next-generation Rubin chips can sustain the company’s rapid growth while scrutiny increases over the financing behind the artificial intelligence infrastructure boom. The chipmaker has emerged as the dominant beneficiary of massive investment in AI computing capacity.
Bitcoin crossed above $80,000 as U.S. stock futures pointed higher after a tech-led slide on Monday
The second quarter earnings season is nearly complete, with Nvidia’s (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.
Retail sentiment on Stocktwits remained ‘bearish’ on SPY and QQQ.
Although history conclusively favors long-term optimists, the short-term outlook for equities is downright ugly.
One of the most successful investors ever really likes this up-and-coming biotech stock.
SoFi and Sezzle are both challenging traditional banking while gaining market share on big banks.
The cloud computing giant should continue to benefit from the age of artificial intelligence.
The largest company in the stock market is set to report earnings.
Most Wall Street analysts think Nvidia stock is deeply undervalued ahead of its financial report on Aug. 26.
U. S. stock futures moved higher on Tuesday as investors looked ahead to Nvidia (NASDAQ:NVDA) earnings and key inflation data later in the week, while markets assessed Washington’s expanded sanctions campaign against Iran.
This company aims to revolutionize the mining industry.
U.S. stock futures are edging higher early Tuesday as investors prepare for critical tech earnings and weigh new U.S. sanctions against Iran alongside incoming housing and consumer data. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the Aug. 25...
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bond investors are bearish on Bessent's bond buyback plan.
Advanced Micro Devices, Inc. (NASDAQ:AMD) has finally landed the kind of AI customers investors spent years waiting for. OpenAI and Meta have committed to massive deployments of AMD Instinct GPUs, helping validate the company as the clearest large-scale alternative to Nvidia Corporation (NASDAQ:NVDA). But Morgan Stanley thinks one less-discussed part of those deals makes the […]
Options traders are pricing in a $280 billion swing in Nvidia's market value after the company reports second-quarter earnings on Wednesday afternoon, as investors seek fresh insight into the demand driving the technology sector. The chipmaker's options are pricing in a 5.4% move in either direction on Thursday, a day after the company reports results, which is below the 6.5% move implied ahead of its May earnings report. The implied move translates to about $280 billion in market capitaliza
SK hynix stock has pulled back over the past week even as recent announcements on share buybacks and AI related partnerships have kept investors focused on what the current price implies about value. The share price fell 9.3% over the past week, which puts fresh attention on whether the recent weakness reflects a reset in expectations or a potential mispricing. The planned 40 trillion won share buyback and cancellation, along with the Nvidia high bandwidth memory partnership, can support the...
A 46% drawdown and a 150% yearly gain are both true. The number that decides the stock's case is a third one.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
Stocks mostly rose Tuesday while oil prices slid after the United States warned of new sanctions against Iran, which investors saw as lessening the chances of renewed military strikes after six months of war in the Gulf. "European stock markets rebounded early Tuesday with some relief evident from the lack of any material increase in the economic pressure on Iran," said Neil Wilson, investor strategist at Saxo UK. Oil prices fell around three percent, with the international benchmark Brent back
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be reporting results this Wednesday after market hours. Here’s what investors should know.
A crucial earnings week awaits markets, where results from chipmakers including Nvidia and Marvell Technologies are expected.
Nvidia just went on record about an investment that reveals how the company sees its own future.
At 0.04% per year and nearly $600 billion in assets, this Vanguard fund looks like the ultimate set-it-and-forget-it investment, but a closer look at what is actually inside reveals a concentration risk hiding behind its diversified index label.
Meta Platforms may be smaller, but it's producing bigger profits.
Lambda, an AI cloud-computing provider backed by Nvidia (NVDA), is in talks to raise as much as $3 b
HIVE’s Frank Holmes explains why an investment-grade enterprise picked a Bitcoin miner for its dedicated GPU cluster, and why credit markets are suddenly financing the pivot.
Wall Street may still be underestimating the impact of The Odyssey.
Dow Jones Futures: Comments from President Trump and Treasury Secretary Bessent sparked tech losses Monday. Nvidia stock sold off.
Here are two fast-growing restaurant brands that could be long-term winners.
SpaceX says AI will drive its profit. Are investors right to be skeptical?
For Netflix shareholders, here is a way to get paid a meaningful income right now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it climbs.
Optical networking will pose the next big bottleneck in AI infrastructure, and Marvell Technology can help investors win big from this trend.
The Chinese e-commerce mainstay published its second-quarter figures.
The biggest shareholder return in Korean history just met a market that wanted even more. The sell-off shows where investors think this cycle is.
Two analysts weighed in with new takes on the biotech.
Investors should be wary of Plug Power's comeback.
On Aug. 24, 2026, semiconductor stocks plunged as investors rotated into blue chips, while safe-haven assets like gold climbed on geopolitical uncertainty.
Elon Musk celebrated the new SpaceX-NVIDIA partnership on X, confirming a space-optimized Vera Rubin launch by 2027.
STORY: Wall Street's main indexes ended mixed on Monday, with the Dow adding about a quarter of a percent, the S&P 500 shedding roughly the same amount, and the Nasdaq sliding around three-quarters of a percent. Investors braced for a busy week that includes Fed Chair Kevin Warsh's debut speech at the central bank's annual Jackson Hole symposium. Rob Haworth is senior investment strategy director at U.S. Bank Asset Management Group. "We've got a big week ahead of us with Nvidia earnings on Wedne
Berkshire Hathaway is a net buyer of stocks again for the first time in nearly four years, but new CEO Greg Abel still sold some surprising stocks this quarter.
Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4.8% in the afternoon session after Taiwanese prosecutors indicted nine individuals, including two employees of the company's Taiwan unit, over an alleged scheme to illegally export AI servers to China. According to Reuters, prosecutors in Keelung said on August 24, 2026, that eight defendants — including two Super Micro employees and one Nvidia employee — were charged with breach of trust and document forgery, while a ninth face
It is trading near its lowest valuation in more than a decade.
The deal combines Nvidia’s AI computing stack with Lancium’s 4 GW of leased capacity and 15+ GW development pipeline.
Seema Shah, chief global strategist at Principal Asset Management, says Nvidia's quarterly report could shake the entire market, and the reason comes down to one critical shift in how investors now think about the AI trade.
The Nasdaq Composite was down 0.5%. The Dow Jones Industrial Average was up 101 points, or 0.2%. Despite the latest jitters, the S&P and Nasdaq are set to snap a two-month losing streak with gains north of 2%.
The tokens represent shares held by regulated custodian Alpaca and can be traded or used in decentralized finance applications on Base.
On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker’s second-quarter revenue rose 74.3% year over year and it raised its full-year guidance for the second time since going public in May 2026. Why This Matters Cerebras positioned itself as a genuine Nvidia challenger at […]
Visa, Mastercard, and American Express usually move in loose lockstep, but 2026 has cracked that relationship wide open in a way that forces investors to pick sides between two very different business models.
Three oil and gas giants have chased each other so closely through 2026 that the real winner might surprise you, and it is not the one most investors expected to pull ahead.
Three aerospace and defense giants have moved in sharply different directions this year, and the gap between the best and worst performer has grown wide enough to matter for anyone who assumed these household names move together.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is expected to top its own guidance again on Wednesday even as supply constraints, not demand, increasingly define the story. The first order of business is the number itself, and most signs point to another beat. Nvidia guided for second-quarter revenue...
Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET
Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.
Nvidia will have to get its stock price rerated to shake off the "cheap valuation" vibes.
It’s no secret that the AI boom of recent years has been a primary driver of market gains, with the introduction of generative and agentic AI models and enormous demand for semiconductor chips and data centers making headlines – and profits for early investors.55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock pi
Could these 2 stocks outperform most GLP-1-focused companies over the medium term?
Theater stocks are surging together on a down-market Monday with no earnings, no analyst upgrades, and no press releases to explain the move. When three separate exhibitors all spike at once without a single headline, something deliberate is driving the tape.
Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.
On August 11, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) forecast revenue of $14.5 billion to $15.5 billion for the first quarter of FY27, topping even the highest analyst estimate of $13.3 billion. The company continues to ride surging demand for AI servers built around Nvidia chips. Why This Matters Super Micro’s numbers keep beating expectations […]
Chevron, ExxonMobil, and Williams are all reliable income plays in the energy sector.
The memory maker's customers have committed to buying fixed volumes through 2030 -- whatever prices do. The supply they want most still doesn't exist.
The chip giant is widening its reach beyond GPUs
The GPU giant's earnings report could serve as a bellwether for memory companies.
Wood is getting more selective across her biggest growth bets
Both oil giants raised dividends again in 2026 and posted blockbuster quarters, but a decade of payout history reveals one clear winner on durability and one on yield. Knowing which fits your portfolio could matter more than the latest earnings beat.
RUM Group (NASDAQ:RUM) stock is up 7% to $9.68 midday Monday after the company said it signed a commercial agreement worth approximately $13.7 billion to supply GPUs and GPU services to an unnamed U.S.-based cloud customer. The number is enormous next to a company doing $25.46 million in Q1 2026 revenue. Through Friday’s close, shares ... RUM Group Rallies 7% on $13.7B GPU Contract, Trump Media Ticks Up
SpaceXAI plans to extend Vera Rubin from massive data centers into orbit.
Nvidia's Vera Rubin Gets Major Space Upgrade as SpaceXAI Builds Orbital AI
Nvidia is the largest company in the world right now, but it could become even bigger thanks to new catalysts.
Super Micro Computer stock has delivered a very large 5-year gain, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) still suggest the shares trade at a discount to that intrinsic value. Super Micro Computer has returned about 9.5x over the last 5 years, which puts extra focus on whether the current price still leaves room for further value to be realised. Strong demand for AI-focused servers and data center solutions can support expectations...
The country's largest cruise line by market cap is doing better and trading cheaper than you probably think.
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
Robinhood has a bright future, but its business is maturing.
China is coming for Sandisk's market share. It's time to start worrying.
A $1.55 billion government-backed deal that should signal strength is somehow sending USA Rare Earth shares lower, and the sharpest selloff belongs to a company with no news at all.
Quantum computing stocks are falling ten times harder than the NASDAQ 100 today, and the same revenue headlines that launched last week's rally may be the reason why.
Stocks were mixed in late-morning trading Monday, with the Dow Jones Industrial Average up and the S
The tech-heavy index was down another 0.4%, compared to a gain of 170 points, or 0.3%, for the Dow Jones Industrial Average. The Nasdaq was actually off its lows from earlier in the morning, but its pattern today is in line with how things shook out last week. Only nine of the 30 stocks in the Dow were falling.
Nvidia also said on Monday that its Groq 3 LPX inference accelerator is now in full production for the Vera Rubin platform.
All eyes will be on Nvidia's new earnings report structure.
China is coming for American chip stocks' market share -- and investors are scared.
These gauges have real flaws worth knowing about, but neither one is easy to wave away.
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.
Kimberly Clark is a lesser-known Dividend King.
AI is creating winners and losers far beyond the stock market
Wall Street expects revenue to nearly double, leaving little room for ordinary execution.
Inflation affects corporations differently. These two have the tools to navigate the challenge better than most.
Nvidia (NVDA) is set to beat its fiscal Q2 guidance and provide a stronger-than-expected outlook for
Trump's offhand comment about a crypto exchange just forced a regulatory fight that will decide whether ordinary Americans can legally bet on the S&P 500 with 50x leverage, and CME's CEO is warning it could break the market.
BlackRock just launched a Bitcoin fund that writes covered calls to generate monthly income, and its debut distribution caught a lot of IBIT holders off guard. Before you dismiss it or rush into it, there are some tradeoffs that could change the math entirely.
Walmart beat on revenue and earnings, then watched its stock post the worst single-session drop in three years. The numbers underneath the headline suggest the problem has less to do with Walmart and far more to do with the shoppers keeping it alive.
MP Materials is trailing the market in 2026. Under the surface, however, the company is getting stronger.
Nvidia stock is reacting to news of the company making major AI investments and a potential price hike.
China is coming for Micron's market share. It's time to start worrying.
Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit while its closest rivals barely flinch.
Higher yields and weakness across memory stocks are adding pressure.
Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Chewy's recent pop is undeniable, but the stock may face long-term headwinds.
Strive's CEO just called the Bitcoin bear market dead, insiders are buying shares, and treasury stocks are surging while miners slide. Whether this breakout holds or fades by the close could determine which side of that divide you want to be on.
With NVIDIA reporting earnings Wednesday and shares already up big this year, Wedbush's Dan Ives insists the crowd still has the story wrong, and he named two specific catalysts the market keeps ignoring.
He understood what made stocks tick then. What makes them tick now, however, is something quite different.
Coinbase keeps missing earnings while peers hold steady, yet one analyst on Wall Street has set a target so far above consensus that it raises an obvious question: does he see something the rest of the Street is missing, or is the bull case wishful thinking?
Time in the market beats trying to time the market.
Oil prices retreated as US Treasury Secretary outlined plans for more sanctions to punish Iran while stock markets mostly faltered on Monday as investors looked ahead to key US inflation data and earnings from Nvidia.Earlier, Asian markets were hit by a fresh wave of pressure on technology stocks, with investors awaiting Wednesday's earnings report from Nvidia.
U. S. stock futures pointed to a broadly flat start on Monday, suggesting Wall Street could struggle for direction as investors look ahead to Nvidia’s (NASDAQ:NVDA) quarterly results and the Jackson Hole economic symposium later this week.
Investors are bracing for Nvidia earnings and the Fed’s annual Jackson Hole symposium.
J.P. Morgan's technical team sees deteriorating market internals and a pattern eerily similar to the months before the 1999 tech crash. Five dividend-paying stocks across defensive sectors may offer shelter if the autumn sell-off materializes.
DraftKings just posted its first-ever profitable year, yet its longest-standing bull on Wall Street walked away from the stock. Here is what spooked Argus and whether the rest of the Street is paying attention.
AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between price and reality.
AMD Lands Bullish BMO Call as Meta, OpenAI and Anthropic Deals Fuel AI Ambitions
The benchmark US stock measures were tracking in the red before the opening bell Monday as traders p
Nvidia Eyes $30 Billion Perplexity Deal: AI Giant Makes Another Big Bet
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
Asking for a Trend Host Jared Blikre previews the biggest market-moving stories for the week of August 24, with Nvidia's (NVDA) Q2 earnings taking center stage on Wednesday. Investors will also be watching a packed slate of software earnings from Salesforce (CRM), CrowdStrike (CRWD), Workday (WDAY), Zoom (ZM) and Intuit before attention turns to Jackson Hole on Friday, where Fed Chair Kevin Warsh is expected to deliver remarks.
This week's major tech news
Holding REIT and BDC dividends in a taxable account hands the IRS a cut every single month, and the bracket you sit in determines exactly how much you are giving away. Five monthly payers show just how wide that gap gets inside a Roth.
Sometimes, the actions of insiders speak louder than their words.
Benchmark's top analyst just slashed his Strategy price target and still calls for a triple from current levels, but the market keeps punishing shares as bitcoin bleeds and retail bets on collapse. Who has this wildly wrong?
AI data centers are devouring power faster than the grid can supply it, and three nuclear stocks sitting at different layers of the fuel-to-reactor stack are pricing in very different pieces of that scarcity trade.
With Treasury yields near multi-year highs, dividend stocks have to justify their place in a retirement portfolio through more than yield alone. These five names have multi-decade payout track records and live catalysts heading into year-end, but the trade-offs vary sharply.
Every dollar of dividend income sitting in the wrong account quietly funds a tax bill most investors never stop to calculate. These four high-yield stocks expose exactly how much placement costs you at each federal bracket.
Delek US Holdings has surged past its own analyst targets after a stunning 215% one-year run, and its CEO just said all options are on the table. The question is whether any strategic buyer can still justify the price.
The AI giant is rapidly growing its revenue stream.
Federal Open Market Committee (FOMC) policymakers just acknowledged that Fed Chair Kevin Warsh's worst-case scenario for inflation is a genuine possibility.
Investing.com - U.S. stock futures remained under pressure on Monday as investors braced for Nvidia’s earnings later this week, while rising oil prices and escalating tensions between the United States and Iran added to market uncertainty.
Great expectations surround Nvidia's fiscal 2027 Q2 update this week.
U. S. stock futures moved lower on Monday as investors prepared for Nvidia’s (NASDAQ:NVDA) quarterly results later in the week, with uncertainty surrounding the artificial intelligence trade combining with geopolitical tensions between Washington and Tehran to weigh on sentiment.
Nvidia Corp (NASDAQ:NVDA) is reportedly in discussions to invest in Perplexity as the fast-growing AI startup seeks funding at a valuation exceeding $30 billion. Nvidia Eyes Stake in Perplexity at $30 Billion Valuation Nvidia is considering participating in Perplexity’s latest equity financing round, which could value the company at more than $30 billion, Reuters reported (via The Information). In September last year, Perplexity had reportedly finalized a $20 billion valuation. Nvidia and Perple
Li Lu was a close confidant of the late Charlie Munger, who called Lu "the Chinese Warren Buffett."
The recent deal helps further the strategic aims of both companies.
Taiwan prosecutors said on Monday they had indicted nine people, including employees of Nvidia and Super Micro, over involvement in the illegal export of artificial intelligence servers to China. Semiconductor powerhouse Taiwan is the world's largest producer of advanced chips used in AI applications. Prosecutors this year investigated the suspected illegal export of servers equipped with Nvidia chips subject to U.S. export controls.
Nvidia is in talks to invest in Perplexity as part of an equity funding round that would value the AI startup at more than $30 billion, The Information reported on Sunday, citing people with knowledge of the discussion. The funding round would increase Perplexity's valuation by more than 50% from its previous financing a year ago, according to the report. Perplexity's annualized revenue has risen to more than $750 million from less than $250 million at the start of the year, the report sa
The memory boom isn't ending. It's slowing -- and the difference matters enormously for earnings estimates built on the steep part of the curve.
Farmers & Merchants Bancorp, parent of Farmers & Merchants Bank of Central California, previously raised its quarterly cash dividend to US$5.60 per share, a 4.7% increase from the prior US$5.35, payable on October 1, 2026 to shareholders of record on September 11, 2026. This dividend increase highlights the board’s willingness to return more cash to shareholders, which often reflects confidence in the bank’s underlying earnings power. We will now examine how this higher quarterly dividend...
Nvidia reports earnings Wednesday with $92 billion in sales on the line, and Wall Street is split on whether the AI trade can hold.
Stocks have priced in this week's Fed speech, but analysts are split on whether Bitcoin will react the same way.
The foundation's quarterly filing reveals a lack of tech stocks.
The valuation is arguably the most surprising attribute of Nvidia stock right now.
Microsoft, Google and Oracle, which operate massive data centers powered by Nvidia chips, have also notified their customers of the forthcoming increases.
U.S. Treasury Secretary Scott Bessent said in a post on X that ‘an economic D-Day’ was about to dawn on Iran on Monday, when Washington is expected to announce fresh sanctions against the Middle Eastern country.
Musk owns nearly half of SpaceX, but his voting power is even more significant.
A 5% long bond feels like a warning to stock investors. The record from the last time rates lived up here says something different.
Shareholders are buying into the discount chain's new growth strategy.
Not only is this company offering a fat dividend yield, but it has also been hiking that payout at a respectable clip.
Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most investors have not priced in.
How TSMC Lagged in Silicon Photonics But Won Over Nvidia and Broadcom|Industry|2026-08-24|web only 天下雜誌
Recent results and legalization progress aren't the game changers you'd think they'd be for this cannabis stock.
The company has also crushed broader equities over the past five years.
Bill Ackman is shopping for great deals. Investors might want to follow suit.
The nuclear start-up just proved it can build a reactor in 11 months. Selling electricity from one runs on a different schedule.
Analysts reveal what could happen to Nvidia shares next, and set expectations for the Q2 report.
This enormous figure shines a bright light on the country's troubled financial situation.
These two high-quality dividend payers have had very different fortunes recently.
SentinelOne has had a nice run, but is that enough to make it a buy before the earnings release?
The once-struggling retailer just reported a second-consecutive solid quarter just one year after a new CEO took over. Connect the dots.
NuScale Power stock could get a massive lift in 2026.
ExxonMobil's recent dividend boosts have been modest, but the oil major could surprise this year.
American States Water has quietly been increasing its dividend for over 70 years.
Vistra's business model positions it to thrive as data center power demands surge.
Micron customers handed over billions in binding deposits and are begging for memory Micron cannot yet produce, yet three of the company's top executives chose that exact moment of peak demand to quietly unload their own shares.
The memory giant is retiring roughly one share in every 30 -- and it says its shareholder-return target is moving from a ceiling to a floor.
These companies operate in two different phases of the power supply chain and complement each other.
The investor's concentrated wager could represent a pivot from "pick-and-shovel" AI plays to hyperscaler stocks.
The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed stocks are quietly capturing billions in locked-in demand across power, connectivity, and real estate.
While speculation runs hot and patience gets punished, three Dividend Kings with unbroken raise streaks spanning decades just posted results that made long-term holders take notice, and two of them are sitting at rare discounts heading into September.
Ordinary dividends from BDCs and MLPs hand a significant slice of every payout straight to the IRS, but one account type legally eliminates that friction entirely. Four high-yield names show exactly where the placement decision matters most.
For investors looking to capitalize on the domestic push for rare-earth mining and processing, one stock clearly stands out as a better buy right now.
Investing.com -- Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of the company's Blackwell chips.
There are still a lot of questions, but Anthropic's revenue growth is incredible.
Walmart shares fell more than 9% after reporting its fiscal Q2 results.
Holding high-yield net-lease REITs in the wrong account quietly erodes thousands of dollars in dividend income every single year, and the bracket you sit in determines exactly how much you are surrendering to the IRS before you ever spend a dollar.
The Schwab U.S. Dividend Equity ETF should be a lot more valuable and pay a higher dividend by the end of 2035.
The company is reporting some of its best performance in years.
Tempus AI's latest acquisition is looking like a great move.
The stock has lagged the market, but is showing new signs of life.
Although evidence is mounting that an artificial intelligence (AI) bubble may be brewing, there’s something far more sinister lurking in the shadows.
The economic value from this technological revolution may accrue to the businesses that leverage AI to improve their existing operations.
Walmart is hitting a rough patch now, but history has shown the company keeps rewarding shareholders who stick by it.
The leading toothpaste brand offers a high yield and could pay dividends for a lifetime.
It's down 34% over the past year, which makes its valuation much more attractive.
Griffin's Q2 move is already paying off nicely.
Micron and Sandisk dominate the high-bandwidth memory, DRAM, and NAND flash markets.
The recovery is happening.
Tesla has dipped a bit and it faces near-term challenges, but its growing full self-driving, energy, and AI businesses could give it significant long-term growth potential.
The stock market is making history, but not necessarily in a good way.
Costco still has plenty of revenue growth potential as it looks to international markets to set up new warehouses and boost sales.
Brookfield Renewable sports an impressive dividend yield, and the stock is definitely cheaper than it was six months ago, but those aren't ringing endorsements.
Can Micron shares keep climbing higher from here?
A 55% net margin would be extreme in any industry. What's inside the number matters more than the number itself.
If you bought Bloom shares at one of its lowest prices ever, you would be sitting on a 6,633% gain today.
Even though NVIDIA Corp. (NASDAQ:NVDA)’s shares have remained lukewarm in 2026 and are up by 13.7% year-to-date, Cramer continues to be a believer. The CNBC TV host continues to believe that the company is at the center of an industrial revolution and its products are the leading ones in the market. In his morning appearance […]
Two companies –- OpenAI and Anthropic –- are driving the AI industry forward as everything from hyperscalers to neoclouds to memory stocks hangs on the demand for tokens.
Sandisk is the top-performing stock in the Nasdaq-100 this year.
GE Vernova is experiencing incredible growth, driven by soaring energy demands and the rapid expansion of data centers.
The long bond hasn't yielded this much in 19 years. What happened to dividend payers the last time it did is worth remembering.
Expectations for AI stocks appear to be changing.
No company has bought back more of its shares than Apple over the last decade.
A tricky stock market struggles against industry rotation and wavering investor confidence heading into the final full week of August.
Target just increased its quarterly dividend again.
Amazon's custom chip business is growing in popularity.
The undaunted rise of actively managed ETFs is an opportunity for investors considering both funds and individual stocks.
IonQ continues to make strides towards a commercially viable quantum computer.
Alphabet's value proposition was so appealing that even Buffett and Abel could not ignore it.
Looking for dependable income from brands people use every day? These three consumer dividend stocks are worth a closer look.
The two off-price giants reported the same 13 weeks, a day apart. The market read them very differently -- and the second-half plans say why.
It's going to be challenging for Netflix's stock to continue growing as quickly as it has.
The company's shares are now trading in the single digits.
September has a reputation for punishing passive investors, but income seekers who own the right monthly payers can keep collecting checks no matter how ugly the broader market gets. Here are five worth considering before the calendar turns.
Palantir, Microsoft, and GitLab all have strong upside from AI.
Opera beat Wall Street's sales target in Q2, but that wasn't enough for investors.
Musk has total control over the company's future.
The market liked SpaceX's earnings report.
The iShares Core Dividend Growth ETF aims to hold companies that increase their dividends.
The sector is seeing a huge boost in demand that may not slow anytime soon.
IonQ, Quantinuum, and Infleqtion look like the three best quantum stocks to buy.
Warren Buffett says many traders are treating the stock market like a casino.
All three are also solid "forever" holdings, but the next five years could be particularly exciting as each company bounces back from recent challenges.
The AI superstar is growing fast, but that does not neccesarily mean a rising stock price.
Buffett is already executing this move.
Historical precedent suggests that the Trump bull market is running on borrowed time.
The top spot first changed hands in 2024, and the gap now runs to hundreds of billions of dollars. A quarter of the biggest index fund sits in five stocks.
In August 2026, NVIDIA announced it had entered into partnerships with Blackstone, Apollo, BlackRock, Brookfield, Goldman Sachs and KKR to create new compute financing platforms that could mobilize over US$500 billion of third-party capital for AI infrastructure across its ecosystem, with final agreements still to be executed. A separate report that month indicated Blackstone was among several global investors evaluating a potential US$1.50 billion to US$2.00 billion acquisition of Indian...
When researching these exciting companies, there are two factors that might matter more than anything.
RTX's growing backlog is a cornerstone of the investment case for the stock.
The CEO wants Washington to open a market that barely exists yet. Investors just paid billions for the idea.
A less restrictive regulatory environment would be a boon for the digital trading platform.
Ubiquiti just delivered big sales and earnings beats, but investors focused on something else.
Co-Packaged Optics Race: Strategic Approaches from NVIDIA and Broadcom IDTechEx
The last week of August will be chock-full of news, from Nvidia earnings to the Fed’s hotly-anticipated meeting in Jackson Hole.
Shares of the eVTOL maker have collapsed over the past year.
Investors liked what they heard about the company's ambitious expansion plans.
Nvidia continues to pour money into data center development — just as AI data centers bring lots of money into Nvidia.
Nvidia is leagues ahead of its rivals in the lucrative AI chip market.
The athleisure specialist is struggling, but a strong earnings report can turn momentum around.
The U.S. 30-year Treasury yield climbed for the second straight week.
Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.
Generally speaking, as cryptos go, so goes the company's equity.
The number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.
Bargain hunters are flocking to the discount retailer's stores.
Nvidia stock's (NVDA) losing streak hit six days. Analysts see 40% upside. Will Wednesday's earnings end it?
Critical Metals stock jumped 22.6% on Friday after the CEO said its Tanbreez rare-earth project in Greenland is still on track to produce within three years.
David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.
Nvidia is effectively centralizing the artificial intelligence supply chain by bypassing traditional mergers and acquisitions in favor of a repeatable, non-traditional financial mechanism. By deploying a licensing-plus-hire strategy, the company absorbs the operational capacity of critical AI startups while avoiding the regulatory scrutiny that typically accompanies full-scale corporate integration. This approach, most recently evidenced by […]
Hess Midstream isn't winning any energy sector popularity contests, but income investors shouldn't overlook this stock.
Ramat Gan, Israel, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (the “Company”) (Nasdaq/TASE: ODYS) today announced the closing of its previously announced public offering of 3,437,500 shares of its common stock. The gross proceeds to the Company from the offering are expected to be $11 million, before deducting underwriting discounts and commissions and estimated offering expenses payable by the Company. All shares in the offering were sold by the Company. In addition, the Company has gra
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.
An analyst significantly reduced his price target on the company's equity.
The chipmaker is investing in data center developer Cloverleaf Infrastructure.
Wall Street may still be underestimating Nvidia's AI momentum
It's the second-to-last Friday of August, and that means volume is thin. Only 8.22 billion shares changed hands on U.S. exchanges through 1:30 p.m. ET, according to Dow Jones Market Data. On an average day this year through 1:30 p.
Retail real estate crushed the broad property benchmark in 2026, but the three biggest names took very different paths to get there, and the winner depends entirely on what you actually need from your portfolio.
Space Exploration Technologies Corp. (NASDAQ:SPCX) beat Wall Street’s revenue estimates in its first earnings report since its record June IPO. The stock still fell as much as 8% in extended trading anyway, as capital expenditures soared past what analysts expected. Why a Real Beat Still Spooked Investors Revenue came in at $7.81 billion, up 92% […]
The streaming media leader is still growing faster than its industry rivals.
Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line most investors missed.
Three steel stocks sat in the same industry through the same cycle in 2026, yet their returns look nothing alike. One name left its shareholders with almost nothing while another ran away from the pack, and the reason comes down to something most investors overlook when picking inside a sector.
Stock Market Today: The Dow Jones index rises Friday after selling off a day earlier. Nvidia falls ahead of Q2 earnings.
The only company in the semiconductor index that reported this week posted record results.
Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%. The reason behind it: SpaceX CEO Elon Musk said on August 4 that his company would build exclusively on NVIDIA Corporation (NASDAQ:NVDA) chips going forward: “Going forward, we have decided […]
Forgent Power is an AI data center play that recently went public and has a crucial edge over competitors.
D-Wave stock jumped on an upgrade today -- but why is Rigetti stock doing even better?
Webull just posted its strongest quarter ever as a public company, fueled by a regulatory change that permanently rewired how millions of traders operate. The real question is whether the stock already drank all the good news before you got there.
The Fed has held rates steady, but inflation keeps threatening to push them higher again, and not every income investment handles that scenario the same way. Two BDCs with floating-rate portfolios are quietly positioned to turn a potential hike into a dividend windfall.
Two Trump-adjacent media stocks are converging on the same share price from opposite directions, and the reason one is up 33% while the other is down 36% this year tells you exactly what the market is rewarding in 2026.
Five pure-play quantum stocks surged between 7% and 10% on Friday with zero company announcements to explain the move, while the sector's biggest ETF barely budged. That gap between the fund and the names it supposedly holds tells you everything about what is really driving this trade.
Stock Market Today: The Dow Jones index is climbing after a market sell-off. The price of bitcoin surges to over $77,000.
SanDisk has turned into one of the most explosive trades in memory, but a well-funded Chinese rival is quietly building the capacity to flood the market and collapse the very supply shortage driving the rally.
Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.
Both Microsoft and Nvidia just delivered blockbuster AI earnings, but only one of them has a realistic shot at returning 100% from its current valuation. The answer may surprise investors who have been betting on the obvious winner.
Netflix has shed a third of its value in the past year, and now a proprietary model is flashing a signal that has traders paying close attention. The math behind what happens next is harder to dismiss than most bears expect.
Cleveland-Cliffs is investing $1 billion in its flagship Ohio plant.
Drone stocks are bouncing Friday after Thursday's brutal selloff, but the recovery tells a more complicated story than the headlines suggest. Not every name is clawing back at the same pace, and the reason why reveals exactly how fragile this group's momentum really is.
Can D-Wave stock double without profits?
In the past week, Webull Corporation reported second-quarter 2026 results showing revenue of US$198.83 million and net income of US$24.36 million, reversing a loss a year earlier and turning both basic and diluted earnings per share from continuing operations positive. The earnings release highlighted how the SEC’s removal of the Pattern Day Trader rule, combined with Webull’s updated active-trader tools and growing options activity, materially reshaped customer behavior and boosted trading...
Stock Market Today: The Dow Jones index is bouncing after a market sell-off. The price of bitcoin surges to over $77,000.
A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very different story. With Nvidia reporting in six days, the tension between trillion-dollar infrastructure bets and real-world returns is about to meet its biggest test.
Petrobras (NYSE:PBR) has quietly become the best-performing supermajor of 2026. The Brazilian state-controlled producer’s ADRs are up 62.64% year to date through August 20, well ahead of Exxon Mobil (NYSE:XOM) at 40.81% and Chevron (NYSE:CVX) at 38.76%. Yet the payout that made PBR a fixture in yield portfolios has shrunk sharply. Petrobras’ trailing twelve-month distribution ... This Oil Stock Beat Exxon and Chevron in 2026. Its Dividend Shrank
These two hot hypergrowth stocks have significant upside potential.
SoFi has been punished hard in 2026, but a fresh Wall Street initiation and back-to-back earnings beats are rewriting the story. Whether the bull case or the rate-hike risk wins out depends on factors that make this call genuinely close.
OSI Systems stock is cheaper than it looks -- but is it cheap enough?
Long-term contracts and rising AI demand could support strong growth for Sandisk in the next five years.
Salesforce, Workday, Intuit are also on deck along with DollarTree, Williams-Sonoma, Zoom Communications, Rubrik and Heico.
BMO has made Nvidia its preferred semiconductor stock as the bank looks ahead to the company's next-generation AI platform
Manufactured housing is poised to become a huge part of the housing industry.
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.
Walmart beat estimates, raised guidance, and watched its stock crater 9% anyway. The reason buried in the CFO's comments explains why the quarter's biggest win may actually set up a painful Q3.
AI data centers need a lot of power, which is straining electrical infrastructure. Changes are coming that benefit two makers of electrical equipment. On Thursday, Baird analyst Luke Junk launched coverage of Eaton and Hubbell Eaton makes power and thermal management products for AI data centers and other commercial and utility customers.
Shares recently traded at $1,280 each, so a split wouldn't be surprising.
And that annual income is almost certainly going to continue growing indefinitely.
Bloom Energy's project backlog has soared, but so has its stock price.
Thiel Macro loaded up on Amazon shares during the second quarter.
HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.
Agilent Technologies has a company-confirmed earnings report dropping after the close on August 26, and every operating lever heading into that date is pointing the same direction. Here is what retirement-focused investors need to understand before the bell rings.
The stock market is about to break a record. It's not a record it wants to break.
Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to do with company news than with a shift happening deep inside the bond market and the dollar.
Nvidia stock has been on an odyssey since reaching an all-time high in mid-May. Will its fiscal Q2 report be a positive catalyst?
The year of Micron (MU) keeps gaining momentum. Yahoo Finance Tech Editor Dan Howley joins Opening Bid to break down the memory chipmaker’s latest $10 billion investment in a new US-based data center in Iowa and what it means for Micron’s role in the AI infrastructure boom.
This year, the biotech stock has underperformed both the Nasdaq Biotechnology Index and the S&P 500.
A major German bank just issued a rare public bear call on one of the most hyped stocks of 2026, warning of crash risk in its valuation orbit as a flood of new shares threatens to reshape the entire SpaceX trade.
His Duquesne Family Office opened a position in Reddit in the second quarter.
Three Dividend Kings with 50-plus years of raises could pay you for decades.
Nvidia has beaten estimates five straight times and the stock still fell after two of those reports. Wednesday's earnings carry something bigger than a quarterly number: a verdict on whether the trillion-dollar Blackwell and Rubin buildout survives contact with reality.
REDMOND, Wash., August 21, 2026--Starcloud, the company pioneering data centers in space, today announced a $250 million Series A extension funding round at a $2.3 billion post-money valuation. The round was led by Manhattan West, with participation from existing investors Benchmark, EQT, Soma, NFX, 776, and others, alongside new investors NVIDIA, Cisco Investments, Cedar Capital, Goanna Capital, Standard Capital, and others. The funding brings Starcloud's total capital raised to $450 million si
The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive […]
Talks with Rebellions could include an investment, partnership or acquisition.
Meta Platforms (NasdaqGS:META) has become one of Microsoft's largest AI customers, according to recent internal discussions. The company is exploring a new API business that could let external developers tap Meta's own AI infrastructure. The plan aims to reduce Meta's reliance on outside vendors while creating a potential revenue stream from its internal compute stack. The shift highlights how large tech groups are rethinking AI infrastructure partnerships and in house capacity as of August...
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
The stock is close to its 52-week low despite its rapid revenue growth.
In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...
Bitcoin just punched through the ceiling that trapped it for most of 2026, and the ripple through crypto-linked stocks is revealing exactly how much leverage each business model was hiding.
Hedge fund legends Seth Klarman and Paul Singer quietly loaded up on a battered cruise stock sitting near its pandemic lows, and their timing raises a question every value investor should be asking right now.
The Treasury just doubled bond buybacks on its longest debt without telling its own advisory committee first, and the market noticed. Here is what that procedural choice signals about who is actually in control of U.S. borrowing costs.
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.
US stock futures moved higher on Friday, signalling a potential rebound at the opening bell after Wall Street suffered steep losses in the previous session amid rising oil prices and renewed pressure from bond yields. Investors appeared willing to return to stocks following Thursday’s decline, although continued strength in crude oil and uncertainty surrounding the Middle East conflict could limit buying appetite.
Cloverleaf Infrastructure LLC ("Cloverleaf") today announced it has entered into a strategic partnership with NVIDIA to advance digital infrastructure development across the United States. As part of the partnership, NVIDIA made a minority investment in Cloverleaf to further support the build out of AI factories.
Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
Webull (BULL) is back in focus after its second quarter 2026 earnings release, which included a shift from a loss to a profit and a completed share repurchase program. See our latest analysis for Webull. At a latest share price of US$8.85, Webull has seen strong short term momentum, with a 90 day share price return of 43.2%, even though the 1 year total shareholder return declined 42.6% and the 3 year total shareholder return declined 17.3%. If Webull's recent rebound has you looking for...
After a huge gold rush, the marijuana sector stumbled, and now consolidation is gaining momentum.
Fears of AI disruption may have created an incredible buying opportunity for this company.
JPMorgan layoffs hit highest since 2015, Amazon expands drone delivery, Chinese tech IPOs outshine U.S. rivals, and more news to start your day.
While most investors chase flashy tech names, a quiet group of blue-chip dividend payers is staging a stunning run in 2026 that even the S&P 500 cannot match. The companies behind these gains may surprise you.
Blackstone (NYSE:BX) has entered into a new partnership with NVIDIA and several global financial institutions to develop large scale AI infrastructure financing platforms. The parties have signed memorandums of understanding that outline cooperation on funding and structuring capital for data centers and related AI infrastructure. The collaboration is intended to connect NVIDIA's AI technology capabilities with capital from Blackstone and other financial groups for long term infrastructure...
Protecting yourself from a bear market isn't about just shifting your portfolio into cash.
I didn't follow Berkshire Hathaway and dump my Domino's stock.
Blowout earnings from two AI heavyweights landed just as rising Treasury yields rattled growth stocks, and the two companies are responding to that pressure in strikingly different ways.
The AI powerhouse will give investors a major update next week.
Nvidia investors want something new.
Costco runs on a fee card you forget about until it renews. Buc-ee's runs on brisket you smell from the parking lot. The way each company decides which margin to give away reveals a hidden tension about which retail empire actually has the stronger footing.
US stock futures nudged higher on Friday, though nobody looks especially relaxed about it. Investors are waiting to hear exactly how President Trump plans to wage what he is calling "economic warfare" on Iran, and the Treasury's bigger bond buyback push has done little to settle the...
Bloom Energy stock has surged in recent years as major data center developers like Oracle and Brookfield Asset Management turn to its portable energy solutions..
Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on the planet, and its free cash flow just told a story worth paying attention to.
Waste Management's share growth hasn't kept up with its revenue and EPS growth this year.
Datadog's growing portfolio of artificial intelligence products is experiencing high demand, but its stock is expensive.
The 3% dividend yield doesn't tell the whole story.
Average investors can learn some valuable lessons from these two legends.
There's a major ETF focused on AI memory stocks, but it has some drawbacks.
Nvidia's Rubin Chip Could Trigger Its Next Growth Wave: Jefferies Sees Massive Ramp
Retail sentiment on Stocktwits remained ‘neutral’ on SPY and turned ‘bearish’ on QQQ.
Stocks were headed for weekly losses after a bond sell-off this week put pressure on tech and AI stocks.
The warehouse-membership retailer's stock has climbed dramatically since then, sparking speculation that its next split could be in the offing.
Fidelity's so-called high dividend ETF hides a portfolio that would surprise most income investors, and understanding who it actually benefits requires looking past the yield altogether.
Expect more volatility for this highly followed stock.
It announced a $5 billion-plus deal to acquire a peer.
Nvidia has “no LPU sales in the China market today, and no China-specific LPU product in our roadmap,” the chipmaker clarified.
History says the S&P 500 and Nasdaq Composite could be headed for a correction.
Oneok's ongoing strength may be catching even the most devoted investors off guard.
The huge revenue backlogs of major U.S. hyperscalers could help Nvidia crush expectations when it releases its quarterly results.
The theoretical math suggests the stock should be worth measurably more. Investors are just pricing in the unspoken, unquantifiable reality.
The software titan experienced record revenue as it embraced the AI threat.
The AI boom isn't anywhere close to over, and Iren, Sandisk, and Zeta Global could extend their rallies into 2027 and beyond.
A diversified portfolio can help counter the urge some investors may feel to sell their stocks when prices start dropping.
In the past few days, TC Energy reported stronger operating performance and indicated that full-year results are expected to exceed the prior year, even as energy markets remain volatile. The update highlighted that long-term themes such as dividend growth and growing natural gas infrastructure demand are being reassessed against concerns about leverage, capital intensity and macroeconomic risk. Next, we will examine how solid operating trends amid sector volatility could influence TC...
The debate over the artificial-intelligence boom has mostly been framed as a market question: whether NVIDIA Corp.’s valuation is stretched, whether hyperscalers are overbuilding data centers, whether the capital-expenditure cycle can eventually be justified by revenue. According to Scott Ortkiese,...
Income generation is more about finding consistency than finding an ultra-high yield.
Twilio (TWLO) is back in focus after the company scheduled a presentation at Canaccord Genuity's 46th Annual Growth Conference on August 12, 2026, drawing fresh attention to the stock's recent momentum profile. See our latest analysis for Twilio. Twilio's recent inclusion in a momentum-focused stock screen and its upcoming conference appearance come after a strong run, with a year to date share price return of 58.93% and a 1 year total shareholder return of 117.78%, even though the share...
The car parts provider is facing a "volatile demand environment."
For risk-averse investors, owning an ETF can often be ideal.
The company is deepening its relationship with a systems integrator in India.
Both of these entertainment giants have lost money for their shareholders in 2026.
MPLX provides solid returns with a more-than-solid dividend.
Sales at the discount giant's stores are decelerating.
This precious metals stock looks much more lustrous for one obvious reason.
High U.S. government debt can affect the stock market and the economy in various ways.
Tesla built the line, and Tesla published its capacity. Even a first year running at that capacity barely moves a $95 billion revenue base.
This recent rally brought Palantir back into the green compared to a year ago. Is now a good time to buy the stock?
Breaking news: Moderna isn't just a "pandemic stock" after all.
Walmart stock tumbled on weak comp sales. Is the stock in trouble?
The HVAC giants are profiting from the AI boom.
Tepper's track record makes him one of the best in the business.
Moby summary of LSI Industries Inc.'s Q4 2026 earnings call
Moby summary of B.O.S. Better Online Solutions Ltd.'s Q2 2026 earnings call
The company is trying to mount a turnaround during a troubled time for the housing market.
One restaurant chain is trading at a sky-high valuation while another has shed double digits this year, and the market's verdict defies everything a shaky consumer economy would predict about which business wins.
Three major airlines flew the same turbulent skies in 2026, yet their stock performance landed in completely different places. The reason comes down to one structural advantage that only one carrier built into its business model before fuel prices started climbing.
Walmart just posted its weakest comparable sales in over a year and the stock is sliding hard, yet one top UBS analyst is doubling down on his buy rating and says the three forces that drove shares to record highs are still very much in play.
Record trading volumes are driving profits sharply higher.
Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR
Bitcoin climbed 6.5% on Aug. 20, 2026, while stocks slipped -- a split that's coming from the bond market.
Ford and General Motors share nearly identical business models and faced the same market session Thursday, yet one dropped sharply while the other climbed. The reason behind their split reveals something important about how quickly product-report rallies can unravel.
Brent crude just broke $95 and the August inflation print has not yet landed, which means the window to position ahead of the next dividend cycle is closing fast. Three energy companies are already converting the spike into bigger shareholder checks, and the structural reasons why they can keep doing it through an $80 pullback are worth understanding before prices move again.
Investors are cautious after the company squandered the opportunity presented by the World Cup.
Lockheed Martin just found a new entry point into the military naval market.
The retailer's earnings doubled -- with $994 million of tariff refunds inside. Here's what the quarter looks like without it.
Klarna and Affirm are bleeding while PayPal quietly climbs, and the gap between them points to a shift in how investors are sizing up the future of buy now, pay later.
One heavy machinery giant is beating Wall Street while its entire industry collapses around it, and another is riding three booming end markets at once. The 2026 scoreboard reveals how differently construction, agriculture, and freight cycles reward patient investors.
This eVTOL maker could generate massive gains for its long-term investors.
Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) plans to begin small-batch shipments of a newly tailored artificial intelligence chip to Chinese customers by the end of the year, according to a report from The Information. Shares of the semiconductor giant briefly turned positive following the news before paring gains to trade down 0.5%. The new offering is a modified variant of Nvidia’s Language Processing Unit (LPU), developed using licensed technology from Groq, that operates alongside prim
Here's how to handle an ill-timed market downturn.
Archer Aviation just announced a deal to acquire profitable Boeing businesses and Joby reached a new FAA milestone, yet all three air taxi stocks are selling off hard. The reason why tells you everything about where this sector stands right now.
A $50 billion semiconductor buildout is turning Boise workers into millionaires almost overnight, but the same forces reshaping personal fortunes are pushing Idaho's housing, utilities, and infrastructure to a breaking point.
Advance Auto Parts stock plunged 25% today. Is Autozone stock next?
Walmart beat on earnings and raised guidance, then fell 10%. Here's what the market didn't like in this bellwether report.
The investment bank sees Sandisk's share price rising 26%
Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.
Druckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.
Walmart just flashed a consumer stress signal that income investors cannot afford to ignore, and two Dividend Kings with decades of unbroken payout growth may be the only safe harbor left for retirees watching their portfolio checks.
Energy Transfer and Enbridge are reliable, income-generating pipeline stocks.
Schwab has an international version of its ultra-popular U.S. Dividend Equity ETF (SCHD).
Coty will try to turn around its beauty business in fiscal 2027.
Redwire's share price shot higher after earnings, but recently slumped. Is it cheap yet?
Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.
In might be time to turn tail and run from Wolfspeed.
Pfizer, Chevron, and AbbVie have already rewarded dividend investors with strong 2026 gains, but the bull case for 2027 pushes well beyond what Wall Street consensus currently projects, and the catalysts behind each target may surprise you.
Bloom's annual revenue is expected to triple. After a tremendous rally, how much higher could Bloom stock grow?
The subsea technology group warned revenue and profit will miss expectations as Middle East disruption and vessel scheduling delays push work into 2027.
Moderna's mRNA cancer vaccine sent shares on one of biotech's wildest two-day rides in years, but the brutal Thursday reversal raises a question investors now have to answer: does the science justify what the market priced in?
Quantum computing stocks are selling off hard with no earnings news, no analyst moves, and no company updates to blame. The answer may lie somewhere far outside the sector entirely.
AWS is Amazon's most important segment.
Druckenmiller's investments aren't necessarily intended to be for the long term.
Nvidia's (NVDA) Blackwell Ultra offers upside to fiscal Q2 and Q3 prints, while next-generation VR20
The reason for the pullback makes enough superficial sense. It's just not a permanent problem.
AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.
ScanSource's fiscal Q4 report arrived with plenty for shareholders to be happy about.
Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in.
After sixty years of avoiding department stores, Berkshire is dipping a toe back in.
Scott Bessent just made a move in the bond market that sent silver surging past gold in a single session, and the reason it worked reveals something important about where precious metals are actually headed.
A historic one-session rally in a cancer vaccine stock is already unwinding, and Wall Street analysts disagree sharply on whether the reversal reflects a trade gone cold or an opportunity that the market is mispricing.
Hedge funds are quietly loading up on a battered pharma giant while yield hunters circle its once-near-7% dividend, but with a 14% rally already in the books and patent cliffs looming, the real question is whether the smart money spotted a turning point or a trap.
Buffett is widely considered the best investor of all time.
In August 2026, NVIDIA announced memorandums of understanding with KKR and five other global financial institutions to form independent compute financing platforms, aiming to mobilize over US$500 billion of third-party capital over time to support AI infrastructure across its ecosystem, subject to final agreements. This alliance highlights KKR’s role as a major capital provider to AI infrastructure, potentially deepening its reach in technology-related private markets and asset-based...
RBC Capital said Nvidia can keep growing not just because it is selling more chips, but also because its next-generation products could open new markets, particularly in CPUs.
CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.
SpaceX has a lot of work to do just to justify its current valuation.
Micron Unveils $10 Billion AI Memory Research Push in the U.S.
Advance Auto Parts stock cratered Thursday even as the company beat earnings estimates, leaving investors to question whether the headline numbers tell the real story about consumer demand and the health of the entire auto parts sector.
Costco just gave shareholders a 13% dividend raise, but don't expect to retire on the income alone.
Seaport Therapeutics just went public with a prodrug platform that has attracted board members from two of the biggest neuroscience acquisitions in recent history. The question is whether the same giants who funded those deals are already circling for a third.
Barrick saw attributable adjusted EBITDA and earnings rise in the second quarter.
Three venture lending BDCs all flash double-digit yields right now, but behind those numbers sit NAV write-downs, dividend cuts, and leverage spikes that separate a genuine income opportunity from a yield trap waiting to spring.
Wedbush sees only a limited near-term benefit.
Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) is seeing growing momentum around its B-TRAN semiconductor technology as demand rises for solid-state circuit protection across AI data centers, energy infrastructure, and automotive applications. With its sales funnel now exceeding $400 million, the...
A $3.3 billion liquidation wave just sent crypto stocks surging while the broader market bleeds, but whether today's violent move signals a genuine recovery or a trap depends on one critical distinction traders often miss.
Costco's membership flywheel and Kirkland brand get all the attention, but a quieter stack of retail media, AI search, and pharmacy is scaling fast enough to change how investors should value the stock.
Walmart's stock cratered Thursday morning while Target and Costco barely flinched, and the gap between those reactions reveals something important about where retail's real pressure points actually sit.
Cuban sees troubling parallels between the two tech-sector infrastructure booms.
Joby maintains a strong cash position despite heavy spending.
Nvidia's solid results and the arrival of its Vera Rubin chips will be a tailwind for Micron Technology.
Moderna's stock just surged in a way that transforms the company from a cash-burning vaccine maker into a serious acquirer, and four biotech targets already sit within striking range of its newly loaded war chest.
LIVINGSTON, N.J., August 20, 2026--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a multi-year agreement with Hudson River Trading (HRT), one of the world's leading quantitative trading firms. Through the partnership, HRT will leverage CoreWeave's purpose-built AI cloud platform — including high-performance AI infrastructure like the NVIDIA Vera Rubin platform with Spectrum-X Ethernet networking — to power the next generation of its AI-driven trading research and mo
Intuit reports fiscal Q4 results on August 25th, and a rare combination of valuation compression, raised guidance, and prediction market conviction is pointing toward a setup that retirement investors may not want to ignore.
SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club.
Social Security alone leaves most retirees scrambling to cover basic expenses, but a carefully constructed portfolio of five monthly dividend payers could change that equation entirely for Baby Boomers sitting on investable savings.
It's simpler than you might think to maximize your earnings in the stock market.
iQIYI's core streaming business is shrinking and losses have returned, yet management insists AI-generated content will flip the economics of the entire operation. Whether that bet rescues the stock or drowns it under a mountain of debt is the question every investor needs to answer before touching this name.
Investors looking to buy one of these two AI stocks for their portfolios have an easy choice to make.
A late-night tariff pause between the U.S. and Canada left nothing signed and everything at stake, but three stocks are already pricing in a deal that could still fall apart before the ink dries.
The U.S. company formally kicked off the bid for its peer across the northern border.
Nvidia stock could close its performance gap with chip peers if it delivers on earnings, according to Wall Street analysts.
AI's biggest bottleneck could be an industrial opportunity.
Second Quarter Revenue Grew 29% Year-Over-Year to $14.9 MillionRaises Full-Year 2026 Net Income Guidance RISHON LE ZION, Israel, Aug. 20, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (Nasdaq: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial and retail sectors, today announced its financial results for the second quarter and first half ended June 30, 2026. Second Quarter 2026 Financial Highlights Revenue was $14.9 milli
Stocks with lofty valuations can be extra vulnerable when the broader market suffers a correction.
Anthropic's revenue is exploding -- and Amazon and SpaceX are cashing in on the AI boom before any IPO even happens.
Meta Platforms' revenue growth is accelerating thanks in part to its AI efforts, but the scale of its infrastructure spending is increasing its long-term financial risk.
The data analytics giant's stock has rallied in recent weeks.
Trump just signaled the U.S. government could buy Bitcoin at a "sizeable" scale, sending prices past $71,500 and Strategy shares soaring nearly 10%. But a closer look at Strategy's latest moves raises a question every crypto investor should ask before piling in.
ATLANTA, August 20, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a seven-year colocation agreement for up to 3.75 MW of data center capacity in metropolitan Atlanta, together with a right of first offer on as much as 7 MW of additional contiguous capacity at the same site. The contracted capacity is expected to support up to 2,048 NVIDIA Blackwell B300-class GPUs.
Thirteen straight quarters of sales growth and higher guidance couldn't overcome the stock's premium valuation.
It's extremely difficult to think and act in a contrarian manner, but sometimes this path has greater upside.
There are many paths to reach $500 in monthly dividend income through the Schwab U.S. Dividend Equity ETF.
The dividend histories of these high-yielding stocks can teach us a lot.
New NVIDIA GPU acceleration for Apache Spark in Cloudera Data Engineering delivers zero-code performance gains, lower cloud costs, and faster AI-ready data pipelinesSAN JOSE, Calif., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Cloudera, the only company bringing AI to data anywhere, today announced native GPU acceleration for Apache Spark 4.1 in Cloudera Data Engineering, enabled by the NVIDIA CUDA-X library, cuDF. The NVIDIA cuDF plug-in for Apache Spark will support the just-announced Cloudera Anywhere
Don't be fooled by Buffett's latest buying spree.
Retail sentiment on Stocktwits remained ‘neutral’ on SPY and QQQ.
Amazon invested just $13 billion in Anthropic.
Exchange-traded funds could be ramping up their SpaceX holdings as shares are unlocked and the stock price recovers.
Improving growth prospects, better value, and lesser tech exposure could make international stocks an intriguing pick for the next decade.
Investors who want to beat the S&P 500 may want to give these growth stocks a closer look.
Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.
Druckenmiller has admitted to recognizing that he sold Nvidia stock too soon back in 2024.
Wall Street's record-breaking initial public offering (IPO) now makes up a significant portion of Nvidia's invested assets.
Nebius just announced its third major debt issue in a year to support its massive AI infrastructure expansion.
These companies are poised to thrive as data centers require more electricity than ever before.
The 40-year veteran fund manager resets his Nvidia forecast for the rest of the year.
The biotech could be on the verge of setting a new standard of care for skin cancer.
An analyst raised his price target on the company by more than 33%.
Consider investing in Lockheed for the long haul rather than playing a timing game with a stock split.
Triple-leveraged semiconductor exposure sounds like a recipe for disaster, yet one ETF quietly turned a modest stake into something that rivals a year of aggressive trading. The math behind it challenges almost everything conventional wisdom says about managing risk.
BILL (NYSE:BILL) said its fiscal fourth quarter of 2026 was marked by organizational restructuring, expanded use of artificial intelligence tools and continued profitability gains, as the company moves toward a unified platform sales strategy and targets low-double-digit to mid-teens core revenue gr
These two stocks both have market caps of more than $1 trillion, but Eli Lilly's valuation is supported by strong financials.
NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated. Wall Street firm Stifel believes it can clear this high bar, with its bull case built around independent checkpoints scattered across the supply chain. On August 19, Stifel analyst Ruben Roy reiterated a Buy rating on the stock with a […]
Some of America’s biggest tech stocks have been flashing a bullish signal lately, according to Morgan Stanley.
Moby summary of TOYO Co., Ltd.'s Q2 2026 earnings call
Moby summary of Viking Holdings Ltd's Q2 2026 earnings call
Moby summary of The Estée Lauder Companies Inc.'s Q4 2026 earnings call
Moby summary of Marti Technologies, Inc.'s Q2 2026 earnings call
Moby summary of Lowe's Companies, Inc.'s Q2 2027 earnings call
The next test is whether strength extends into 2027
Jim Cramer called out analysts for piling into the same fintech names at the same time, and the recent carnage in SoFi, Klarna, and PayPal suggests he spotted something the buy ratings missed.
Circle Internet stock jumped 8.7% Wednesday as President Trump met with crypto executives and top regulators at the White House.
Anthropic and OpenAI may go public in the near future, but they could be risky, volatile investments out of the gate.
Three big bank names have taken three wildly different paths through 2026, and the gap between the winner and the loser comes down to a business model difference that most investors overlook when picking financial stocks.
Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.
One large-cap drugmaker has quietly lapped its peers in 2026 without a single obesity drug in its lineup, while the companies chasing the hottest trend in pharma are fighting for second place and last.
The leading BDC can afford to pay its near-10% yield.
Target's new investments are paying off as the retailer returns to steady growth.
The beauty products leader's profit growth plan is working.
The GPU leader continues to invest in companies that buy its chips.
The Vanguard High Dividend Yield ETF is a reliable income play.
A $100 million buyback authorization from United States Antimony landed just days after a badly missed quarter and a guidance cut that nearly halved the full-year outlook, raising a pointed question about whether management is signaling confidence or buying time.
In the second quarter of 2026, Allstate reported revenue of US$18,596 million and net income of US$3,271 million, with earnings per share rising sharply year over year. Alongside these stronger results, Allstate completed a buyback of 6,727,692 shares for about US$1.40 billion, signaling active capital returns to shareholders. We’ll now explore how these stronger earnings and the completed share repurchase program may influence Allstate’s broader investment narrative. The best AI stocks...
It's encouraging for shareholders to see a key performance metric start to improve after several quarters of weak data.
Here are Cathie Wood’s latest moves.
The stock is likely heading below $30.
The cloud-based digital workflow specialist got some love from a Wall Street analyst.
The performance gap could reshape AI infrastructure economics
The Number $1.5 billion. That is what Tempus AI (NASDAQ:TEM) agreed to pay for Personalis (NASDAQ:PSNL) in a definitive merger announced July 20, 2026, a deal structured as a 100% stock transaction with a Tempus option to elect cash for up to half the consideration. It was a large check for a genomics company that ... Moderna’s Cancer Breakthrough Just Made Tempus AI’s $1.5 Billion Bet Look Brilliant
A chart circulating this week puts two centuries of American borrowing side by side with a single summer, and the comparison rewrites every assumption about how fast the fiscal odometer can spin.
A Treasury Department move sent silver and gold miners surging double digits in a single session, but the precious metals equities have barely kept pace with their underlying metals all year. The real question is whether Wednesday's catalyst finally closes that gap or just adds another head fake to the list.
Most investors settle for quarterly dividends, but a handful of ETFs cut monthly checks instead, and the differences in how they generate that income could matter far more than the yield number alone.
Management's confidence that this mining stock will move higher isn't going unnoticed today.
Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.
Bloom's stock has huge opportunities related to artificial intelligence, but its valuation is already fairly high.
Enterprise Products Partners has proven to be a very bankable income investment over the long term.
Management is deploying record AI cash flow after the stock nearly halved from June's peak.
Nelson Peltz is circling Wendy's with a take-private consortium even as the burger chain logs its sixth straight quarter of falling sales and shutters hundreds of restaurants. Whether deal fever or a genuine turnaround is driving this stock surge is the question every investor needs to answer before acting.
A long-blocked revenue opportunity may finally start reopening
Proving social media's harmful effects on children and mental health won't be easy.
A sharp move in the Treasury market sent fintech stocks surging at midday Wednesday, but the year-to-date scorecards for SoFi and Upstart tell a far more complicated story than a single rally can fix.
Prediction markets, a $30 billion buyback, and a pre-market earnings release converging on the same date raises one question: is Walmart setting up one of the cleaner retirement stock plays of the year?
Bitcoin is surging, tokenized stocks are breaking records, and two retail brokerages are racing to claim the next era of American finance before regulators decide who gets left behind.
When the 30-year Treasury topped 5%, two dividend stocks moved in completely opposite directions on the same day, and the reason has nothing to do with their yields.
SoFi's sell-off has made its stock look much more compelling.
Truist just raised its CrowdStrike price target by a wide margin and called the cybersecurity setup constructive, yet the stock is bleeding into earnings week anyway. Two smaller names are quietly bucking the selloff, and where the money is hiding tells you something important about where budgets are actually going.
Agency mortgage REITs promise fat monthly checks backed by government-guaranteed bonds, but leverage cuts both ways and dividend histories here are brutal. Three names keep pulling income investors back despite the scars.
With the 30-year Treasury sitting above 5%, a fat dividend yield stops being a reward and starts being a warning sign. Five popular income stocks are failing a coverage checklist that separates genuine payouts from traps waiting to spring.
There were several bright spots in the earnings report. Investors are looking elsewhere.
The S&P 500 is trading at record levels, and for investors, tracking the total stock market may be more appealing right now -- but that doesn't mean it's a sound strategy.
The market's largely ignoring -- and underpricing -- just how close this company is to pushing past its recent challenges and restoring its historical growth rate.
For much of the AI boom, investors believed one thing: expensive AI meant booming demand for Nvidia Corp‘s (NASDAQ:NVDA) chips. Now the opposite may be becoming true. As OpenAI cuts prices, Chinese challengers like DeepSeek and Kimi introduce lower-cost models,...
TJX stock beat on sales and earnings this morning. Investors sold the stock anyway after they got a look at guidance.
Home Depot's stock sits well below its 52-week high after a rough stretch, but something in the latest earnings report caught analysts off guard and shifted the outlook in a meaningful way.
A single Phase 3 readout just shook the cancer treatment world, sending one biotech stock to its biggest single-day gain ever and forcing Wall Street to rethink whether personalized mRNA therapies have finally crossed the line from promising to proven.
AI data centers are quietly reshaping who profits from the natural gas boom, and it has nothing to do with the drillers. Three pipeline ETFs with yields as high as 8 percent are sitting at the center of a structural shift that most equity investors have completely overlooked.
It's important to try to estimate a future stock price.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy. The site could reach 8 gigawatts of capacity, with the first 800 megawatts due online in 2028, and OpenAI has signed on for 20 years. […]
NORTHAMPTON, MA / ACCESS Newswire / August 19, 2026 / The National Veterans Wheelchair Games transformed competition into something much bigger than medals when Veterans gathered in Detroit, Michigan, July 9-14, 2026, to compete in events ranging ...
These stocks trade at less than 10 times their estimated future earnings.
Market indicators are warning about volatility, but history has good news for investors.
A clinical-stage radiopharmaceutical startup with no product revenue just caught the attention of three of pharma's biggest acquirers, and the rights structure hiding inside its Lilly partnership may explain exactly why.
After shares fell 12% in the last four years, the bulls hope that the rest of the decade will be better.
A Chinese robotics IPO just attracted demand so extreme it raises a question every investor in physical AI needs to answer: are the stocks pricing in a revolution that still runs on manufacturing timelines, not software speed?
These healthcare companies can actually benefit from inflation.
Nvidia Stock: H200 Chips Finally Reach China. ByteDance and Tencent Get 10,000 Each
Stock Market Today: The Dow Jones index rises Wednesday ahead of the Fed minutes. Moderna stock soars 90% on cancer drug news.
Ken Griffin sees a bargain in Abbvie and increased his fund's position by buying 2.68 million shares of the healthcare giant.
This single data point is also crucial to the company's long-term investment thesis.
The business continues to perform well, although this hasn't prevented the shares from falling 14% in 2026.
NYU professor Scott Galloway just put a price target on SpaceX that would wipe out most investors who bought at the IPO, and a massive share unlock scheduled for Aug. 20 could be the moment that tests whether he is right.
The upstart chipmaker recently reported strong second-quarter revenue growth and issued an upbeat outlook.
J.P. Morgan updates its Analyst Focus List every month, and the August edition quietly signals where the firm's top analysts are placing their highest-conviction bets, including a handful of dividend payers that could surprise income investors hunting for yield in a market trading near all-time highs.
One of the fastest-growing businesses inside the company more than doubled over the past year. What does five more years of that do to a $2.8 trillion valuation?
After its IPO, X-Energy's shares are up nearly 20% so far this month. Will they crush Oklo's?
Nvidia stock is valued at a major discount to other AI players.
History has good and bad news for investors right now.
Palantir CEO Alex Karp says the company can maintain its impressive revenue growth trajectory.
The stock market has historically rewarded investors who buy the dip during corrections.
Retail sentiment on Stocktwits saw some signs of deterioration, turning ‘neutral’ on SPY and ‘bearish’ on QQQ.
Autonomous trucking may be reaching an inflection point.
Coatue Management's billionaire boss has slashed his stake in the face of the artificial intelligence (AI) revolution by 88% since the first quarter of 2023.
During Cook's tenure as CEO, Apple's share price surged 2,180% higher.
The filing shows a fund selling into the memory maker's most vertical quarter -- and a report has it buying back into memory stocks once it ended.
Nvidia's profits are growing too fast for it to be overvalued.
Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector.
Kevin Warsh is sticking to his guns, and that could mean vastly more uncertainty for some companies.
The popular learning app could be nearing an inflection point.
The company's struggling shares are launching back into orbit.
Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the headlines suggest.
One growing concern is not shaking the bank’s conviction
Automatic Data Processing, Inc. (NASDAQ:ADP) has quietly built one of the better dividend records in the market. The company has now increased its dividend for 51 straight years. That is impressive on its own, but the more important point is that the business continues to generate the earnings and cash needed to support those increases. […]
Rising Treasury yields are hitting quantum computing stocks from one direction while cooling AI sentiment hits from another, and the combination is triggering a selloff that exposes just how fragile the recent rally actually was.
Cerebras debuts a new rackscale system it says is the fastest AI accelerator in the industry.
RTX is strong, but its shares are near their highs. Here are two industrial stocks tied to AI infrastructure spending that I'd buy first.
The company named a new leader.
Strategy is no longer buying Bitcoin. That should concern investors.
GLP-1 drugs aren't just for weight loss.
Getting there from today's value takes about 10% a year. The software giant just grew earnings three times that fast.
AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most investors will never think to check.
Palantir is already worth nearly $400 billion. Could it become a $1 trillion company next? Here's the simple math -- and a few things Palantir must prove before the trillion-dollar dream becomes reality.
Moby summary of Amer Sports, Inc.'s Q2 2026 earnings call
Moby summary of Elauwit Connection, Inc. Common Stock's Q2 2026 earnings call
A sharp selloff in AI hardware names sent money flooding into beaten-down enterprise software stocks Tuesday, lifting Monday.com, HubSpot, and Intuit sharply higher despite a broader tech retreat. The question is whether this rotation signals a genuine reassessment of software's durability or just a single-day trade in deeply wounded names.
The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.
SpaceX's long-term vision will inevitably get in the way of the company's ability to hit short-term earnings expectations from Wall Street, according to its CEO.
Nvidia's next earnings report must overpower rising financing costs and renewed AI-return anxiety.
They are two of the highest valued large-cap stocks in the market.
PepsiCo has a strong commitment to paying dividends.
Actually, it's smart to snap it up any time of the year.
The space company is popular right now, but these other corporations look more attractive.
Multi-decade highs in Treasury yields have carved a brutal divide through housing stocks in 2026, and not every real estate name is bleeding. One iBuyer is somehow up 246% while another sits near the bottom of the market.
The Schwab U.S. Dividend Equity ETF provides investors with a high yield and exposure to many top dividend stocks.
BofA analyst Vivek Arya says Nvidia stock trades at up to a 50% discount and keeps a $350 target ahead of earnings.
These funds give investors exposure to top oil and gas and utility stocks, while paying above-average dividends.
Treasury yields near multi-decade highs are punishing pre-revenue battery stocks in a way that has nothing to do with their technology, and the gap between deteriorating share prices and intact fundamentals is growing harder to ignore.
Caterpillar alone stripped 255 points off the Dow. Most other stocks had a perfectly ordinary day.
Serve Robotics erased its Grubhub rally in a single session after a shocking guidance cut spooked investors, but the company insists robot delivery demand is accelerating even as its biggest delivery partner quietly backs away.
Rigetti Computing has enjoyed a string of recent successes.
CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.
A bullish analyst just slapped a $44 price target on a stock trading near $15, but Gorilla Technology's convertible debt, reset provisions, and gap between pipeline promises and recognized revenue raise serious questions about whether that target is a destination or a distraction.
Could SpaceX really become the first company to generate over $1 trillion in annual revenue?
A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.
Rocket Companies keeps losing ground while mortgage peers swing wildly, and the gap between RKT's potential and its reality is growing harder to ignore. Whether a rate shift rescues the stock or prolongs the pain depends on factors investors are still arguing over.
XRP sits nearly 50% down on the year, yet a $5 price target keeps circulating with a September deadline attached. Three specific catalysts could move the needle, but each one faces a hard obstacle that the bull case glosses over.
Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...
Nvidia and Micron are both winning big from the AI infrastructure boom.
The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.
Shares of memory chip makers are selling off hard midday Tuesday as investors rotate out of AI hardware. SanDisk (NASDAQ:SNDK) is down 9.1%, Micron Technology (NASDAQ:MU) is down 7.3%, and Western Digital (NASDAQ:WDC) is down 5.3% as of late morning trading. WSJ Report on Hidden AI Commitments Sparks Rotation The trigger is a Wall Street ... WSJ Report Sends Memory Stocks Down. SanDisk Down 9%, Micron Down 7%, Western Digital Down 5%
Meta's ad engine is breaking records and daily users just crossed 3.60 billion, yet the stock keeps sliding as Wall Street flinches at Zuckerberg's AI spending spree. The real question is whether that selloff is a warning sign or the opportunity of the cycle.
NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors weighing a stock already down sharply this year.
Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.
Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the synchronized selloff reveals about the risks hiding inside the AI miner pivot.
Carlisle Companies recently joined the elite group of Dividend Kings.
On its fiscal first-quarter 2027 earnings call on Aug. 17, HIVE Digital Technologies (Nasdaq: HIVE) used the spotlight to press a single message: the company is no longer just a Bitcoin miner. President and CEO Aydin Kilic told analysts the company's GPU cloud business had reached ...
UPS is a reminder that dividend investors can't afford to focus on yield or past payout hikes.
These companies have fairly stable businesses with minimal long-term risk, and their stocks pay above-average dividends.
Ark Invest was a buyer of tech and fintech stocks that declined on Monday.
Just because a stock has a high yield doesn't mean it is attractively priced.
Bill Ackman burned himself on Netflix once before, locking in a painful loss, yet Pershing Square just dove back in. Whether this bold second act signals a screaming bargain or a costly repeat mistake depends on what you think streaming and AI can do together.
Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.
Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.
Four of Wall Street's most closely watched hedge fund managers quietly built massive stakes in the same obscure semiconductor name, while one legendary contrarian investor just walked away entirely. The disagreement at the top reveals a high-stakes bet with very different outcomes depending on who is right.
The tide of bullish enthusiasm for this deep-sea mining stock has ebbed since the year began.
The chipmaker's partnership with six financial institutions will help diversify its customer base beyond hyperscalers and neoclouds.
The chipmaker is taking a bigger role in AI infrastructure.
When stock prices start falling, make sure your portfolio is built to handle it.
Wall Street analysts are flagging five S&P 500 dividend stocks as deeply undervalued right now, and the window to buy them at these prices may not stay open long into the fall.
Investors need to see continued growth to believe in the stock's recovery.
Main Street Capital set its monthly dividend at a level it can easily sustain.
These are quality stocks that generate high dividends that investors can rely on for years.
Stock Market Today: The Nasdaq falls Tuesday as Treasury yields rise. Nvidia stock, Micron and Sandisk sink.
Sandisk and Palantir shareholders have had a strong August.
Sandisk just secured a contract figure so large it could fundamentally change how investors think about memory stocks, and the AI infrastructure boom is only part of the story.
SK Hynix just landed on NASDAQ with a record quarter and a $26.5 billion debut, putting it on the same exchange as Micron for the first time. Whether the HBM incumbent can match the contractual fortress Micron has quietly built around its revenue is a different question entirely.
GE Aerospace keeps beating estimates, raising guidance, and sitting on a $210 billion backlog, yet the stock may already be priced to perfection with margin pressures quietly building beneath the surface.
Jefferies analyst Corey Tarlowe says Target still holds more upside than Walmart heading into earnings this week, and his reasoning comes down to a metric most investors overlook when a stock has already surged 47%.
One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer stocks in your portfolio may be more exposed than you think.
Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.
Wall Street's most reliably brutal month is approaching, and while most investors brace for impact, a small group of actively managed funds are built to profit from the exact volatility that sends portfolios into a tailspin.
Bill Ackman just made Visa a major new bet after the stock trailed the S&P 500 for five straight years. Whether that lag signals a coiled spring or a structural problem depends on threats most investors are not watching closely enough.
IonQ and Quantinuum both turned in strong Q2 results.
Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.
Nvidia (NasdaqGS:NVDA) is investing US$1.5b in SB Energy to build and power OpenAI's planned 8-GW AI data center in Ohio. The Ohio facility is expected to be the largest single AI data center in the United States and is tied to a 20-year project for OpenAI. Nvidia will be the exclusive compute infrastructure provider and a credit provider for this OpenAI data center project. This move positions Nvidia more deeply in AI data center infrastructure and financing within the expanding U.S. AI...
Long-term investors should consider owning "all" the stocks in America, not just the 500 largest companies.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the business process outsourcing & consulting industry, including Concentrix (NASDAQ:CNXC) and its peers.
Domino's is cheap because investors fear slowing demand and the impact of GLP-1 drugs, but that pessimism could create upside if growth holds up.
There are questions the artificial intelligence boom has raised that investors will have to wait to get answered.
2026 was supposed to be a breakout year for Serve's business.
Retail sentiment on Stocktwits remained ‘bullish’ on SPY and moderated to ‘neutral’ on QQQ.
Yardeni has been bullish on the market for the past several years, nailing most of his calls.
Some companies print so much cash that they have nowhere to spend it.
The company expects to grow from 54MW of capacity to more than 200MW in 2027.
(Updates with additional details in the sixth, seventh, and eighth paragraphs.) Nvidia (NVDA) sai
Kraft Heinz hasn't performed well since the 2015 merger.
Sandisk's future is out of its hands.
After years of flying under the radar during the tech and AI boom, dividend stocks are back in 2026.
They have businesses built to handle the toughest environments.
Take-Two Interactive Software, Inc. has reported past first-quarter 2026 results, with sales of US$1,422.8 million, revenue of US$1,533.9 million and a wider net loss of US$34.1 million, while also issuing guidance for a second-quarter net revenue range of US$1,420 million to US$1,470 million and a full-year 2027 outlook that now includes a small net profit. The combination of rising top-line revenue alongside a guided shift from quarterly losses to modest full-year profitability gives...
The data center developer's AI cloud business just received a major boost.
Co-Packaged Optics in the AI Data Center: 10-Year Market Forecast and Strategic Analysis: Evaluating Silicon Photonics, Switch ASICs, and Strategies of Nvidia, Broadcom, Intel, and Marvell Yahoo Finance UK
Shareholders looked to be cautiously welcoming the chip maker’s plan to support OpenAI’s huge data-center investment. Nvidia confirmed Monday it will provide a financial guarantee for OpenAI’s large data-center campus in Ohio—named the PORTS-Pike Technology Campus. Nvidia is now set to guarantee less than $120 billion of the project investment, down from $250 billion previously, The Wall Street Journal reported late Friday, citing people familiar with the matter.
ChatGPT-maker OpenAI will lease a massive new data center in the United States for 20 years, backed by a $105 billion financing commitment from Nvidia, according to a regulatory filing published Monday.Last year, OpenAI, Nvidia and SoftBank – alongside other partners including Oracle – also announced a $500 billion, multiyear data center project called Stargate, in which they've committed to building out 10 GW of capacity across multiple sites.
The real estate investment trust offers a high yield and has been raising its dividend for decades.
Intuitive Machines has a new customer -- but NASA is probably still its favorite.
Reddit just retired a key user metric the moment it started showing cracks, and at least one investor thinks that timing is no coincidence. What the number revealed about logged-in users could complicate the bull case for a stock already down nearly 30% this year.
Most investors watch what AMD builds. Fewer watch what it buys. A quarterly filing with the Securities and Exchange Commission just gave them a reason to look. Advanced Micro Devices (AMD) disclosed large equity stakes in two very different companies: Elon Musk's SpaceX (SPCX) and enterprise ...
Nvidia will provide the AI computing infrastructure for OpenAI's Ohio campus while investing $1.5 billion in SB Energy.
Brookfield Asset Management Ltd. (NYSE:BAM) CEO Bruce Flatt joined the CNBC panel this week to talk about Brookfield’s role in the $500 billion AI financing plan. When asked whether there’s too much capital chasing AI infrastructure, Flatt pushed back: “We cannot build enough power. We cannot build enough compute.” Why This Matters Flatt argues the […]
Morgan Stanley Spots a $500 Billion Nvidia Opportunity: NVDA Could Unlock New Revenue Stream
AppLovin shares are down more than 50% this year.
Ray Dalio warns that the current exuberance propelling the stock market is unsustainable.
Jim Cramer called packaged food stocks 'so hated' right now, but the data behind the sentiment tells a more complicated story that could catch contrarian buyers off guard.
Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could change how you think about the AI trade.
Could this be big tech's "big tobacco" moment?
Investors hate uncertainty, and there's a whiff of it around this defense stock today.
A child safety trial opening Tuesday in federal court is hammering Meta Platforms stock and pulling Pinterest and Snap down with it, even though neither faces the bench, as potential damages the company itself has flagged approach its entire market cap.
Top investors who nearly doubled their money on Alphabet are now publicly questioning whether the stock they once called the best business in the history of capitalism is still worth owning at today's prices.
This top dividend ETF is still a reliable long-term income investment.
The Goldman Sachs Group, Inc. (NYSE:GS) CEO David Solomon joined CEO of NVIDIA Jensen Huang and other Wall Street chiefs on CNBC’s Closing Bell Overtime this week to detail the $500 billion AI infrastructure financing plan. Solomon said, “We’ve got a deep belief and a lot of confidence in Nvidia.” Why This Matters Solomon framed […]
Nvidia has entered into an agreement to back SB Energy and OpenAI's massive Ohio data center plan.
The deal would deepen its OpenAI infrastructure exposure.
Rivian raised its delivery outlook and posted improving margins, yet a quiet detail buried in the CFO's remarks on the last earnings call could make the second half look far worse than the headline numbers suggest.
American Airlines just posted record quarterly revenue while every major peer left it behind in 2026, and the reasons buried in its balance sheet explain why the gap keeps growing.
Strategy built its entire identity around outperforming Bitcoin, but something unexpected is happening to that promise in 2026, and the gap between the company's pitch and its performance is raising uncomfortable questions for anyone holding shares.
A handful of monthly-pay ETFs pull income from three completely different corners of the market, and the one most investors overlook has nothing to do with covered calls. Here is how much capital each one actually demands to keep up with today's mortgage payments.
The famed hedge fund manager believes a cheap valuation and strong earnings growth will drive the streaming stock in the coming years.
The five-year contract adds $70 million of annualized revenue, but its returns depend on a sizable GPU purchase supported by a customer deposit, zero-coupon notes and equipment debt with undisclosed…
Vistra's stock is down 32% from its 52-week high. Here's why I think the energy stock has upside potential from here.
Why is the Dow down 200 points while the Nasdaq holds flat? Two chipmakers are doing a lot of heavy lifting for the tech-heavy index.
Beyond Meat's 1-for-30 reverse stock split was supposed to solve a Nasdaq compliance problem, but the stock keeps falling anyway, and the company itself says there is no guarantee it stays listed.
Nike just hit a fresh 52-week low even as its wholesale numbers are actually improving, and the contradiction at the heart of that gap reveals why Wall Street analysts are split further apart on this stock than almost any other name in retail.
Klarna shares are shedding gains right before the BNPL firm's most watched earnings release since its IPO, and the moves rippling through Sezzle, Affirm, and PayPal tell very different stories about where investor conviction actually sits.
A staff opinion from the SEC exempts some data center debt from Dodd-Frank risk retention rules, making AI infrastructure financing more attractive to sponsors
Nvidia (NASDAQ:NVDA) is building what could become the “Federal Reserve of AI,” Atreides Management CIO Gavin Baker said on Friday’s All-In Podcast.The investor says CEO Jensen Huang is transforming Nvidia’s chips into a financeable asset class, opening the door for...
Nvidia just cut a $1.5 billion check to fund the very data center that will buy its own chips, and that circular loop is getting harder to ignore as off-balance-sheet obligations across Big Tech quietly balloon toward $3 trillion.
Nvidia stock touched $227 a share Monday on news it's pouring $1.5 billion into this AI data center and energy player.
A 13F filing has uncovered notable corporate ownership of SpaceX (SPCX) shares. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at SpaceX's shareholder makeup and stock volatility since the IPO.
No news isn't always good news.
Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...
As it trades near a 52-week high, the management team may still want to hold off on conducting a stock split.
Investors who haven't bought the stock yet haven't missed out.
Stocks that join the broad index typically see their share prices rise afterward.
The chipmaker has big plans for its growing cash flow.
History says that stocks are less likely to experience gains in September than in other months of the year.
HIVE Digital Technologies just landed a contract that could redefine whether it belongs in conversations about AI infrastructure or bitcoin mining, and the market is only beginning to price in what execution actually requires.
Nvidia's investment in SoftBank's data center developer will guarantee its chips power an OpenAI data center.
Peloton is struggling to turn its slumping exercise equipment sales around.
It has been a rough few years for Wingstop.
The company behind the Claude chatbot reportedly generated $11.5 billion in revenue in its most recent quarter.
CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.
Investing.com -- Nvidia has agreed to provide more than $100 billion in credit support for a new OpenAI data center in Ohio, marking one of the largest AI infrastructure deals to date, according to a report by the Financial Times on Monday. The chipmaker will also invest $1.5 billion into SB Energy, an energy company founded as part of SoftBank Group in 2019.
Did President Trump accidentally start a rally in a Korean memory chip stock?
Nvidia will guarantee land, power, and shell infrastructure covering about 4.25 gigawatts of initial capacity over 20 years.
On August 10, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang unveiled what he calls his “big concept” for AI financing on CNBC, standing alongside leaders from Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield. Together, the group says it will raise $500 billion, and potentially more, from outside investors to build new AI data centers. KKR […]
OpenAI announced a 10-year lease for a sprawling data center in central Ohio with financing partly guaranteed by Nvidia, saying it will create 35,000 construction jobs and 2,500 permanent operating positions.
It's a midterm election year, and that could be good news for investors willing to take the long view with these ETFs.
Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data center developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data center
The stock of Canada’s HIVE Digital (NASDAQ: $HIVE) is up 14% on news that the company has signed an artificia...
Even among high-powered investment experts, one man's trash can be another man's treasure.
Palantir's revenue is growing over 90% year over year, but the company's stock price is trading at a historically high level.
HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) announced that it has signed a five-year GPU cloud services agreement with an investment-grade enterprise customer valued at approximately $350 million, as the company expands its artificial intelligence infrastructure...
Nvidia's $500 Billion AI Financing Push Raises the Stakes for NVDA Stock
Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading.
While things aren't picture-perfect for this supercharged dividend stock, its 26% discount to net asset value (NAV) is impossible to ignore.
Copper stocks are outrunning the metal as an AI-driven squeeze bites, and one miner leads the pack heading into the next leg.
SWORDS, Ireland & CLEVELAND, August 17, 2026--Trane Technologies (NYSE:TT), a global climate innovator, and intelligent power management company Eaton (NYSE:ETN) today announced a strategic collaboration integrating advanced thermal management and electrical system architectures to help accelerate AI-factory deployment, enhance efficiency and lower costs.
When Reddit joined the S&P 500, index funds started buying shares on behalf of employees who never placed a trade. For workers already holding RSUs, ESPP shares, and a company paycheck, that quiet rebalancing can reveal a concentration problem big enough to reshape when they retire.
The nuclear start-up's stock is down about 77% from its 52-week high. Its operating record went the other direction.
When Elon Musk names the single constraint capping his AI ambitions on a live earnings call, every investor in the semiconductor supply chain should be listening closely to what he says next.
The contract calls for the deployment of 2,016 Nvidia Blackwell Ultra GPUs at HIVE's Bell AI Fabric facility in British Columbia.
Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to
The chipmaker revised its plan after investors raised concerns about its risk exposure tied to large financing commitments
Micron shares are back with some momentum.
The AI software maker is worth $418 billion after growing revenue 93% last quarter. Whether the stock beats the market from here hinges on a single growth rate.
The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.
A report of buyout talks gave the software maker its best day in a decade. The five-year case has to work without them.
The AI data-center infrastructure stock's earnings growth outlook is strong after it already quadrupled its EPS between 2021 and 2025.
Berkshire Hathaway is putting its massive cash stockpile to good use.
The S&P 500 returned 9.5% annually over the past two decades. Wall Street expects much bigger gains in the next year.
Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back
Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworke
The semiconductor fund compressed about six years of its normal return into one. Its own history has seen only two runs anything like it.
The pressure for a rate hike has subsided -- but maybe only temporarily.
Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.
Nvidia and six of the world's largest investment firms announced plans last week to channel more than $500 billion (€433bn) into AI infrastructure, an arrangement designed to let tech companies build data centres without loading the cost onto their own balance sheets.View on euronews
Palantir's rapid growth could continue to lift the stock.
The commoditized nature of memory chips has traditionally made companies vulnerable to industry cycles.
ScitiX unveiled the full scope of its production inference platform, purpose-built for enterprises running AI at scale. As organizations move from experimentation to live workloads, the company is positioning inference not as a supporting function, but as the operational core of modern AI stacks.
The stock will appeal to investors who are confident in ongoing and long-term trade tensions between the U.S. and China.
Constellation Energy represents a great, stable utility that uses nuclear power, while Cameco Corporation is a North America-based uranium miner that supplies nuclear facilities.
Jensen Huang has a unique ability to drive investment in his industry.
Despite rapid growth, shares of this AI-fueled software company are cheap.
Two category leaders are still off their highs, yet continue to report double-digit revenue growth.
Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.
The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital, has matched that pace with about 13% annually over the same stretch. Impressive numbers for most investors. Yet both look like amateur hour next to the woman still serving out her final term in Congress: Nancy Pelosi.
NVIDIA officially announces full-scale mass production of CPO switches, with silicon photonics penetration expected to rise further. Moomoo
Three legendary fund managers looked at the same stock in the same quarter and walked away with three completely opposite trades. What each one did reveals a striking divide over where NVIDIA goes from here.
The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.
Earnings season continues to give strong results, but that doesn’t mean each stock is rising because of the news.
A multiple this low usually means the market smells decline -- yet the latest quarter set records.
The air taxi maker's own guidance calls for losses as deep as $200 million a quarter. The balance sheet says how many of those quarters it can afford.
Costco is lagging the S&P 500 so far this year, but it can still be a long-term winner in a portfolio.
SpaceX went public with an unusually tiny float available for trading. That's about to change in a big way.
They are fairly risky, but their potential upside is massive.
NVIDIA Corporation (NASDAQ:NVDA)’s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and the firm behind the Stargate data center project in Abilene, Texas. […]
Sysco is delivering impressive performance, making the lack of attention Wall Street is paying it perplexing.
Most people don't have $12.5 billion to buy the L.A. Lakers. But with stock ETFs, you could earn a higher return than the Lakers' owners.
Even if Bitcoin recovers, Strategy may have a difficult time regaining its former mojo.
Investors seem pessimistic about Netflix's future. But is that justified?
Coca-Cola has continued to grow shareholder value.
Buying the dip can be rewarding, but only when you understand why The Trade Desk's stock has fallen.
Several Bitcoin-mining stocks have transitioned to data centers specifically for artificial intelligence compute.
Eventually, the music always stops.
AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.
Cost savings boosted net income and free cash flow, but revenue remained flat last quarter.
The quantum computing specialist now owns a chip factory that generates nearly twice its own revenue.
SpaceX's acquisition of Cursor could mean big things for Elon Musk's company.
It's easy to be bullish about a company when its shares have produced a total return of 564% in the past decade.
The company's record revenue quarter and significant momentum provide a valuable lesson to struggling restaurant stocks.
When this sign flashes, it can mean that it's time to buy certain stocks.
The most important update of earnings season is fast approaching. Here's what investors should expect.
Micron and Sandisk have a solid outlook for the next year.
The stock market is entering historically expensive territory. Here's what that means for investors.
Energy stocks are becoming key players as data center energy demand explodes.
The timing of an investment matters, even for great companies.
SpaceX's shares will likely be volatile for a while.
NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supp... StorageReview.com
Brookfield Corporation (TSX:BN) expands its global insurance footprint through recently completed acquisitions that add scale to its life and annuity operations. The company announces a major partnership with NVIDIA and other financial institutions to finance large AI infrastructure projects worldwide. Both moves mark a significant broadening of Brookfield's operating scope across insurance and digital infrastructure financing. For readers interested in more ways to get exposure to hard...
The company is pursuing massive goals for data center compute, both on Earth and in orbit.
Space Exploration Technologies' outlook for rising revenues could give the stock plenty of room to run even if the market doesn't give it a richer valuation multiple.
Autonomous driving might be the biggest financial opportunity in Uber's history.
Nvidia launches Spectrum-X, revolutionizing AI data center networking with faster, efficient optics integration. Pluang
NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supp... StorageReview.com
The same investor just bought all three -- but only one of the charts looks like something went wrong.
GE Vernova is quietly building embedded value with its long-term SMR investments.
Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about which one belongs in your portfolio.
AMD stock has significantly outperformed Nvidia over the last year.
History shows that investors cannot rule out an AI bust, but with the technology likely here to stay, selling everything is probably not the answer.
Companies try to get deals done while regulators allow them. But are buyouts always a good idea?
Nvidia is in talks to invest as much as $3 billion in SB Energy, a SoftBank Group subsidiary developing a massive planned Ohio data center project for OpenAI, the Information reported on Saturday, citing people familiar with the discussions. • The proposed investment is part of Nvidia's talks with OpenAI and SB Energy on providing around $100 billion in credit support for the planned Ohio data center campus, the report said. • Nvidia has discussed investing half of the $3 billion when the
Is the recent sale a sign that Amazon could be near its peak?
Artificial intelligence is pushing its recurring revenue and backlog to new records.
Investors are counting on a continuation of the discount retailer's nascent turnaround, and there's no room for error.
Berkshire Hathaway has been an outlier.
The company has been a stunning success since its 2024 market debut.
Elon Musk, as always, has an ambitious plan for his company.
History has an uncanny ability to forecast the future on Wall Street.
If Wall Street is right, it's a no-brainer buy now.
Ondas' stock surged as the military drone company won key contracts.
Boeing hands over three subsidiaries and walks away owning about 16.5% of Archer. Insitu alone brings annual revenue 29 times Archer's own.
The company's second-quarter results caused a major rally in the stock.
Yes, some tech names offer high, sustainable dividend returns.
For investors who want to bet on a future rebound in the U.S. housing market, this homebuilder ETF could be a good buy today.
"In AI, compute is revenue." The whole credit structure announced Monday stands on that sentence -- and on what a repossessed chip is worth.
Oklo had a disastrous market debut. Investors who held on to their shares, however, have had the last laugh.
Oklo's next-gen nuclear technology could deliver massive long-term returns, but investors should know a few things before diving into the stock.
Shareowners have larger dividends headed their way.
NVIDIA’s Optics Partners Crush CPO Delay Rumors, With Coherent’s Scale-Out Revenue Starting Late 2026 Wccftech
They are way more than just GLP-1 stocks.
In August 2026, JFrog reported Q2 results showing revenue rising to US$163.77 million with a sharply smaller net loss, while also issuing higher full-year revenue guidance and highlighting accelerating demand for its cloud and security offerings amid AI-driven software development. JFrog’s upcoming swampUP 2026 conference in New York, featuring security and AI leaders from Anthropic, Microsoft, NVIDIA and others, underlines its push to position the platform at the center of securing AI-era...
The crypto exchange operator was affected by relatively weak trading in such assets.
Nvidia has revised its plans to support a proposed OpenAI data center project in Ohio and is now expected to initially guarantee less than $120 billion, down from the $250 billion previously discussed, the Wall Street Journal reported on Friday, citing people familiar with the matter. • The Journal said Nvidia and OpenAI are nearing an agreement, with the chipmaker expected to provide a financial backstop only for the first phase of the project. • The change was made after investors rais
The healthcare technology leader is using artificial intelligence to detect coronary artery disease early.
Moby summary of Edible Garden AG Incorporated's Q2 2026 earnings call
Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.
Investors are mining below the headline numbers, and they dig what they discovered.
Moby summary of Americas Gold and Silver Corporation's Q2 2026 earnings call
Moby summary of Digi Power X Inc.'s Q2 2026 earnings call
Moby summary of Creative Media & Community Trust Corporation's Q2 2026 earnings call
Moby summary of PAVmed Inc.'s Q2 2026 earnings call
Moby summary of Super League Enterprise, Inc.'s Q2 2026 earnings call
The company's major plans for its data center future suffered a setback.
The drugmaker should significantly mitigate its most important risk as it develops new products.
Despite its plummeting share price in recent years, this stock has delivered annualized total returns of 16% since 2015.
Six major financial institutions intend to create dedicated capital pools that could help NVIDIA customers finance computing infrastructure.
Life360 stock may have dipped this week, but its operations are still firing on all cylinders.
Lucid has bounced nearly 40% off its June lows on a wave of catalysts, from a new CEO to a major robotaxi partnership, and traders are now asking whether a full double is still on the table or already out of reach.
Don't let sudden moves set you back because of impatience.
HawkEye 360 just had a fabulous Q2 -- but its stock costs too much, so it's going down today.
Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo
Global X's DIV ETF hands retirees a 7% yield paid out every single month, but the 50 stocks generating that income include shipping firms riding tanker cycles, mall REITs with foreclosures in progress, and MLPs that swing dividends by thousands of percent depending on commodity prices.
This single position makes up almost 15% of the conglomerate's portfolio.
Reddit is joining the big leagues with its S&P 500 inclusion.
This midstream pipeline stock is still a reliable income play.
UBS Raises the Stakes for Nvidia: $95 Billion Revenue Beat Seen Ahead
Nvidia teams up with Taiwan’s TSMC on co-packaged optics switches Taiwan News
Intuitive Machines' Q2 results misses Wall Street's targets, but its shares are still rallying.
Moby summary of CSP Inc.'s Q3 2026 earnings call
Strike 2! York Space IPO'ed just earlier this year, and has already missed earnings twice.
Retail sales just fell for the first time in nine months, and consumer confidence dropped to 51. Here's what a tired shopper means for the stock market.
It posted a much deeper-than-expected quarterly loss.
Shares in the digital payments leader are 81% off their all-time record.
Adobe shed nearly a third of its value from peak to trough as Wall Street declared its creative empire vulnerable to generative AI, but a string of record earnings and a tripling of AI revenue are forcing a rethink of that verdict.
Memory has always been the worst business in semiconductors, so when a top analyst says one company can hand back its entire market cap in buybacks, skepticism is the natural response. But the math and the contracts behind this claim deserve a much harder look.
The engineering and construction giant slashes its 2026 guidance just months after raising it. What's happening?
Two high-growth names at good valuations.
Rare earth stocks are surging across the board today, and the catalyst is bigger than any single headline. Here is what is driving traders into critical minerals right now and what separates the speculative plays from the more established names.
Investors are having a strong bullish reaction to Newsmax's latest quarterly report.
Nubank just posted a result that sent its stock to a five-month high while every fintech peer around it fell flat or dropped hard, and the reason why reveals something important about where Latin American banking is heading.
Wall Street's most bullish voice on C3.ai sees 50% upside while the average analyst calls for losses from here, and founder Thomas Siebel just put millions of his own dollars on the line to prove them wrong.
U.S. rare earth stocks are surging Friday with no confirmed catalyst in sight, and the reason traders are piling in reveals something important about how this volatile sector actually works.
Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea’s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at $225.62 on Friday.
Moby summary of Lantern Pharma Inc.'s Q2 2026 earnings call
Salesforce spent most of 2026 in freefall while the broader market rewarded every AI story except its own, but something shifted recently and now one major Wall Street bank is changing its tune in a big way.
Sandisk's recent investor day conference was a hit with analysts.
The company clearly has a winner on its hands with the recently approved Attruby.
Some of your best investment prospects are names you've never heard of (although a growing number of investors have clearly heard of this one).
This stock is up 40% since hitting a 52-week low on June 3. The rally could be just getting started.
The stock is down a whopping 87% from all-time highs.
CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume.
Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead.
A military strike on Qatar's LNG facilities sent global gas buyers scrambling for alternatives almost overnight, and Wall Street wasted no time identifying which American energy companies stand to capture that demand.
Investors who extend their time horizons increase their chances of success.
In the next 10 years, underrated sectors and undervalued companies might beat the biggest names of the AI trade.
Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.
The stock is about to take off. Or is it?
SoundHound's stock has cratered over the past year even as its revenue keeps beating expectations, and one prominent analyst sees that disconnect resolving in a dramatic way that would leave today's sellers looking very wrong.
Hyperscalers are accelerating spending, Vera Rubin chips promise a 10x efficiency leap, and Nvidia's valuation keeps compressing. Whether that makes the stock a screaming buy or a trap for bargain hunters depends on one critical question few investors are asking.
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]
Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.
A Pennsylvania caller pitched Jim Cramer a midstream stock his son had been tracking, citing a dividend streak that stretches back 37 consecutive quarters without a single cut or flat payment. Cramer had a verdict, but the caller's own portfolio buried a complication nobody addressed on air.
Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.
Wall Street cheered the company's latest update.
AMD stock is BofA's top pick in a $210 billion AI chip call, but options positioning and money flow show traders backing Nvidia instead.
Coinbase has shed more than half its value in a year, but a closer look at what just happened in Q2 reveals a company that may be stronger than its stock price suggests.
Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.
Resideo beat sales and earnings expectations in fiscal Q2, but that hasn't stopped the stock from getting hit with big sell-offs.
Wall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.
Coinbase's future growth prospects make a "buy the dip" strategy attractive.
Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI’s frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated...
The Robinhood Investor Index tracks the most-owned stocks on the platform.
U.S. Antimony's 2026 sales outlook just took a big turn for the worse.
Growth is broadening from subscriptions into advertising, Codex and ChatGPT Work
Bloom Energy's stock has skyrocketed over the past three years.
NORTHBROOK, Ill., August 14, 2026--Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced that it has finalized a long-term lease agreement with 10X Capital’s infrastructure platform, 10X Infrastructure Partners, for GPU infrastructure capacity across multiple sites.
Fifty-plus years of unbroken dividend raises sounds like a floor, but not every Dividend King deserves a permanent seat in your portfolio right now. Five do, and one of them is actually trading at a discount that long-term income investors rarely get handed.
Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap.
Bill Ackman just made his boldest portfolio move in years, adding Mastercard to his biggest funds at a moment when the stock is quietly losing ground to the broader market. Whether that gap makes it a bargain or a warning sign depends on what you believe about the future of payments.
Nasdaq rewrote its own rules to fast-track SpaceX into the index, and passive funds had no choice but to buy billions of shares at whatever price the closing auction set. Anthropic's IPO could trigger the same mechanism, and this time the stakes are even larger.
Meta is pouring an almost incomprehensible sum into a single Louisiana parish, and the ratio of dollars to permanent jobs raises a question every state chasing AI investment should be asking.
This special company continues to prove each quarter that it's not like other car manufacturers.
NORTHBROOK, Ill., August 14, 2026--Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced its financial results for the second quarter ended June 30, 2026.
It can be described as the "Coca-Cola of Latin America," but Coca-Cola Femsa is undoubtedly an intriguing dividend stock.
Even after its recent rally, there could be more meaningful gains ahead for SpaceX.
Want to put your money into global stocks that might be big winners from AI? These two low-cost ETFs offer international diversification.
Its revenue spiked 79% in the latest quarter.
An analyst downgraded her rating on the apparel company.
In a matter of hours, we're going to know exactly which stocks Berkshire Hathaway's new boss bought and sold in the second quarter.
It all starts with identifying durable companies with a focus on capital returns.
Nvidia's CPO Switches Enter Full Mass Production; TSMC, Foxconn Lead Supply Chain Positioning finance.biggo.com
Lam Research and ASE expansions; data center shifts; CPO system architecture initiative; 2D-transistor interface solution; USENIX HW security; patent suits; image sensors; programmable AI memtransistor; Nvidia's new plan; earnings; Tier IV's L4 auto chip. The post Chip Industry Week In Review appeared first on Semiconductor Engineering.
The company had a busy Monday, announcing both its latest quarterly results and plans to sell more equity.
Commercial success still separates these two companies.
In August 2026, Stride, Inc. reported fourth-quarter and full-year results showing higher annual revenue of US$2.52 billion and improved profitability, extended its share repurchase authorization through October 2027, and confirmed it is actively evaluating acquisitions alongside ongoing buybacks. The appointment of Robert E. Knowling Jr. as CEO, combined with strong growth in career learning programs and continued capital returns, signals a renewed emphasis on both educational outcomes and...
The famous long-term investor and his team made notable changes to Pershing Square's equity portfolio.
One option currently provides a guaranteed return on investment.
TSS (NASDAQ:TSSI) reported second-quarter 2026 results marked by growth in its higher-margin systems integration and facilities management businesses, even as total revenue declined because of lower procurement activity. Management said the company expects a stronger second half and maintained its f
It needed to post a blowout quarter instead of the good one it delivered.
Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.
Its majority stockholder is selling a large bundle of shares.
There's a good reason why AstraZeneca tanked when merger rumors hit the Street.
In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, and safety categories, highlight Walmart’s effort to broaden its appeal to families across both physical and digital channels. We’ll examine how this earnings countdown, coupled with...
The Buffett indicator, a metric popularized by the Oracle of Omaha, is at a record high.
BBB Foods is growing rapidly under the radar of most U.S. investors.
Circle now runs a federally regulated bank that takes no deposits and makes no loans. Here's what it actually does, and what would make it matter.
Wall Street is packaging AI infrastructure debt into products that could quietly enter the conservative sleeve of your retirement portfolio, and the fund label on that side of your account may not tell you what you actually own.
AI is boosting the vacation platform's profits.
While the business has been delivering dependable growth, the stock has been crushed, creating an enticing opportunity.
The retailer is righting the ship.
Moby summary of Birkenstock Holding plc's Q3 2026 earnings call
Moby summary of Saga Communications, Inc.'s Q2 2026 earnings call
Investors aren't happy with Cerebras's Q2 report, but there's a strong a silver lining.
The e-commerce company has turned itself into a leader in the fast-growing collectibles industry.
Moby summary of Bullish's Q2 2026 earnings call
Moby summary of SuperCom Ltd.'s Q2 2026 earnings call
Moby summary of Bragg Gaming Group Inc.'s Q2 2026 earnings call
Moby summary of Eagle Point Income Company Inc.'s Q2 2026 earnings call
Moby summary of Creative Realities, Inc.'s Q2 2026 earnings call
Washington Mutual Investors Fund runs on a set of rules that permanently ban certain companies from its portfolio, no matter how attractive the price. Whether that constraint helps or hurts shareholders is a more complicated story than most screened-fund pitches suggest.
It felt as if the ticket purveyor blew a great opportunity to profit handsomely from a major sporting event.
The S&P 500 Shiller CAPE ratio measures stock market valuations over a long-term horizon.
The company crushed analyst estimates for second-quarter profitability, but this wasn't fully of its own making.
VGT holds hundreds of technology stocks, but the number of holdings tells a very different story than where your money actually ends up. Before putting a quarter million dollars into this fund, there is a concentration question most investors never think to ask.
SpaceX is the largest space company, while Oklo is an early-stage energy company.
Netflix stock is down 39% in a year, while earnings climbed 35%. Here's why that gap looks like an opportunity.
Armstrong is bullish on stablecoins, DeFi applications, and tokenized stocks.
SCHD and VIG both promise dividend income but take opposite approaches to delivering it, and with the 10-year Treasury pressing near 4.7%, the gap between their strategies has never mattered more for income investors heading into 2026.
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.
Retail investors are looking beyond Nvidia to find long-term investments that will pay off. To find the small names investors believe have potential, we scoured Reddit communities like r/investing and r/stockstobuytoday, where everyday traders swap ideas and dig into stocks Wall Street mostly ignores. One name kept coming up. Ondas Ondas Holdings (NASDAQ:ONDS) makes autonomous […]
Moby summary of Solo Brands, Inc.'s Q2 2026 earnings call
Wood increased Ark Invest's stake in the chipmaking giant by 24%.
The shipping giant raised guidance again as strong demand, higher freight rates and clogged trade infrastructure turned disruption into earnings.
The pharmaceutical giant just increased its dividend by 3.1%, now paying $5.36 a share annually.
Micron and Sandisk are primed to skyrocket.
Yeti stock is tumbling today despite meeting analysts' expectations for the second quarter.
The company's double miss on second-quarter estimates came amid relative weakness in precious metal prices.
NVIDIA Spectrum-X Ethernet Photonics Now in Full Production, Builds Cleaner Path for AI Factories TechEBlog -
Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...
The stock continues to look unstoppable.
Fermi celebrated new customers and financing in Q2. Investors focused on the missing revenue instead.
The stock's valuation isn't all that high given its growth and dominance in the streaming industry.
Target remains solid for the long term, but it could become the victim of elevated expectations on earnings day.
The chipmaker has big plans for its growing cash pile.
The Coach and Kate Spade parent fell after issuing disappointing guidance for the new fiscal year.
OpenAI's IPO target is colliding with SoftBank's 2027 deadline.
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.
Moby summary of Alliance Laundry Holdings Inc.'s Q2 2026 earnings call
Moby summary of Tapestry, Inc.'s Q4 2026 earnings call
Moby summary of Telesat Corporation's Q2 2026 earnings call
Moby summary of Arcos Dorados Holdings Inc.'s Q2 2026 earnings call
Moby summary of Brookfield Corporation's Q2 2026 earnings call
The eVTOL stock is still down more than 50% from its highs.
Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call
Moby summary of Aveanna Healthcare Holdings Inc.'s Q2 2026 earnings call
Arm stock could be the biggest beneficiary of a shift to CPU sales for AI.
The stock has been rising higher after earnings and after its first lockup expired.
Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times.
Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...
Musk told employees that revenue from leasing artificial intelligence compute will be the main driver of revenue at SpaceX going forward.
Both earnings and revenue growth were the highest since 2021.
The satellite builder is still firing on all cylinders.
The most encouraging aspect of the conglomerate's second-quarter report appears to have gone mostly overlooked.
Licensing revenue from AI models is driving higher sales and margins.
As AI fuels demand for power, these companies are well-positioned to meet the moment.
The company has a lot of milestones to reach before I might be interested in investing in it.
The lunar exploration stock still looks undervalued.
Let’s face it: Nvidia (NVDA) can’t grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let’s learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire Bill Ackman. Ackman’s Buy: S&P Global (Down 15% YTD) Ackman disclosed […]
After raising $5 billion in new capital in late April, Ackman and his team wasted no time putting money to work.
Despite the S&P 500 index trading in record territory, the investment community is full of pessimists.
AI investing might be shifting from a race for speed to a race for scale and regulatory readiness, giving the biggest players an even stronger edge.
Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon.
CoreWeave just posted its first earnings beat as a public company and the stock surged nearly 20%, but a balance sheet carrying almost nine times more debt than equity raises a question every investor needs to answer before touching the trade.
Intuitive Machines is booking sales like a machine -- but so far, all those sales are unprofitable.
Jim Cramer compared Nvidia GPUs to fine jewelry on Mad Money, and the analogy carries real financial weight for hundreds of billions of dollars in AI infrastructure deals where chip residual value is the collateral holding everything together.
Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire thesis faster than anyone is pricing in.
Sandisk has $35 billion burning a hole in its pocket. How will Sandisk spend it?
Anthropic reportedly is in talks to buy Decart, a developer of world models and chip optimization software, for around $6 billion.
Barrick Mining's shares are down about 20% from their 52-week high.
SpaceX is seeking to aggressively expand its data center capacity.
Nvidia CEO Jensen Huang has spent years telling investors his chips are indispensable to the future of computing. On Aug. 10, he tried something bolder, convincing some of the most powerful money managers on Wall Street to treat those same chips like an entirely new kind of investment. One that ...
Jensen Huang rarely sounds rattled, but a recent exchange caught analysts off guard and revealed just how much one strategic shift by China's DeepSeek could reshape the entire foundation of American AI dominance.
The market is worried about what's happening next. Should you be, too?
Brookfield Asset Management (TSX:BAM) is partnering with Nvidia and other major Wall Street firms on a planned US$500b AI infrastructure financing initiative. The partnership aims to mobilize large-scale private capital into data centers and related AI infrastructure projects. The initiative positions Brookfield alongside global technology and financial leaders in a high-profile push to fund the next wave of AI build out. This kind of financing role gives Brookfield Asset Management...
One stock is built for market volatility, the other for long-term upside.
A California biotech just raised $350 million promising to out-perform opioids without the addiction risk, and its auditors were still warning about survival just months ago. Here is what the science and the filings actually show.
Washington is floating brand-new tax cuts at the exact moment the federal deficit is blowing past levels not seen since the pandemic, and bond markets are already reacting. Here is what the latest Treasury numbers reveal about where fiscal policy could push interest rates next.
External factors have been weighing on Sandisk stock lately, but the memory specialist can still step on the gas.
Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.
Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.
Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.
Cerebras Systems slumped over 9% in early trading Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. • Cerebras, in its second earnings report as a public company, offered a m
This massive buyback comes amid surging usage of Salesforce's AI products.
Jeff Bezos' continued large stake in Amazon signals strong long-term alignment and stability for shareholders, although his planned stock sales may create short-term market pressure.
Those who bet against Apple often lose in the long run.
When grocery bills and utility payments arrive monthly but your dividends do not, the timing gap quietly erodes retirement income. These five stocks close that gap while navigating rising interest costs, REIT transitions, and a Fed that could move again before year end.
While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.
Decart AI specialises in creating world models, which are simulations designed to mirror the physical world.
The market seemed more interested in what CEO Elon Musk had to say on SpaceX's first earnings call.
The market isn't pricing in any growth past 2026.
Two high-flying industry leaders that recently completed their first-ever forward splits have vastly different outlooks.
Upstart stock is down almost 35% this year, but investors might be too pessimistic.
SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.
A key benefit will keep Berkshire Hathaway in Coca-Cola stock.
Vanguard's own 10-year forecast for U.S. stocks is 4.2% to 6.2% a year. The record behind numbers like that is worth seeing whole.
Procter & Gamble isn't a flashy company, but its dividend will appeal to investors looking for a payout they can count on.
Kevin Warsh and a historically pricey stock market may soon be on the hot seat.
Although Macy's continues to execute its turnaround, warehouse retailer Costco has executed flawlessly for many years.
The rally in optical stocks could just be beginning.
Nvidia is positioning itself as a core technology provider for Japan's physical AI build-out.
Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.
Wall Street underestimated how much hyperscalers would spend on AI infrastructure in 2026, and analysts could be making the same mistake for 2027.
STORY: From Nvidia's deal with Wall Street giants... to China's AI weather forecastingThis is AI Weekly.:: AI WeeklyNvidia has partnered with six major financial institutions to launch compute financing platforms.They are aimed at raising over $500 billion in third-party capital for AI infrastructure.Nvidia CEO Jensen Huang said on X the company has the option to backstop up to $125 billion, or 25% of the potential deals.The move highlights how surging demand for AI computing capacity is drawing
Musk says SpaceX short-sellers have "very low" survival odds, but the company's first quarterly report tells a complicated story.
Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...
India's Larsen and Toubro on Thursday said it had secured an order worth up to 150 billion rupees ($1.57 billion) from U.S.-based cloud platform Together AI to host an AI data centre using Nvidia's high-performance chips. L&T's shares rose as much as 1.2% in midday trade. • The order secured by L&T's AI infrastructure subsidiary, LTN Compute is in the range of 100 billion to 150 billion rupees ($1.05 billion to $1.57 billion), and marks L&T's foray into the AI factory business, the co
The rebound may have just begun for these two companies.
Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors.
Wall Street giants are backing Nvidia with $500B for AI data center infrastructure, accelerating CRE’s AI build-out.
Nvidia's networking business gives it another way to capture the tech sector's AI infrastructure spending.
The home improvement retailer could be a buy before earnings on Aug. 19.
Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source familiar with the matter, as the Claude maker explores acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. • Decart, which develops AI infrastructure and optimization technology as well as its own AI models, could help Anthropic absorb more demand, the sour
Apple is facing a new chapter as Tim Cook steps down.
The AI server maker's fourth quarter came in light. The year it says comes next is what the market is paying for.
Just because the market suffers a downturn doesn't mean you can't sleep soundly.
The market can see the demand just fine. The discount is about what delivering it will cost.
Elon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.
It posted a very convincing double beat on analyst estimates for its second quarter.
Chip prices can keep climbing, but which way will the stock move?
CME stock is up 10% over the past month.
Investors were reacting to the company's second-quarter earnings release.
Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia’s balance sheet. This positions BlackRock not only as an asset manager but also as a central architect of an emerging AI...
Researchers from NVIDIA and Duke University published a technical paper titled “SCALE: Self-Supervised Constraint-Aware Layout GEneration for Local P&R DRV Fixing at Advanced Nodes.” Abstract “As semiconductor manufacturing advances toward sub-2nm nodes, local place-and-route (P&R) design-rule violation (DRV) fixing is increasingly limited by complex rule interactions, dense multi-layer routing geometries, and foundry-specific constraints. While Large... » read more The post Self-Supervised Layo
Its second-quarter net loss deepened considerably.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.
He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.
A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.
Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
The fast-casual chain's revenue is already rebounding from the Cyclospora scare.
These catalysts could prove to be the actual drivers of the stock.
Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from companies ramping up data-center capacity to power AI services. The chip designer is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a dinner plate containing trillions
Chevron does everything at scale, including reducing its debt burden, and that's a good thing for investors.
The Canadian pipeline giant is still a rock-solid income investment.
A massive financing machine is drawing uncomfortable comparisons
The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.
United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?
SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the excitement justified?
Priced for a recovery too soon, stick to the sidelines ahead of earnings.
Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.
Nvidia Ships Co-Packaged Optics Switch as Ecosystem Testing Gap Widens Tech Times
Pepsi has its challenges, but its dirt cheap valuation and high-dividend yield make it a no-brainer buy for income investors.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.
The fast-casual restaurant chain's latest quarterly numbers came in better than expected.
Quantinuum is off to a good start as a pure-play quantum computing stock.
CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands.
The hottest IPO of 2026 fizzled out over the past two months.
The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.
IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]
You can teach an old dog some new tech tricks.
The tech giant has been on a roll over the past two weeks.
Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a specific month.
Moby summary of Kamada Ltd.'s Q2 2026 earnings call
Moby summary of RADCOM Ltd.'s Q2 2026 earnings call
Moby summary of Madison Square Garden Entertainment Corp.'s Q4 2026 earnings call
Moby summary of Sound Point Meridian Capital Inc's Q1 2027 earnings call
Nvidia Builds a $500 Billion AI War Chest With Goldman, BlackRock and Blackstone
Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself.
Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...
"Big Short" investor Michael Burry thinks Palantir stock is worthless.
The tech company posted its second-quarter earnings yesterday, and while there was plenty of growth, its bottom line was in the red again.
The market is having a strongly bullish reaction to CoreWeave's latest quarterly report.
Palantir's newfound momentum seems sustainable, driven by accelerating growth and a solid revenue pipeline.
The new blockchain expands its ecosystem and widens its moat.
The GPU leader's stock price action has been displaying a pattern in recent years that suggests what to expect for the rest of 2026.
If you agree with Jamie Dimon's concerns about AI stocks, how should you invest?
Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.
Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.
SiriusXM is no longer a high-growth company, but it still has a new revenue opportunity in managing advertising for other platforms.
CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.
The leading eVTOL company is making solid progress with its transportation-as-a-service business model.
CoreWeave just posted a quarter that sent shares surging nearly 20%, but the same report that thrilled bulls also revealed a debt spiral growing faster than the revenue chasing it.
Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.
CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.
Qualcomm has spent five years watching rivals soak up AI excitement while its stock went nowhere, but a shift toward on-device inference could make that stagnation look like the setup for something much bigger.
Sandisk just gave investors nine good reasons to buy its very cheap stock.
Comfort Systems has been twice as good for investors as Nvidia over the past half-decade.
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
With only a few weeks left in Cook's tenure, let's look back on how well the company has done since he took the reins.
The stock may be down sharply, but don't count it out -- and the lower price makes it more attractive.
Kinder Morgan is adding more fuel to its dividend growth engine.
Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.
NDAs include several with NVIDIA NVLink partnersNEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) (“Fabric.AI” or the “Company”), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around its Neural I/o™ MicroLED-based optical interconnect platform, including the signing of several new non-disclosure agreements (NDAs) with prospective industry participants. The
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
Revenue rose 112% to $2.6 billion and backlog reached $104 billion
Plug Power's turnaround plan is gaining steam.
Micron keeps getting dismissed as a cyclical chip stock doomed to repeat the same boom-and-bust pattern, but one structural shift buried in its latest earnings call suggests that logic no longer applies the way investors assume.
Wheaton Precious Metals is faring far better than gold itself this year, and this stock may be able to unearth more gains.
Huang said earlier this year that he thinks Nvidia's Blackwell and Vera Rubin platforms will combine for $1 trillion in sales between 2025 and 2027.
These stocks have terrific track records for dividend growth, and they're likely to continue raising their payouts for the foreseeable future.
SpaceX's IPO hype has cooled. Here's why Rocket Lab may offer a better risk-reward in space, with more runway and less perfection priced in.
AppLovin has shed more than half its value this year while Wall Street analysts refuse to budge on their bullish targets, creating a tension that forces investors to pick a side: broken growth story or the discount of the decade.
It may be wise to start preparing your portfolio for volatility.
Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp.
The cost of Amazon's AI pivot may be weighing on the stock.
The robotics boom could benefit far more than Tesla.
Despite strong fundamentals, these financial stocks have underperformed the market in 2026.
Prospective shareholders may want to buy before more investors notice its low valuation and high dividend yield.
SpaceX stock could more than double in the next year as its booming artificial intelligence business continues to grow.
Another $42.5 billion in potential selling pressure takes effect on Aug. 21.
Nvidia, Cerebras, and AMD could all be inference winners.
Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% rise in second-quarter profit, beating analyst forecasts, on continued strong demand for AI, which it predicted would drive growth this year. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion ($1.86 billion), versus an LSEG consensus estimate of T$58.8 billion and compared with T$44.4 billion a year earlier. Foxconn, for
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.
Taiwanese tech hardware titan Foxconn reported on Wednesday a forecast-busting second quarter net profit, as exploding demand for artificial intelligence servers needed in data centres powered the company's growth.This has turbocharged business for Foxconn, which makes the servers used in the data centres. tpj/amj/fox
Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.
It's appealing directly to the Canadian company's shareholders with a cash-and-stock offer.
Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a...
It's growing fast, it's poised to succeed, and the price is right.
Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped 18.47% in premarket trading on Wednesday after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 b
This cruise line has already been a big winner in just two years on the stock market.
Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...
The Asia-based company posted its second-quarter results early Tuesday.
The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?
Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.
The green hydrogen pioneer is advancing toward its profitability goals.
CoreWeave’s rapid sales growth is fueled by a growing backlog, now up to $130 billion from $99 billion at the end of March.
CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.
The specialty lender posted a displeasing quarterly earnings report.
These stocks can help you withstand (almost) any storm.
Its majority investor is unloading a large pack of shares.
On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.
Tesla's large market cap and valuation is largely driven by the potential of its future robotics, robotaxi, and AI businesses -- but here are two valid reasons for investors to be nervous.
Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]
Behind the eye-popping $600 price target lies a tower of assumptions.
It posted second-quarter earnings that morning, highlighted by a surprise net loss.
The beaten-down adtech took another hit, this time from an analyst's recommendation downgrade.
The data center builder found its first tenant for Project Matador.
Nvidia just lined up Wall Street's biggest names to funnel $500 billion into AI data centers. It sounds bullish -- but dig deeper, and this deal may reveal more about the sustainability of the AI boom than Jensen Huang would hope.
Will shares of the memory giant regain their recent highs and soar higher?
Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks.
Super Micro Computer forecast fiscal 2027 revenue above Wall Street expectations on Tuesday, betting that strong demand for its AI-optimized servers would fuel another year of growth, sending its shares up 7% in extended trading. The server maker has benefited from the race to equip data centers for generative AI, thanks to its close ties with chipmakers and reputation for speed-to-market. AI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investmen
CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, betting on a surge in demand for its AI cloud computing services, sending the company's shares more than 14% higher in extended trading. CoreWeave, a so-called neocloud that offers hardware and cloud capacity to other technology companies, has seen demand skyrocket on relentless enterprise spending on AI. CoreWeave reported revenue backlog of $104.2 billion in the second quarter, up from
This problem has a solution, and Pfizer is implementing it.
Bulls are gassing up their portfolios after the company reported Q2 2026 financial results.
(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for
A $220 price target points to a 26% potential upside.
NVIDIA's $500B AI financing push could create new opportunities for financial ETFs as Wall Street takes a bigger role in funding AI infrastructure.
Wall Street sees upside ahead for SpaceX, but shareholders will still have to deal with plenty of uncertainty along the way.
These stocks are leaders in their respective industries and have excellent financials to support their high-yielding dividend payments.
The tech giant's founder made a major stock sale last week, but that shouldn't discourage investors from buying.
Digital Realty offers a good blend of AI-driven growth and stable income.
CRCL stock has held up far better than its crypto peers in 2026, but the $100 recovery bulls want hinges on four specific catalysts coming together at once. Whether the fundamentals are finally strong enough to close that gap is the real question.
If Rivian delivers more than 20,000 R2 SUVs this year, the bears could finally retreat.
What comes next for the iconic video streaming giant?
It's essential to run multiple scenarios before buying the stock.
The quantum computing specialist trades at more than 600 times its trailing sales -- because the market is pricing its bookings, not its revenue.
Ark Invest's ETFs took profits after the AI stock's impressive week.
Berkshire recently released its second-quarter report, updating its message on whether there are any stocks worth buying at their current valuations.
Nu shares are up more than 15% this year.
NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need to align before a return to $15 becomes a real conversation.
Redwire lost its mojo after SpaceX went public.
Most JEPI investors in taxable accounts don't realize how much of their monthly check quietly evaporates at tax time, and a 23-year-old closed-end fund built around a completely different income strategy is making that contrast impossible to ignore.
NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes. Nvidia, Naver, and U.S. private equity firm Brookfield are also in talks for Brookfield to provide up to $9 billion in additional funding for […]
A bigger software push could ultimately fuel more GPU demand
The case for buying Boeing stock is based on its absolute and relative valuation.
Moby summary of Cardinal Health, Inc.'s Q4 2026 earnings call
Moby summary of BioHarvest Sciences Inc. Common Stock's Q2 2026 earnings call
Moby summary of DiaMedica Therapeutics Inc.'s Q2 2026 earnings call
Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.
Moby summary of Cardinal Infrastructure Group Inc. Class A Common Stock's Q2 2026 earnings call
Moby summary of Xtant Medical Holdings, Inc.'s Q2 2026 earnings call
On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from QumulusAI’s U.S. data center footprint, carrying an initial one-year term and three one-year renewal options that could run up to four […]
The company's recent earnings report was underwhelming and led to yet another sell-off.
Moby summary of DarioHealth Corp.'s Q2 2026 earnings call
Moby summary of ECARX Holdings, Inc.'s Q2 2026 earnings call
Nvidia looks like a bargain heading into its upcoming quarterly earnings event.
The business is booming amid the AI data center build-out, so what went wrong here?
GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.
Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.
Apollo Global Management (APO) stock is in focus after Nvidia announced a partnership with Apollo and other major financiers to set up compute financing platforms targeting more than $500b for AI infrastructure. See our latest analysis for Apollo Global Management. The Nvidia partnership arrives after a strong 30 day share price return of 9.71% for Apollo Global Management, even though the year to date share price return is down 9.95%. Over the longer term, total shareholder returns of 68.90%...
The Southeast Asian tech powerhousey delivered better-than-expected results.
The narrative surrounding NIQ stock just shifted in a big way.
Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions.
A $410 million regulatory fine, a massive data breach, and a currency collapse sent Coupang to near 52-week lows while its peers barely flinched. One top analyst sees that punishment as a setup, not a sentence.
NVIDIA just posted 85% revenue growth yet trades 28% below its 52-week high, and Wall Street cannot agree on whether the stock is a bargain or a trap. Three specific catalysts could push shares to a level most investors think is impossible.
CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock...
NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.
Three Fed rate cuts transformed FDRR from a timely bet into a potential mismatch, and income investors holding it may not realize what they actually own beneath the dividend label.
Legend Biotech just posted a quarter that flipped a key narrative for LEGN shareholders, but with a CEO transition underway and the stock still down sharply over the past year, the real question is whether this momentum can last.
Nvidia on Monday announced plans to raise around $500 billion to help finance AI infrastructure buildouts, in partnership with six of North America's largest investment firms.
CME Group, the world's leading derivatives marketplace, and Silicon Data, the industry leader in GPU market intelligence and benchmarking backed by global trading firm DRW, today announced plans to launch two Compute futures contracts on October 5, 2026, pending regulatory review.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build financing platforms aimed at mobilizing more than $500 billion in third-party capital for AI infrastructure. The agreements, structured as memorandums of...
Plug Power stock jumped after beating earnings estimates.
Gas prices at the pump are painful enough, but a quieter threat moving through pipelines could force Washington into a far uglier choice between powering AI data centers, fueling LNG exports, and keeping household electricity bills from spiraling.
SoFi just posted record loan originations and a 61% jump in net income, yet its stock sits down 30% for the year. Something has to give, and figuring out which side breaks first could be worth 65 cents on every dollar invested.
Aecom had some bad -- and old -- news for investors today.
Is this AI stock still buyable, or already priced for perfection?
Six financial giants could expand customer access to NVIDIA infrastructure without requiring the chipmaker to fund every project directly.
Michael Burry Sounds Off on 'Trump's Market' as Stock Prices Soar
In August 2026, NVIDIA announced it had signed memorandums of understanding with Goldman Sachs and five other major financial institutions to create independent compute financing platforms that could mobilize over US$500.00 billion of third-party capital for AI infrastructure across its ecosystem, subject to final agreements. This move positions Goldman Sachs at the center of funding large-scale AI compute projects alongside leading asset managers and alternative capital providers, deepening...
Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.
Micron's valuation has been falling in recent weeks as investors may be worried about the company's longer-term growth prospects.
CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.
Buffett has acknowledged that selling all shares was likely a mistake, as the stock rose significantly afterward.
The Trade Desk has gone from one of the market's most predictable growth stories to one of its most closely watched turnaround stories.
Nvidia (NVDA) is mobilizing up to $500 billion to fund artificial intelligence infrastructure, with
Nvidia stock was rising as the market digested its AI hardware financing plan and ARK Invest's Cathie Wood bought shares.
Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...
Don't worry about the "AI bubble" -- just keep investing for the long term.
BioCryst just turned profitable, its HAE drug Orladeyo is minting cash, and a rival's blockbuster acquisition just put the whole rare-disease sector in play. So which pharma giant has the most to lose by letting someone else snap it up first?
Call it a monopoly or a private equity company in disguise, but there's no doubt TransDigm is a compounder.
Vertiv got caught up in the severe AI stock sell-off last month and also delivered second-quarter earnings.
Investing.com -- NVIDIA’s deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVI
Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world’s most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia’s roughly $4.86 trillion after Nvidia shares fell 3.5%. Nvidia returned to the top spot, then lost it again […]
The company is growing at an unprecedented rate, and everyone expects it to continue.
New York, Aug. 11, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7MRAGraniteShares Autocallable MARA ETFMonthly$0.8563754.31%-1.16%0.00%12-Aug-202614-Aug-2026SCAGraniteShares Autocallable SMCI ETFMonthly$0.8103744.
Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and the company keeps missing on earnings. Here is what the margin numbers actually signal about whether this turnaround has legs.
Oil prices steadied after Brent crude pulled back from $90, as reports of progress in Middle East peace talks eased pressure on markets
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]
IBM (NYSE: IBM) announced a collaboration with Together AI to deliver IBM and NVIDIA AI infrastructure. Under a multi-year $240M agreement between IBM and Together AI, IBM is positioned to deploy a large cluster of NVIDIA HGX B300 systems on IBM Cloud with expected availability in Q1 2027. Together AI will use this cluster to provide open-source model inference. This deployment is the first dedicated, large-scale cluster built for inference on IBM Cloud using HGX B300 systems and NVIDIA Spectrum
The GPU giant's stock price has soared since its last split.
Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.
Procter & Gamble has one of the longest dividend increase streaks of any American company, but it's not inexpensive to wring $10,000 in year payouts from this stock.
Nvidia Builds a $500 Billion War Chest for the Next AI Infrastructure Boom
Wall Street analysts are nearly unanimous in their bullishness on Bank of America even as the stock presses record territory, yet retail investors have largely sat out the entire run. The reason for that disconnect may be more telling than either side realizes.
ATLANTA, August 11, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a GPU-as-a-Service agreement with DRW, a diversified global trading firm with expertise in commodities, derivatives and emerging asset classes, to supply a dedicated NVIDIA Blackwell B300 cluster.
Volatility is par for the course with the memory company's stock.
SK Hynix staged one of the largest tech IPOs in history, then promptly handed investors a brutal loss within weeks. Now one Wall Street analyst is betting the selloff created exactly the kind of gap that turns patient buyers into big winners.
Investors may be better off choosing the steadier, diversified growth of Coca-Cola and PepsiCo over betting on Celsius's uncertain turnaround.
Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever.
As memory stocks plummet, more losses may be on the way.
Diversification makes the difference here.
Shareholders have been waiting a long time for the company to do something -- anything -- with all that idle cash.
The stock, up more than 7% this year, is down 5% since its second-quarter earnings report.
Plug Power is moving in the right direction, but profitability could still be challenging.
For the first time since Ronald Reagan was in his first term, the U.S. Strategic Petroleum Reserve has collapsed below a threshold that one analyst says renders it effectively gone, and the infrastructure meant to refill it may be too broken to matter.
Nvidia (NVDA) shares rose early Tuesday after the chipmaker said it partnered with six major financi
Major financial groups sign MoUs with Nvidia to finance global AI compute infrastructure, pending final agreements.
It's also down about 60% over the past year, making the stock more attractive to many.
U. S. stock futures traded close to unchanged on Tuesday as investors monitored renewed Middle East tensions, higher oil prices and developments across the artificial intelligence sector ahead of key inflation data later this week.
The stock market has historically performed well from record highs.
The turnaround is becoming more believable.
This marks the sixth forward stock split for this consumer-facing giant.
This Steady Eddie compounder is down 45% from its 52-week high, and its president and CEO is buying shares.
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.
The automotive industry is changing the narrative that it's a low-margin business thanks to advanced driver-assist technologies, and more software, apps, and services.
It's a bit of a speculative investment right now, but there are encouraging signs.
Midstream stocks stand out for their attractive dividend yields and stable business models, making them a solid choice for dividend investors seeking reliable income.
Investing $10,000 a year for a decade in this ETF could yield $9,700 in annual dividends.
Jeff Marks and Jim Cramer say Eli Lilly's GLP-1 stock rally has years left, backed by surging global demand.
The money will be used to develop new data centres to house, operate, and cool miles of stacked computer chips that process AI data and actions.
Nvidia and major Wall Street firms plan to mobilize at least $500 billion to invest in artificial intelligence (AI) infrastructure, seeking to attract large amounts of investor capital for funds financing data centres equipped with Nvidia chips. The partnership includes Goldman Sachs and investment firms Apollo, BlackRock and KKR, Nvidia said on Monday, without providing details on the timeframe for raising more than $500 billion.
Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund targets data centers and related AI infrastructure, highlighting growing capital demand for large scale computing projects. Apollo announced a new innovation hub in Austin, Texas, intended to expand its presence in a major US technology and industrial center. Together, these moves represent a material extension of Apollo's focus on AI...
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.
The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.
Oklo just reported its first-ever quarterly revenue.
Rumble (NASDAQ:RUM) reported second-quarter revenue of $40.4 million, up 61% from $25.1 million a year earlier, as the company completed its acquisition of Northern Data and reorganized under the new parent-company name RUM Group Inc. Founder, Chairman and CEO Chris Pavlovski said the June 17 closi
It was swept up in a broad cybersecurity stock rally.
This nuclear energy stock has plenty of upside potential.
The air taxi pioneer is making a game-changing acquisition.
Nvidia's $500 billion AI deal has it financing its own chip buyers. Why NVDA stock fell and what analysts see next.
Amid growing doubts about whether the AI infrastructure market is experiencing overbuilding, Wall Street’s largest money managers appear to believe the answer is no. A consortium led by private equity heavyweights, including Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR, is working with Nvidia to assemble a $500 billion funding package for AI infrastructure development, the Financial Times reported. The negotiations are the latest signal of t
Shares of the tech behemoth are up 17% this year as it's reached a new record high.
Nvidia confirmed on Monday that it will partner with some of the world's largest financial companies on a $500 billion financing effort to build out artificial intelligence infrastructure. Nvidia will work with Apollo Global Management, Blackstone and Goldman Sachs "to mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time," a news release said.
The chip maker announces partnerships with Goldman Sachs, BlackRock, Blackstone, Apollo, Brookfield, and KKR to finance data centers.
NuScale Power is on the brink of a $10 trillion market opportunity.
The Dutch-American chipmaker beat Street estimates on both lines in Q2 2026. The stock fell anyway.
STORY: "We think the fundamentals are positive," on healthcare companies, Isherwood said. "We also think AI tools have potential to help drug development accelerate."But the AI trade itself is "concerning," he said."We've watched, actually the credit markets where we've seen Oracle CDS (credit default swaps) blow to levels consistent with where they were last in the financial crisis," Isherwood explained. "We've also seen Nvidia's tick up past 50 basis points, which we consider the market starti
The one-time Bitcoin miner posted a much deeper-than-expected net loss in its second quarter.
With shares now trading at a steep discount, is this a generational buying opportunity?
Investors are flocking to safe-haven assets at a record pace -- and that's terrible news for a high-flying stock market.
The latest analyst takes on the veteran fast food purveyor weren't encouraging.
After plunging on Friday, shares are starting this week on an auspicious note.
New Financing Platforms Turn NVIDIA Compute and Full-Stack AI Infrastructure Into an Investable Asset Class for Global Capital, Broadening Access to AI Factories, Enabling Long-Duration Usage-Linked Revenue While Supporting NVIDIA’s Ecosystem Growth Across Hardware Sales and Software Adoption SANTA CLARA, Calif. and NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Bro
Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasi
The oilfield services leader delivered an exceptional performance despite ongoing conflict in its key markets.
Monday.com reported a solid beat, but forward guidance and other imperfections caused a sell-off amid this year's "SaaS-pocalypse"
Fresh buying reveals where Wood sees better risk-reward
Garmin is up over 50% this year, and it's got a bright future.
Uranium Energy and Oklo stand to benefit from powerful tailwinds behind the nuclear energy industry, but only one stock stands out as a better play right now.
Much of this was due to a very well-received quarterly earnings report.
Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...
AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.
Lucid's CEO put rumors to rest, and an additional investment from a Saudi prince spurred investor optimism.
Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can […]
Shares of Celsius are down more than 40% this year.
Short sellers and index funds moved Figma's stock in July. The company barely participated in the process.
Wall Street has officially moved to underwrite artificial intelligence infrastructure as a sovereign-grade asset class. A consortium comprising Apollo Global, Blackstone, BlackRock Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR is reportedly assembling a $500 billion funding package in partnership with Nvidia. This massive capital mobilization, intended to cover the full stack of […]
Should you invest in the diversified leader or the higher-growth "clean mining" company?
SoundHound's revenue hit a record high last quarter, and the company boosted its guidance.
Warren Buffett's successor has found a stock he's willing to buy: his own company's.
Trump Media's crypto ambitions just hit a wall.
The healthcare stock is now up more than 130% this year.
Trade Desk stock is sliding again while its ad tech peers barely flinch, and the reason behind that split says something uncomfortable about where the programmatic giant stands right now.
The stock's 6.4% yield is attractive, but it comes with risk.
The retailer is rolling in 2026, and Wall Street pros are going along for the ride.
Reliable dividend stocks with attractive yields can build a powerful dividend stream, with a side of dividend growth.
Apple could be making a major change to its plans for a future iPhone lineup, which could push back future price increases, according to one group of analysts.
Synaptics beats fiscal Q4 estimates as Core IoT sales jump 24%, margins expand and operating profit rises, while its pending onsemi deal keeps guidance on hold.
Market trends weighed on Joby stock last month, but shares have since surged thanks to positive news.
The beverage giant is trading at 26 times its trailing earnings, which may be a bit pricey for the modestly growing business.
The company reported another major milestone.
Wood added shares during both the 13.6% selloff and Friday's rebound.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...
It's a bullish start to the week for this memory maven.
Aug. 20 may not offer the guidance boost some are hoping for.
Investing.com -- Nvidia (NASDAQ: NVDA) is reportedly assembling a staggering $500 billion AI infrastructure funding package in partnership with some of Wall Street’s most formidable financial institutions. Despite the monumental scope of the Financial Times report, shares slipped roughly 3.1% in highly active Monday trading. According to sources briefed on the talks, the consortium reads like a who’s who of global finance: Apollo Global BlackRock (Global Infrastructure Partners) Blackstone Brook
Amazon's accelerating cloud revenue could keep pushing the stock higher.
According to The Financial Times, Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR are working with Nvidia on the proposed partnership.
NuScale's groundbreaking small modular reactors could revolutionize the way nuclear energy is deployed. But when will its technology become a reality?
While many investors expected the stock to crash last week, it ended up rising.
SanDisk surged nearly 2,900% in a year before a sudden 30% pullback rattled investors, but the real question is whether that drop signals danger or sets up the next major move.
Cava is trading at a discount after a recent pullback.
Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth
Financial stocks were mixed in Monday afternoon trading, with the NYSE Financial Index decreasing 0.
The Dow Jones index fell Monday as oil prices spiked. Nvidia slid but Warren Buffett stock Berkshire Hathaway fell back into a buy zone.
Initial public offerings won't unlock instant wealth for retail investors.
Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.
The fast-food giant recently posted quarterly results, which weren't impressive.
China is mad at Palo Alto Networks. Should you worry?
Oppenheimer & Co. Inc. analyst Timothy Horan joins Jared Blikre on Market Catalysts to discuss what's next for SpaceX (SPCX).
Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different set of catalysts and risks for each one.
A consortium of financial groups including Apollo Global and Blackstone are working with Nvidia to assemble a $500 billion funding package for AI infrastructure development, the Financial Times reported on Monday. The potential tie-up highlights Nvidia's efforts to raise capital for the chips, power generation and data centers underpinning the AI boom. The group, which also includes BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs and KKR, is in
With investors already expecting a slowdown, a pair of catalysts could drive positive earnings surprises in the quarters ahead.
Palantir just posted numbers that forced analysts to rethink what kind of company they are actually valuing, but the metric that defines the bull case also sets the exact threshold where the entire thesis falls apart.
Elon Musk has battled plunging stock prices before.
AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting heavily on one outcome.
Wall Street thinks the world's largest music streaming service looks like a bargain.
Watch out: The hydrogen stock will report its second-quarter earnings after the market close today.
Universal Corp just cratered to a fresh 52-week low while rival tobacco stocks barely flinched, raising an urgent question about whether this leaf tobacco supplier is facing a problem all its own.
CPI Card Group is the bargain-priced credit card stock you've never heard of.
Monday.com stock had a volatile July. Here's what drove the 20% gain and why the bumpy ride isn't over yet.
The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most names are quietly losing ground. Two stocks still have a clear shot at massive gains by 2027, and the case for each one is stronger than you might expect.
Retirees in 2026 face a familiar trap: chase yield and lose inflation protection, or chase growth and watch income dry up. Three dividend ETFs solve different pieces of that puzzle, and the way they fit together changes everything about how a retirement portfolio performs.
DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.
The stock is up just 8% this year and could prove to be an undervalued buy.
By no means does SpaceX's stock come cheap.
Figs stock exploded on Friday -- and is still cheap.
Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.
Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned themselves at the most critical chokepoints in the entire AI buildout.
The memory stock has been in a tailspin for over a month.
NuScale Power now has a market cap under $4 billion.
Chevron's got a cash windfall coming, and investors can cash in on that today.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Archer Aviation holds an Olympic air taxi contract, a stack of blue-chip AI partnerships, and a clear FAA certification timeline, yet its shares sit closer to a 52-week low than a high. Something has to give, and the catalyst timeline is tighter than most investors realize.
The cannabis stock has struggled despite Tilray achieving solid growth in its most recent fiscal year.
If you are buying stocks with 10% yields, you have to make sure you appreciate the risks you are taking on.
These blue-chip consumer companies -- Procter & Gamble, McDonald's, and Coca-Cola -- offer reliable, growing dividends backed by resilient businesses and strong cash flow.
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.
(Bloomberg) -- Apple Inc. was downgraded to an underperform rating at Jefferies, in the latest example of growing bearishness toward the company.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetAnalyst Edison
The tech giant got a huge boost from earnings recently.
Dividends have become a smaller component of the S&P 500's total return, but that hasn't always been the case.
Past performance is no guarantee of future results, but it certainly suggests what's likely.
Both Tesla and SpaceX have achieved considerable growth in recent years, but their stocks carry significant risk and uncertainty.
The memory maker's board just added $14 billion to a buyback it had nearly exhausted in two months. Can the cash flow funding it last?
Bloom Energy is becoming the standard for AI on-site power.
If you're afraid that a pullback will wipe out your portfolio, here are some stocks ready to ride the volatility.
Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over fundamentals. They are betting on very different things entirely.
Valuations for AI hardware stocks faced intense pressures last month, but investors have become more bullish recently.
Opportunities span sovereign AI data centers and GPU clusters, compliant cloud and orchestration platforms, cybersecurity and confidential computing, modular cross-jurisdiction solutions, energy-efficient cooling, renewable power and resilient supply-chain partnerships. Sovereign AI Infrastructure Market Sovereign AI Infrastructure Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Sovereign AI Infrastructure Market Till 2040: Distribution by Type of Component, Deployment Model, Infrastructur
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
If history rhymes once again, we could be talking about the Nasdaq topping 34,000 in August 2027.
Buying the dip during stock market corrections has historically been a surefire way to turn a profit.
NVIDIA (NasdaqGS: NVDA) is committing US$3b to energy-focused firm Lancium and a further US$2b to Firmus' Project Southgate to support AI data center infrastructure. The combined US$5b investment extends NVIDIA's role from supplying chips to taking equity and project finance positions in large scale AI compute projects. These projects are aimed at the foundational infrastructure layer that powers AI data centers and the wider AI factory ecosystem. NVIDIA is only one of several companies...
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus […]
SpaceX has struggled in recent weeks.
Since July 2018, Buffett and Abel have deployed more than $82 billion of Berkshire Hathaway's capital into this treasured company.
This dividend royalty keeps proving that steady execution, smart innovation, and shareholder-friendly capital allocation are a winning long-term formula.
Investors who bought the entertainment leader's shares five years ago have lost 41% of their starting capital.
Sandisk overdelivered from its guidance and is down sharply because of it. That doesn't make much sense.
Tesla stock has delivered life-changing returns for its early investors over the last decade.
The results could be a disaster for stock market investors.
CEO Alex Karp said the AI titan delivered an "otherworldly" performance in the second quarter.
SpaceX still trades at a premium valuation compared to the market.
NextEra Energy and OneOK are supplying power to boost the growth of AI data centers and deliver above-average dividends.
Rising tensions around Iran aren't just moving oil markets; they're reshaping the investment case for the defense companies building tomorrow's battlefield.
The communications-platform company's growth has now accelerated for two straight quarters -- and management raised the full-year guide to match.
Don't let Trump's new tariffs hold you back from investing in global stock ETFs.
The pace of dividends and buybacks runs near $37 billion a year -- and the cash covering it arrives unevenly.
SpaceX posted strong momentum during the second quarter, but several questions loom.
The answer to who is funding the AI build-out could matter far more for cash-burning AI companies than for Nvidia itself.
Multiple market indicators are issuing warning signals right now, but history still has good news.
The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.
The building materials distribution platform declined after closing a major acquisition, while interest rates and oil prices rose.
This detail from their earnings reports could spell trouble for Micron's stock in the long run.
The market sees too many risks right now.
Smaller merchants are benefiting disproportionately from AI agent-driven purchases.
The conglomerate's 16% jump looks impressive until you see which line did most of the lifting.
Tim Cook's 15-year tenure has proven to be one of the best in corporate history.
A slower forecast and a soaring stock look like a contradiction. The profit line resolves it.
The stock has been cut in half this year.
Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.
This consumer staples Dividend King is down nearly 20% since its 2024 high despite its industry-leading business.
Investors were seizing the opportunity ahead of earnings.
AI spending worries spread like wildfire.
Micron and Sandisk are primed to cash in on huge growth.
Nike has begun to address past missteps, but investors must decide if that is enough.
This stock pays a lucrative dividend.
Hedging out currency exposure in an international stock ETF over the past decade would have saved thousands of dollars.
The market is zooming in on SpaceX's high level of artificial intelligence-related spending.
The energy drink stock trades 75% off its record high.
History has a surprising ability to accurately foreshadow the future.
If the SpaceX stock price drops to $63, history suggests that would be a buying opportunity.
This stock should be especially attractive to some for its monthly dividend. (It recently yielded 5.12%, too.)
As is so often the case, the market's come to a long-term conclusion based on short-term noise. That spells opportunity for forward-thinking investors.
History is sending a warning, yet it can also give us the most consistent playbook to hedge volatility.
Toast is looking to become an AI winner.
The latest monthly jobs report could take the pressure off the Fed to hike rates.
Three Fed officials recently voted to raise interest rates.
Some surprising names have emerged as value stocks.
If you're looking for dependable passive income, look no further.
Choosing between these two stocks seems like a slam-dunk decision, but in reality it's complicated.
Generating significant income is easy with these great stocks.
Investors can often prosper by avoiding the higher-profile stocks.
Microsoft offers a lower-risk way to invest in the future of quantum computing by combining established AI and cloud leadership with an advancing quantum platform.
Concerns over order quality, stock dilution, and ongoing investigations are keeping Supermicro stock under pressure.
A SpaceX target of $190 helps investors weigh whether the potential reward of owning shares is worth the risk.
Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain.
The leading home improvement retailer made key strategic moves to position itself for the next housing upturn.
In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 million common stock shelf registration for 4,500,000 shares tied to an ESOP. Investors now have an initial full-year 2026 view on RYTELO, with Geron guiding to net product revenue between US$220 million and US$240...
Dutch Bros' long-term trajectory remains unchanged.
The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.
For months, every piece of good news seemed to push Palantir stock lower. Then came its latest earnings report -- and something changed.
Despite Abel being a net buyer of stocks in the second quarter, Berkshire Hathaway's exorbitant cash pile tells a different and far more concerning story.
A half-trillion-dollar valuation works out to about $208 a share. Shares have already traded within about 55 cents of it.
Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers.
As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.
Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...
They are going through a rough patch, but it's too early to give up on them.
The home improvement giant has significantly underperformed its bigger retail peer in the past five years.
Hedge fund Situational Awareness is forced to sell its equity holdings, leading to a drop and a pop in AI-related stocks. What went wrong?
Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...
What does $12 billion of market value buy when combined sales run about $12 million?
Here's how investors should prepare for potential volatility.
A concerning historical pattern likely has weighed on Micron stock.
SpaceX stock defied expectations Friday, climbing after a lockup expiration released over 900 million shares on Thursday.
It's not much of a rivalry yet.
The leading digital platform for U.S. medical professionals is becoming a formidable force in the AI race.
Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.
Druckenmiller only owns one "Magnificent Seven" stock.
Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]
You don't have to pick individual stocks to have a good shot at outperforming the market.
A lot of AMD's success has already been priced into the stock.
It's simpler than you might think to build life-changing wealth in the stock market.
Two hot stocks, with one offering a few more advantages to investors than the other.
Over the long term, this company has a solid chance of delivering growing dividend income while also appreciating in value.
Intuitive Surgical has shed a third of its value while its robotic surgery peers barely flinched, and Wall Street's most bullish analyst sees an outcome that would leave anyone who sold near the bottom regretting it.
JPMorgan Chase has been firing on all cylinders.
Canopy Growth is a marijuana stock, but U.S. regulations aren't the main driver of its business.
Is is time to cash in the chips and sell semiconductor stocks?
Amazon crushed second-quarter earnings, but its rally will extend for a long time.
What does a 35%-plus slide mean for one of the market's great decade-long compounders?
Government budgets and private-sector financing are converging around critical infrastructure, creating a long runway for companies in these industries.
President Donald Trump's policies, coupled with Wall Street's hottest trend, are a dangerous recipe for stocks.
Micron's stock is priced dirt cheap for its growth.
Tesla doesn't have to fail for the company's stock to disappoint investors.
Buying Nvidia on the dip in the past has always paid off. It could do so again.
Musk recently addressed Wall Street analysts on SpaceX's second-quarter earnings call.
Nvidia will invest up to $3 billion in power infrastructure developer Lancium, the company behind the Stargate data center campus in Texas, the Information reported on Friday. • The chipmaker will invest an initial $2 billion for a stake of roughly 20% in Lancium, which is backed by Blackstone, according to the report. • Nvidia could invest an additional $1 billion if the company meets certain thresholds, including grid hookups, the report said, citing people familiar with the matter.
Market players looked past the company's second-quarter earnings miss.
Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...
Moby summary of Oklo Inc.'s Q2 2026 earnings call
Moby summary of Construction Partners, Inc.'s Q3 2026 earnings call
The company crushed analyst estimates for its second quarter.
The leading apparel brand for healthcare professionals offers investors a lucrative combination of growth and profitability.
The fast-casual salad chain fell again on its latest earnings report.
Investors couldn't help but notice the company's convincing beats on second-quarter analyst estimates.
Its fiscal fourth quarter set new company records for revenue and net income.
Moby summary of Telephone and Data Systems, Inc.'s Q2 2026 earnings call
Moby summary of Take-Two Interactive Software, Inc.'s Q1 2027 earnings call
The company posted a surprise net loss in its second quarter.
A majority-machine internet is now Cloudflare's reality. Does it pay?
Redwire stock extended its post-earnings rally Friday after blowout Q2 results and a SpaceX spacecraft charter deal.
Moby summary of Rapid Micro Biosystems, Inc.'s Q2 2026 earnings call
Moby summary of ANI Pharmaceuticals, Inc.'s Q2 2026 earnings call
Moby summary of Century Casinos, Inc.'s Q2 2026 earnings call
Airlines are thriving in 2026 due to robust demand for air travel.
Moby summary of Essent Group Ltd.'s Q2 2026 earnings call
Moby summary of PPL Corporation's Q2 2026 earnings call
The company reported earnings in July and continues to lose money with no revenue.
Is a stock down more than 80% in a year cheap, or just cheaper?
The private electric grid developer is seeing a post IPO collapse.
GE Vernova's recent post-earnings dip is a good buying opportunity.
A soaring valuation now faces a major execution test
Moby summary of ACM Research, Inc.'s Q2 2026 earnings call
Moby summary of Arko Corp.'s Q2 2026 earnings call
Three lines in the weekend's filing will show how Buffett's successor is putting money to work.
Firmus raised $2 billion with Nvidia backing, adding an AI infrastructure catalyst as NVDA stock nears its record high.
Bitcoin is holding near $65,000, yet some of the largest mining stocks are posting their worst week in months. The reason has nothing to do with the coin and everything to do with what these companies reported after the bell.
SpaceX's exclusive hardware decision strengthens Nvidia's position inside another exceptionally capital-intensive AI computing program.
These three energy companies combine generous payouts with the cash flow, coverage, and discipline that can help make those distributions last.
While the negative jobs number is bad news for the economy, it is positive for stocks because it means the Fed is unlikely to raise interest rates.
The quantum computing stock could head even higher over the next few years.
Dutch Bros' stock is being punished, but its actual operations remain stronger than ever.
The rental company lost 11 cents a share but Wall Street expected 24. The last time Hertz caught this many bears offside, it kicked off the meme-stock era.
Investors were skittish about quantum stocks before a rebound this month.
AI isn't the threat that investors feared.
Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.
This risk is weighing on the stock.
NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]
The website builder was on the opposite end of the AI trade, and finally saw some relief in its share price.
The July jobs report suggests the labor market is weaker than many thought.
A new revenue model could lift returns on costly GPUs
Moby summary of Global Partners LP's Q2 2026 earnings call
After 30 consecutive quarters of more than 30% top-line growth, investors need more from the bottom line.
Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m
Moby summary of AdvanSix Inc.'s Q2 2026 earnings call
Moby summary of Fluor Corporation's Q2 2026 earnings call
Oklo achieved a crucial milestone.
Vistra is quietly powering the AI data center boom, and it still looks surprisingly cheap.
Spotify and Pinterest both beat Q2 estimates on revenue and earnings, yet both stocks sold off hard in the days that followed. The reason says everything about what investors are actually paying for right now.
The data mining and AI specialist continued its rapid rebound.
In a recent edition of Breakfast News, we gave a five-year price target for SpaceX. Today, we'll delve deeper into some of our analysts' predictions.
This group of stocks tends to hold up well in downturns and keep up with the market during upswings.
AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.
Instacart reported another quarter of accelerating top-line growth.
Shares of this infrastructure stalwart set a new 52-week high-water mark today.
The SaaS-pocalypse isn't panning out as expected.
Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap
Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.
What is a rocket company worth once its fastest-growing business is selling compute?
The threat of AI isn't panning out as expected.
When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule Breaker stock.
The company is trading at a high P/E ratio for a bank. Does it deserve to?
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
AI agents are already breaching systems and unlocking enterprise value at a pace few expected, and the next leap toward self-healing infrastructure could reshape entire industries overnight. Two software names are quietly positioning themselves to own that future before most investors even know the race has started.
Investors are increasingly bearish on the adtech specialist.
All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St
Homegrown companies continue to struggle to access capital and move from research to commercialization
NuScale Power is in the right place at the right time.
Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.
This could be Lucid's last chance.
A company can pay a rising dividend for 20 consecutive years and still cut it overnight, taking both the income and the stock price down with it. A growing number of retirees are questioning whether building a portfolio around that risk still makes sense.
The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.
QCI has exciting long-term potential, but unless Q2 shows stronger organic growth and clearer commercial traction, the earnings report could disappoint investors expecting rapid progress.
You don't have to look hard to find your next winning stock.
The fast-casual salad chain continues to struggle.
Three software stocks are posting some of the biggest single-day gains in the sector this year, and the catalysts driving them higher suggest the rally could be just getting started.
Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.
Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.
Tom Lee is doubling down on a bold call for stocks just as Michael Burry invokes the 1987 crash and Jamie Dimon warns about dangerous levels of market leverage. The bull and bear cases have rarely been this far apart.
Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.
Stock Market Today: The Dow Jones index falls Friday on a surprise reading in the July jobs report. AI name Cloudflare stock soars on earnings.
ExxonMobil's dividend grew even stronger in the second quarter.
SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) said it expanded its secured AI factory capacity, contract backlog and funding during the second quarter, as the company works to deploy GPU infrastructure across Australia and New Zealand. Chief Executive Officer and co-founder James Manni
Silicon Motion Technology operates in a little-known but important part of memory chip infrastructure.
ATLANTA, August 07, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced an agreement with an agentic hedge fund. QumulusAI negotiated market-rate compute pricing for the fund’s usage along with a share of its quarterly trading profits, with no exposure to trading losses.
The semiconductor sector plunged amid short-selling, forced selling, and the introduction of a new highly capable Chinese model.
Two decades at Bear Stearns, Lehman Brothers, and Morgan Stanley taught one veteran exactly which energy companies survive market collapses and keep paying shareholders through every cycle. Here are the five he trusts with his own money.
Archer Aviation stock has fallen below $5, leading some investors to wonder if it's a once-in-a-decade opportunity.
Some of America's largest growth stocks had a sluggish start to 2026, but they're bouncing back.
There's a high-quality dividend ETF building an equally strong investment case.
Amazon's cloud services business grew revenue by 37% in the quarter and increased operating income by a whopping 63%.
As data centers strain the grid and hyperscalers race to secure reliable electricity, utilities with nuclear and renewable assets are moving from sleepy dividend plays to essential AI infrastructure stocks.
SpaceX is having a rough start to life as a public company.
Sector ETFs give the impression of diversification. Most of them don't have it.
STORY: From BP making huge profits to Toyota's raised forecast... This is the Week in Numbers. :: Week in Numbers :: $5.73 billion$5.73 billion was how high BP's second-quarter profit reached.The British energy major cited higher energy prices, trading and refining margins.Oil giants have scored big this year from market volatility caused by the U.S.-Iran war.BP rival Shell also reported a doubling of second-quarter profit a week before.:: 12%About 12% was how much SpaceX shares dropped by after
Investors want to forget about the fact that this dominant company's shares have underperformed the S&P 500 index in the last five years.
Honeywell Aerospace cratered after its first earnings report as a standalone company, but the supply chain stumble that spooked investors may be covering up a much stronger story underneath.
The space economy is heating up, and with these two space stocks down about 50% from their highs, now could be an excellent time for investors to scoop up shares.
Zuckerberg's fortune swung by tens of billions, but the real story is what Meta's AI spending means for every investor holding the stock.
The bond market is telling quite a tale for those willing to listen.
A simple adjustment can lead to fantastic returns.
Here's how this top REIT's 31-year streak of dividend hikes could come to a screeching halt.
More than $222 billion of Berkshire's invested assets are concentrated in Abel's and Buffett's best ideas.
SpaceX turned in a solid quarter, but headwinds remain.
So why did a 36% growth quarter set off a double-digit sell-off?
Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.
Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.
SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.
Space Exploration Technologies (NasdaqGS: SPCX) unveils Starmind, an orbital AI data center network built with Nvidia, targeting space based compute and data services. Tesla and SpaceX announce plans for a US$16.8b Terafab AI chip factory in Texas to expand AI hardware production capacity. SpaceX outlines intentions to build a terrestrial mobile network that would compete with major U.S. wireless carriers. These moves push SpaceX deeper into AI infrastructure and telecom, so it can be...
Nebius has crushed it so far in 2026, but this is just the beginning.
Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile
Operating performance is spectacular, but investors are getting nervous for one big reason.
People aren't connecting to the company's fitness offerings like they used to.
Elon Musk has a lot to gain from a potential megamerger.
With virtually no revenue line to judge, four things decide this report.
High expectations leave little room for disappointment.
Nvidia, Micron, and SK Hynix all look like big winners after SpaceX's first earnings call.
Remitly is scaling up and expanding margins.
Virginia and Texas could reshape the industry's next growth phase.
A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.
The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.
Moby summary of Nuveen Churchill Direct Lending Corp.'s Q2 2026 earnings call
The company is making great progress in developing its transportation-as-a-service business.
Investors wanted more from the company with its second-quarter performance.
Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...
Nuclear investment is still growing, but nuclear share prices have been shrinking.
Shareholders have larger dividends headed their way.
Moby summary of Green Plains Inc.'s Q2 2026 earnings call
Moby summary of EPAM Systems, Inc.'s Q2 2026 earnings call
Moby summary of Prestige Consumer Healthcare Inc.'s Q1 2027 earnings call
D-Wave Quantum posted a disappointing quarter, missing on both revenue and earnings while operating costs nearly doubled.
Moby summary of US Foods Holding Corp.'s Q2 2026 earnings call
Moby summary of NexPoint Real Estate Finance, Inc.'s Q2 2026 earnings call
Moby summary of ITT Inc.'s Q2 2026 earnings call
Moby summary of CPI Card Group Inc.'s Q2 2026 earnings call
Moby summary of Molson Coors Beverage Company's Q2 2026 earnings call
Expectations weren't high for the brewer's second quarter; happily, it exceeded them.
Moby summary of Legacy Housing Corporation's Q2 2026 earnings call
Moby summary of Keurig Dr Pepper Inc.'s Q2 2026 earnings call
Moby summary of Acushnet Holdings Corp.'s Q2 2026 earnings call
Moby summary of Ligand Pharmaceuticals Incorporated's Q2 2026 earnings call
Moby summary of Ralph Lauren Corporation's Q1 2027 earnings call
Moby summary of Haemonetics Corporation's Q1 2027 earnings call
Humanoid robot developer Unitree announced it will price its upcoming IPO at $22.34 a share, giving it a valuation of $9 billion. The deal will make Unitree China's first public humanoid robot company. Unitree's IPO comes at a time when investors are becoming increasingly focused on the prospect of AI-enabled robotics.
Itʻs not often that S&P Global stock is in negative territory.
Microsoft booked $24.1 billion tied to OpenAI, a company that still hasn’t turned a profit and just delayed going public.
Nvidia stock tried—and failed—to keep the momentum going on Thursday. Its earnings report, due later this month, could help it move higher. The chip maker’s shares closed down 0.2% at $218.78, snapping a five-day winning streak and posting its largest percentage decrease since July 29, according to Dow Jones Market Data.
Moby summary of Becton, Dickinson and Company's Q3 2026 earnings call
The memory chipmaker still has a bright future.
(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine
The company is running through cash faster than some investors may like.
The automation software company delivered strong second-quarter results, but the stock still fell.
Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call
Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.
Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive
August is off to a rocky start for this utility stock.
Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.
The company is known as one of the most reliable dividend payers in the stock market.
Moby summary of Chegg, Inc.'s Q2 2026 earnings call
ARK's latest rotation reveals where Wood sees greater upside
Moby summary of Oscar Health, Inc.'s Q2 2026 earnings call
Moby summary of CION Investment Corporation's Q2 2026 earnings call
Moby summary of Americold Realty Trust, Inc.'s Q2 2026 earnings call
Moby summary of Planet Fitness, Inc.'s Q2 2026 earnings call
Meta's shares appear primed for a rebound.
SpaceX's upcoming lockup expirations could weigh down its volatile stock.
NuScale Power is preparing to reach a critical growth catalyst.
Moby summary of Vontier Corporation's Q2 2026 earnings call
Moby summary of Warner Bros. Discovery, Inc.'s Q2 2026 earnings call
A new funding push tests its efficiency advantage
Moby summary of Fiserv, Inc.'s Q2 2026 earnings call
Moby summary of FS KKR Capital Corp.'s Q2 2026 earnings call
I own both stocks already, but there's only one on my short list of buy candidates this month.
Moby summary of Nuvation Bio Inc.'s Q2 2026 earnings call
Moby summary of Frontdoor, Inc.'s Q2 2026 earnings call
Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call
One of Warren Buffettʻs favorite stocks is down 6% year to date.
NuScale's second-quarter looks bad. So why is the stock rising?
Grab Holdings just posted a massive earnings beat and holds unanimous Buy ratings from 26 analysts, yet the stock sits near a 52-week low while insiders sell. Something about this Southeast Asian super-app does not add up.
These two stocks give investors a way to profit from strong industry tailwinds for nuclear energy in the coming decades.
Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.
AppLovin got punished after whiffing in its earnings report.
CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the next earnings report.
Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.
Is Salesforce still a blue chip software stock or the market's biggest bet on AI-powered digital labor?
SpaceX has set a new ceiling for AI infrastructure. During its inaugural earnings call as a public company on August 4, the firm announced an exclusive commitment to build its future compute capacity on Nvidia’s Vera Rubin architecture. The scale is unprecedented: 2 gigawatts (GW) of installed compute by the end of 2026, scaling to […]
Perhaps you shouldn't either, unless you have a large tolerance for risk and volatility.
Idaho Strategic Resources is one of the few profitable rare-earth stocks.
This tech stock reported quarterly results yesterday that blew past analysts' estimates. Investors, however, aren't impressed.
There might be no topic more pressing today than concentration.
Anthropic's IPO could generate strong tailwinds for Amazon's business.
Eli Lilly just posted revenue growth near 50% and crushed earnings estimates, yet the stock barely moved. There is a specific price target for 2027 that Wall Street analysts are only beginning to catch up to, and the math behind it changes the entire valuation story.
SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether Wall Street has any idea what a CPU-hungry agentic AI era could mean for Nvidia's next act.
Was last month a warning sign or an opportunity for Tesla investors?
The AI revolution is alive and well, and Western Digital stock is doing swell.
Tesla CEO Elon Musk and Nvidia CEO Jensen Huang have touted humanoid robots as the ultimate physical embodiment of artificial intelligence.
Chevron just posted record production, slashed debt by billions, and locked in a 20-year AI power deal with Microsoft, yet analysts see a surprisingly narrow path ahead for the stock.
While income investors keep circling the same REITs and MLPs, three finance-sector names with yields that dwarf typical dividend stalwarts have been hiding in plain sight, and the safety case for each one is stronger than the headline numbers suggest.
Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro
Axcelis Technologies (NASDAQ:ACLS) reported second-quarter 2026 revenue of $215 million and non-GAAP diluted earnings per share of $1.06, with both figures exceeding management’s expectations. The company raised its outlook for the full year, now expecting mid-single-digit revenue growth after previ
Investors shouldn't expect a sharp post-earnings jump.
Is this a one-time flex or a long-term strategy?
Three enterprise software stocks all beat earnings expectations Thursday morning, yet they are moving in wildly different directions. Find out why a triple beat turned into a split verdict that sent one high-flying name toward its worst single-day drop on record.
Ark Invest's top investor continues to build up existing positions, including adding to a pair of broken IPOs on Wednesday.
These healthcare giants can deliver steady gains.
Stock Market Today: The Dow Jones index rises, and the Nasdaq turns higher as some AI names buck sell-offs in Sandisk and Western Digital.
DENVER, August 06, 2026--Zayo, a leading digital infrastructure provider, today announced it is delivering critical network capacity to power today's AI ecosystem and accelerate the next generation of AI innovation with NVIDIA AI infrastructure. Through this collaboration, Zayo is building more than 8,000 miles of new long-haul fiber across the fastest-growing AI corridors and significantly expanding capacity across its existing infrastructure. As the gap between compute demand and available net
PepsiCo's dividend payout ratio has crept toward 100% of free cash flow, a number that would sink most income stocks. But something shifted in the earnings reports, and the case for the Dividend King suddenly looks very different.
Adobe's revenue is hitting records and its AI metrics are tripling, yet the stock sits near multi-year lows. Our proprietary model pinpoints the exact date shares could cross a critical threshold, and the window may be shorter than most investors expect.
The memory chip market continues to strengthen.
Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current price represents a window or a warning.
Berkshire Hathaway's massive share repurchase could be Greg Abel's clearest signal yet that the company's own stock is its best investment today.
Stock Market Today: The Dow Jones index rises, while the Nasdaq drops as AI stocks Sandisk and Western Digital plunge on earnings.
Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising treatment before the opening bell.
Tesla stock hit a 52-week low but has since jumped 6%.
Cathie Wood Bets Bigger on Nvidia as AI Boom Rolls On
Second-quarter earnings season shook loose some rare discounts on five high-yield dividend stocks that Wall Street analysts still rate as Buys, and income-focused investors may not get another shot at these prices.
STORY: From investor worries over SpaceX AI spend to Anthropic's hacking scare ...This is AI Weekly.:: AI WeeklySpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.Quarterly capital spending on AI climbed to $15.8 billion.The company said the economics of its
SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.
Elon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.
The winner has a key loyalty program differentiator.
Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.
The top beverage stock is handily beating the market this year.
Tim Cook spent considerable time talking about memory prices during Apple's latest earnings call.
Nvidia stock has gained 12% in the past five trading sessions and its coming earnings might provider a further boost.
Investors have not missed out quite yet after Microsoft's post-earnings rally.
Earnings are exploding, but the stock is priced as though the boom were nearly over. Is the market right?
Nvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...
Nvidia's path to $1 million faces a critical growth limitation.
The latest tariff move wasn't about raising rates; it was about making them stick, and that could reshape which stocks win for years to come.
Commodities and real estate peformed well in July.
Investors may want to brace for turbulence. But these stocks should hold up well.
Networking stocks like Astera and Arista could be the next big winners as the AI boom continues.
The future of Bitcoin is at stake, and so is the value of Strategy's $54 billion Bitcoin investment.
Buying the dip may sound like a good move, but investors should consider these points.
SpaceX's early release-eligible insiders are free to sell up to 911.5 million shares starting today, Aug. 6.
Palantir just delivered a monster earnings report.
The midstream MLP looks like a top dividend stock to own.
Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha
So far, it's not off to a great start.
After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.
(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi
Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?
GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.
Investors didn't seem to get a clear read on Axon's latest earnings report.
The investment is starting to pay off.
Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix
That multiple only makes sense if the AI boom's best years are already behind it. Are they?
A leveraged ETF promising twice NVIDIA's daily returns is somehow trailing the stock it tracks, yet a single $100 bet placed five years ago ballooned into something extraordinary. The math behind that contradiction will change how you think about leverage forever.
SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.
Elon Musk created quite a stir.
Amazon and Apple are two top stocks whose prices are on a tear.
Henry Schein, Inc. reported past Q2 2026 results with sales rising to US$3,458 million and net income to US$94 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. Importantly for long-term watchers, management also raised its 2026 total sales growth guidance, signaling greater confidence in the company’s operating initiatives and demand trends. Now we’ll examine how Henry Schein’s raised 2026 sales outlook reshapes its existing...
There is no end in sight for the drugmaker's dividend growth streak.
Indium phosphide-related stocks surge with three consecutive daily trading limits! NVIDIA and Lumentum warn of supply-demand gap; institutions say entire industry chain faces valuation reassessment 富途牛牛
Indium phosphide-related stocks surge with three consecutive daily trading limits! NVIDIA and Lumentum warn of supply-demand gap; institutions say entire industry chain faces valuation reassessment Moomoo
Moby summary of Primo Brands Corporation's Q2 2026 earnings call
Moby summary of Shopify Inc.'s Q2 2026 earnings call
The entertainment giant crushed analyst profitability estimates for its third quarter.
Moby summary of Materion Corporation's Q2 2026 earnings call
Jim Cramer just called SpaceX a trillion-dollar business while warning investors to brace for a brutal stretch ahead, and the reason behind that contradiction comes down to one date on the calendar.
Moby summary of United Therapeutics Corporation's Q2 2026 earnings call
The company managed to boost its key second-quarter fundamentals at impressive rates.
Moby summary of Extreme Networks, Inc.'s Q4 2026 earnings call
Investors were expecting a little more from the contract logistics company in the second quarter and in 2026 in general.
Moby summary of Kennametal Inc.'s Q4 2026 earnings call
Moby summary of Griffon Corporation's Q3 2026 earnings call
Moby summary of Natural Resource Partners L.P.'s Q2 2026 earnings call
They both offer above-average yields, supported by steady businesses.
Moby summary of Recursion Pharmaceuticals, Inc.'s Q2 2026 earnings call
Moby summary of NNN REIT, Inc.'s Q2 2026 earnings call
Moby summary of Owens Corning's Q2 2026 earnings call
The EV maker's latest bounce-back could prove fleeting, but don't assume it shatters the long-term bull case.
Moby summary of Insulet Corporation's Q2 2026 earnings call
Moby summary of Perrigo Company plc's Q2 2026 earnings call
Moby summary of Palmer Square Capital BDC Inc.'s Q2 2026 earnings call
Demand for the healthcare leader's weight-loss drugs continues to rise.
Duolingo's second-quarter earnings will reveal more than just another set of financial results.
Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.
US equity indexes were mixed Wednesday as SpaceX (SPCX) and Advanced Micro Devices (AMD) stocks decl
AWS is overshadowing Amazon's e-commerce operations.
GXO missed revenue estimates in the second quarter, but the components for an acceleration are coming together.
Its third-quarter revenue and profitability fell short of analyst estimates.
ViaSat beat earnings last night, but its stock still costs way too much.
Here's why Wall Street believes a smaller payout could be the first step toward a stronger turnaround.
Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.
Lucid shares are down 40% this year.
Don't let their recent poor performances chase you away.
Clorox is a great value for income investors.
Strategy plans to sell more Bitcoin to cover its buybacks and preferred stock dividends.
Chinese memory maker CXMT went public and gained nearly 500% on its opening day.
Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR
Even though PayPal never directly addressed Stripe's recent buyout offer in its earnings report, the message was clear: It's too low.
The company will be the exclusive provider of AI chips to another big name in the space.
A strong earnings report sends Disney stock into triple digits, but investors have seen this story before.
More capable AI could create multiple different profit opportunities.
Moby summary of The Kraft Heinz Company's Q2 2026 earnings call
Kratos's earnings last night weren't quite as good as they first appeared.
This company failed to meet analysts' expectations. Investors don't seem to mind.
Wall Street remains very bullish on two AI stocks.
Moby summary of The New York Times Company's Q2 2026 earnings call
Moby summary of Orthofix Medical Inc.'s Q2 2026 earnings call
Moby summary of SolarEdge Technologies, Inc.'s Q2 2026 earnings call
The IPO and its timing put prospective shareholders in an unexpectedly difficult position.
SolarEdge is working on a turnaround -- but it's a work in progress.
Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.
Three dividend stocks share the same cut-off deadline this week, meaning investors who wait even one extra day walk away with nothing. Here is what separates a timely income play from a missed opportunity.
TransMedics stock slipped on mixed results, but its future remains bright.
SpaceX stock has been weak for weeks. Analysts are sticking with their price targets. The average analyst price target for SpaceX stock is about $227 a share, according to FactSet, down $1 since SpaceX reported better-than-expected second-quarter numbers on Tuesday evening.
US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h
Seven small-bank stocks share the same ex-dividend date this Friday, and missing it by a single day means the August payment goes to whoever sold you the shares. The window is closing fast, but not every name on the list deserves equal urgency.
The e-commerce tools provider is defying the SaaSpocalypse narrative.
Operating as "energy tollbooths," these three stocks have high yields and strong track records of dividend growth.
UPS and Fluor deserve more attention from value-seeking investors.
SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.
Moby summary of CVS Health Corporation's Q2 2026 earnings call
Berkshire Hathaway dumped its entire Amazon stake right as the stock was about to explode higher, and the explanation has almost nothing to do with Amazon's business. The real story is buried inside a personnel change that reshaped what Berkshire was willing to own.
Income investors have intriguing opportunities and a narrow decision window this week. Five NASDAQ-listed dividend payers all share the same ex-dividend date of August 10, meaning shares must be owned by the close of Friday, August 7 to collect the upcoming August payments. Here’s how it works: to receive a dividend, you must own the ... Last Chance – 5 Dividend Stocks You Must Buy This Week to Get Paid in August
SpaceX is on course to burn $50 billion this year. That's a surprise.
SoundHound and RH look like potential buys, while I'd avoid Supermicro.
It may seem like a nightmare scenario, but there are ways to salvage it.
Five dividend payments hit accounts this month, but a Friday deadline separates investors who collect from those who wait another quarter. Not every yield on this list is what it appears to be.
Why Novavax’s Licensing Pivot and Cyclospora Focus Matter Now Novavax (NVAX) is in the spotlight after shifting away from direct COVID-19 vaccine sales toward licensing its Matrix-M adjuvant, while investors also weigh Cyclospora outbreak headlines and the upcoming second-quarter earnings release. See our latest analysis for Novavax. At a share price of $7.66, Novavax has seen a 3.37% 1 day share price return and a 4.36% 7 day share price return, although the 30 day share price return is down...
The miner’s first-half earnings surged as oil, LNG, freight and commodity volatility gave its marketing machine exactly the market it was built for.
I spent years overlooking Coca-Cola, but its latest results convinced me that this "boring" dividend stock deserves a place on any long-term investor's watch list.
The AI-driven loan platform delivered strong Q2 results.
Lucid slams the brakes on cash burn -- but is it too late?
Bloom Energy's backlog increased in the second quarter, but the real power in the backlog isn't product sales.
Chipotle's share price has swung wildly for two years, and now management is buying back stock aggressively near current levels while Wall Street eyes a 27% upside. The real question is whether the operational recovery has enough traction to survive margin pressure, a fragile consumer, and fresh food safety concerns.
Generate Biomedicines focuses on AI-enabled drug discovery.
The company's capital expenditures soared like a rocket this past quarter, and investors weren't impressed.
AbbVie's blockbuster drugs are surging while a major acquisition looms, but a trailing P/E of 71 and one model pricing the stock nearly $50 below current levels raises a real question about whether the rally has room left to run.
Advanced Micro Devices (NASDAQ:AMD) shares dropped more than 6% in early trading on Wednesday after Elon Musk revealed that SpaceX plans to source its artificial intelligence processors exclusively from Nvidia, overshadowing AMD’s stronger-than-expected quarterly earnings. The announcement weighed heavily on investor sentiment despite another quarter of record revenue and upbeat guidance from the semiconductor company.
Advanced Micro Devices has had a stellar year so far. AMD shares were down 5.8% at $488.56 on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.
Cook told investors that memory prices will continue to rise.
SpaceX just posted one of the most impressive earnings reports in recent memory, and the stock is getting crushed anyway. Two converging forces are threatening to swamp even the strongest bull case, and one of them hasn't even hit yet.
The analytics company posted 93% revenue growth last quarter, which was an acceleration from the previous period.
Five Nasdaq stocks share the same ex-dividend deadline this week, but they are not all worth buying for the same reason, and at least one comes with a warning flag that most income investors will miss.
Stellantis had a much-improved second quarter, but Wall Street still isn't buying. Should you?
Investors are waiting for a potential Anthropic IPO in the coming months, but buying Micron and Nvidia could be a smarter bet.
Investors are growing impatient with unprofitable companies.
This rock-solid dividend ETF proved it can deliver durable income over time.
The market is confident about this resilient stock.
Rivian issued more shares in July to raise capital.
Gasoline prices are punishing drivers at the pump while a handful of companies are posting the most profitable quarters in their histories, and the structural reason this keeps happening has nothing to do with luck or crude oil prices.
SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.
Andy Jassy recently spent some time justifying Amazon's growing AI infrastructure budget.
Roblox stock shed more than 70% of its value in a year, yet Wall Street analysts and company insiders are moving in the opposite direction from the selloff. Here is what the conflicting signals actually mean for investors sitting on the sidelines.
Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.
SanDisk shares have rocketed over 400% this year and traders are piling in ahead of a make-or-break earnings report, but the pre-announcement surge may have already priced in the good news.
Data centers are quietly reshaping natural gas demand across America, and four midstream pipeline giants sitting at the center of that shift are currently priced too low to ignore for income-focused investors.
The wrong strategy could be particularly costly right now.
Investing.com - U.S. stock index futures were broadly higher on Wednesday as investors drew cautious optimism from signs that negotiations to reopen the Strait of Hormuz could be gaining traction, although disappointing reactions to earnings from Advanced Micro Devices and privately held SpaceX tempered enthusiasm for technology shares.
SpaceX just reported its second-quarter earnings.
Shares fell nearly 9% after strong results failed to clear increasingly ambitious expectations.
The company's 2018 decision to stop reporting unit sales in 2019 means investors aren't seeing the full bullish story. Fortunately, IDC is still keeping score.
It's simpler than you might think to prepare for a market downturn.
History suggests Robinhood's main growth drivers might not be sustainable.
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday
If the AI-fueled rally reverses, some high-flying stocks could fall hard. Here are two to avoid.
Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 4.3% at $220.75 in early trading. The move comes after SpaceX said it would exclusively use Nvidia AI chips.
Settling the debate between the iShares Bitcoin Trust ETF and the Morgan Stanley Bitcoin Trust ETF may boil down to some simple math.
SpaceX's first-ever earnings call gave Nvidia bulls a number so large that one top analyst ran the math and came back with a scenario that rewrites the entire revenue ceiling for the AI chip giant.
PLEASANTON, Calif., August 05, 2026--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced that its flagship Apollo™ lidar sensor has been validated on NVIDIA DRIVE AGX Thor™, the compute platform anchoring the next generation of NVIDIA-native autonomous vehicles and physical AI systems.
The Supreme Court forced Washington to return over a hundred billion dollars in tariff money, but Treasury Secretary Scott Bessent made a bold prediction about where that cash would actually land. Six months later, the numbers are in.
These three automation stocks offer investors different ways to profit from the next wave of robotics growth.
With demand for AI data center power rising in 2026, the U.S. energy sector could be pressed severely,
(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni
The law of supply and demand could hit SpaceX hard.
Morningstar questioned whether SpaceX’s exclusive Nvidia deal signals a retreat from its Tesla-linked Terafab plans.
Palantir turned in another terrific quarter, with huge U.S. commercial revenue growth.
Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]
Many of Lynch's best picks came from consumer stocks.
A record send-off met an after-hours drop of as much as 8%. The market was looking past the quarter.
A science that only seemed experimental just a few years ago is now an increasingly commercialized must-have.
Crypto is creating a parallel market where investors can value companies before they go public.
We're about to witness a massive wealth transfer from retail investors to SpaceX's insiders.
Amazon's cloud computing business could be heading for mind-boggling revenue growth thanks to artificial intelligence.
These growth stocks have more reasonable valuations.
With a recent modest payout increase, Enterprise Products extends its status as one of the most venerable dividend names in the midstream space.
Monthly revenue at Taiwanese contract electronics manufacturer Foxconn hit a record in July, surpassing T$900 billion ($27.93 billion) for the first time as strong demand for AI products boosted sales, the company said on Wednesday. Foxconn, a major supplier to Nvidia and Apple, said revenue last month rose 54.2% from a year earlier to T$946.5 billion. Its cloud and networking products division, which includes AI servers, saw strong growth, benefiting from "strong pull-in momentum for AI p
Before you rush to buy the dip or sell in panic, here's what really caused the sell-off, and whether now is finally a good time to start buying.
Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.
Both companies view robotics as a big part of their future, but Nvidia has some advantages that Tesla doesn't.
The data management specialist is partnering with an artificial intelligence (AI) leader.
Now is the time to buy hyperscaler stocks as they start to break out.
Micron's management believes demand will outstrip supply until at least 2028.
In its most recent quarter, Microsoft Cloud's revenue was $59.3 billion, up 27% year over year,
Nvidia (NVDA) has officially moved Co-Packaged Optics (CPO)—a technology integrating optics and electronics into a single package—into initial production. Moomoo
Moby summary of NRG Energy, Inc.'s Q2 2026 earnings call
Moby summary of United Parks & Resorts Inc.'s Q2 2026 earnings call
Moby summary of Palvella Therapeutics, Inc.'s Q2 2026 earnings call
Apple is entering a new era, but it should remain a market-beater over the long run.
Elon Musk said on Tuesday SpaceX will build its AI infrastructure exclusively on Nvidia chips going forward.
Is Chipotle facing another food safety crisis?
Moby summary of Pediatrix Medical Group, Inc.'s Q2 2026 earnings call
Moby summary of Entegris, Inc.'s Q2 2026 earnings call
Moby summary of DigitalOcean Holdings, Inc.'s Q2 2026 earnings call
Moby summary of Energizer Holdings, Inc.'s Q3 2026 earnings call
Moby summary of Fidelity National Information Services, Inc.'s Q2 2026 earnings call
Moby summary of Fresenius Medical Care AG & Co. KGaA's Q2 2026 earnings call
Moby summary of Graphic Packaging Holding Company's Q2 2026 earnings call
Moby summary of W.W. Grainger, Inc.'s Q2 2026 earnings call
The e-commerce platform is wrestling market share away from its rivals.
SpaceX (SPCX) CEO Elon Musk is teaming up exclusively with AI leader Nvidia (NVDA) for its AI infrastructure. During SpaceX's first earnings call as a publicly traded company, Musk announced the company will build exclusively on Nvidia's next-generation Vera Rubin architecture, calling it "the best AI computer."
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The Dow Jones Industrial Average powered up to a new high Tuesday, with stocks benefiting from a drop in oil prices on fresh enthusiasm for a U.S.-Iran peace deal. On the stock market today, a barcode scanner name gapped up while Dell Technologies broke out of a base. Space Exploration Technologies, known as SpaceX, surged before its quarterly report.
The market didn't like some of its guidance.
New rivals could weaken one of Dell's biggest growth engines
A positive update on Oklo's reactor progress could reverse the nuclear stock's downward spiral.
Broadridge's results remain resilient, despite the market's fears of disruption.
It posted a very strong quarterly earnings report.
Advanced Micro Devices shares slid in extended trading Tuesday, despite quarterly earnings that topped analysts’ estimates.
The retail giant's turnaround efforts are finally bearing fruit.
The quarter was extraordinary, and the guidance got even better. But look at what the new price pays for each dollar of sales.
Wix stock looks cheap -- so long as you're not too worried about it being "unprofitable."
UFP Technologies easily surpassed Wall Street's expectations and continued to deliver double-digit sales growth.
Another foodborne illness outbreak spooked investors.
These innovative biotech companies should reap the benefits of their breakthroughs.
Palantir just posted its biggest single-day earnings surge ever, and CEO Alex Karp spent the moment torching the frontier AI labs instead of celebrating. Here is why the market finally believes him.
The recent dip in AMD's stock price appears to be a buying opportunity.
The quarter itself may matter less than what comes next
ARK is moving closer to the center of AI spending
BKR's Chart acquisition broadens its industrial reach and recurring revenues, but higher debt makes integration and deleveraging the key tests.
If BYD pulls off a successful launch of its Racco minicar in Japan, it'll be the latest sign that the Chinese automaker can achieve nearly anything it wants globally.
Long-term investors should focus on SpaceX's lockup expiration on Thursday.
The six-year agreement covers a 133-megawatt data center in Norway stocked with Nvidia's Vera Rubin chips
SpaceX surged nearly 6% off its recent lows, giving bulls fresh hope that the post-IPO selloff has finally bottomed. But a looming lockup unlock, soaring put/call ratios, and a deeply shorted float tell a very different story about what comes next.
A jalapeño recall, a decade-old reputation problem and a nationwide parasite outbreak are colliding at the worst possible moment for America’s burrito supply chain
Moby summary of Millrose Properties, Inc.'s Q2 2026 earnings call
Moby summary of Superior Group of Companies, Inc.'s Q2 2026 earnings call
Exxon just delivered its strongest quarterly profit in four years and rewarded shareholders with a 44% annual rally, but surging share prices and a troubling free cash flow drop are setting up a collision that could determine whether the stock climbs or crumbles from here.
Flag Ship Acquisition (NASDAQ:ETHZ) executives, speaking during a Forum Markets presentation hosted by Force Family Office, outlined a strategy centered on acquiring cash-generating real-world assets while maintaining the option to fractionalize and tokenize those assets as the market develops. Joh
An FTC probe, dwindling profits and rising fulfillment and marketing costs are squeezing the retailer’s valuation down.
AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.
Shares of Oklo have fallen close to 40% this year.
What's better than a relief rally? One built on revenue growth, and Tuesday's numbers from Caterpillar and Palantir make that case today.
Tech stocks were sharply higher Tuesday afternoon, with the State Street Technology Select Sector SP
Stock Market Today: The Dow Jones index rallies Tuesday on U.S.-Iran hopes. Caterpillar and Palantir rally on earnings.
A multiyear GPU deal could unlock recurring AI revenue.
Tesla is burning cash to build robots and robotaxis while Amazon quietly turns AI infrastructure into a profit machine. Which giant is making the smarter bet with your money right now?
The Dow Jones Industrial Average rose 1.7%, or 906 points. The Nasdaq Composite gained 2% as the tech rally raged on. Both indexes are on pace for their best four-day stretches in more than a year, according to Dow Jones Market Data.
The company has made massive strides in medical diagnostics and is growing at a rapid clip.
The data mining and AI specialist just leveled up.
Sales came in lower than expected. Analysts don't seem to care at all.
During an interview with CNBC, Reitzes said investor concerns over AI returns on investment, open-source models and forced selling had clouded the outlook for chipmakers.
Shares of Apple fell dramatically on disappointing revenue guidance.
The shipping courier finally looks like a compelling income play again.
Bitdeer Technologies Group (NASDAQ:BTDR) said it has entered the artificial intelligence infrastructure colocation market through a 16-year data center lease and services agreement at its Tydal campus in Norway. The agreement, executed with Volta Tydal AS, a subsidiary of AI infrastructure platform
Someone quietly accumulated nearly $20 million in SpaceX call options at a strike price no rational speculator would touch, and analysts say the identity of the buyer could reshape how Wall Street reads the entire post-IPO setup.
Palantir just posted numbers that a top Liontrust strategist calls proof that AI value is migrating up the stack, and she believes one private aerospace giant is about to force investors to rethink how they price a very different kind of flywheel.
NVIDIA's rapid-fire investments in frontier AI labs look suspiciously similar to the circular deals that preceded the dot-com collapse, and investors are already tuning them out. The real question is whether that fatigue is a warning sign or the most overlooked opportunity in the stock right now.
Did Sandisk and SK Hynix just solve the HBM supply crisis?
Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.
Palantir has lost nearly 40% of its value as critics dismissed it as just another AI middleman, but one obscure software metric buried in its latest earnings report tells a strikingly different story about where this company actually stands.
Tesla and SpaceX are both bleeding cash to chase Elon Musk's most audacious bets, but one of them gives investors a far clearer shot at riding the physical AI revolution before the other ever gets off the ground.
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Corvex (NASDAQ:MOVE) secured a multi-year agreement to provide NVIDIA Blackwell GPU infrastructure, funding the expansion through debt, customer prepayments, and existing cash rather than issuing new shares. Key Investor TakeawaysCorvex (NASDAQ:MOVE) signed a multi-year agreement to provide NVIDIA Blackwell GPU clusters to a leading AI company.
Coca-Cola and PepsiCo are taking very different paths through the health-conscious-beverage boom, and one is pulling away in a big way.
Some of SOXL's favorite semiconductor stocks are very popular this morning.
Nvidia still builds the chips powering the AI revolution, but a quiet South Korean memory maker has quietly become the stock Wall Street is betting on most aggressively, and the reason why reshapes everything investors think they know about where AI profits actually flow.
Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.
Navitas Semiconductor just posted a 6% single-day surge after weeks of brutal selling, and now investors are facing a question that cuts to the heart of risk tolerance: bounce or breakout, and who exactly is this stock for?
NVIDIA's CFO quietly dropped a single number on the latest earnings call that reframes the entire chip scarcity debate, and most retail investors scrolled right past it.
These relatively safe dividend stocks offer yields of more than 3%.
Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.
The contract covers 121 megawatts of AI infrastructure at Bitdeer's Tydal campus in Norway and could expand to $8 billion if an eight-year renewal option is exercised.
Stock Market Today: The Dow Jones index rallies Tuesday on U.S.-Iran hopes. Caterpillar and Palantir spike on earnings.
The iShares Bitcoin Trust ETF is a simple long-term bet on the crypto market.
Volta Infra, a seven-month-old AI infrastructure startup, said it raised funds at a $2.4 billion valuation and landed a $10 billion contract with an unnamed AI company to provide cloud-computing services in Europe alongside Bitdeer Technologies. • Bloomberg News reported that the Nvidia-backed Volta's $10 billion cloud contract is with Anthropic, citing people familiar with the matter. • The six-year agreement covers computing capacity at a data center operated by crypto mining firm Bitdee
Micron stock could earn $150 a share in 2028, and is still a buy.
The past 98 years of stock market history show that "VOO and chill" is a good strategy for long-term investors.
A quiet software release tied to SIGGRAPH 2026 may matter far more to NVIDIA's next decade than its blockbuster hardware lineup, and a single number buried in the announcement explains why investors should pay attention before August 26.
Palantir just delivered a quarter its CEO called otherworldly, sending shares surging while every peer name in the agentic-AI space sat completely frozen. The split reaction raises a sharp question about whether this rally belongs to one company alone.
Reddit beat earnings estimates and raised guidance, yet the stock cratered anyway after four words from the CEO spooked investors. Now the platform's own users are fighting each other over whether the selloff is a gift or a warning sign.
These stocks could all make big moves as they report earnings.
These stocks pay between 4.8% and 7.1% in dividends.
The Middle East conflict is impacting many industries, but Meta's bump amid a cooling in the conflict highlights something important.
Corvex, Inc. (Nasdaq: MOVE), an engineering-led AI computing platform specializing in GPU-accelerated infrastructure for AI workloads, today announced that it has signed a multi-year agreement to provide clusters of NVIDIA Blackwell GPUs connected with NVIDIA Quantum-2 InfiniBand networking to a leading AI company.
(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi
LONDON & PALO ALTO, Calif & NEW YORK, August 04, 2026--Volta, a fully vertically integrated artificial intelligence ("AI") infrastructure platform and NVIDIA Cloud Partner, today emerged from stealth with a mission to build The Utility of Compute™, enabling frontier AI labs, AI-native companies, and enterprises to access dedicated AI infrastructure that is dependable, scalable, and backed by low-cost infrastructure capital.
Warren Buffett's five biggest public bets have all moved sharply this year, but not in the same direction, and the gap between where he bought and where these stocks trade now tells a very different story for each one.
Jamie Dimon said he sees both stocks and long-term bonds as expensive.
Scott Kirby approached both Delta and American about blockbuster mergers, and both turned him down. Now the question is whether United's real competitive weapon was never a deal at all.
Diamondback Energy just dropped a quarterly report that has less to do with its own profits and more to do with a warning every consumer and investor needs to hear about where oil prices are permanently headed.
Warren Buffett handed the keys to Greg Abel and went quiet, leaving behind a $397 billion cash pile, a resumption of buybacks, and a stock sitting just below all-time highs. Five specific reasons explain why this transition moment could be the most compelling entry point in years.
NVIDIA (NVDA) stock has been in focus after a cluster of AI partnerships, product updates and large infrastructure commitments, with investors watching how these deals feed into upcoming earnings. See our latest analysis for NVIDIA. NVIDIA’s recent partnerships around AI factories, engineering agents and security tools have coincided with a 1-month share price return of 6.06% and a 1-year total shareholder return of 16.07%, while the 3-year total shareholder return is around 4.6x. If you want...
Nvidia's revenue has nearly tripled in two years while AMD's growth has stalled, widening a gap that raises questions about competitive positioning.
The company's true organic growth is difficult to gauge given its high dependency on acquisitions.
My first foundational portfolio asset would be this total stock market ETF.
Taiwanese server manufacturer Wistron, a Nvidia supplier, said on Tuesday demand for AI servers remained strong, as it reported a 128% surge in second-quarter net profit. Here are some details: • Second-quarter net profit rose to T$14.827 billion ($457.86 million), while revenue increased 64% to T$895.44 billion. The overall AI server demand, including requests from cloud service providers and enterprise customers, remains very strong and continues to exceed supply, said Jeff Lin, CEO of W
The Dow Jones Industrial Average reached a new high Tuesday, with stocks in rally mode as oil prices dropped on renewed enthusiasm for a U.S.-Iran peace deal. On the stock market today, a payment processing name jumped and Dell Technologies broke out of a base. Space Exploration Technologies, known as SpaceX, soared before its quarterly report.
Corvex said the agreement expands an existing customer commitment, with the full GPU cluster now fully deployed after deliveries throughout 2026.
These companies have some exciting growth opportunities, but their shares are down more than 35% this year.
Webull just posted 104% volume growth while its stock sits 45% below where it started the year, and a handful of catalysts could either close that gap dramatically or prove the skeptics right.
In the past 12 months, Apple's stock has soared more than 50%.
Large-cap stocks and major tech names aren't the only way to become a millionaire.
Several AI stocks are on sale.
NHTSA just labeled over 135,000 Ford vehicles an unreasonable safety risk, and the agency has not finished with Ford yet. With 36 recalls already logged in 2026 and a billion dollars in promised warranty savings on the line, the pressure on Jim Farley is reaching a breaking point.
Amazon just crossed a milestone most companies never reach, and its founder filed paperwork the same day that set Wall Street talking for reasons that had nothing to do with the stock price.
ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.
With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
From Berkshire Hathaway to Oklo, there are plenty of ways to construct a diversified energy portfolio with $10,000.
The Schwab U.S. Dividend Equity ETF won't be perfect in a bear market, but it can provide some buffering if stocks turn south.
This small insurance technology company looks poised for incredible long-term growth.
Both Microsoft and Amazon are coming off terrific earnings reports.
Space Exploration Technologies' earnings report is a stepping stone for a much larger event two days from now.
You may kick yourself for missing out on these companies, provided Huang's projection is correct.
Value stocks can surprise to the upside, especially when earnings growth accelerates.
The Bank of N.T. Butterfield & Son Limited recently reported past second-quarter 2026 results, with net interest income rising to US$95.61 million while quarterly net income eased to US$46.91 million, and also declared a US$0.50 per-share dividend payable on August 26, 2026. Although quarterly earnings per share declined year on year, six-month results showed higher net income and earnings per share, reflecting resilient performance alongside growing interest-earning assets and fee-based...
The cyclospora outbreak sent the stock tumbling.
Mark Zuckerberg is pouring over $130 billion into AI infrastructure, and one leveraged ETF bets those dollars will double your returns. But the mechanics behind that promise carry a risk most investors never see coming.
A broader sell-off in AI stocks weighed on Arm.
The consumer goods conglomerate achieved an important milestone as its turnaround strategy progresses.
Nvidia will likely still lead AI in five years, but its business may change from the chip giant investors know today.
The electrical infrastructure supplier wants to create a "one-stop shop" for its AI data center customers.
The bigger the gains, the harder the fall.
Tim Cook left on a high note, but John Ternus might be facing challenges.
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
NVIDIA Announces Mass Production of Co-Packaged Optics (CPO) GuruFocus
In the latest trading session, Nvidia (NVDA) closed at $206.64, marking a +2.93% move from the previous day.
The AI and data mining specialist delivered triple-digit U.S. revenue growth and boosted its full-year guidance.
Ahead of its second-quarter earnings report, Texas Roadhouse is showing investors the beef in the form of stellar returns, and more upside may be in store.
Two analysts raised their price targets on the company's equity.
This REIT has distributed a payout longer than many of its shareholders have been alive.
Sweetgreen has been a broken stock for several quarters now. Is a turnaround finally here?
There's only one way to see the current hot Hollywood blockbuster on a huge screen.
The company's U.S. commercial business "is on fire," CEO Alex Karp says.
It's effecting a "merger of equals" with a peer.
The cosmetics retailer's turnaround strategy is taking hold.
US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton to assess the day's rise in the tech sector as key chipmakers like AMD (AMD) prepare to release earnings this week. Kinahan is also Cboe's head of retail expansion and alternative investment products.
A 3x leveraged ETF targeting the S&P 500's most volatile stocks sounds like a trader's dream during a bull market, but the mechanics hiding inside its daily reset can quietly destroy returns in ways most investors never see coming.
The Ark Invest founder is betting big on SpaceX.
IonQ is the biggest and best-funded pure play on quantum computing -- and Wedbush loves it.
In the past 12 months, the stock has nosedived more than 50%.
You may know that waiting to claim Social Security until age 70 is financially beneficial, but did you know it may also help keep you healthy? Here's how.
Nvidia stock rose Monday afternoon, after edging down earlier in the session. The shares closed up 2.9% at $206.64, and were up as much as $208.74 in midday trading. Despite Big Tech companies largely raising their capital expenditure forecasts, there are doubts about whether Nvidia will be the primary recipient amid soaring costs for other artificial-intelligence hardware such as memory chips.
Apple has been a much hotter stock than Microsoft over the past year, but things could change drastically in the not-too-distant future.
The energy stock has been falling sharply of late.
Evercore founder Roger Altman says the stock market is brushing off wars, energy shocks, and rising interest rates as if they barely exist, and he has a specific reason why that resilience holds even as a multitrillion-dollar AI spending gamble looms over the biggest names on Wall Street.
Trump is furious at the oil companies profiting from a war his own administration is fighting, and now a DOJ probe and a possible export ban are putting billions in quarterly earnings directly in the crosshairs.
Micron's day-to-day movements have split from the longer-term potential of the business.
SCHD, VYM, and DGRO each solve retirement income differently, and the fund that looks weakest on yield today may leave you with the largest paycheck in 20 years. The gap between them compounds in ways a quick screening tool will never show you.
A reset in expectations around the robotaxi rollout might be good for the stock in the medium term.
The blue chip leader will remain more resilient than the fintech challenger.
Apple just posted a massive earnings beat and watched its stock fall hard anyway. Before you buy the dip or cut your losses, there is a very specific window forming between now and September that changes everything about this trade.
Joby Aviation may need to deliver major commercialization or regulatory news to help its stock recover from a steep 2026 decline.
D-Wave Quantum stock may be worth buying -- unless you like to invest in profitable companies.
Strategy's Bitcoin business model is showing signs of cracking.
Meta's heavy AI capex spending could eat up all its free cash flow this year -- and next year, too.
Microsoft stock has been on a roll following its recent earnings report.
Throughout the market rotations and volatility of 2026, one group of stocks has been crushing the S&P 500 this year.
Amazon Stock Soars as AWS Growth Helps Push Market Value Past $3 Trillion
Nuclear energy could be a $10 trillion global opportunity.
SoFi just posted record revenue and a 50% earnings jump, yet the stock cratered anyway and sits near its worst levels of the year. The path back to $25 demands more than strong growth numbers.
Joby Aviation shares have been cut nearly in half over the past year, yet analysts are quietly upgrading their outlooks ahead of a catalyst window packed with international launches, defense contracts, and a pivotal earnings report that could reset the stock's trajectory.
CoreWeave stock jumps as AI infrastructure spending gets another boost
NVIDIA recovered from an early decline while investors assessed AI spending ahead of its August 26 earnings report.
A Mizuho healthcare analyst says merging two of pharma's biggest names could unlock a fortune, but the math only works if one brutal condition is met.
Artificial intelligence is fueling a surge in demand for advanced cybersecurity tools.
Oil prices just fell off a cliff, and stocks are loving it. Here's what changed over the weekend, and what it means for the AI trade.
Which of these SMR makers has a brighter future?
Could Chinese memory chips crush Micron's pricing power?
The healthcare stock is up over 300% in five years and has a market cap of around $1 trillion.
Thirsty for passive income? This dividend-paying dynamo can quench your thirst.
Microsoft soundly beat expectations when it posted its Q4 numbers last week.
AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.
The Nvidia CEO has maintained an optimistic outlook despite recent downturns.
During the July 21 episode of CNBC’s Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, […]
AirJoule stock has potential, but apparently no good reason to be going up today specifically.
MakeMyTrip beat Wall Street's Q1 earnings target, but that's not the only reason the stock is rising today.
Shares of this travel stock soared to a 52-week high this morning.
Tesla has shed a quarter of its value in a month, an earnings miss rattled sentiment, and prediction markets are skeptical a recovery even reaches $400. But the setup after a brutal selloff tells a very different story than the headlines do.
Tilray's distribution segment was the only one that generated double-digit growth in its most recent fiscal year.
Cloud computing is the main story for Amazon's Q2 earnings, but there are also a bunch of smaller stories that can drive meaningful growth in the future.
The memory stock is down about 35% from its 52-week high.
(Bloomberg) -- Sequoia Capital led a $1 billion funding round for Valar Atomics Inc. that the nuclear startup says will help it shift from demonstrating small reactors to producing them in volume. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosStocks, Bonds Rise as US-Iran Hopes Spur Oil Drop: Markets WrapTrump Says Iran Talks to Begin Monday After Sc
Uber and Lyft report earnings this week, but one ride-sharing giant stands out as the much stronger long-term buy.
Two of America's biggest automakers poured billions into EVs, faced brutal write-offs, and fought for market share, yet their investors came away with wildly different results. The gap between them reveals something deeper than a few bad product bets.
The company's stock took quite a body blow after it reported first-quarter earnings.
Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.
This precious metals stock benefits from rising gold and silver prices without facing the same cost pressures as traditional mining companies.
The social media stock has fallen by more than 20% in the past 12 months.
Both Palantir and Snowflake just posted quarters that strengthened their grip on enterprise AI, but their financial profiles could not be more different, and only one of them sets up as a defensible buy at current prices.
The space company doesn't quite fit Ackman's investment criteria.
Abbott Laboratories has shed billions in market value this year while the broader market climbed, yet one analyst on Wall Street sees a dramatically different story unfolding beneath the surface of the company's bruised financials.
CNH just served up a quarterly report that has given investors a lot to be excited about.
KIDZ AI (NASDAQ:KIDZ) has signed a non-binding memorandum of understanding with Limestone Networks to evaluate the deployment of AI inference infrastructure at a Dallas data center, marking the next operational step toward supporting its previously announced $44. 6 million GPU compute services agreement with Canopy Wave.
The consensus bottom-line forecasts most investors were comparing its results to didn't appear to factor in changes stemming from a recent spinoff, or any one-time costs related to it.
Wall Street is still optimistic about the stock after it dropped below its IPO price.
After a flat July, the world's most valuable company should be on the move again this month.
Michael Saylor built his reputation as Bitcoin's most devoted corporate accumulator, but his latest SEC filing tells a very different story about where Strategy's priorities actually lie.
Nvidia stock was edging down early Monday. The shares were down 0.5% at $199.69 in premarket trading. Despite Big Tech companies largely raising their capital expenditure forecasts, there are doubts about whether Nvidia will be the primary recipient amid soaring costs for other artificial-intelligence hardware such as memory chips.
CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.
GameStop and AMC used to rise and fall together, but Monday's tape tells a different story, with a billion-dollar debt deal pulling one name lower while a record-shattering box office sends the other surging.
With Q2 earnings due for Palantir stock, analysts are eying U.S. commercial growth and international performance as wild cards.
The two seemingly similar energy giants have a few discernible differences, but there's really only one difference that matters to income-growth-seeking investors.
A botched app nearly destroyed Sonos, and the CEO brought in to fix it faced a company bleeding revenue and credibility. Whether his turnaround holds depends on some uncomfortable questions the numbers alone cannot answer.
The tech giant is getting its mojo back.
One Bitcoin miner has found a powerful new use for its energy assets, but the stock may already reflect much of the opportunity.
AMD earnings are coming. Its AI chip push could be the key to the stock
Your portfolio could be paying you quarterly income right now from three companies that have raised their dividends for decades straight, but the next ex-dates are approaching fast and missing them means waiting another quarter to collect.
Goldman Sachs just refreshed its August Conviction List with a financial services name analysts say the market is sleeping on, and two other picks in the sector that could quietly outperform through year-end.
Diversification is the name of the game for this billionaire investor.
Bloom Energy stock has surged, then sold off. Here's what's real in the AI power story and what could make patient investors wait for a better entry.
Apple's memory chip challenges show no signs of slowing down.
A drawdown this deep has turned a modest payout into a 3%-plus yield. The arithmetic behind it is worth checking.
A well-regarded stock market strategist says that something worrisome is happening with semiconductor stocks and AI hyperscalers.
MOU marks the first data center step in KIDZ AI's demand-led, inference-focused neocloud strategy, targeting deployment of a dedicated NVIDIA Blackwell B300 GPU cluster purpose-built for high-throughput, cost-efficient inference on open-weight AI ...
After years of burning cash and testing investor patience, Clover Health just posted results that bulls have been waiting for. But with medical costs creeping up and the stock already priced for perfection, the real question is whether this milestone is a turning point or a trap.
Investing success means staying in the market.
The chipmaker's entire valuation rests on a single segment's revenue. That figure gets updated this week.
This billionaire investor is betting big on a revolutionary approach in treating pancreatic cancer.
Amazon has trailed the market, but retains a strong position in a growth area.
A Fed divided against itself cannot stand.
Microsoft's earnings report was a big win for bulls.
The recent pullback is an incredible opportunity for investors.
Micron investors have every reason to be bullish on the stock.
A 3% yield near a 52-week low is tempting -- but the new guidance explains why I'm waiting.
This company just reported stellar quarterly operating results, driven by its artificial intelligence-related efforts.
NVIDIA Announces Mass Production of Co-Packaged Optics (CPO) GuruFocus
The fortune being put on the table here is admittedly outrageous. So are the goals that must be met to earn it.
SpaceX's Q2 results are especially important with the company's first lockup expiration looming.
Corrections are a normal part of investing in stocks. But the market is still very likely to thrive over time.
Execution matters more than one disappointing quarter.
Abel isn't charting a new path, but he is putting his stamp on the company.
Jim Cramer outlines his 10 rules for investing, from watching bonds to avoiding hope, as Q2 earnings season hits its peak.
Investors are already starting to show concerns about AI spending, and these stocks are seeing the benefit.
The AI leader's sales and profits are expanding at a rapid pace.
Amazon's stock surged after a strong quarter and upbeat outlook from CEO Andy Jassy.
The stock's triple-digit growth is impressive -- but the valuation asks for years more of it.
Buying crypto when everyone hates it has historically been a decent strategy.
Sea power is becoming even more vital.
It's about time, not timing.
NuScale Power could deliver a critical update during its next earnings call.
Meta's quarterly results were much better than some reports would have you believe.
SoundHound AI stock has lost roughly 40% of its value so far this year.
Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.
Teva reported its Q2 results this week, but the stock's big gains mostly stemmed from another catalyst.
Not all AI chips stocks are buys on this sell-off.
The investment bank has quickly ramped up its crypto ETF offerings.
Investors are increasingly nervous about the sustainability of the artificial intelligence spending boom.
The grocer is well-positioned to benefit from the trend toward eating healthy food at home.
The 2-for-1 split changes nothing about the business. The growth that led to it is another matter.
What if you invested at the absolute worst moment in stock market history? The answer might surprise you.
As stocks pull back from recent highs, lean into these three blue chip dividend stocks.
The company is now more confident in hitting its near-term CPU target.
Strong fundamentals separate Green Thumb from its peers.
The company is on the verge of becoming a commercial-stage biotech, with two promising therapies in phase 3 trials.
Nvidia could still deliver impressive gains if Wall Street keeps raising its earnings estimates.
Young investors can build significant wealth in the stock market by focusing on the long term.
No hyperscaler-sized AI buildout, no capital-spending drama -- just a payments network compounding in the teens. What is that worth by 2031?
Rapid commercial momentum could justify Wall Street's bullish outlook.
It's one of Buffett's favorites, and it will likely be an Abel favorite, too.
Meta's free cash flow is getting crushed, but Zuckerberg's AI compute gamble could be the stock's next big catalyst.
Should you buy shares of Space Exploration Technologies now or wait?
History can be a powerful teaching tool, with past events on Wall Street having the uncanny ability of foreshadowing the future.
CEO Jensen Huang claims investors can buy Nvidia stock "at a discount" amid the backlog.
Is Blue Owl Capital the canary in the coal mine or a one-off situation that investors in other BDCs can ignore?
MercadoLibre is a fit for Berkshire Hathaway on several levels.
Reddit looks like the much better stock to buy on the dip.
Qualcomm's stock is down, but its 2.5% yield and data center ambitions could make this the best time to buy.
Trump may be the undoing of the bull market that's flourished under his tenure.
Nvidia's sluggish returns do not align with its compelling fundamental performance.
There's no way to time a bear market, but there are strategies to help avoid panic selling.
Strategy is a leveraged bet on Bitcoin that is deep in debt.
Meta Platforms continues to trade at a discount while strengthening its fundamentals.
Nvidia investors have had to deal with a rough 2026.
Nvidia and Kawasaki Heavy Industries have agreed to co-develop AI-powered robotics for shipbuilding in Japan. The partners plan to build a next-generation digital shipyard that uses robotics, AI and simulation technologies. The collaboration extends Nvidia’s AI platform into industrial robotics and shipbuilding applications. Nvidia, traded as NasdaqGS:NVDA, is best known for its GPUs and broader AI computing stack that supports data centers and advanced computing workloads. This new...
Bill Ackman is an avid investor who can spot major value.
The company missed on both the top and bottom lines in its second quarter.
Is the hot IPO stock finally a bargain?
Analysts are bullish on the social media company, but investors are less confident.
Louis Navellier has been active in the stock market for approximately 46 years, beginning with the publication of his quantitative research in 1980, the MPT Review. He regularly shares his thoughts with TheStreet readers in this column. There is a false narrative out there that Asia is ...
Video podcasting and gaming could be revenue generators for Netflix, but there isn't anything on the immediate horizon to help reverse stock price losses.
Berkshire Hathaway's portfolio has some big winners this year.
The new CEO took over the conglomerate with a massive nest egg that he must try to deploy.
The social media stock fell 10% immediately after it reported Q2 financial results on July 29.
A massive technology player is announcing its first quarterly earnings and could shake up the entire stock market in the process.
The stakes are high for Lucid's next earnings announcement.
This isn't the first rally we've seen in Microsoft's stock this year.
The burger giant's stock sits near a 52-week low. Its results don't look anything like one.
The Odyssey has become a "global cultural event," according to CEO Richard Gelfond.
Someone needs to keep AI data centers cool.
Apple's Q3 was impressive, but margins look set to come down.
Cursor launched a Benchmark Partners Program with Snowflake (NYSE:SNOW), AWS, Databricks, NVIDIA, and others to support enterprise AI adoption. The program aims to provide a referenceable stack that addresses governance, infrastructure, and deployment issues for large organizations. Snowflake’s participation highlights its role in efforts to standardize how enterprises build and scale AI systems on modern data platforms. For investors watching Snowflake, this partnership places the company...
The developer of blood-based cancer tests still has a bright future.
In a significant pivot, Strategy has gone from Bitcoin accumulation to capital management.
There's more than one reason behind this software stock's rise.
Quantum computing investing isn't front and center.
Silicon Motion delivered exceptional results and implied the memory chip boom is on a multiyear run.
They have a combined 181 years of consecutive payout increases.
Robinhood stock is 43% off its high.
The Schwab U.S. Dividend Equity ETF can help you generate passive income to cover some of your basic living expenses.
These three household-name dividend stocks are hovering near 52-week lows. Here's why they could be smart buys now.
Peter Lynch's favorite investing strategy points to a semi-unknown consumer stock that could still have years of growth ahead.
Ares Capital pays a lot of passive income.
Monster's stock split may grab headlines, but its global growth engine is the real reason long-term investors are paying attention.
Chevron delivered gushing free cash flow in the second quarter.
The fuel cell maker just guided for revenue to double this year. Doubling again by 2029 requires less than you might think.
The prevailing market dynamics serve as a strong tailwind for this tech stock.
Expect more volatility from this whipsawing IPO stock.
The S&P 500 has frequently dropped into correction territory during August in midterm election years.
Coca-Cola's higher margins have likely sweetened one critical metric for investors.
Data center revenue doubled, but soft guidance spooked Wall Street.
Nvidia stock dropped more than 8% over the past three months.
Chipotle shares shot up after strong Q2 earnings, but Starbucks stock could be the better buy.
Investors are getting nervous, but Warren Buffett has some encouraging advice.
Nvidia's valuation story is shifting again as updated models nudge fair value from US$296.81 to US$302.83, a modest move that still matters if you follow target prices closely. The change sits against a wide range of analyst views, with current price targets stretching from the mid US$200s to above US$400 as firms react to earnings, guidance and new AI product disclosures. Read on to see how this evolving narrative could shape the way you track Nvidia from here. Analyst Price Targets don't...
There just wasn't room for anything less than perfection. But, there's a "but."
The president isn't helping ensure his prediction about the stock market comes true.
The streaming leader no longer trades like a growth stock. Run the numbers forward, and that's exactly what makes it interesting.
Nvidia shares are roughly flat so far in 2026.
Read the fine print first.
Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of. The former’s shares are up by 91% while the latter’s stock has gained 67% over the past year. In his Monday morning appearance, Cramer briefly commented on the firm’s support for the Open […]
Nvidia Corporation (NASDAQ:NVDA) is a stock that Jim Cramer has stuck by despite the relatively weak share price performance as of late. They are up by a rather modest 3.3% year-to-date and are down by 2.5% over the past month. Cramer continues to believe that Nvidia Corporation (NASDAQ:NVDA) is among the top companies in the […]
The social media company's one soft number is the number its advertising business leans on hardest.
As is the case with NVIDIA, Jim Cramer continues to believe in Tesla, Inc. (NASDAQ:TSLA) even though the shares have been weak. They are down by close to 1% over the past year and by a whopping 30% year-to-date. On the 23rd, Tesla Inc. (NASDAQ:TSLA)’s shares closed 14.5% lower. On the 22nd, the firm had […]
Component constraints are slowing the tech titan's growth.
Amazon's performance has taken a step back, but Thursday's report could herald a new era.
The company, one of the rare healthcare sector Dividend Kings, wasn't looking too royal on the last trading day of the week.
The company's second-quarter performance was impressive.
Why would investors cheer an e-commerce giant that just burned through billions of dollars?
It's important to have the right game plan when it comes to the stock market.
The gaming platform's guidance implies shrinking bookings, and management says one cause was a choice.
Caterpillar's power generators have become a major catalyst for the AI boom.
There's nothing like the combination of a bottom-line beat and a guidance raise.
Nvidia's physical AI business could be a juggernaut.
It posted a beat-and-raise second quarter.
STORY: :: Recorded on July 31:: Lisa Bernhard, Reuters:: Dean Smith, Portfolio Manager, FolioBeyondShares of Apple tumbled as much as 10% on Friday after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains.The drop, if sustained, would erase nearly $500 billion from Apple's market capitalization and return the crown of the world's most valuable company to AI chip giant Nvidia, days after r
Moby summary of Oxford Square Capital Corp.'s Q2 2026 earnings call
Moby summary of WisdomTree, Inc.'s Q2 2026 earnings call
July doesn't seem likely to end on a happy note for this specialty chemicals stock.
The crypto exchange is taking share of a shrinking market -- and the loss is getting smaller each quarter.
With the stock near a 5-year low, is it worth a look?
Nvidia stock rose after Amazon raised its capital expenditure forecast and played down competition between its custom AI chips and Nvidia’s processors.
The stock market has largely viewed new Fed Chair Kevin Warsh as hawkish during his first few months on the job.
The diagnostics leader is accelerating the trend toward precision medicine.
It beat on the two most important metrics in its second quarter.
Amazon raised planned capital expenditure to $220 billion and reaffirmed NVIDIA's importance despite developing its own Trainium processors.
Moby summary of Chevron Corporation's Q2 2026 earnings call
Moby summary of Balchem Corporation's Q2 2026 earnings call
The landmark deal between NuScale, ENTRA1, and TVA could be NuScale's first big deal, but read the fine print.
Is the ride-hailing underdog still a reliable investment?
Morningstar described NVIDIA as undervalued after its pullback, while retaining a very-high uncertainty assessment.
There is more to this stock than meets the eye.
Pull up a chair; it could be a long wait before SpaceX stock looks like a good buy.
The varied reactions to recent earnings reports underscore the market’s broader indecision. That’s worrying.
Analysts expect 80% revenue growth this quarter.
The e-commerce service provider has a lot to prove.
Memory stocks have been brutal lately, but not all of them are hurting equally, and the gap between the winners and losers may tell investors exactly where to put their money next.
Moby summary of Perella Weinberg Partners's Q2 2026 earnings call
Moby summary of Federal Realty Investment Trust's Q2 2026 earnings call
Moby summary of Brookfield Renewable Partners L.P.'s Q2 2026 earnings call
Moby summary of Carter's, Inc.'s Q2 2026 earnings call
Moby summary of Brookfield Renewable Corporation's Q2 2026 earnings call
Moby summary of nVent Electric plc's Q2 2026 earnings call
Strategy just reported a staggering quarterly loss that would sink most companies, yet analysts remain almost unanimously bullish on the stock. Understanding why requires looking past the income statement and into what the balance sheet actually holds.
Garmin may look expensive, but there is something many investors are missing.
Moby summary of Linde plc's Q2 2026 earnings call
Wall Street unleashed a wave of sell ratings on Roblox after its latest earnings report, but a handful of analysts are pushing back against the panic with a very different long-term story.
AI demand could drive years of regulated earnings growth.
Prediction markets are hot right now, and that could signal big things ahead for Robinhood stock.
Novo Nordisk and Eli Lilly compete in the same blockbuster drug class, yet their 2026 earnings tell dramatically different stories about which company holds the upper hand heading into a pivotal summer of reports and pricing resets.
The global market for obesity drugs is soaring, yet Lilly has a dominant market share.
Meta sold off hard after a Q2 print that spooked investors, but a closer look at what actually drove the earnings gap raises a question the market may have answered too quickly.
Qualcomm's stock just took a brutal post-earnings hit despite beating revenue estimates, and the reason the market sold off so hard tells you almost nothing about where this company is actually headed.
A telltale quarterly update is just the beginning for what could be a big month for Disney's sluggish stock.
Microsoft's shares just surged 15% on earnings, yet the stock still lags where it started the year. Before you dismiss the move as too late, there are two fundamental signals buried in the results that the market has not fully priced in.
Amazon just reported blowout earnings results.
There's a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn't get told as often is what actually happens when all that infrastructure starts getting used. That's the part Lisa Su was talking about on July 24 ...
Michael Burry Targets Nvidia, Micron With Bigger AI Downside Bets
Newell Brands stock spiked as much as 39% after earnings. So why did most of that gain vanish by lunchtime?
Rivian still has a lot to prove before it can be compared to the EV leader.
Wall Street sees stronger returns behind massive infrastructure spending
Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high. That sounds bad, but the sell off has pushed Nvidia’s valuation to its lowest since 2019, even as the company posted a record quarter. The gap between a cheaper stock and […]
Nvidia stock was rising after Amazon raised its capital expenditure forecast and played down competition between its custom AI chips and Nvidia’s processors.
A Saudi billionaire's $129.5 million bet sparked hope for the struggling EV maker, but bankruptcy rumors are now shadowing every move Lucid makes in a collapsing US electric vehicle market.
Meta just dropped 18% while spending at a scale that dwarfs most industries, and over 50 analysts think that gap between price and potential closes by 2027. The question is whether three very specific things break right in time.
Meta just snapped a six-quarter earnings beat streak while pouring capital into AI at a pace that crushed free cash flow, and whether the ad engine can carry that weight determines everything about where this stock goes next.
Spider-Man shattered preview night records overnight, and one prominent analyst went on CNBC to make a bold declaration about what it means for the future of movie theaters. Here is what investors in Sony and AMC need to understand about the shift.
Silver has fallen by half from its January high, in part due to investor nervousness about AI data centers.
This popular investment vehicle is leaving the S&P 500 index in the dust in 2026.
Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.
PepsiCo's price cuts seem to have the desired effect on sales volume.
The stock market is full of excellent buying opportunities.
It's an investment that's proven reliable over the long term.
Berkshire's record cash pile could set the stage for Greg Abel's biggest AI investment yet.
Jones Lang LaSalle (NYSE:JLL) reported second-quarter 2026 revenue growth of 11% in U.S. dollars and 10% in local currency, supported by broad strength in its advisory operations and continued growth in recurring-service businesses. Adjusted EBITDA rose 33% and adjusted earnings per share increased
The popular online forum had a blowout quarter, but some questions remain unanswered.
Retail investors who bought Nio during the 2020 EV craze are openly questioning whether to cut their losses, but Wall Street analysts are moving in the opposite direction with striking conviction. The gap between those two camps reveals something important about where this stock goes next.
AI data centers face major power constraints, and Bloom Energy offers a quickly deployable solution with its fuel cell technology.
Many space ETFs offer diversified exposure to the space economy.
Ahead of its second-quarter earnings report, McDonald's is in a correction, but risk-tolerant dividend investors may want to sink their teeth into the stock.
Disney is under new leadership and facing significant challenges, but Wall Street remains optimistic.
AI's power boom is reshaping the energy market, and these are some companies investors should watch.
Same-store sales continue to rise.
According to the research firm, NVDA now fits the profile of a “growth-at-reasonable-price” stock.
Charlotte's two biggest basic materials giants both supply commodities the industrial economy runs on, yet their stock charts could not look more different. One has rewarded patient investors for a decade straight while the other keeps testing whether timing really is everything.
MercadoLibre's dominance in e-commerce and fintech in Latin America is rapidly expanding.
Microsoft stock surged 16% on Thursday after the company forecast Azure cloud growth well above analyst expectations
High-yield dividend equity ETFs are a great way to generate serious income over time.
The brokerage just posted one of its best quarters ever. The market still won't pay what it used to.
Shopify may struggle to inspire a post-earnings bump with its current report.
The automaker put a date on autonomy, and its latest results raised guidance again. The stock's price barely acknowledges either.
Brookfield Renewable is one of my highest conviction investments.
Cash is plentiful, but execution remains critical.
Positive figures from two key areas could send the stock higher.
Quantum stocks are all speculative, but some have clear advantages.
SK Hynix stock has been volatile since its U.S. debut.
No earnings beat may be sufficient to prop up Palantir's shares this earnings season.
This Dividend King continues to prove it's more than worthy of the title.
Faster upgrades and more customers buying higher-priced devices are likely to be Apple's goals.
More of the same is exactly what investors want from the surprisingly rewarding dividend payer.
Warren Buffett quietly poured over a billion dollars into Coca-Cola stock back when a can cost pocket change, then never sold a single share. The math on what that kind of patience actually produced over 38 years will surprise you.
The CAPE ratio just hit a level we've only seen once before -- right before the dot-com crash. Here's why this time might (or might not) be different, and what it means for your portfolio.
The midstream operator has increased its dividend for 28 years.
Micron stands out among profitable stocks to watch before August, backed by a strong net income ratio and robust earnings growth expectations.
Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.
The semiconductor and memory stock crash is taking a sledgehammer to the Nasdaq Composite.
The stock is down this year, but it's starting to climb back up.
The Federal Communications Commission’s latest restrictions target emerging Chinese technologies that U.S. officials say could threaten America’s AI infrastructure, critical supply chains and cybersecurity. FCC Moves to Protect US AI Infrastructure On Tuesday, the Donald Trump administration unveiled sweeping restrictions...
It's less about the business versus these key metrics.
Cathie Wood, chief of Ark Investment Management, often buys her highest-conviction stocks during sharp pullbacks. That's exactly what she's doing with Nvidia (NVDA), adding more shares after the semiconductor giant fell more than 6% over the past five trading days. In 2025, the flagship Ark ...
Lower projected profits drove investors to abandon ship.
It notched convincing beats on analyst estimates with its second-quarter performance.
The company is becoming a leading AI data center real estate owner.
Lockheed Martin, Raytheon, and L3Harris are leaders in supplying U.S. missile defense systems.
AI stocks skyrocketed today after a hedge fund blowup.
CPO switch production ramps up by Nvidia and Broadcom Electronics360
Huang told the investor conference that rising demand for AI compute will drive corporate revenues and GDP higher.
Sales at the burrito baron's restaurants are rising once again.
These two stocks have been among the brighter spots for the company so far this year.
Investors wanted more out of the software company's latest quarter than a slight bottom-line beat.
AMD nearly breached this level a few weeks ago, but has sold off.
Moby summary of BGC Group, Inc's Q2 2026 earnings call
The line sits near $250 per share -- about 16% below where the stock trades. Here's the math behind the call.
Moby summary of Brunswick Corporation's Q2 2026 earnings call
Michael Burry reveals fresh portfolio moves, adding to existing holdings while expanding short positions tied to AI and semiconductor stocks.
Moby summary of EMCOR Group, Inc.'s Q2 2026 earnings call
Both tech companies beat Wall Street predictions on revenue in their second quarters
Moby summary of Cullen/Frost Bankers, Inc.'s Q2 2026 earnings call
Moby summary of Jones Lang LaSalle Incorporated's Q2 2026 earnings call
Moby summary of Avery Dennison Corporation's Q2 2026 earnings call
Moby summary of CNX Resources Corporation's Q2 2026 earnings call
Moby summary of Leonardo DRS, Inc.'s Q2 2026 earnings call
The next six months may be decisive for the biotech.
Moby summary of NextDecade Corporation's Q2 2026 earnings call
Moby summary of Enterprise Products Partners L.P.'s Q2 2026 earnings call
Moby summary of Exelon Corporation's Q2 2026 earnings call
Moby summary of Federal Signal Corporation's Q2 2026 earnings call
Moby summary of Sonic Automotive, Inc.'s Q2 2026 earnings call
There's a reason the hype around these two nuclear technology stocks is fading.
Moby summary of Group 1 Automotive, Inc.'s Q2 2026 earnings call
Moby summary of Huntington Ingalls Industries, Inc.'s Q2 2026 earnings call
XPO just delivered its strongest growth in nearly five years.
Huge opportunity still depends on converting collaboration into revenue
The more this stock deflates, the better the long-term potential becomes.
Server chips could become an overlooked growth engine
Things are going well for the pharmaceutical giant.
Analysts remain optimistic that the market will view upcoming catalysts in a bullish light.
Moby summary of A. O. Smith Corporation's Q2 2026 earnings call
Moby summary of American Electric Power Company, Inc.'s Q2 2026 earnings call
Moby summary of AGCO Corporation's Q2 2026 earnings call
Carvana just posted record revenue and profits yet its stock is getting crushed in 2026, while a struggling rival is suddenly Wall Street's darling. The case for switching sides is more complicated than the performance gap suggests.
Jensen Huang once joked during an internal company meeting that Nvidia was "basically holding the planet together,” and it's not untrue. He was pointing at memes. The audience laughed. It was funny because it was close enough to true to land. On July 28, Mark Cuban and Michael Burry were making a ...
This company's dividend pedigree makes it a great option for investors prioritizing reliable income -- and income growth -- over capital growth.
SpaceX just locked in $1.6 billion in new government business -- but is that enough to turn the tide for a stock that's down over 40% from its post-IPO peak?
Silicon Motion crushed earnings and opened up 34%. Then investors remembered the stock had already tripled this year.
Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.
The beaten-down fertilizer stock reported some disappointing earnings, but also de-risked its story by paying down debt.
Qualcomm (QCOM) CFO and COO Akash Palkhiwala sits down with Josh Lipton and Dan Howley on Market Domination to discuss the company's performance and outlook in various segments, including AI data centers and automotives.
Microsoft's shares soared more than 16% on Thursday, putting the company on track for a record one-day gain in market value after it said it expects to keep generating cash through its new fiscal year and forecast cloud growth above Wall Street expectations. If gains hold, the software giant would add more than $485 billion to its market value, surpassing chip giant Nvidia's previous record of $441 billion on April 9, 2025, according to LSEG data. "Microsoft reported a very strong quarter a
The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.
Microsoft and Meta maintained substantial infrastructure programs, supporting expectations for continuing demand for NVIDIA processors.
Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.
Microsoft just proved that AI spending can generate real revenue. Here's how one earnings report sparked a massive tech rally.
SoFi delivered strong member growth in the second quarter.
Robinhood just delivered 13 business lines each clearing $100M in annualized revenue, yet the stock sits 20% in the hole for the year. The case for a double by 2030 hinges on whether Wall Street is still pricing the wrong company.
SCHD built its reputation on strict dividend screening, but that same rulebook quietly locked out the stocks that dominated the last five years. One Fidelity fund found a way around that constraint, and the performance gap it opened may change where your next contribution lands.
Just because the company hasn't reported any news doesn't mean a catalyst to drive its stock higher doesn't exist.
Three quantum computing stocks have lost nearly half their value in 2026, yet revenue is surging and governments keep signing contracts. The setup for a violent reversal may already be in place.
The fintech's quarter set records on nearly every line. What investors marked down is a different number.
When the markets start to panic, Buffett says that's when disciplined investors should pounce.
Investors might find that the 3.81% dividend yield is too hard to overlook.
Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.
SAN FRANCISCO, July 30, 2026--Cursor, a leading multi-model AI coding platform, today announced the launch of Cursor Benchmark Partners. This global cohort brings together six of the world’s leading technology, infrastructure, data, and services firms, including Amazon Web Services (AWS), BCG, Databricks, McKinsey, NVIDIA, and Snowflake, to work alongside Cursor to help enterprise customers adopt and scale AI software development across their organizations.
Moby summary of RPC, Inc.'s Q2 2026 earnings call
NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.
L3Harris just posted a great quarterly report, but the market is reacting negatively to IPO-related news.
Buying and holding businesses with durable competitive advantages has worked well for the Oracle of Omaha.
In recent weeks, NVIDIA and its partners have unveiled a wave of AI initiatives, including F5’s launch of F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, large-scale DSX AI factory buildouts with SK Group and NAVER, and new agentic engineering tools such as PhysicsNeMo and expanded CUDA‑X libraries. At the same time, NVIDIA is stretching deeper into the AI stack and capital structure, from multi‑billion‑dollar commitments to Safe Superintelligence and Hut 8’s Texas campus to closer...
Location expansion remains strong, but margins for this restaurant chain deserve close attention.
It took a day for investors to absorb just how big Bloom's earnings report was.
Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI’s next infrastructure expansion. The Wall Street Journal reported on July 26 that Nvidia was in talks to guarantee roughly $250 billion of financing for a proposed 10-gigawatt data center campus in southern Ohio, with OpenAI as a prospective […]
Moby summary of Euronet Worldwide, Inc.'s Q2 2026 earnings call
Investors are seeing warning signs in Altria's Q2 report.
Meta spent $31 billion on AI infrastructure in one quarter. Wall Street wants to know when it pays off.
Dividend income from midstream energy has quietly outpaced what most investors expect, and one MLP with 27 straight years of distribution growth may be the most overlooked engine for building a cash flow ladder right now.
Nvidia Corporation (NASDAQ:NVDA) is reportedly the previously unnamed customer behind Hut 8 Corp.’s (NASDAQ:HUT) Beacon Point data center leases in Texas. The Financial Times identified Nvidia as the tenant on July 28, citing five people familiar with the arrangement. Nvidia discussed its work with infrastructure partners but neither confirmed nor denied that it was the […]
The German sportswear group posted record sales and raised its revenue outlook, but heavy tournament marketing spend left profits short of expectations.
Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.
Investors are buying back into chip stocks, and Arm just delivered a promising quarterly report.
Business booms for Preformed Line Products amid the AI revolution.
The oil major posted its best quarterly profit since 2022 as Iran war-driven energy swings lifted prices, trading and buybacks.
It's a great fit for investors who enjoy income but want to limit their risk.
Based on the average brokerage recommendation (ABR), Nvidia (NVDA) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.
The AI narrative just shifted again, and now Micron is popular again.
A recent recovery in the stock price could make the earnings report more critical.
SanDisk has shed half its value in a single month after an extraordinary run, leaving investors torn between a compelling entry point and a potential falling knife. Here is what the fundamentals, analyst targets, and structural NAND dynamics actually say about what comes next.
AI predictions hurt Sandisk this week -- but all of a sudden, a new theory has investors excited again.
Opendoor has burned investors, survived meme-stock chaos, and landed in penny-stock territory with nearly a billion in cash still on its books. Five companies have the strategic motive and financial muscle to change that story, and the most logical buyer may surprise you.
Its spending plans aren't quite sitting well with investors.
SoFi just posted record loan originations and 61% profit growth, yet the stock sits near a 52-week low. Here is the specific combination of conditions that could turn this battered fintech into a multibagger by 2031.
Just $500 per month can build a big chunk of your retirement nest egg.
D-Wave's technology keeps impressing the telecom giant, but investors shouldn't jump on board just yet.
Caterpillar looks like a risky pre-earnings play, but the recent dip could prove inviting for long-term investors.
The business and the stock spent a year moving in opposite directions. Monday's report decides whether the gap keeps closing.
CPO switch production ramps up by Nvidia and Broadband Electronics360
Ares Capital continues to provide investors with a durable stream of dividend income.
Market leadership has shifted to value stocks amid a sell-off in tech stocks.
Wall Street analysts reshuffled their bets on Thursday as geopolitical fires, a Fed dissent surprise, and a brutal semiconductor selloff forced some major rating reversals across insurance, gaming, tech, and energy stocks.
Shares of capital market company MSCI and credit rating agency Equifax both posted double-digit declines in response to lackluster earnings.
Procter and Gamble just delivered five straight earnings beats while its stock quietly lagged the market, and now a specific corner of its portfolio is flashing signals that bulls say the setup for fiscal 2027 looks nothing like the headlines.
David Ellison insists his blockbuster media merger is still on track, but a legal standoff with a coalition of state attorneys general is about to flip an abstract delay into a very concrete and very expensive problem.
Oklo has plunged from last year's highs, but its progress and leadership could make it a compelling buy.
Investors may want to start bracing themselves for volatility.
Uncharacteristically, the company missed the consensus analyst estimate for profitability.
Bristol Myers Squibb faces declining revenue in its legacy drug portfolio, but new products like Opdivo are offsetting the drop.
In my opinion, one stock wins over the other in terms of risk-adjusted returns.
The Gates Foundation has been fairly devoted to Kraft Heinz, but not fully.
Investors shouldn't automatically assume that winning returns are a foregone conclusion.
Micron's stock could be set up perfectly for a huge rally.
Given the huge rally in S&P 500 stocks like Sandisk — it's no surprise semiconductor ETFs are thriving. But they're getting competition from oil ETFs.
At 41 times earnings, Apple's stock is pricier than it's been in a decade—and its famous buyback machine is losing its punch just when investors need it most.
This oil stock offers an especially attractive risk-reward proposition.
Palantir stock looks attractive after tumbling 40% from its high.
Here's why both Elon Musk-backed stocks could have plenty of downside ahead.
Though a SpaceX-Tesla merger would be nostalgic, it wouldn't make a lot of sense.
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Meta whiffed on earnings, but the buying opportunity just got better.
Both electric-vehicle makers need positive momentum to lift their struggling stocks.
Johnson Controls International (NYSE:JCI) reported fiscal third-quarter results marked by double-digit organic sales growth, expanding margins and record backlog, as demand for data-center and other mission-critical thermal-management systems remained strong. Chief Executive Officer Joakim Weideman
The upgrade leans more on customer traffic than on price increases. The market repriced the stock immediately.
It sports a solid (and growing) dividend yield of 3.3%, too.
There is a moment in every industry when the argument stops being about the product and starts being about the rules. Companies that hit that moment usually send a lawyer. The rare ones send the founder. Nvidia (NVDA) has spent three years as the loudest argument in the stock market. Jensen Huang ...
Chipotle jumped after hours, but is the recovery sustainable?
The world's largest auto retailer raised its dividend by 23%.
Bank investors like a Fed rate hike. But they didn't get one.
The head of the Fed's choice of words when describing elevated inflation should rightly worry Wall Street and investors.
Despite a relatively solid second-quarter report, many shareholders decided to sell.
The hyperscaler impressed Wall Street by holding firm on AI spending.
Meta beat on revenue and Zuckerberg called AI a generational opportunity, yet the stock cratered in after-hours trading and wiped out billions from his personal fortune. The gap between the bullish pitch and the brutal numbers tells a complicated story.
AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in "show-me" mode. Circular financing, ballooning hyperscaler spending, and questions over risk-reward continue weighing down the market. Yet one overlooked name tied to that buildout emerged ...
Qualcomm’s third quarter revenue from smartphone chips dropped 20%, as the company seeks to diversify into AI data centers.
(Bloomberg) -- A bipartisan group of US senators urged Apple Inc. to abandon any efforts to buy chips from blacklisted Chinese semiconductor suppliers CXMT Corp. and Yangtze Memory Technologies Co., warning that the iPhone maker risked becoming reliant on a US adversary for crucial components.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates Ag
It was still basking in the afterglow of an impressive quarterly earnings report.
Shareholders just got a caffeinated jolt from the coffee purveyor.
The company published its second-quarter results on Wednesday morning.
Moby summary of Boston Scientific Corporation's Q2 2026 earnings call
Moby summary of Clarivate Plc's Q2 2026 earnings call
Moby summary of Constellium SE's Q2 2026 earnings call
Moby summary of ArcBest Corporation's Q2 2026 earnings call
Moby summary of Fortive Corporation's Q2 2026 earnings call
Moby summary of Old Dominion Freight Line, Inc.'s Q2 2026 earnings call
Moby summary of Helix Energy Solutions Group, Inc.'s Q2 2026 earnings call
Moby summary of Humana Inc.'s Q2 2026 earnings call
Moby summary of Sun Communities, Inc.'s Q2 2026 earnings call
Moby summary of Prosperity Bancshares, Inc.'s Q2 2026 earnings call
The coal company published its second-quarter results.
Moby summary of Mechanics Bank's Q2 2026 earnings call
Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a raised full-year and long-term outlook. Here are some details: • For the third quarter, Equinix expects revenue of $2.53 billion to $2.58 billion, the midpoint of which is below analysts' estimate of $2.58 billion. Equinix raised its forecast for 2026 revenue to a range of $10.21 to $10.29 billion, from $10.14 billion to $10.24 billion.
Moby summary of SoFi Technologies, Inc.'s Q2 2026 earnings call
Healthy living trends favor the connected device maker.
Moby summary of OneMain Holdings, Inc.'s Q2 2026 earnings call
Shares of the Vans and North Face parent slipped on a wide loss in its Q1 report.
Avis Budget lost money in 2025. 2026 will probably be better than that -- but still not good enough for Wall Street.
Moby summary of Cognizant Technology Solutions Corporation's Q2 2026 earnings call
Despite the stock doubling this year, the CEO is being replaced after making a serious branding mistake.
They may profit from the rapidly growing GLP-1 market in very different ways.
These leading companies are partnering to develop a massive energy and innovation hub.
Oil stock prices should go up in response, but this time there's a catch...
Quantum computing stocks have shed billions in market cap over the past month, and upcoming earnings reports plus a high-stakes acquisition closing could either stop the bleeding or accelerate it.
The popular restaurant chain is becoming more profitable as its quarterly sales top $1 billion.
The British luxury carmaker lifted revenue and kept guidance, but heavy debt and high financing costs are still crowding the driver’s seat
Moby summary of Anika Therapeutics, Inc.'s Q2 2026 earnings call
The industry's biggest future bottleneck won't be memory chips but rather a lack of electricity.
Moby summary of Aon plc's Q2 2026 earnings call
Moby summary of Biogen Inc.'s Q2 2026 earnings call
SpaceX's Starship rocket is making progress, but its AI spending is reaching into the stratosphere.
Sandisk stock is still up massively over the last year, but it's now down 55% from its high.
The deal with Uber is an early test for Rivian that can unlock a wave of new revenue opportunities through robotaxis.
Shipment delays and limited shareholder-return detail overshadowed a sixfold operating-profit increase and strong AI-memory demand.
Disappointing second-quarter results and Fiverr's lowered 2026 guidance fueled the sell-off.
Nvidia, AMD, and Broadcom all look like buys on this sell-off.
Elon Musk has lost $300 billion in the last six weeks.
Cathie Wood Just Sent a Bullish Signal on Nvidia Stock
SK Hynix's earnings disappointment intensified investor scrutiny of AI spending and semiconductor growth expectations.
Micron stock has taken a beating of late, but its biggest catalyst isn't going anywhere.
Sandisk can deliver impressive gains over the next couple of years due to strong NAND flash pricing.
Problems in Europe weighed on profits.
Blackbaud's Q2 report arrived with some big things for investors to be excited about.
A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that even the bond market seems reluctant to absorb, and the ripple effects could reach far beyond Silicon Valley balance sheets.
Oklo remains a very risky way to play the nuclear power resurgence.
These companies' recent headwinds shouldn't lead to decreased payouts.
Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints get.
The company beat on the bottom line, but investors are emphasizing something else altogether.
Moby summary of Automatic Data Processing, Inc.'s Q4 2026 earnings call
The world's top ride-hailing company is still growing rapidly.
Moby summary of GE HealthCare Technologies Inc.'s Q2 2026 earnings call
The stock's price has risen nearly 50% this year.
Moby summary of Integra LifeSciences Holdings Corporation's Q2 2026 earnings call
Ford missed consensus revenue estimates but raised its full-year guidance.
Moby summary of AerCap Holdings N.V.'s Q2 2026 earnings call
Moby summary of Monro, Inc.'s Q1 2027 earnings call
Palantir posts some of the most jaw-dropping growth numbers in software, yet insiders are selling, options traders are hedging hard, and a binary event looms days away. Before you buy, there are a few things worth understanding about what that 147x multiple is actually pricing in.
Moby summary of Lennox International Inc.'s Q2 2026 earnings call
Nvidia's AI Roadmap Hits a New Hurdle as Memory Prices Surge
Coke just raised guidance twice this year while Pepsi watches its biggest snack unit stumble, yet one of these stocks may be a far more compelling buy heading into the second half of 2026.
Israel Englander's Millennium Management has significant options exposure to the iShares Russell 2000 ETF, but investors need to examine why that's the case.
Bristol-Myers Squibb stock has delivered a 42.2% return over the past year, while the current checks suggest the shares are not a straightforward bargain or clear premium, with the Discounted Cash Flow (DCF) estimate pointing to meaningful upside against a more balanced overall valuation score. The 42.2% one year return signals that a lot more optimism is now reflected in Bristol-Myers Squibb's share price than a year ago. Expanded use of Nvidia AI systems and a new San Diego R&D hub can...
Cost increases have hit the company in 2026, but today's earnings report provides evidence of an oncoming improvement.
Some investors believe the company's shares are undervalued.
Lennox stock wouldn't be expensive if its earnings were growing -- but they're shrinking instead.
Meta's stock has shed nearly 17% even as its advertising engine accelerated, creating the kind of price-versus-fundamentals gap that tends to resolve violently in one direction. Before Q2 earnings land, the window to position may be narrower than it looks.
The stock's peeled back quite a bit from May's peak, but the analyst community maintains its valuation on VRT shares.
Generac's CEO just described order volumes he's never seen in his career, and the contracts already signed lock in demand years into the future. Here's what the backlog reveals about where this infrastructure cycle is actually headed.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Behind the headline number: the world’s actual spare oil supply may only have a month left before physics takes over from sentiment
Apple customers may start upgrading more frequently, and the company providing the financing could be the big winner.
Watsco generates a lot of cash -- and is using it to buy growth.
Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.
Only Nvidia looks like a buy at the moment.
Two trading sessions reached opposite conclusions about the same report. One of them had the better argument.
The company reported a 557% annual increase in operating income in the second quarter.
SoFi's stellar second-quarter numbers aren't enough to impress investors.
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.
Bloom Energy just posted numbers that silenced short sellers and stunned Wall Street, but the stock's wild two-day swing reveals a deeper battle over whether its AI power boom is built to last.
These midstream giants offer high yields and steady dividend growth.
Mark Zuckerberg is making the rounds of the business press with a very public campaign to reshape AI regulation, but the real story is what his lobbying reveals about Meta's increasingly desperate position in the AI race.
July has been a rough month for some AI stocks.
The Tim Cook era was a highly profitable one for Apple shareholders.
SoFi crushed revenue estimates and raised its top-line outlook, yet shares cratered 10% anyway as sellers zeroed in on one number management refused to budge on.
Both IBM and Verizon carry decades of unbroken dividends and trade at a discount to the broader market, but the gap between them on the metrics retirement investors actually care about is far larger than their shared label suggests.
Bloom Energy posted blowout second-quarter results.
The stock looks like a top one to own for dividend investors.
The streaming leader's Q2 revenue was below what Wall Street was expecting.
Nvidia is now trading for just 16 times next year's profit target. Things could get even better.
Both cell-tower REITs are trading near one-year lows, and both look cheap on the surface, but one hides a yield trap that could quietly drain a retirement portfolio while the other just raised guidance for the second time this year.
Cathie Wood added to her position as analysts maintained a bullish long-term outlook.
First-half revenue passed 100 trillion won for the first time
GlobalFoundries Gets $300M CHIPS Award Boost From Trump Administration — NVDA's Jensen Huang Calls Silicon Photonics 'Essential' To AI Future TradingView
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.
FDA calendars are stacking up fast, obesity Phase 3 data is closing in, and three biotech names spanning the risk spectrum are quietly positioning for a pivotal back half of 2026.
SK Hynix just posted the most explosive profit growth any chipmaker has seen in years, yet investors responded by selling the stock below its IPO price. The reason reveals something unsettling about where the AI memory boom may be headed.
Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
Wall Street analysts reshuffled their bets on Wednesday with a wave of upgrades, downgrades, and fresh initiations spanning energy, autos, crypto infrastructure, and quantum computing. Find out which names got boosted and which got cut before the market opens.
Bill Ackman runs a concentrated quality portfolio. David Tepper trades distressed assets and macro trends. When two billionaires with completely opposite investing styles both stack more than 15% of their capital into the same stock, it raises a question worth answering.
ARK expects more crypto bankruptcies. Cathie Wood's Tesla, SpaceX, and NVIDIA buys show that thesis in action.
The stock market is trading at historically expensive levels right now.
Retirement means living off your portfolio, not waiting for it to grow, and right now five familiar dividend giants are trading at prices that Wall Street considers deeply undervalued.
GlobalFoundries Gets $300M CHIPS Award Boost From Trump Administration — NVDA's Jensen Huang Calls Silicon Photonics 'Essential' To AI Future Stocktwits
While this retail stock struggles to produce sizable capital gains, dividend investors have plenty of reasons to cheer.
Musk's comments point to a hidden long-term advantage for the memory chip maker.
SK Hynix (NASDAQ:SKHY) reported record quarterly earnings on Wednesday, but its shares tumbled nearly 10% after the results fell short of elevated market expectations, fuelling concerns that spending on artificial intelligence infrastructure by major technology companies could begin to slow. The South Korean memory chip maker, a key supplier to Nvidia, is also pursuing more long-term supply agreements as it looks to reduce exposure to the semiconductor industry’s cyclical demand swings.
The largest IPO of all time has cooled off. Here's what investors need to know.
AMD stock has gained 128% so far this year, but its rally may just be getting started.
This company benefits during periods of heightened volatility in the stock market.
After an early pop following its record initial public offering, SpaceX shares have struggled.
Joby has lost roughly 50% of its value in 2026. Here's why that's a buying opportunity like no other.
The mainstream index funds don’t offer attractive dividend yields, but that doesn’t mean you need a fortune to retire on dividend income.
These two high-octane income stocks are yielding an average of 5.33% and have raised their payouts 135 and 83 times, respectively, since going public.
Amazon is expected to report year-over-year AWS revenue growth of 31%-33%, but I think it could be even higher.
Energy Transfer continues to grow its already lucrative income stream.
Negative sentiment may be clouding investors' ability to see SpaceX's long-term potential.
Chip design startup ChipAgents expanded its Series A financing with a $60 million infusion to further fund its plans to speed up semiconductor design through the use of AI agents, its chief executive said. ChipAgents builds software that harnesses so-called AI agents - programs capable of making decisions and executing complex tasks with little or no human oversight - to make the complex, lengthy process of chip design faster and more automated. ChipAgents sees the largest speedup in desi
LTH hits new highs after eight straight earnings beats and rising estimates, while MSTR faces pressure from falling estimates, debt and Bitcoin sales.
If Amazon is going to see a return on its AI investments, shareholders will need to have patience for the next several years.
Shareholders will soon own twice as many shares, but they won't be any richer.
Here's why Stellantis' North America region could be a leading indicator of whether and when its turnaround will gain traction, and why it's important for investors.
Despite record second-quarter profits fuelled by AI demand, SK hynix shares plunged as investors questioned whether the boom can last amid Middle East tensions.View on euronews
American Express is attracting and retaining card members across generations, showing why the business is built to last.
The Federal Reserve is expected to raise interest rates twice by year-end -- history suggests that tighter monetary policy could trigger a stock market correction.
Thirty-seven analysts have placed a buy- or hold-equivalent rating on SpaceX stock over the last seven weeks -- and they've all been wrong.
Qualcomm will report its fiscal third-quarter results on Wednesday afternoon as it seeks to diversify away from mobile phones.
It's an ominous warning, and investors should be prepared.
SpaceX's growth vision remains entirely intact.
The company could prove the doubters wrong if this deal goes through.
Palantir's next earnings report could make or break its current valuation level.
Avis delivered some key cost improvements but faced macro headwinds in the second quarter.
Here's a closer look at Qualcomm headed into its earnings report on Wednesday.
Apple's market cap briefly hit $5 trillion before Thursday's earnings, testing Tim Cook's final report as CEO.
Add the effect of stock buybacks to the dividend, and you're looking at a total yield approaching 11%.
Ark Invest increased its Tesla stake after a price drop, signaling continued bullishness, but is it warranted?
Royal Caribbean's win streak continued.
The memory maker's two valuation multiples describe two different companies. Believing the cheap one requires one big assumption.
South Korean memory-chip maker SK Hynix missed Q2 sales estimates but its net profit rocketed due to investment gains. SKHY stock wavered.
The conglomerate likely lost money on the investment, which has rallied in recent months.
(Bloomberg) -- SK Hynix Inc.’s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel
A billionaire investor bought a sizable stake in the EV maker.
Moby summary of Ecolab Inc.'s Q2 2026 earnings call
Moby summary of Franklin Electric Co., Inc.'s Q2 2026 earnings call
Apple is slated to report earnings Thursday afternoon, with traders expecting the iPhone maker’s stock could extend its record-setting rally following the results.
Investors are fearful about Palantir stock -- but Wall Street says it's time to get greedy.
The stock looks like a high-risk, high-reward play.
The drink maker is winning market share despite persistent economic challenges.
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.
Coca-Cola just reported strong earnings results ahead of Wall Street consensus estimates.
ExxonMobil should report a profit gusher later this week.
The company's second-quarter performance raised investor concerns.
From one perspective, Nvidia is priced at nearly the same level as the S&P 500.
The rocket maker's public-market debut gets its first report card in a week. Three things will decide how it goes.
It posted a beat-and-raise second quarter.
The stock recently fell sharply after a mixed quarterly update.
Netflix's stock is undervalued relative to its recent history.
South Korean chipmaker SK Hynix reported bumper quarterly results on Wednesday but fell short of lofty investor expectations fuelled by the AI boom, with the company racing to secure long-term supply deals to cushion the memory industry's volatile demand cycles. The Nvidia supplier's quarterly operating profit soared more than sixfold to a record high, but it said delays in shipments of some advanced products limited price gains for its mainstay dynamic random access memory (DRAM) chips. Sha
Investors were under the impression that the company had missed on second-quarter earnings.
3X'ing the risk on semiconductor stocks turned out to be a bad bet today.
Nvidia gains rare access to Safe Superintelligence research and input on future chip platforms
These stocks all yield more than 5% and are safer than they look.
Bettors on Kalshi are giving SpaceXAI a 68% chance of taking over Tesla before 2028, treating the merger as a matter of scheduling rather than speculation.
Coca-Cola just delivered a blockbuster quarter with 6% organic revenue growth.
Apple could finish the year as the world's largest company if its financial results remain strong.
Investors shouldn't become complacent in a thriving bull market.
Stock Market Today: The Dow Jones index rises as oil prices falls. This week's Fed policy meeting is key for markets. A telecom name breaks out of a base.
Moby summary of Camden National Corporation's Q2 2026 earnings call
Moby summary of The Boeing Company's Q2 2026 earnings call
Moby summary of Hubbell Incorporated's Q2 2026 earnings call
Moby summary of Invesco Ltd.'s Q2 2026 earnings call
These stocks offer above-average yields, have impressive track records for dividend growth, and have made generous increases in recent years.
Micron stock tumbled 9% as a perfect storm hit the chip sector. Here's what you need to know.
Amazon's $13 billion investment has become a windfall.
Moby summary of Kiniksa Pharmaceuticals, Ltd.'s Q2 2026 earnings call
Stock Market Today: The Dow Jones index rises as oil prices falls. This week's Fed policy meeting is key for markets. A telecom name breaks out of a base.
The AI server maker's quarterly order haul is now more than triple its market value.
AI Chip Stocks Under Pressure as China Competition and Funding Fears Hit Sector
Cracker Barrel's stock has doubled this year on a CEO swap and a reversed rebrand, but the New Coke playbook Wall Street keeps citing reveals something uncomfortable about what actually comes next for David Deno.
Moby summary of HF Sinclair Corporation's Q2 2026 earnings call
Sandisk and Micron have emerged as leading beneficiaries of the artificial intelligence (AI) memory boom.
As a group, analysts tracking the coffee giant are expecting a dip in revenue, but an improved earnings per share figure.
Moby summary of CTS Corporation's Q2 2026 earnings call
Bristol Myers keeps making moves to establish a strong foundation for the future.
JetBlue just handed investors a reason to rethink the entire airline sector, but the same earnings report that sent shares soaring also revealed a widening loss that bulls are choosing to ignore.
Technology giant Microsoft (NASDAQ:MSFT) will be reporting earnings this Wednesday after market close. Here’s what investors should know.
JPMorgan just reported incredibly strong second-quarter 2026 earnings, so why did JPMorgan's CEO sound so cautious?
Commvault beat earnings estimates and posted 71% free cash flow growth. So why did the stock crash 20%?
Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.
Nvidia(NVDA) investors have no shortage of reasons to remain bullish. The AI chipmaker posted record revenue of $81.6 billion for the first quarter of fiscal 2027, up 85% from a year earlier. Data center revenue surged 92% to $75.2 billion. Nvidia forecast second-quarter revenue of about $91 ...
The space economy giant is slipping after its mega-IPO.
Moby summary of TransUnion's Q2 2026 earnings call
Exxon Mobil heads into its July 31 earnings report carrying a streak most energy companies can only dream about, and Wall Street is pricing in a very high chance it gets even better before summer ends.
Moby summary of The Sherwin-Williams Company's Q2 2026 earnings call
Apple and Nvidia are separated by less than $200 billion in market cap, with blockbuster earnings reports from both companies arriving weeks apart. One metric on July 30 could hand Apple the crown, or hand it straight back to Nvidia.
OPEC's decision to pause could have a meaningful impact on the oil market.
D-Wave Quantum's deal with AT&T could be a sign of things to come for the quantum computing company.
Moby summary of Textron Inc.'s Q2 2026 earnings call
Moby summary of Xylem Inc.'s Q2 2026 earnings call
Moby summary of American Tower Corporation's Q2 2026 earnings call
Moby summary of The Coca-Cola Company's Q2 2026 earnings call
Stock Market Today: The Dow Jones index rises. Wednesday's Fed policy meeting will be key for markets. An insurance name breaks out.
Great quarter, rough guidance, and a CEO quote that basically writes its own punchline
Moby summary of Armstrong World Industries, Inc.'s Q2 2026 earnings call
Coca-Cola and Boeing are surging together for the first time in years as investors abandon AI darlings, and the catalyst behind each stock tells a very different story about where the market is heading.
Moby summary of Axalta Coating Systems Ltd.'s Q2 2026 earnings call
The deal should greatly benefit both companies -- and their stocks.
Moby summary of IQVIA Holdings Inc.'s Q2 2026 earnings call
Nvidia is reported to be in talks to provide substantial financial backing for a Microsoft supported OpenAI AI data center project in Ohio. The initiative would expand OpenAI’s US AI infrastructure while deepening ties between Microsoft, OpenAI, and Nvidia. Following a recent US national security AI review, the CEOs of OpenAI and Nvidia met with Senator Mark Warner to discuss AI related issues. Microsoft, traded as NasdaqGS:MSFT, sits at a current share price of $389.1. The stock is down...
These stocks are all up more than 28% this year.
Wedbush Flags New Risk for Nvidia as OpenAI Project Grows
Investors who take a long-term approach to the stock market can earn life-changing returns.
Moderna has already surged more than 80% in 2026, but two major events packed into the next two weeks could either cement that rally or unravel it fast.
Taiwan Probes Nvidia Office in AI Chip Smuggling Investigation
Moby summary of Daktronics, Inc.'s Q1 2010 earnings call
Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Starship looks nearly ready for prime time -- so is SpaceX stock finally a buy?
Apple just reclaimed the world's most valuable company crown while Nvidia posts triple-digit earnings growth, and for retirement investors only one of these mega-caps actually earns a place at the core of a 20-year portfolio.
Jim Cramer has a name for quality dividend stocks that crash for no good reason, and buying them at the right moment turns a market panic into a windfall. Only one name on his watchlist currently fits the setup.
Morgan Stanley just entered the spot ether market with a fee structure that undercuts most established rivals, and it is pairing that price advantage with a staking feature that could quietly change what investors actually earn.
Apple's market capitalization briefly surpassed $5 trillion for the first time on Tuesday, making it only the second company ever to achieve that milestone after Nvidia. Its shares were last up 0.2% at $337.7, giving it a market capitalization of $4.96 trillion. The iPhone maker became the most valuable company in the world earlier this month, overtaking chip giant Nvidia - which had been at the top since June 2025 and was the first company ever to breach the $5 trillion threshold.
After a sharp sell-off, AST SpaceMobile stock is trading below $63 per share as investors weigh its aggressive growth targets against execution risks.
Ark Invest recently bought $18.4 billion in shares of Meta Platforms.
Boeing's defense segment flipped from profit to loss despite posting double-digit revenue growth, and a single line item on one troubled government contract tells the whole story.
Can growth stocks maintain their momentum, or is it time to diversify?
These stocks have market caps below $5 billion, but they could be much more valuable in the future.
Rivian is beating expectations with production and deliveries, but larger issues loom.
Textron aims to boost profit margins and accelerate growth by cutting loose a weak division.
One of Warren Buffett's favorite stocks remains a big position in Berkshire Hathaway's portfolio.
AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.
The Fed's stabilizing rate path and widening lending spreads are creating a narrow window in the BDC space, and three very different companies are positioned to capture it in ways most income investors overlook.
Investors looking to add energy stocks before the end of July may want to consider an interesting pairing of ConocoPhillips and DT Midstream.
The fintech just made a strong case for raising its asking price.
Reddit stock has shed nearly 25% in 2026 even as its financials flash some of the strongest growth metrics in social media. With its Q2 earnings report arriving Thursday, the setup heading into that call deserves a close look.
Nvidia's (NVDA) five-year credit default swap has risen to its highest level ever — 82 points — as the chipmaker continues to become an integral player in many AI infrastructure projects. Yahoo Finance Senior Reporter Brooke DiPalma takes a closer look at this news and the debt that Nvidia is taking on.
Sandisk stock has fallen 10% or more per day for three straight days. Here's why.
Pipeline stocks remain lucrative for passive income investors.
Brian Niccol's turnaround is showing real signs of life at Starbucks, but the dividend streak that income investors depend on is running on thinner coverage than at any point in recent memory. Something has to give, and the answer reveals a lot about where this recovery actually stands.
Investors are locking in profits before Bloom Energy reports later today.
Shares of SpaceX (NASDAQ:SPCX) have collapsed from a 52-week high of $225.64 to $113.50 as of July 27, 2026, a slide that has erased more than $1.2 trillion in market value since the June peak. Against that rout, Bernstein SocGen analyst Douglas Harned reiterated an Outperform rating and maintained a $239 price target in a ... As SpaceX Shares Continue To Plummet, One Analyst Says Now Is the Time To Buy With 110% Upside
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.02%, and the actively tr
If history is any guide, the price of Bitcoin could be substantially higher by the end of the year.
Trailing a powerful competitor, Novo Nordisk could stay firmly in second place for a good while.
Tesla just logged its worst earnings reaction of the year, wiping out billions in market value, yet some analysts still see a path to $500 per share. The question is whether the numbers behind that target hold up or collapse under scrutiny.
Altria stock has surged over 30% this year and still hands investors a yield that dwarfs most of its large-cap peers, but the July 30 earnings report introduces a variable that could push income investors to act now or regret waiting.
Stock Market Today: The Dow Jones index rises, but the Nasdaq drops as chip stocks Micron and Sandisk sell off. Coca-Cola climbs on earnings.
Intuitive Surgical (NASDAQ:ISRG) trades at $356.83, while the average Wall Street price target sits at $484.40. That leaves roughly a 36% gap between current price and Street consensus. Intuitive builds the da Vinci robotic surgery platform and the Ion lung biopsy system, dominating soft tissue surgical robotics. Wall Street has debated whether that moat holds ... Intuitive Surgical Fell 37% to $355 With This Wall Street Pro Is Calling for $685
Nvidia Stock Falls as Wall Street Weighs Risks of Massive OpenAI Financing
The company recently announced its margins would be significantly higher than what it previously forecasted.
Investing in semiconductor stocks before the start of the artificial intelligence (AI) revolution would have produced huge returns over the past decade.
Chipmaker's lease commitment could reach $50B over 30 years
The Schwab U.S. Dividend Equity ETF has the superior selection strategy, while the Vanguard Dividend Appreciation ETF has a bigger growth and tech tilt.
Nvidia (NASDAQ: NVDA) shares fell 4.99% on Monday to close at $196.51, stripping roughly $250 billion from the chipmaker’s market value and ceding the title of world’s most valuable company to Apple, which rose more than 1% to a market cap of roughly $4.95 trillion on the day. Pre-market pricing on Tuesday points to a further decline, with shares quoted at $194.84 ahead of the open.
Chipotle's own management spent billions buying back stock at prices well above where shares trade today, and Wall Street analysts see a 43% bounce ahead of this week's earnings report. The question is whether a traffic slump will overshadow the bull case or set up the buying opportunity of the year.
These companies are generating substantial excess cash after paying high-yielding dividends.
Jefferies just named five U.S. dividend stocks to its exclusive Global Best Ideas list, and with the S&P 500 stretched to historically expensive valuations, the case for these high-conviction picks has never been more urgent.
Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.
Bloomberg reported Nvidia has committed $5 billion to Ilya Sutskever's Safe Superintelligence.
Shares in the premium payments firm have dropped 12% in 2026.
The market isn't necessarily on the verge of running into a headwind, to be clear. But it never hurts to have a mental plan before you need it.
These top consumer brands offer yields between 3.2% and 4.3%.
If you're a buy-and-hold-forever kind of investor, you need a timeless approach to picking stocks.
FEATURE Nvidia stock is ‘cheap as chips’, as the popular British saying goes. In fact, the shares haven’t been this cheap in more than 11 years. The company’s forward price to earnings ratio stood at 18.
Vistra epitomizes a utilities artificial intelligence winner, but this bullish story may have more chapters ahead.
Execution matters more than one earnings report.
Both Salesforce and Disney have taken serious hits this year, but retirement investors face a genuine dilemma when the cheaper stock and the faster-growing stock point in opposite directions. Picking the wrong dip could cost you more than just patience.
SpaceX's stock is well below its IPO price.
The AI chipmaker has 41 buy ratings. But the consensus target isn't much higher than the stock's price today.
Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.
The AI boom is expanding beyond semiconductor companies; Shopify is an early leader in agentic commerce.
Wall Street says Meta Platforms' stock is undervalued ahead of its upcoming earnings report.
The stock market is more expensive today than it has been since the dot-com bubble.
Micron stock has rocketed over the past year, leaving those interested in buying shares to wrestle with a steep price tag. Fortunately, there's another route to Micron exposure.
Jim Cramer watched a nearly identical financing arrangement detonate an entire sector in 2000, and he says the same pattern is now unfolding around Nvidia's biggest customer. His warning comes even as the chipmaker posts record-breaking revenue.
Can Chipotle return to meaningful growth?
The report couldn't be more timely.
Nvidia has signed leases worth up to $50 billion for Hut 8's Texas data center, the Financial Times reported on Tuesday, citing five people familiar with the deal. Hut 8 said last week its 1-gigawatt Beacon Point campus had a base-term contract value of $19.6 billion over 15 years, rising to as much as $50.2 billion if renewal options are exercised. The FT reported that Nvidia was the data center's tenant, citing sources.
The company's second quarter was mixed, with a beat on revenue but a wide miss on profitability.
The loss ran through the accounting. The payout runs on cash.
Is the recent IPO's honeymoon period finally over?
The stock is still priced in a way that leaves very little room for error.
Markets are largely focused on pivotal earnings from major hyperscalers this week, including Amazon.com, Apple, Meta and Microsoft.
Investor optimism was driven by AI optimism, a multibillion-dollar acquisition, and strong earnings execution.
Reddit has impressed since its IPO two years ago. The stock could be in store for more gains.
Sweetgreen looks poised to pop.
Investors are growing uneasy with the semiconductor titan's financing deals with its customers.
Nvidia may have underperformed the broader semiconductor sector over the past year, but it can step on the gas once again.
Tesla has shed 15% in 2026 while the broader market climbs, yet one of Wall Street's most vocal analysts just doubled down on a target that implies the stock is nowhere near finished. The gap between his conviction and the crowd's skepticism comes down to a single question about execution.
A deal with YouTube could be bigger than anything Sirius reports on July 30.
Insurance companies are among the largest institutional investors, thanks to this unique feature of their business.
A telecommunications giant is expanding its use of quantum computing technology.
Navitas topped second-quarter revenue estimates and outlined a stronger third-quarter outlook, but a wider net loss weighed on the stock in extended trading.
In the closing of the recent trading day, Nvidia (NVDA) stood at $196.51, denoting a -4.99% move from the preceding trading day.
The recent rally could pave the way for "sell the news" volatility, but don't let this scare you out of a long-term position.
International Business Machines (NYSE:IBM) has joined Nvidia, Microsoft, Palantir and others to launch the Open Secure AI Alliance. The alliance aims to promote open source AI development and improve cybersecurity across AI systems. The announcement positions IBM as a founding member of an industry group focused on transparency and trust in AI. International Business Machines enters this alliance with a mixed recent share price record. NYSE:IBM closed at $216.28, with the stock down 20.4%...
The Schwab U.S. Dividend Equity ETF (SCHD) is on pace for yet another boost to its payout. That's only part of its appeal.
Oil prices eased over the weekend with a lull in the U.S.-Iran war.
A brave hero from ancient Greece delivered for the company.
Shares of SpaceX have cratered by 50% from their all-time high.
The market is already jittery about AI spending.
Micron stock has surged more than 700% over the past year, but its rally may not be over.
Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.
NVIDIA's 55% net margin and $96.7B free cash flow contrast sharply with Snowflake's $1.3B net loss, but valuation gaps tell a different story.
The crypto treasury leader has quietly amassed a significant share of Ethereum's total supply.
The crypto miner began the week by being slapped with an analyst's recommendation downgrade.
Chip stocks thwarted what started as a strong trading session on Wall Street. The Nasdaq Composite closed 0.2% lower while the S&P 500 was roughly flat. The Dow Jones Industrial Average eked out gains, rising 0.5%, or 262 points.
Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.
(Bloomberg) -- SK Hynix Inc.’s American depositary receipts slumped to a new low after a record-setting $26.5 billion debut earlier this month as investors dump once-high flying semiconductor stocks.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsNvidia’s $750 Billion in Deals Reignite Circular AI FearsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOSpaceX at $100 Would Imply Zero AI Value,
Moderna's stock recently hit a new 52-week high after receiving positive news surrounding one of its vaccines.
Rivian could reveal promising sales traction for its new SUV.
Chipmaker Nvidia (NVDA) is reportedly in talks with OpenAI (OPAI.PVT) to help fund a $250 billion backstop, according to the Wall Street Journal, that would guarantee the latter's plans for an AI data center in Ohio. Yahoo Finance Tech Editor Dan Howley touches on the investor concerns this possible partnership could signal about circular investing in the AI landscape.
(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be
SK Group partnership and OpenAI discussions deepen NVIDIA's role in funding global AI infrastructure.
Arm could make a big move after its earnings report Wednesday.
Hedge fund billionaire David Tepper just sent a scathing letter to a company whose stock has collapsed more than 60% in a year, and the size of his bet suggests he sees something Wall Street is missing.
The space stock's struggles could still be in their early stages.
Tesla stock is vulnerable to significant downside because of its sky-high valuation.
Nvidia is rallying big tech around a new security mission.
Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.
Nvidia might guarantee $250 billion for OpenAI and Softbank to build the largest data center on the planet. The U.S. Government is right behind them.
China is taking aim at memory stock profits, and Sandisk could be the next target.
(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp
This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.
Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.
China takes aim at memory stock profits, and Micron is the target.
Qualcomm reports Q3 earnings on July 29 with Polymarket odds heavily favoring a beat, yet the stock still trades at a fraction of its chip rivals' valuations. Whether that gap closes depends on what management says about a pending hyperscaler launch and a handset business expected to hit bottom this quarter.
Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.
There may be a better way to play a rebound in cruise ship stocks.
MapLight Therapeutics' (MPLT) shares tumbled 68% even after the company said its phase 2 trial of ML
Quantum computing stocks may be the future -- but how far in the future are quantum profits?
SpaceX stock has shed 29% since its June IPO and the psychologically critical $100 level is now within reach, but two massive catalysts land within the next two weeks that could push shares sharply in either direction.
BlackRock quietly launched a second emerging markets ETF that costs almost nothing compared to its famous sibling, and the long-term performance numbers reveal just how expensive investor loyalty to the original has become.
Why did the Nasdaq give back all of its morning gains? Blame China's semiconductor surprise.
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
Procter & Gamble usually isn't an exciting stock -- and that may be the reason to consider it, heading into earnings.
Quantum Computing investors have high hopes, but can the company deliver in 2026?
Bloomberg reported Nvidia has committed $5 billion to Ilya Sutskever's Safe Superintelligence.
The electric vehicle stock is now down nearly 40% from its high.
Three megacaps that fell sharply last week have been on growth investors' radars in recent days.
Investors think good news for D-Wave is great news for IonQ. Are they wrong?
Most dividend investors chase yield or growth, treating them as competing strategies, but a four-ETF approach spans both philosophies and two continents without the bloat of a complex portfolio.
Another day to look at Micron (MU). I think I have covered this stock more than any other stock lately. One of the most recent best beats was the historic Q3 preview earnings coverage. I call it best because our target was hit on the same day as that Q3 blowout print. Plus, it has been one of ...
The volume of stock sales from early stakeholders could dwarf the IPO after SpaceX's first earnings report.
On July 27, 2026, crude oil retreat lifts blue-chip sentiment, though tech weakness tempers broader gains.
The South Korean memory bellwether is poised to deliver a significant jump in earnings next year.
Quantum computing stocks may be the future -- but how far in the future are quantum profits?
Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants stands out as the clear winner while two others demand patience.
The voice artificial intelligence (AI) company releases its second-quarter numbers next week.
Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker’s stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street’s focus from sky-high demand to balance-sheet realities. The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. Taken together, the sticker shock was enough to rattle investors and draw a pointed, three-word post on X from legendary short-seller Mi
These competitors are moving full steam ahead, but buying their stocks is an incredibly risky proposition.
When Treasury yields already pay 4.55%, equity income investors need a compelling reason to take on extra risk, and a handful of monthly dividend payers are quietly making that case with coverage ratios, rent growth, and consecutive payment streaks that most income portfolios never see.
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a ‘value trap’. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins […]
Monster Beverage keeps splitting its stock because the share price keeps going up.
A 2.8% Social Security raise barely covers a trip to the grocery store, so retirees are quietly rebuilding their paychecks around five dividend stocks with track records stretching back through every recession of the past two decades.
Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.
Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how investors think about every chip stock in the market.
Structured notes have long offered this kind of downside protection, but retirees had to lock up capital and accept illiquidity to get it. A new breed of ETF changes that equation in a way most conservative investors have not yet considered.
Amex had strong Q2 revenue and earnings growth, but rising expenses are concerning.
Kraft reports its second-quarter earnings next week.
Silvaco Group Inc. (NASDAQ:SVCO) shares climbed 6.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is in talks to provide a roughly $250 billion financial guarantee to support OpenAI's planned data center project in Ohio, according to a Wall Street Journal exclusive report citing people familiar with the matter. The report said the proposed guarantee...
AT&T just handed the quantum computing sector a concrete production milestone, and the stocks reacting hardest are not the ones that signed the deal.
The NVIDIA Inception acceptance follows a series of major milestones for JetStream Security, including the launch of its Verified MCP Governance Layer and FedRAMP Class D (High) Certification, further accelerating its mission to help organizations ...
Palantir's latest earnings numbers come out next week, and the bar will be set high.
Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo
NVIDIA and Broadcom Begin Volume Ramp of CPO Switches, with Optical Engine Yield and Advanced Packaging Capacity Emerging as Key Expansion Bottlenecks, Says TrendForce TrendForce
NVIDIA, Broadcom push co-packaged optics into mass production era Communications Today
The longtime successful retailer has seen its stock price slide over the last couple of months.
ETFs will keep buying SpaceX even if its stock price continues tumbling.
The stock is trading at a discount over a short-term issue.
The stock is down 37% this year, but management is raising its full-year guidance.
Palantir heads into August earnings with analysts raising the bar even higher, Michael Burry betting against it, and a valuation that still makes skeptics wince. Whether the AI platform's commercial momentum can finally move the needle is the question every investor needs answered before touching this stock.
The tech company has earnings coming up in a few weeks.
Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions about what the bounce actually signals.
Nvidia keeps reclaiming the throne and Apple is lining up a new CEO, fresh AI features, and a device upgrade program that could ignite a supercycle. Only one of these giants walks away as the world's most valuable company, and the pick might genuinely surprise you.
Favorable trends could drive Delta to even higher altitudes.
NinjaTrader Group, a global leader in retail futures trading, today announced that CME Group Single Stock futures are live and immediately available for eligible users on the NinjaTrader platform. A major launch for the industry, these new CME Group contracts give active traders a way to trade individual stocks like Nvidia, Tesla, Apple and Amazon with the flexibility of futures.
Three consumer giants report earnings within 48 hours, but their setups diverge so sharply that the right call on one could be the exact wrong call on another. With sentiment at a 12-month low, the guidance from each company matters far more than any headline beat.
Some utilities have mailed unbroken dividend checks for seven straight decades, and a few on this list are quietly positioned to accelerate payouts just as data center demand rewrites their growth outlook.
Nvidia Makes Surprise $1 Billion Move as Naver Stock Explode
Nvidia Eyes Massive $250 Billion AI Deal With OpenAI: Report
Black Monday wiped out 22% of the market in a single day, and most investors never saw it coming. A small group of companies not only survived that crash and every major meltdown since, but kept sending bigger checks to shareholders each time the panic peaked.
Michael Burry Turns More Bearish on AI Stocks, Keeps Tesla Short Alive
Five‑year, $1.5 billion B300 cluster contract lifts 2026 signed contracts above $3 billion and is expected to increase ARR to roughly $696 million.More than $534 million in cash prepayments power the next phase of expansion. PITTSBURGH, July 27, 2026 (GLOBE NEWSWIRE) -- Axe Compute Inc. (NASDAQ: AGPU) today announced a new five-year customer agreement with a total committed contract value of over $1.5 billion to deploy a massive NVIDIA Blackwell-based dedicated AI infrastructure cluster in the U
LNG exports are surging, data centers are hungry for power, and three midstream operators are turning that demand into growing paychecks for shareholders. But each one comes with a catch worth knowing before you buy.
This ETF uses a similar strategy but has outperformed the Schwab U.S. Dividend Equity ETF (SCHD) by 3 percentage points annually over the past decade.
The guarantees would help OpenAI lease a SoftBank-developed data center.
Tesla and Palantir shorts also remain firmly in place
(Bloomberg) -- China warned it would take “all necessary measures” if the US moves to sanction Chinese artificial intelligence companies over allegations they improperly used American models to train their own systems.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Ral
Private equity sponsors hunt for companies where the buyout math practically writes itself, and four overlooked mid-cap names are quietly checking every box on their target list right now.
AGNC Investment pays a very lucrative monthly dividend.
The recent stock market sell-off gives investors a chance to buy a slice of the artificial intelligence revolution at a discount.
Nvidia may be quietly transforming from a chip supplier into the financier of AI's most ambitious infrastructure bets, and critics say that shift raises uncomfortable questions about whether surging GPU demand is as organic as it appears.
The chipmaker's backing would help OpenAI lease a 10-gigawatt project in southern Ohio being developed by SoftBank's energy subsidiary
HRMY, NVDA and VLO headline a Zacks Value Investor podcast on balancing value and growth while using PEG ratios to identify attractively valued stocks.
The legendary investor might not say the stock market is in a bubble, but he probably thinks it is.
Most Wall Street analysts think SpaceX stock is deeply undervalued.
LG Electronics (LG) has secured official NVIDIA certification for its 600kW Coolant Distribution Unit (CDU). This milestone validates the reliability and efficiency of LG's liquid cooling solutions and thermal management technology with NVIDIA's AI infrastructure standards, supporting the company's continued expansion in the AI data center cooling market.
Both the companies target large-scale AI infrastructure build, with cloud and memory projects planned across South Korea.
The investments MercadoLibre is making today could drive strong returns for years to come.
Cathie Wood's investment fund is heavily invested in SpaceX stock.
AMD CEO Lisa Su has made bold moves to position AMD as an AI winner.
Could this sub-$4 stock mint new millionaires or sink down to the nodules it's trying to mine?
A split Fed and an unclear interest rate policy path aren't good for stocks.
Are the concerns that have weighed on the stock overblown?
NVIDIA Corp (NASDAQ:NVDA) plans to invest about $1 billion in NAVER Corp as part of a broader effort to expand artificial intelligence datacenter infrastructure in South Korea. Announced Saturday during South Korean President Lee Jae Myung‘s visit to the AI Summit in San Francisco, the project would expand NAVER’s GAK Sejong AI datacenter from 55 megawatts to 200 megawatts by 2028, with Brookfield Asset Management Ltd (NYSE:BAM) proposing up to $9 billion to fund the AI infrastructure. NAVER To
This company is completely dependent on its collaborations and milestone payments to survive.
Investors may want to be careful.
Over the weekend, ‘Big Short’ investor Michael Burry and tech commentator Ed Zitron voiced concerns after a report said Nvidia Corp (NASDAQ:NVDA) is considering backing billions of dollars in financing to support OpenAI’s massive AI infrastructure expansion. Nvidia Reportedly Weighs Financing Guarantee For OpenAI Nvidia is in talks to provide a roughly $250 billion financial backstop for OpenAI as part of a massive data center project in southern Ohio that could ultimately cost more than $500 bi
The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.
Shares in this dominant retailer have climbed faster than Amazon and Costco in the past five years.
Demand for medical testing services is rising.
The cryptocurrency exchange faces a lot of macro, competitive, and regulatory headwinds.
Infleqtion is securing the right partnerships and customers that can set it up for a multiyear run when quantum computing is commercialized.
Rafay Systems, a leading platform provider for modern infrastructure and AI workloads and a member of NVIDIA Inception, today announced a strategic collaboration with Aolani to deliver one of the industry's first deployments of NVIDIA DSX OS running on NVIDIA GB200 NVL72 infrastructure, helping demonstrate how next-generation AI infrastructure can move from installation to production-ready AI services.
The fund never picked a single stock. That turned out to be the point.
Contrary to a common assumption, not every name in this sector is a stodgy slow-mover.
Silvaco is integrating NVIDIA accelerated computing and AI with its physics-based simulation portfolio to advance digital twins for semiconductor design and manufacturingSANTA CLARA, Calif., July 26, 2026 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco”), a leading provider of TCAD, EDA software, and semiconductor IP solutions, and NVIDIA, a global leader in accelerated computing and AI, today announced a collaboration to advance next-generation digital twins for semiconductor d
Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project, the Wall Street Journal reported on Sunday. The backstop from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's subsidiary SB Energy is developing in southern Ohio, the newspaper said, citing people familiar with the matter. For OpenAI, a deal would be the first step toward controlling its own infrastructure instead of renting it from
A big bank just valued the rocket maker with a 2x Elon Musk premium baked in -- and still came up short of the IPO price.
The world needs dependable energy, and the oil and gas services giant is helping its customers supply it.
GE Aerospace is performing very well as a business, and perhaps even better as a stock.
The airline just posted the biggest quarter in its history and told investors it may lose money this year. Both are true.
Quantum computing pure plays may tempt investors, but the better stock pick may be the megacap that's providing a bridge between quantum systems and classical supercomputers.
Microsoft stock has struggled this year.
The telecom already has a plan for every dollar of its massive free cash flow stream -- and investors should love it.
Both stocks are cheaper than the S&P 500.
Citigroup stock dropped 7% post-earnings.
Wingstop stock is faltering and could be in for more declines if consumers remain frugal.
Micron and Sandisk have slipped substantially in the past month, but they can go on a terrific bull run once again.
This single position generates almost $850 million in passive yearly income for Berkshire Hathaway.
ServiceNow stock has been caught in the SaaS sell-off this year.
Nvidia investors are sitting in a good spot right now.
Income investors shouldn't overlook the current environment when choosing between dividends and bonds.
A 15% monthly yield from an ETF built on Warren Buffett's favorite blue chips sounds almost too good to question, but the math behind that payout reveals a fragile engine that few income investors fully understand before buying in.
They're not the sort of names you brag about owning, but they'll certainly get the job done.
Far from "yield traps," these high-yield dividend stocks represent good value at current prices.
Plug Power shares have consistently struggled to hold onto their gains.
Rising capital expenditures and tightening margins are not a good combination.
The Schwab U.S. Dividend Equity ETF (SCHD) has become one of the industry's premier dividend ETFs.
The neocloud company's stock has plunged, but its business model hasn't suddenly broken.
Both have very promising futures.
SpaceX and Nvidia have both pulled back, but one offers a cheaper, more focused, and profit-backed way to invest in the AI boom today.
Can Costco continue rewarding investors?
Colgate-Palmolive's current dip is relatively shallow, but it might be risky waiting for it to deepen.
These stocks have massive long-term prospects and are priced to buy.
Big tech companies are spending close to $700 billion this year building AI data centers. Most of the attention goes to chipmakers like Nvidia. However, two very different companies just reported earnings that show how much money is flowing to businesses that don’t make a single chip: a copper miner and a company that owns […]
Wall Street is on the doorstep of making history -- but not all historical events are desirable for investors.
These companies are turning AI from a threat into an opportunity.
Netflix stock has plunged 40% in a year as investors flee. But is the streaming giant actually a bargain at these beaten-down prices?
When SpaceX reports its quarterly results for the first time as a public company, investors should get some much-needed insight into its operation.
Chewy's dramatic slide is a bad look, but it's not the real story here.
International Business Machines Corporation (NYSE:IBM)‘s stock dropped 25% on July 14. That’s the worst single day for the stock since records began in 1968, even worse than its previous record drop on October 19, 1987. By the end of the week, IBM’s total value was just under $200 billion. The drop happened because IBM warned […]
High yields and low chances of buyers' remorse make these stocks attractive picks.
Analysts aren't nearly as bullish about Bristol Myers Squibb as this billionaire hedge fund manager is.
The country's largest cruise line stock, by market cap, could prove skeptics wrong this week.
The memory chip boom isn't over.
Why investors should continue to avoid the stock.
The e-commerce and cloud giant still looks like a reliable long-term investment.
Palantir stock is down 30% so far in 2026, and more selling pressure could be on the way.
These stocks are currently bargains and offer huge dividends without the headaches.
Here's a comparison of the two tech and AI giants.
The maker of memory chips has a strong catalyst.
The business messaging platform is accelerating its "transformation into an agentic voice AI leader," according to CEO Vlad Shmunis.
If big bank earnings are any indication, consumers are doing fine despite the headwinds.
Nvidia, Micron, and TSMC all look cheap at current levels.
Oklo stock might be on the rise.
The iShares Semiconductor ETF offers exposure to multiple companies positioned to benefit from increased spending on advanced memory.
Nvidia (NVDA) has spent the last three years as the loudest success story in the stock market. Its climb turned it into a household name well beyond Wall Street trading desks, and its chips have become shorthand for the entire artificial intelligence boom. This year looks different. The gains are ...
In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...
Each has its strengths, but one looks like a no-brainer buy.
Forget the private space race -- this trillion-dollar chipmaker may be the smartest way to invest in the future of space.
Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $206.84 as of July 24th. NVDA’s trailing and forward P/E were 32 and 23.5 respectively according to […]
Nvidia's revenue has nearly tripled in the past two years, while Planet Labs posted steady single-digit growth.
When it comes to the fast-casual chain's stock, the question of timing matters far less than whether you believe its long-term expansion story is still intact.
PayPal's board wants more than $60.50 per share. But is the stock really worth that much?
Copper powers electric vehicles, AI data centers, and the grids connecting them all, and one leveraged ETF promises to double every move the metal makes. Before you pile in, there are a few critical risks worth understanding first.
"Magnificent Seven" stocks are cheaper than they've been in years, and Alphabet, Nvidia, and Microsoft are the most attractive AI-driven buys today.
Some of the market's best-performing stocks sit at the center of this huge technological trend.
Huang is positioning Nvidia for the extension of AI into the manufacturing sector.
Sharon AI is growing quickly, but profitability remains an issue.
NuScale Power's shares have slid amid a lack of meaningful announcements.
The Schwab U.S. Dividend Equity ETF can provide growth and income.
Nvidia looks like the much better buy.
Micron Technology, Inc. (NASDAQ:MU)’s recent earnings growth has been so rapid that it nearly appears to be a new firm rather than a cyclical memory maker. The company has gone from a negative $5.34 EPS trough in fiscal year 2023 to an estimated $73.23 EPS in fiscal year 2026, prompting investors to ask a more […]
If you think the worst is over for inflation, you're about to be sorely mistaken.
Wall Street analyst Gil Luria says Palantir may be the best company in the world.
This pipeline stock is trouncing the S&P 500 so far this year. The momentum could continue.
Will SpaceX be more like the big mega-IPO winners of the past or like the big losers?
Dimon is one of the most closely followed CEOs on Wall Street.
These stocks are capitalizing on the growth of the emerging neocloud industry.
The stock is now down 75% from all-time highs.
With shares falling 24% from their all-time record, it's time to take a closer look at this Latin American fintech enterprise.
The stock is trading near new all-time highs but offers more value than it appears.
Is this unloved gaming stock a contrarian investment?
$500-Billion-Plus NVIDIA-SK AI Initiative Spans SK Telecom’s AI Factory of up to 2 Gigawatts and SK hynix’s Long-Term AI Memory Partnership SK and NVIDIA SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. News Summary: SK Group and NVIDIA expand strategic collaboration with a $500-billion-plus initiative spanning AI factories and next-generation memory.SK Telecom to build 2-giga
Super Micro Computer just reported preliminary financial results for its fiscal fourth quarter.
It's the last of the Big Four banks to declare a dividend raise this earnings season.
Uber is leaning into delivery services with its acquisition of Delivery Hero. Plus, GE Aerospace is having a hard time sourcing materials.
Tech stocks have dropped as earnings reports have given investors reason for concern.
It posted an impressive quarterly earnings report.
Investors eagerly sold out of software titles.
The largest Bitcoin holder is establishing a new standard in the industry.
IBM gave investors a heads-up about the upcoming quarter, as pre-released earnings were below analyst expectations, raising questions about the spending priorities of IBM’s clients.
Warsh's re-evaluation of Fed procedures could add volatility to the bond market and a headwind to growth and tech stocks.
Artificial intelligence (AI) is "fundamentally reshaping Verizon's growth trajectory," according to CEO Dan Schulman.
The ‘Big Short’ investor expanded his bearish semiconductor wagers while increasing exposure to online sports betting stocks.
The company's financial results look much better than its stock performance this year suggests at first.
The specialty financial services company posted its first quarterly earnings report of fiscal 2027.
Food safety concerns negatively affected sentiment on the company.
Moby summary of Verizon Communications Inc.'s Q2 2026 earnings call
Moby summary of Charter Communications, Inc.'s Q2 2026 earnings call
Sometimes you need to look beyond the numbers to get the full story.
Moby summary of Southside Bancshares, Inc.'s Q2 2026 earnings call
Moby summary of SLB N.V.'s Q2 2026 earnings call
Moby summary of Sensient Technologies Corporation's Q2 2026 earnings call
Boeing carries a backlog that dwarfs its entire market value, and analysts see nearly 30% upside heading into a July 28 earnings report where prediction markets already favor a beat. The question is whether the turnaround has finally reached the point where the numbers do the convincing.
They are riding strong tailwinds that could lift them higher.
Three stocks or one hundred? Which are you? Plus 3 stocks with low PEG ratios.
When a spouse dies, Social Security erases one of two monthly checks overnight, and the surviving partner suddenly faces a budget built for two people on income meant for one. Three dividend ETFs offer a way to rebuild that missing paycheck before the shortfall becomes a crisis.
An analyst initiated coverage of the biotech with a buy recommendation.
The idea of combining the two companies is no longer a fan theory. It came up on an earnings call, and the CEO didn't say no.
One of Wall Street's oldest investing strategies has been quietly beating its own benchmark for years, and there is a dirt-cheap ETF that packages the whole idea into a single ticker most investors have never heard of.
The real benefit of dividend investing isn't the income it can produce in a year. It's the income that can be generated over decades.
Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle that keeps one investor hitting buy on NVDA ahead of August earnings.
Tonight's launch window opens at 6:45 p.m. ET. Here's what a success would actually change.
ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.
Refiner stocks are having a great year due to a global shortage of refining capacity.
There's more than one reason investors clicked the buy button on Booz Allen stock today
Moby summary of World Acceptance Corporation's Q1 2027 earnings call
The cruise liner exceeded expectations in the first quarter, but the stock is up only 1% this year.
Arm Holdings is a critical designer for AI infrastructure.
A $2,000 investment in Oklo today could be worth more a year from now, but it may not be the windfall some investors would hope for.
Nasdaq-100's biggest names pay next to nothing in dividends, yet one ETF built around them claims a near-10% monthly yield. The math behind that gap reveals a structure that most income investors have never seen before.
Super Micro Computer recently published preliminary financial results for its fiscal fourth quarter.
After years of decline, the stock rallied by almost 50% in the first half of 2026.
Most index funds quietly reward whatever the market already loves, pouring more money into winners just because they won. One ETF is built on the opposite logic, and its recent returns suggest the contrarians might be onto something.
Lockheed Martin had a terrific Q2 -- and Wall Street noticed.
Wall Street viewed the company's latest AI presentation more positively than expected, though financing concerns weighed on the stock.
All three dividend heavyweights crushed Q2 estimates on the same morning, yet the market punished one of them with a brutal selloff. The diverging reactions reveal something important about where value actually sits right now.
Amex recently reported its 2026 second-quarter earnings.
Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the biggest hyperscaler contracts in the industry.
AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets
Inside AWS sits a chip operation that rivals the biggest names in semiconductors, and almost nobody on Wall Street is pricing it in. Here is why one investor keeps loading up on Amazon while the crowd argues about retail margins and NVIDIA.
This hospital chain seems to be overcoming a problem currently plaguing a peer and rival.
Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.
Eli Lilly just won FDA clearance for an oral GLP-1 that targets over one billion potential patients worldwide, and the stock has barely moved. Here is whether that disconnect signals a buying opportunity or a trap.
Badger Meter's second-quarter earnings cleared a low bar, but the market still wasn't overly enthused.
The bears have it wrong when it comes to the House of Mouse.
While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.
The Fed has a dual mandate, but it seems pretty clear that it's only focused on inflation right now.
Investors continue to worry about the company's vulnerability to AI disruption.
Are Sandisk investors misreading the latest semiconductor news?
Bank stocks can be appealing buys as interest rates remain high.
After a brutal Q1 miss and lagging peers by double digits, Lockheed Martin just posted a quarter that sent shares surging past 10% in a single session, and analysts who stayed cautious may be about to get left behind.
Shares in this tech-forward business have long been a favorite among market participants.
Tesla just shed 18% in a week after a earnings report that broke nearly every metric bulls were counting on, and now the question is whether the dip is a rare opportunity or a value trap disguised as a discount.
As oil prices rise again, so will Oxy's stock.
American Express just posted a clear earnings beat, yet its stock is cratering while Visa and Mastercard barely flinch. The divergence points to a specific tension inside the report that traders are punishing hard.
Which excites you more? A 5% dividend yield or average annual gains of 15% or more?
The company delivered a mixed earnings report, but the sell-off looks like an overreaction.
A name that's often ignored by investors due to its limited historic growth is evolving into a solid income-growth prospect.
Rising competition from artificial intelligence continues to weigh on Figma's shares.
NextEra Energy reported another strong quarter.
Are Micron investors misreading the latest semiconductor news?
Tesla posted record deliveries and a massive revenue beat, yet watched $71 billion in market cap vanish overnight. What analysts are telling clients now about the road ahead reveals a striking split between the headline numbers and the real story inside the quarter.
Meta's AI strategy has quietly shifted from playing catch-up to raising the stakes in ways most analysts have yet to price in, and the CapEx fears dominating headlines may be obscuring something much bigger building beneath the surface.
ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something about that gap does not add up.
These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.
Markets took a brutal hit Thursday as oil prices, surging interest rates, and Middle East tensions sent every major index deep into the red. See which stocks analysts are upgrading, downgrading, and initiating fresh coverage on as Wall Street braces for more turbulence.
Could $5,000 become $10,000 by 2030, or is a cheaper dividend payer like Northrop Grumman actually the smarter investment today?
(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest
Fixed-rate bonds cannot outrun inflation over a 25-year retirement, yet most boomers keep reaching for them anyway. Three companies have raised their dividends for between 50 and 70 consecutive years and may offer a more durable solution, though each carries a hidden transition risk that income investors need to weigh.
Coinbase and SoFi both operate at the edge of fintech and crypto, but their Q1 2026 results tell two radically different stories about which kind of risk actually pays off for investors right now.
Some Dividend Kings have quietly raised their payouts every single year for seven decades, yet most investors have never heard their names. Finding out which companies built that kind of streak reveals a lot about where durable income actually hides.
Once critical about the company's slow AI push, investors have bid shares 22% higher in 2026.
AMD stock looks like the much better buy than SpaceX.
Nine Vanguard ETFs collectively bought $6.1 billion of SpaceX stock in June.
Mark Cuban thinks AI's infrastructure frenzy is setting up investors for a painful reckoning, and one $100 billion mega-campus in Utah is already discovering what happens when ambition collides with state politics, a shrinking lake, and a defamation lawsuit.
The construction equipment and heavy machinery company has experienced explosive growth due to AI-related build-outs.
3 nuclear start-ups are partners in the AI-focused nuclear program.
CVS Health stock has surged nearly 80% in a year while the quarterly dividend has sat frozen for ten straight quarters, raising a pointed question for income investors: is this pause a sign of discipline or a warning.
Is this quantum computing stock a steal at this price?
These stocks aren't moonshot bets. They're steady compounders.
The surge in demand for memory chips is real, but investors may want to wait to buy SK Hynix until its ADR premium is more in line with historical averages.
These companies are the blueprint for building wealth in a volatile industry.
Orchestra Portable AI Hub Utilizes NVIDIA Jetson™ Platform for Real-Time Visual Perception, Gesture Recognition and Multi-Device Coordination AUSTIN, Texas, July 24, 2026 (GLOBE NEWSWIRE) -- Wetour Robotics Limited (NASDAQ: WETO) ("Wetour Robotics" or the "Company"), a Physical AI infrastructure and wearable robotics company, today outlined Orchestra, its portable AI hub and operating system for wearable robotics. Orchestra is designed to enable real-time visual perception, gesture recognition a
These Vanguard index funds have trounced the overall U.S. stock market this year.
The fast casual Mexican chain's valuation has fallen, but is it low enough to make it a smart buy?
Retail investors have poured four times as much into this stock since the beginning of July as they did into Alphabet, Amazon, and Tesla, combined!
Tech and artificial intelligence (AI) stocks aren't the only ones beating the S&P 500 this year. Dividend stocks are, too.
Founder Elon Musk wants to establish a permanent human colony on the moon.
It got pinched in the latest software stock rout.
Space Exploration Technologies will report its second-quarter earnings after market close on Aug. 4
With yields like this, these undervalued tickers aren't apt to remain this cheap forever.
Investors have been conditioned to expect monster returns from this top artificial intelligence business.
And neither should you.
There are plenty of reasons to love these companies.
This fintech acquisition could change the main venues for stablecoin flows.
The automaker's "massive capex year" is driving investors toward the exit lane.
AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...
A record quarter for revenue was also the thinnest for profit in a while. But the spending behind that gap is the real story.
NVIDIA commands a 55% net margin and fortress balance sheet, while Planet Labs burns cash despite 26% revenue growth, a tale of profitability versus potential.
Wall Street still rates the iPhone maker a buy. Its own numbers say the stock has already arrived.
SpaceX has tumbled to well below its IPO price, but is now the time to buy?
Collaboration Will Provide World-Class AI Infrastructure, Research Funding, Internships and Joint Appointments to Advance Agentic AI Model Development for Korea KAIST and NVIDIA Logos NVIDIA and the Korea Advanced Institute of Science and Technology (KAIST) today announced the launch of a joint AI research laboratory at the KAIST Kim Jaechul Graduate School of AI in Seoul, dedicated to advancing agentic AI for South Korea. News Summary: NVIDIA and KAIST are launching a joint AI research lab at t
Efficiency gains are driving the railroad's earnings higher.
Consistency matters more than a high yield.
The two hyperscalers have a lot in common as investments.
Tesla shares sank heavily after reporting quarterly earnings.
Moby summary of Union Pacific Corporation's Q2 2026 earnings call
Moby summary of West Pharmaceutical Services, Inc.'s Q2 2026 earnings call
Oklo (OKLO) is back in focus after the Trump administration selected the company for a US$200 million federal program that links advanced nuclear reactors to AI data centers, alongside Microsoft and Nvidia. See our latest analysis for Oklo. The federal backing has arrived after a difficult stretch for Oklo’s stock, with the share price down 42.8% year to date and 41.8% over 90 days, even though the 5 year total shareholder return is up more than fourfold. Recent momentum has been fading...
Moby summary of Ladder Capital Corp's Q2 2026 earnings call
Income seekers shouldn't give up on the stock yet.
Moby summary of Independent Bank Corporation's Q2 2026 earnings call
SpaceX has multiple powerful growth engines, but its three-year stock return will depend on whether execution can keep pace with its premium valuation.
Moby summary of Lockheed Martin Corporation's Q2 2026 earnings call
Moby summary of Pacific Gas & Electric Co.'s Q2 2026 earnings call
Eos Energy is sinking despite a promising battery energy storage technology and a booming backlog. Is it a value trap or an opportunity?
Nvidia is looking attractively priced.
Shares have performed exceptionally well in the past 12 months, which is an aberration.
As the adage goes, slow and steady wins the race.
NVIDIA boasts a 55.6% net margin and $96.7 billion in free cash flow, while UiPath trades at a fraction of the valuation despite turning profitable.
The Odyssey is a "transformational event" for the movie tech leader.
Archer has opened a potentially enormous defense opportunity, but can that overcome its still-unproven eVTOL business?
The largest IPO in history is set to report earnings for the first time on Aug. 4. Here's what investors need to know.
YieldMax just built an ETF to squeeze income out of SpaceX options, but with SPCX already down sharply since going public and no distribution history to show, investors face a genuinely open question about what they are actually buying.
Moby summary of MarineMax, Inc.'s Q3 2026 earnings call
Moby summary of Allegion plc's Q2 2026 earnings call
Moby summary of Acme United Corporation's Q2 2026 earnings call
Moby summary of Amalgamated Financial Corp.'s Q2 2026 earnings call
Moby summary of Altisource Portfolio Solutions S.A.'s Q2 2026 earnings call
Moby summary of Ryder System, Inc.'s Q2 2026 earnings call
The stock market has posted many double-digit gains in recent years. You might still want to invest in it.
Rivian is preparing to dilute investors with a stock sale.
Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.
Tariffs on Brazilian imports could reshape competitive dynamics for select companies.
The investment bank is reporting records all around, and shareholders are benefiting.
The real estate investment trust best known for specializing in brick-and-mortar retailing is getting into an unlikely -- but brilliant -- business.
Lockheed Martin stock just got 10% more expensive -- and it's still a buy.
The momentum trade just posted a brutal selloff, and the highest-beta names took the hardest hits. Three stocks now sit in the crosshairs of a potential rebound so violent it could reward patient speculators with triple-digit gains.
The interest rate environment has suddenly changed for the mortgage REIT.
MIAMI, July 23, 2026--T-REX, a joint venture between REX Shares ("REX") and Tuttle Capital Management ("TCM"), today announced the upcoming launch of the T-REX 2X Inverse DRAM Daily Target ETF (RAMZ), the first-ever -2x Inverse ETF in the U.S. tied to the Roundhill Memory ETF (Ticker: DRAM). The launch extends T-REX's record of first-to-market exposures, which includes the first 2x and -2x ETFs on Tesla (TSLT) and Nvidia (NVDX). RAMZ is expected to begin trading on July 28, 2026.
Oil is back over $100 a barrel amid additional supply disruptions.
With the nuclear energy stock now tanking 38% this year, is it a buy before next earnings on Aug. 5?
GMI Cloud, a leading AI-native cloud provider delivering high-performance GPU infrastructure and inference services, today announced it has committed $500 million in CapEx to expand its compute capabilities and serve growing customer demand. The commitment represents a significant investment in the company's next phase of infrastructure development. In support of this strategy, GMI Cloud has established a strategic collaboration with NVIDIA as part of its selective approach to building long-term
Meta's next quarterly report will be about far more than ad revenue -- it could reveal whether Zuckerberg is building the world's next AI cloud giant or simply spending at an unprecedented pace.
Moby summary of Albertsons Companies, Inc.'s Q1 2026 earnings call
Moby summary of Ardagh Metal Packaging S.A.'s Q2 2026 earnings call
Moby summary of Dover Corporation's Q2 2026 earnings call
Moby summary of RTX Corporation's Q2 2026 earnings call
These winners keep the world energized and boast bright prospects for prospective investors.
Moby summary of Visteon Corporation's Q2 2026 earnings call
Want a smart way to invest $1,000 now? This low-cost S&P 500 ETF offers diversification and exposure to market-leading AI stocks.
WTI crude briefly cracked $100 per barrel today, sending the integrated oil majors surging, but ExxonMobil, Chevron, and BP have spent all of 2026 quietly separating from each other in ways that go beyond the crude price rally.
Insiders' lock-up agreements will begin to expire in August, allowing more shares to be sold to the public.
Each of these companies is enjoying significant tailwinds.
Dell's AI server revenue exploded last quarter, but margin compression is spooking investors and capping the stock well below its potential. Here is the case for why that gap closes faster than Wall Street expects.
The biggest US stock fund is asking a premium price, but the powerful earnings growth of its top holdings makes a strong case for it.
Netflix and Roku just reported earnings that could not look more different, and understanding that gap reveals a split-ticket streaming trade worth considering before Roku's next report drops on July 30.
Financial results are weak, but Nike is trading at a low multiple to its previous peak earnings.
For the third quarter in a row, Rollins failed to live up to the market's quite lofty expectations.
There's more than one way to get exposure to quantum computing.
Investors shrug off superb Alphabet profits after hearing about its planned cash outlays.
A rejected buyout offer, an aggressive buyback program, and a valuation half that of its closest rival paint an unusual picture for PayPal heading into its July 28 earnings report.
Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.
Portfolio construction plays a big part in an ETF's long-term outlook. These four ETFs -- two focused on growth and two on high yield -- check all the boxes.
Two stocks that are lagging the market over past year are ready to fly high again.
The AI power stock has slumped after Q2 earnings. Is this a warning or an opportunity?
SCHD's 100-stock structure and rock-bottom fees make it a retiree favorite, but a closer look at its top four holdings reveals one company sitting on a patent cliff that could quietly reshape its income story after 2028.
Annaly's rising EAD is supporting another dividend increase.
When quality goes on sale, it's time to back up the truck.
QuantumScape just posted an earnings beat and announced a marquee Honda partnership, yet the stock is cratering anyway, dragging Solid Power and SES AI down with it. Here is what the brutal sell-off reveals about where investor patience with solid-state battery promises actually stands.
Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...
Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?
Five stocks have quietly mailed income checks every single month for years, but their dividend safety, growth potential, and hidden risks vary far more than their yields suggest.
Tesla just missed earnings and SpaceX erased nearly half its value in weeks, yet Elon Musk keeps hinting at a combination that could rewrite the playbook for AI, robotics, and space infrastructure all at once.
The new CEO has shown a willingness to go in his own direction, but you shouldn't necessarily follow blindly.
Investors have ignored this online retailer for too long.
Wall Street analysts are piling into Boeing with bullish price targets while Reddit investors stare at the same quarterly filing and walk away unconvinced. The gap between institutional optimism and retail skepticism comes down to one number that keeps resurfacing in every thread.
The Vanguard High Dividend Yield ETF is one of the most popular in this space, but investors need to know what they're really buying.
MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street with a target that towers above the crowd. Here is what the numbers actually say about whether the bull case survives.
These 2 "hidden" AI infrastructure stocks soared 100%-plus in a year. Here's what's driving Comfort Systems and Vertiv now.
Defense primes are ripping higher Thursday morning even as the broader market sags. Lockheed Martin (NYSE:LMT) stock is up 10% to $567.71, while RTX (NYSE:RTX) shares are up 7% to $208.48. The S&P 500 is down 1.16%, making the divergence a standout story of today’s session. The move follows beat-and-raise Q2 2026 results from both ... Lockheed Martin Rockets 10%, RTX Jumps 7% on Beat-and-Raise Quarters and Record Backlogs
Blackstone reported strong second-quarter results.
An ETF with double-digit annualized returns and an above-average 2.6% yield? Tell me more.
The industry-leading beverage company beat Wall Street revenue and profit estimates last quarter.
Buying VOO and calling it a day made sense, until Morningstar revealed that ten stocks now control more than a third of the entire US market. Three overlooked Vanguard funds quietly fix that problem before July ends.
Tesla just posted record deliveries and Wall Street still hammered the stock lower by 8%, exposing a growing divide between what the company ships today and what investors are actually paying for.
As the U.S. pours money into "drone dominance," these two stocks have emerged as key players.
Meta keeps raising its capital spending to eye-watering levels, and the bear case says margins should be collapsing by now. Here is why the opposite keeps happening and why that changes the math on owning the stock.
Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.
The chipmaker secured deals with Anthropic and Microsoft this week for its Helios rack-scale system and Instinct MI455X GPUs
Tesla's latest earnings reveal a company quietly splitting into two very different businesses with very different futures, and the gap between them is growing too wide to ignore.
Rising oil prices, geopolitical tension, and a post-earnings stumble from a tech giant are rattling markets this morning, and Wall Street analysts are already reshuffling their ratings on some of the biggest names in energy, finance, and entertainment.
Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.
Getting kicked off the Dow Jones Industrial Average sounds like a death sentence for a stock, but a handful of booted dividend giants went on to reward patient shareholders with stunning gains and steady income streams that index investors missed out on entirely.
American Express and Verizon both report Q2 earnings the same morning, and the prediction markets, analyst ratings, and price targets are telling three different stories about which stock Wall Street actually trusts heading into the print.
Enbridge has the fuel to generate wealth-compounding total returns.
SpaceX is burning cash at a jaw-dropping rate to build data centers both on the ground and in orbit, and investors are getting nervous. Whether that spending buys a monopoly on the future of AI infrastructure or just a very expensive lesson depends on one rocket.
Some of the quietest stocks on Wall Street have been raising dividends for decades without missing a beat, and four financial sector names in particular have built a case for reliability that most headline-grabbing growth stocks cannot match.
This tech-focused ETF is heavily concentrated in the "Magnificent Seven" stocks.
Retail traders are flooding into Occidental Petroleum with near-unanimous bullish conviction while Wall Street analysts quietly trim their targets and a top insider unloads tens of thousands of shares. Someone has the trade badly wrong.
Elon Musk had a chance to kill the SpaceX merger rumor on Tesla's earnings call and chose not to, leaving shareholders to absorb a risk that one major bank says could cost them dearly.
The dip in the Redwire stock price doesn't make it an automatic buy.
Amazon is scheduled to report second-quarter earnings on July 30.
This data center solutions provider still has a bright future.
The hedge fund manager who made billions betting against subprime mortgages is now pounding the table on gold mining stocks, but his loudest endorsement comes with a conflict of interest investors cannot afford to ignore.
Ignore the noise. Symbotic's long-term story has only gotten stronger.
The stars are aligning for a special member of the "Magnificent Seven" to become the next blockbuster stock split.
Bloom Energy is one of the biggest beneficiaries of the AI data center build-out, making it a buy on every dip.
Investors can receive monthly dividends and nearly twice the yield at a far lower valuation.
Shares in the dominant consumer tech enterprise have soared 22% so far in 2026.
Plains All American Pipeline could prove durable even if oil prices retreat materially.
This memory chip stock has soared in recent years.
Both memory makers have seen their stocks melt up this year due to the artificial intelligence boom.
The stock has soared in the triple digits over three years.
Their cash-flow-centric services will be in demand for a long time.
OVHcloud serves “thousands” of blockchain and Web3 customers attracted by data sovereignty, says Jeffrey Gregor. The firm plans to offer Nvidia B300 GPUs as it ...
There's no guarantee SpaceX will reach this $225 target, but it does help investors weigh whether they're willing to deal with the risks to achieve the reward.
Sandisk is one of the hottest AI stocks on the market.
The poster child of the AI mega-trend is the world's most valuable enterprise.
Warren Buffett may have skipped most AI stocks, but Berkshire Hathaway still has a surprising backdoor play on the AI boom hiding in its massive utility business.
Anthropic is racing toward one of the largest IPOs in technology history, with private investors already pricing the Claude AI maker at staggering heights. But recent high-profile listings offer a cautionary tale that every excited investor should sit with before opening day.
Innovation will be the key to whether a start-up like IonQ can emerge as a quantum computing industry leader.
Kinder Morgan reported robust earnings growth in the second quarter.
Remitly Global and Adyen are both underappreciated by Wall Street.
Even if the chipmaker reports stellar results, the odds of a stock split in 2026 are low.
It's hard to compete with increasingly sophisticated AI models.
Amazon and Meta are two of my favorite stocks to buy ahead of their earnings.
DigitalOcean is experiencing red-hot demand for computing capacity from its artificial intelligence customers.
An IPO doesn't just move the value of the new stock. Here's how the SpaceX IPO has impacted millions of passive investors.
These top beverage brands can potentially pay you dividends for life.
Regal Rexnord has surged 53% this year on the back of a massive data center backlog and an emerging humanoid robotics play, but stretched valuations, negative free cash flow, and a brand-new CEO raise the question of whether the best of the move is already behind investors.
The plant-based beverage maker is progressing toward profitability.
Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]
The biggest prize at stake is the market for tokenized stocks.
Leasing could change how the iPhone maker's biggest revenue line behaves.
One SpaceX bull doesn't expect positive cash flow for nearly a decade.
Super Micro Computer stock surged in premarket trading after the artificial-intelligence server firm released preliminary results for the quarter ending in June. The highlight was that Super Micro’s gross margins will be in the range of 15% to 17%—double the 8.2% to 8.4% it had previously expected. The margin news was good enough to cause investors to look past Super Micro’s revenue guidance, which is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion.
The first wave of early release eligible shares will be unlocked two days after SpaceX reports earnings.
Moby summary of Teledyne Technologies Incorporated's Q2 2026 earnings call
The natural gas company missed earnings but announced big supply deals that helped overcome near-term pricing weakness.
The iPhone maker's stock has gotten expensive.
U.S. chipmakers, such as Nvidia Corporation and Micron Technology, Inc., could see a significant uptick due to the increasing popularity of Chinese AI models like Moonshot AI’s Kimi K3, as per analysts. Two days after its launch on July 17,...
Infrastructure Capital Advisors just launched a new preferred stock ETF that charges more than its passive rivals, and whether that premium buys anything worth paying for depends entirely on how well the team navigates call risk and sector concentration.
The bank missed on both revenue and profitability with its second-quarter results.
A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
An analyst raised his price target on the memory maker by $370.
QQQ has had a strong 2026, but investors chasing the AI chip cycle may be leaving a staggering amount of return on the table by sticking with a fund that only partially owns the sector doing the heavy lifting.
SpaceX-related fears appear to be overblown.
The U.S. nuclear industry got a boost from a new government pact with Saudi Arabia.
One investor sees the natural gas market setting up the same way memory chips did before a shortage sent Micron stock surging, and he thinks the fuse on this trade is already burning with hyperscalers and data center developers holding the bag.
Mark Cuban sold Broadcast.com at the peak of the dot-com boom, so when he warns that billions in AI infrastructure spending could end up repurposed for pickleball, investors who remember 1999 might want to pay attention.
Nuclear energy stocks offer compelling long-term upside as global energy demand soars.
The electric vehicle maker's shares have soared almost 25-fold in the past decade.
Direxion just dropped a 2X leveraged ETF tied to SK hynix ADRs that went public only weeks ago, and the combination of fresh leverage on freshly issued shares raises questions every trader should answer before touching it.
Elon gets a raise, Tesla gets a margin problem, and shareholders get exactly what they signed up for: masochism
Its preliminary second-quarter results provided cause for concern.
The automaker's second guidance raise of the year didn't come from where most investors would expect.
Moby summary of Moody's Corporation's Q2 2026 earnings call
Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]
Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.
Reddit is growing faster, but the question is how long it will be before its revenue growth decelerates.
A brand-new ETF just started trading that lets investors bet on rockets, satellites, and the entire space economy through a single ticker, but with no public holdings list and only four trading days of history, the real question is whether it deserves a place in your portfolio.
JPMorgan just posted the biggest quarterly profit ever by a U.S. bank, but Jamie Dimon says investors shouldn't expect this level of performance to last.
VistaShares just launched a defense ETF tied directly to Pentagon procurement lines rather than the household-name contractors most investors already own, and whether that distinction justifies a premium fee over cheaper rivals is a question worth asking.
Michael Burry is shorting the iShares Semiconductor ETF, but that doesn't mean all investors should follow suit.
Zeta's high customer ROI suggests its revenue will continue to surge.
AT&T just posted its fifth straight earnings beat while adding over a million new accounts, yet its stock sits near a multiyear low as Starlink looms. CEO John Stankey says satellite competitors are decades too late to matter, but Wall Street analysts are not so sure.
A disappointing report from Pegasystems weighed on ServiceNow.
AT&T just posted its fifth straight earnings beat while accelerating buybacks to $10 billion, but the stock still sits nearly 20% below its 52-week high. Whether that gap closes depends on two risks that bulls keep brushing aside.
Five stocks pay you every single month, but yield alone will get a retiree into trouble fast. Here is how the coverage math, balance sheets, and track records sort the durable monthly paychecks from the ones that just look generous on paper.
Many young EV makers are judged on revenue growth, but the next step is gross profitability. Rivian has taken a step forward while Nio has taken a leap. Here's why it matters.
Archer's new autonomous aircraft could open a large commercial market, but investors shouldn't confuse an exciting reveal for revenue.
SCHD has been the default dividend ETF for millions of investors, but a rival fund from one of Wall Street's largest active managers has quietly built a gap that is becoming difficult to ignore.
GMI Cloud, a leading AI-native cloud provider delivering high-performance GPU infrastructure and inference services, today announced a strategic collaboration with NVIDIA as part of its selective approach to building long-term compute partnerships.
Microsoft, Nvidia-backed AI nuclear program lifts Oklo, X-Energy shares
The big banks' success should trickle down to the smaller banks.
Michael Saylor built Strategy's reputation on one relentless idea: raise money, buy Bitcoin, repeat. But for the second straight week, the company sold shares without buying a single coin, and the reason why changes everything investors thought they knew about the trade.
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.
Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.
Think you missed the AI boom? These three overlooked industrial stocks could offer a smarter way to profit from the massive infrastructure build-out still ahead.
Oil jumped 4% on geopolitical tensions, but that wasn't the only story. Nvidia rallied while Microsoft slumped, and mega-cap tech earnings loom after the bell tonight.
Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.
One Vanguard ETF with a nine-basis-point fee has quietly compounded money at a pace most active managers envy, but the same concentration that drives those returns could just as easily unwind them during the current semiconductor boom.
Quantum computing could be the next big technological innovation.
SpaceX's stock price could get cut in half from here by year-end.
Brookfield is simplifying its listed infrastructure and renewable energy entities.
Meta is taking on more debt that isn't reflected yet in the company's quarterly balance sheets.
Even after a 40% rally, could this automaker be an excellent opportunity?
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
The memory-chip maker may have plunged from its peak, but investors should not overlook its long-term upside.
Novo Nordisk just sued Eli Lilly over weight-loss drug ads, but the moment the lawsuit hit, investors moved in exactly the wrong direction for Novo. Here is what the stock reaction reveals about who is actually winning this war.
On Tuesday, during Mad Money’s episode, host Jim Cramer strongly defended his commitment to major technology stocks by highlighting Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) as his Charitable Trust’s largest holdings, and emphasized his long-standing rule that investors should own these market leaders for the long haul rather than trade them for short-term gains. […]
The Trump administration is focusing on expanding nuclear power, domestically and abroad.
Ondas sales are growing like proverbial weeds, but profits may remain elusive.
These stocks are winning in the AI boom.
These companies are both aiming to sell in the fast-growing space systems economy.
Will an announcement on Meta's earnings call lead to a surge in the stock price?
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.
AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.
Brian Niccol has brought fresh energy to Starbucks, but a recovering brand still faces a relentless army of rivals and a stock that trails the broader market by a wide margin over five years. Can momentum alone close that gap?
BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.
AGNC Investment reported a strong quarter despite a challenging macroeconomic backdrop.
Jim Cramer separates stocks worth trading from stocks worth holding forever, and right now two titans sitting at the very top of the market cap table have earned permanent spots in that second category for very specific reasons.
The years ahead will be more important for SpaceX than how it fares in its first few months as a part of the tech-heavy Nasdaq-100 index.
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the market most investors refuse to touch. One signed acquisition is trading at a suspicious discount, and the rest carry catalysts Wall Street keeps ignoring.
A strong yield and an impressive track record of dividend growth aren't enough. The underlying business needs to be enduring.
It's been mostly downhill for young EV companies in recent years after initial hype drove large IPOs and soaring stock prices. But here are three reasons Rivian could be a long-term winner.
Netflix just posted its biggest buyback quarter ever, beat earnings, and still watched shares crater 12% in two days. Something about that math demands a closer look before you decide what to do with your position.
SpaceX is about to release its first quarterly report since going public.
Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that gap is a warning sign or a generational entry point comes down to one critical timeline.
The sector may be cyclical, but these dividends are consistent no matter what.
ATLANTA, July 22, 2026--QumulusAI, a neocloud infrastructure provider purpose-built for the AI computing era, today announced a two-year, take-or-pay agreement to supply NVIDIA Blackwell B300 nodes to a GPU cloud marketplace used by AI teams across more than 100 regions worldwide. The contract, valued at more than $18 million, makes QumulusAI a core Blackwell supplier to the customer.
Investing.com -- In a major move aimed at loosening Nvidia’s stranglehold on the AI chip market, Advanced Micro Devices has sealed a blockbuster deal with Anthropic worth tens of billions of dollars for next-generation artificial intelligence servers. The agreement—first reported by The Wall Street Journal—briefly gave Wall Street an early spark. Shares of AMD spiked in pre-market trading on the news before quickly surrendering those gains, trading down 3% as a broader tech slump continues to we
Sandisk stock has pulled back substantially of late, but a major turnaround could be in the cards.
Investors who buy Netflix on the dip might be handsomely rewarded over the long term.
Micron Technology has delivered absolutely epic returns.
American Airlines has staged a quiet 24% rally while Wall Street remains split on whether the stock deserves a second look. With a blockbuster earnings report days away and fuel costs surging, the bull and bear cases have never been more at odds.
Ten dividend stocks all hit their ex-dates in the same four-day stretch, but missing even one buy-by deadline locks you out of the payment entirely. The yields, payout coverage, and last-day-to-buy deadlines vary widely across these names.
AST SpaceMobile is a more compelling space play than SpaceX.
HOBOKEN, N.J., July 22, 2026--Wiley (NYSE: WLY) today announced its membership in the Genesis Mission Consortium, the public-private partnership supporting the U.S. Department of Energy's (DOE) Genesis Mission, joining organizations including Nvidia, AWS, Microsoft, IBM, and AMD. Wiley is the only scientific publisher among the consortium's members and has been invited to demonstrate its work today at the Genesis Mission Annual Summit in Washington, D.C.
Healthcare is quietly stealing the spotlight from mega cap tech in 2026, and two S&P 500 giants are trading at valuations that suggest the market has not caught on yet.
NFLX has shed nearly half its value in a year, sentiment has cratered, and prediction markets give it little chance of holding $70 this week. So why is one analyst reaching for the buy button right now?
Nano Nuclear Energy could grow 15 times today's price. Here's how.
Analysts are tripping over themselves to raise price targets on SanDisk, a stock that has surged over 3,700% in a year, yet retail investors have gone almost completely silent. Something about this disconnect does not add up.
Ark Invest added to the existing positions in three of the firm's ETFs.
The stock market is far more predictable the further you look back.
Prices finally fell a bit in June, but not all of the data was good for stocks.
Bank of America is breaking with the Fed's wait-and-see approach and pushing for rate hikes now, which reshuffles the entire investing playbook. Four dividend-paying stocks across the sectors that quietly thrive when borrowing costs climb deserve a closer look.
A top Morgan Stanley analyst just abandoned his bullish Salesforce stance, and the reason has less to do with Agentforce failing than with a timing problem that could keep the stock under pressure longer than investors expect.
Meta Platforms' cloud computing business changes the investment thesis completely.
SpaceX must bridge the gap between its visionary long-term plans and the reality of its current operations.
Major banks just gave investors a fresh read on the American consumer, and the news is a good sign for the economy.
Investors are hoping the dominant retailer can get back to its winning ways.
Apple reports earnings on July 30, and CEO Tim Cook could make an announcement that sends shares of Micron and Sandisk plunging.
The market has performed well in recent years, but investors will continue to find reasons to worry.
Two companies report earnings on the same morning, but retirement investors only have room for one. Before the opening bell on July 23, the gap between these two stocks tells a story worth understanding.
Investors are questioning whether the sportswear giant can get back to its winning ways.
These dividend stocks have been wealth-creating machines over the years.
Noetra, a government-backed company developing a foundational model for physical artificial intelligence and robots, is the "last chance" for Japan as it seeks to improve the domestic supply of key technologies, its CEO said in an interview. Noetra is supported by government funding for the project of more than 380 billion yen ($2.33 billion) for its first year and backing from 44 companies including SoftBank, Honda and Sony. The company is procuring 27,500 Nvidia Rubin chips and plans to
Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance. While revenue is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion, Super Micro’s backlog rose to record levels in the fourth quarter. In March, the Department of Justice charged the company’s co-fou
STARTRADER today announced the launch of 42 new 24/5 US Stock CFDs and confirmed 43 new 24/7 US Stock CFDs from 27 July 2026, giving clients direct access to 85 widely traded names.
These stocks offer growth at a reasonable valuation.
Apple and Nvidia are the two largest companies in the world.
Realty Income pays a huge dividend, and its competitive moat is virtually impenetrable.
SpaceX is down 36% from its post-IPO high, but history says the stock has further to fall.
The individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best are sending all the wrong signals.
Morgan Stanley believes GeniTech’s standalone debut could help investors view Nio as more than a cash-intensive EV manufacturer.
Earlier this week, the Trump administration selected Oklo and X-energy to participate in a US$200 million federal initiative to fast-track advanced nuclear reactors for powering AI data centers, alongside technology partners such as Microsoft and Nvidia, with support routed through the Department of Energy and national laboratories. This move places Oklo at the center of a federally backed effort to link next-generation nuclear power with AI infrastructure, potentially influencing how...
It remains unclear how Meta, which is aggressively buying compute for its own needs, will have enough excess compute to sell at scale.
STARTRADER today launches 42 new 24/5 US Stock CFDs and announces the introduction of 43 new 24/7 US Stock CFDs from 27 July 2026, expanding its offering to 85 new instruments DUBAI, United Arab Emirates, July 22, 2026 (GLOBE NEWSWIRE) -- STARTRADER today announced the launch of 42 new 24/5 US Stock CFDs and confirmed 43 new 24/7 US Stock CFDs from 27 July 2026, giving clients direct access to 85 widely traded names. The 24/5 range spans technology, energy, healthcare, finance, and industrials,
Declining take rates and a CEO switch weighed on the stock.
Fears of disruption and competition pressured the adtech stock.
Nike continued to spin its wheels as it attempted a turnaround.
Aflac increased its first-quarter dividend 5.2%, but investors need to watch more than the dividend with this unique insurance company.
Taiwan's Wistron, a supplier to Nvidia, launched a $700 million manufacturing facility in Texas on Tuesday to produce the U.S. chipmaker's latest AI systems, as Taiwanese electronics makers expand U.S. production to meet soaring demand for AI infrastructure. • The Fort Worth facility manufactures Nvidia's GB300 Grace Blackwell Ultra Superchip. Nvidia CEO Jensen Huang has described the AI system built around the product as "the most powerful AI supercomputer in the world."
The semiconductor specialist's new AI systems will help power a leading cloud computing platform.
The biotech has been on a tear lately.
The stock recently slipped below its IPO price.
Five stocks carry two-thirds of the famed investor's portfolio. That's no accident.
The company hasn't said its last word.
Wistron Corporation ("Wistron") celebrated the grand opening of its D1 AI smart facility in Fort Worth, Texas, the site where the first NVIDIA GB300 Grace Blackwell Ultra Superchip was built and mass-produced in the United States. The US$ 700 million facility, spanning approximately 324,000 square foot, was officially unveiled during a ceremony led by Wistron Chairman Simon Lin and NVIDIA Founder and CEO Jensen Huang. Jessica Rogers, Director of the Economic Development Department for the City o
The Trump administration is partnering with advanced nuclear reactor developers and major tech firms in a $200-million initiative to accelerate nuclear power deployment for energy-intensive AI data centers.
Microsoft reports earnings on July 29.
Micron's stock has dipped recently amid unjustified AI fears and a margin unwind.
Bristol Myers Squibb (NYSE:BMY) is rolling out new AI infrastructure built on NVIDIA's latest architecture to support drug discovery. The company is applying this technology across oncology, cardiovascular disease and other core therapeutic areas. Bristol Myers Squibb has opened a 427,000 square foot R&D hub at the Campus Point Megacampus in San Diego. The new site is intended to bring together research teams and laboratory capacity in a single large West Coast center. Bristol Myers Squibb...
Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance. While revenue is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion, Super Micro’s backlog rose to record levels in the fourth quarter. In March, the Department of Justice charged the company’s co-fou
Sandisk stock is up some 470% year to date.
Here's my case for why the yield on the Schwab U.S. Dividend Equity ETF is about to go up.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at processors and graphics chips stocks, starting with Nvidia (NASDAQ:NVDA).
Shares sit near a 52-week high even though profit was cut in half last year. Here's what the market sees.
Netflix just posted a beat on earnings and its biggest buyback quarter ever, yet the stock cratered anyway. Jim Cramer thinks that disconnect has created a rare opening, but his buy strategy comes with a pointed warning about what comes next.
Every market boom eventually runs into the same problem, and it rarely shows up where investors expect it. You ride a simple story — in this case, artificial intelligence needs endless chips and data centers — straight up the chart until the numbers stop feeling real. Then something jolts the ...
Investors were cheered with an operational and financial update from the REIT.
Novo Nordisk is also demanding that Eli Lilly pull its ads and pay damages.
Millions of dividend investors are parking billions into a covered call ETF that silently erodes wealth while promising fat monthly payouts, and the fund's own issuer quietly revealed the flaw years ago by building something better.
It's about to join a notable small-cap stock index.
Improving profitability could be a game changer for the South American e-commerce and fintech giant.
MSCI's second-quarter earnings were fine, but the stock is selling off after missing analysts' expectations.
At first glance, its numbers were impressive.
The Dow Jones Industrial Average added 0.7%, and the Nasdaq composite climbed 1.3%. Micron Technology and Nvidia were the two strongest forces lifting the market as AI stocks climbed for a second straight day after tumbling the week before. The Nasdaq composite rose 329.13 points, or 1.3%, to 25,837.21.
Redwire is getting bigger, but so are its losses.
(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All
These two popular Vanguard ETFs offer exposure to value stocks.
Dow Jones banking giant JPMorgan is in a buy zone, while Nvidia stock is testing a key resistance level in today's stock market action.
The future looks bright for these companies, but that doesn't make them automatic buys right now.
One Wall Street analyst says the company's AI transition isn't happening fast enough.
A blockade is aimed at a foreign capital. The bill tends to arrive somewhere closer to home. That is the part of trade policy nobody puts in the press release, and it has been the quiet subtext of four years of American chip rules. Advanced semiconductors made a near-perfect target. They are ...
If you look beyond just the S&P 500, there are intriguing opportunities in small caps, value, and international stocks.
"We are running out of GPUs," Ghodsi said on CNBC, framing the GPU shortage not as a near-term planning challenge but as an operational constraint pressing hard on the business right now. Surging demand for Databricks’ open-source AI model hosting has apparently exhausted GPU capacity across multiple regions, making fresh capital a matter of operational necessity rather than opportunistic growth financing.
SK Hynix recently completed a $26.5 billion secondary listing on the Nasdaq.
Lockheed is cutting the price of the Patriot. Will its profit margin suffer?
Another restructuring is rattling nerves days before earnings. The cash flow math, however, tells a calmer story.
BlackRock quietly launched a second Ethereum ETF that runs nearly identical to its blockbuster first one, with one structural difference that long-term holders of the original are forfeiting real money by ignoring.
Dividend ETFs are quietly outrunning tech stocks in 2026, and a soft rotation is pulling serious capital away from the usual winners. Three overlooked funds stand to catch the biggest wave before most investors even notice the shift.
Palo Alto Networks is seeing strong demand for its services as more powerful AI models have companies fretting about cybersecurity.
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
Two industrial stocks are positioned to benefit from the AI electricity boom, but one famous turnaround story still isn't worth risking fresh money on.
Tesla's latest earnings beat sent bulls scrambling to defend a valuation that prices in three businesses that do not yet exist, while the one that does keeps losing ground. Before Q2 results land on July 22, the gap between story and spreadsheet deserves a hard look.
Joby looks like the stronger long-term investment.
Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity. “We are definitely game on. Yes, fully invested. And we have been fully invested on the equity side,“ she said, framing the market’s current rally as earnings-driven rather ... Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending
The credit bureau's near-term guidance suggests a headwind is blowing.
Wall Street shifted from asking whether Palantir is a great company to whether it was worth its premium price.
GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.
Sandisk stock is up 3,810% since it was spun off last year.
These two high-yielding mortgage REITs go head-to-head.
Let’s dig into the relative performance of Nvidia (NASDAQ:NVDA) and its peers as we unravel the now-completed Q1 processors and graphics chips earnings season.
GM's CFO claims the automaker's first-half performance beats most of its full years on record, yet the stock still prices in almost nothing for what comes next. Here is why value investors are paying close attention.
All of these ETFs use high-quality stocks as a foundation, making them ideal for almost any long-term portfolio.
Coca-Cola, Apple, and Netflix are three stellar businesses that have done well even as they've increased their prices.
All three major indexes are climbing together for a change. Semiconductor stocks deserve most of the credit.
If you ever had doubts about the power of long-term investing, then this story is for you.
Both Meta and Pinterest crushed Q1 earnings with double-digit revenue growth, but one is spending $125 billion chasing a superintelligence future while the other just hit a billion-dollar quarter for the first time. The gap between them tells a very different story about which stock actually belongs in a long-term portfolio.
One analyst projects 75% upside in the fuel cell stock.
The MLP pays quite a generous dividend.
A potential stock split could be beneficial for Micron stock as it could increase demand for the company's shares.
Many investors might not know this, but you can buy "the whole world" of stocks with one Vanguard ETF for a 0.06% expense ratio.
Some retirees are stacking five specific stocks into permanent positions and expecting the quarterly checks to outlast every market cycle. The yields look almost too good to be real, but the coverage ratios and raise streaks tell a different story.
Nvidia stock was rising Tuesday and Wall Street analysts are optimistic on how it can benefit from earnings.
Ark Invest added to three existing positions that have fallen over the past year.
JNJ is pruning its portfolio while Abbott just dropped $21 billion to expand into cancer diagnostics, and the two strategies are pulling their stocks in completely opposite directions. Which move looks smarter when you dig into the actual earnings?
Retail investors rode Micron's AI memory boom to stunning gains while Wall Street analysts were still doing the math. Now that the big banks are finally piling in, the real question is whether the best of this trade is already gone.
A policy vote in Washington, a Bitcoin breakout, and a surprise AI angle are pulling crypto stocks in three different directions at once, and not all of the momentum points to the same trade.
Hasbro just did something it's never done before.
The Alliance for OpenUSD (AOUSD), the open organization dedicated to fostering the interoperability of 3D content through OpenUSD, today announced new General Members, including ByteDance, Huawei, Physicl and Unity, feature enhancements, and the increased adoption of its Core Specification at SIGGRAPH 2026. The updates expand the organization's reach across enterprise software, gaming and content pipelines in response to the acceleration of agentic AI.
AMC just posted the strongest quarter in its 106-year history, and the stock still has Wall Street's consensus pointing the wrong direction. Here is why that contradiction tells you exactly what to do next.
While investors chase GPU makers, a South Korean chipmaker has quietly locked up the single most critical chokepoint in AI infrastructure, and its latest revenue numbers suggest the market has barely noticed.
Investing.com -- Nvidia (NASDAQ: NVDA) is officially powering the next evolution of artificial intelligence. The semiconductor giant confirmed that computing systems driven by its highly anticipated "Vera Rubin" architecture have been delivered to top-tier AI developers and are already entering active use. "We are absolutely in full production," declared Ian Buck, Nvidia’s Vice President and General Manager, during a recent briefing at the company’s Santa Clara headquarters. "It’s being stood up
Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and three converging forces suggest the AI infrastructure pecking order looks different by early 2027.
Meta Platforms will report its second-quarter results on July 29.
A chief AI officer with a front-row seat inside Fortune 100 workflows sees the same technology lifting children out of educational poverty and quietly dismantling the software supply chain. His reasoning forces a harder look at what enterprise AI actually promises and what it puts at risk.
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]
Last week, the stock briefly overtook Nvidia as the most valuable company in the world.
Some dividend streaks survive a rough quarter, but a rare few have held through five decades of recessions, rate spikes, and oil crashes without missing a single raise. These five names show what that kind of durability actually looks like inside a portfolio built to generate passive income.
Tesla sits dead last among the Magnificent 7 in 2026, weighed down by inventory creep, collapsing energy revenue, and a valuation that makes even bulls sweat. But Q2 earnings could rewrite the narrative entirely, and prediction markets are already placing their bets.
This ETF aims to capitalize on volatility in semiconductor stocks.
Netflix has shed nearly half its value while the broader market climbed, yet dozens of Wall Street analysts refuse to cut bait and at least one major ratings house sees a share price that could look nothing like today's.
These companies are built to benefit from rising energy demand.
Three dividend growers with very different setups are quietly positioning long-term investors for decades of rising income, but each one carries a specific risk in the second half of 2026 that could shake out impatient holders before the real compounding begins.
These memory and storage stocks have given back some gains recently and could now be more attractively priced options for growth investors to consider.
That's a tough act to follow. Just respect the fact that this stock's reliable volatility can work for you just as much as it works against you.
Palantir stock has recovered nicely over the past month, and its upcoming report could give it a nice boost.
Joby Aviation shares have collapsed nearly 58% over the past year, yet the company just raised over a billion dollars and is days away from launching paid passenger flights in Dubai. Whether that momentum is enough to reverse the damage depends on a few critical catalysts coming due very soon.
The agreement gives Microsoft access to thousands of NVIDIA Vera Rubin GPUs while extending Mistral models into cloud, local and disconnected enterprise deployments.
AI data centers are rewriting the rules for electricity demand, and a handful of utility stocks quietly positioned at the center of this shift carry dividend yields that income investors rarely find in quality names trading at these levels.
Cooling solutions supplier Vertiv is quietly winning amid the AI boom.
Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to see how these two stack up across every dimension Wall Street actually measures.
The leading health insurer recently posted strong quarterly results that could drive the stock higher.
While Costco remains an exceptional business, BJ's Wholesale Club could deliver stronger long-term returns thanks to its lower valuation and greater room for expansion.
A signal that only appears once every few years just completed on XRP's monthly chart, and analysts say it points to a 20% move if XRP can break through two levels of heavy supply standing in the way.
Wall Street analysts are overlooking this MLP's robust total return potential.
Shares of Intuitive Surgical are down nearly 40% this year.
The slide has more to do with the macro environment than ASML's business.
This REIT's growth acceleration strategy is paying big dividends for investors in 2026.
Investors hope that D-Wave Quantum can tap into quantum computing's immense potential.
Apple Inc.‘s (NASDAQ:AAPL) valuation has officially shattered records, trading at an unprecedented 11 times its sales revenue just as CEO Tim Cook prepares to oversee his final earnings report. The technology behemoth touched an intraday all-time high of $334.99 on Friday, July 17, reflecting surging investor optimism in artificial intelligence and pushing the company to its “highest valuation level in company history.” Artificial Intelligence Drives Sentiment Shift Apple’s recent stock surge on
Enbridge is one of the dynamos of the midstream income space, but investors can be rewarded by looking off the beaten path.
The company recently announced some weaker-than-expected earnings and hinted at more potential trouble ahead.
Canopy Wave is a leading U.S. AI inference platform powering high-performance, cost-efficient open-weight model deployment for enterprise developers and AI labs nationwide Under the definitive agreement, Canopy Wave is expected to pay KIDZ AI $44.6 ...
Initial public offering (IPO) buzz fades quickly, and reality can hit even the most-hyped stocks like a ton of bricks.
AMC just posted the best quarter in its 106-year history, and the retail apes are piling back in with options volumes five times the norm. But with nearly $4 billion in debt still hanging over the company, the real question is whether this blockbuster-fueled rally signals a genuine comeback or just another trap.
Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.
Nebius stock rose 7% in premarket trading Tuesday after a filing showed Nvidia holds roughly 22.26 million shares in the neocloud firm
You would have scored a spectacular win.
If you want to lock in future gains from today's small-cap stocks, these two ETFs could be good options.
The company's second-quarter earnings report was the latest letdown in a year-long slide.
Sandisk is up by about 500% so far this year.
Financial results that are growing at a blistering pace could drive the stock price significantly higher by the end of next year.
The company may not have bottomed out yet.
A cyberattack shut down one of the company's fastest-growing brands. Here's how much it actually matters.
The quarter itself was solid. So why does the stock keep falling?
The cinema chain is enjoying record results as moviegoers flock to its theaters.
AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...
Meta stock slumped in June -- then jumped in July.
Dow Jones Futures: Trump sparked losses Monday after he said Iran "will pay" for killing American soldiers. SpaceX and Tesla sold off.
The crypto mining sector was on fire that trading session.
Hut 8 did not disclose the tenant for its 1 GW Beacon Point data center, but process of elimination points to Amazon, Nvidia, Meta, or Microsoft.
Micron and Sandisk have tumbled since the calendar flipped to July.
The streaming stock recently hit a new 52-week low.
Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.
Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...
A federal judge ordered a temporary halt to a major Hollywood merger.
The company beat on revenue but fell short on earnings.
A fresh era of earnings growth may be on the horizon.
Two peer companies announced very lucrative new contracts.
The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...
Coca-Cola is winning today, but PepsiCo's higher dividend, cheaper valuation, and turnaround catalysts could make it the smarter long-term buy for income investors.
China's AI startup plans global expansion after a record funding round valued above $50 billion.
The facility begins partial operations as Z.AI expands AI infrastructure and targets enterprise growth.
The stock market is reacting as expected, but things might be different moving forward.
Is Apple stock heading for a margins meltdown?
In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]
A former highflier now trades like a value stock. The path back doesn't require heroic assumptions.
The software maker's own numbers keep contradicting the fear that crushed its stock.
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved. Buy quality companies when fear crushes the stock. Hold while fundamentals stay solid. Wait for fear to fade. Then profit. Despite market fears about AI, […]
Some retirees are quietly bypassing Treasury yields and money market accounts by targeting a forgotten corner of the dividend world where payout streaks stretch back more than half a century, but the safety story on a few of these picks is far more complicated than the headline yields suggest.
These three industrial stocks have years of contracted AI infrastructure work already lined up, giving investors a chance to buy before their biggest growth phase fully shows up in the numbers.
With Tesla's earnings days away, options desks are flashing an unusually bearish signal, and a credible new rival is arriving just in time to complicate the story for bulls still betting on the Elon Musk premium.
Anthropic is reportedly setting up meetings with investors, a sign that its IPO could be coming soon.
The memory maker's earnings have exploded alongside its stock. The next act is a much harder call.
Investors have flocked to Eli Lilly for exposure to the high-growth weight loss drug market.
Micron is flush with cash, and could buy back 40% of its stock by 2028.
The airline is being stress-tested in very difficult conditions and is demonstrating resilience.
AST SpaceMobile's revenue is expected to take off in the near future, at a surprisingly high rate.
The eVTOL maker just made a big announcement.
Micron and Nvidia look like genius buys now.
Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading into 2026.
The stock is down more than 20% this year, despite posting strong financial results.
All of these underlying businesses have one obvious thing in common.
Micron's CEO just made a bold claim about memory supply staying tight well past 2027, and if he's even half right, a handful of ETFs could be sitting at the start of a major run.
Beam Therapeutics' growing pipeline could reward patient investors.
Moonshot AI introduced Kimi K3 on July 17 as fresh “evidence” that Chinese developers could approach the AI frontier at lower advertised prices. Within days, demand pushed its GPU clusters close to capacity, forcing it to pause new consumer subscriptions. Something very similar had happened when the Chinese DeepSeek V3 was released. It had suffered […]
Are investors punishing SpaceX for a flight delay -- or for a too-high stock price?
The electric vehicle stock has a light valuation, but its business is full of question marks.
A couple of red flags drag on Redwire's otherwise intriguing upside.
The British AI materials startup launches a 48-member foundry and reaches a $2.6 billion valuation.
Costco, Fastenal, and Visa all pass Warren Buffett's classic quality screen, but passing the quality test and clearing the valuation bar are two very different things. One of these compounders is a trap at current prices, one deserves patience, and one looks like the setup Buffett himself would recognize.
The S&P 500 is hovering around all-time highs, but some investors worry a sell-off could be imminent.
Apple overtook NVIDIA after its stock rose 0.4% while NVIDIA fell 3.7% on Friday.
Tech stocks rallied on Monday while industrials stumbled. The major indexes can't agree on a direction today. Here's why.
Instead of betting on one AI chip winner, these five semiconductor leaders offer diversified exposure to the industry's biggest growth trend.
Amazon is burning through cash at a historic rate while simultaneously locking in the most lucrative AI contracts on the planet, and Wall Street cannot decide which side of that paradox matters more. The answer could determine whether AMZN doubles or stalls from here.
Wall Street's Buy consensus and a $460 price target sound convincing until you look at what is actually driving Tesla's margin recovery and what prediction markets are saying about the growth story holding that valuation together.
NVIDIA Launches Omniverse Libraries, Putting AI Agents to Work Building Simulation-Ready Worlds NVIDIA today announced NVIDIA Omniverse libraries — a collection of software components that give AI agents tools and skills to add physical AI capabilities to existing applications and prepare 3D content for simulation. News Summary: NVIDIA Agent Toolkit now includes NVIDIA Omniverse libraries, giving AI agents tools and skills to help software developers integrate physical AI capabilities into their
Portland General Electric's strong dividend and growth prospects make it a compelling buy.
FDVV owns Nvidia, Apple, and Microsoft at the top of a fund marketed as a dividend play, and that unusual construction forces a real choice between tech-driven compounding and the straightforward income that cheaper rivals promise.
Dutch Bros isn't just opening more coffee stands -- it's building a nationwide lifestyle brand that could reward patient investors over the next decade if it can execute on its ambitious expansion plans.
Archer Aviation just partnered with a secretive defense tech firm to unveil an autonomous attack aircraft, and the market reacted fast. But with the stock still deep in the red for the year and Thunder's first flight years away, the harder question is whether Monday's surge signals a real turning point or just noise.
This Dividend King just made a major strategic pivot.
The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.
QumulusAI (NASDAQ:QMLS) has announced the purchase of 1,632 Nvidia Blackwell B300 GPUs as part of a significant expansion of its AI cloud infrastructure, marking one of the company’s largest capacity investments to date. The order includes 204 Nvidia HGX B300 systems equipped with the latest Blackwell B300 GPUs, alongside an additional 192 Nvidia RTX PRO 6000 Blackwell GPUs that will be used for AI training, inference and visualisation workloads.
The space stock has been struggling of late, but its valuation still looks rich.
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the math behind his vision of trillions of AI agents could change how investors think about chip demand entirely.
The shares should rebound once economic conditions improve.
AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.
Netflix’s post-earnings slide dominated the July 17 edition of CNBC’s Fast Money. And traders around the desk could not settle on a call. The stock had just sunk to its lowest level since October 2024, capping a run in which shares have been cut nearly in half. The panel was in agreement on the diagnosis. ... Netflix: Buy the Dip or Wait for Proof?
M&T Bank's earnings came in better than analysts expected.
Brian Moynihan took over Bank of America in 2010 with a burning balance sheet, billions in pending lawsuits, and a penny-a-quarter dividend. Whether the long rebuilding act rewarded patient shareholders or punished them depends entirely on when you started counting.
GE Vernova stock has soared more than 60% in 2026 so far, but this could just be the beginning.
ATLANTA, July 20, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced the purchase of 1,632 NVIDIA Blackwell B300 GPUs to meet accelerating customer demand for high-performance AI compute. The GPUs will be delivered across 204 NVIDIA HGX B300 systems and represent one of the company's largest single capacity expansions to date. The purchase was funded primarily through financing arrangements with Technology Finance Corporatio
It's been five years since the company's founding CEO stepped down.
Bill Ackman believes the high AI spending will yield meaningful profits for patient investors.
Tilray will release its year-end numbers next week, which could have a significant impact on the stock.
Prediction markets are quietly pricing a cascade of risks into MicroStrategy's bitcoin-heavy balance sheet, and the odds on margin calls, index removal, and the one-million BTC milestone tell a very different story than Wall Street analysts are projecting.
Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.
You can't buy Anthropic yet, but these two companies are already cashing its multibillion-dollar AI checks -- and could be smart ways to invest before the IPO.
Jensen Huang sees global data center spending climbing sharply by 2030.
A brutal 15 analysts slashed their price targets or downgraded the streaming video giant on Friday. One firm sees things differently now.
An earnings scare has sent the stock reeling, hitting a new 52-week low along the way.
The Dow Jones index rose Monday on rising U.S.-Iran peace hopes. Nvidia, Micron and Sandisk rebounded.
Goldman Sachs just added three stocks to its closely watched Conviction List, and at least two of them carry the kind of upside potential that makes investors stop scrolling. One name in the beauty space and one in clean energy could be sitting on gains most people have not yet noticed.
The memory chip specialist stock appears incredibly cheap.
Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.
Global defense spending is surging, and these three cash-rich contractors look best positioned to capitalize.
Hut 8, a crypto-mining turned AI data center company, said on Monday it has signed a second 15-year lease worth $9.8 billion with an existing investment-grade customer, fully commercializing its 1-gigawatt Beacon Point campus in Texas. Like several former bitcoin miners, Hut 8 has pivoted toward AI infrastructure, seeking to leverage power assets and data center expertise developed during the cryptocurrency boom to serve AI customers. Demand for compute infrastructure has accelerated since
Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.
The stock market could be entering shaky territory.
GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.
Capital is flowing toward private AI infrastructure as sovereign and regulated entities lead the shift.
The credit ratings giant is growing, but it looks historically expensive.
Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies
The artificial intelligence trade just hit some turbulence, and chip stocks are plunging.
SpaceX stock has plummeted to a level well below its IPO price.
Viewing hours on the service are up in 2026, but the stock is down more than 26% year to date.
Palantir redefined data analytics through game-changing software. This quantum company is using a similar approach.
The president's stance will likely change, but the trajectory of oil stocks should remain the same.
If Tom Lee is right, Ethereum could be headed to $250,000 and Bitcoin could be headed to $2 million.
The bull case is compelling, but history says the downside over the next 12 months could be painful.
Even after donating 12 million shares of Berkshire stock, the Oracle of Omaha still has much more to give.
It will be yet another interesting earnings season for the semiconductor company.
Berkshire may have exited Mastercard for reasons unrelated to Mastercard's underlying business strength.
Apple (AAPL) briefly overtook Nvidia (NVDA) as the world’s most valuable company during trading on July 17. However, Apple could not maintain the lead for long. Nvidia’s market capitalization was nearly $4.95 trillion compared with about $4.91 trillion for Apple when the markets closed on Friday. ...
Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.
SpaceX's unique business model comes with a high ceiling, but also a low floor.
After all, those official figures probably won't be made public for weeks yet.
The biggest concern among investors is that IBM will lower its full-year 2026 guidance when it releases its full, official Q2 report.
The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.
The stock soundly outperformed the S&P 500.
There's no need to panic.
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
Why opt for speculation when you could grab a 6.3% dividend yield that's been paid for 127 years in a row?
Oil may not be the big driver of stocks that it was a few months ago -- and the market's pullback may simply be a healthy breather for hot stocks.
As countries around the world drastically expand nuclear energy capacity, these two stocks could be huge winners.
Netflix shares sank yet again after it reported its second-quarter results.
The rocket maker's slide has come with almost no insider supply hitting the market. That changes within weeks.
Maybe you should, too.
AMD looks like a buy ahead of its Advancing AI event.
Of Berkshire Hathaway's five biggest stock holdings, one company stands above the rest thanks to a powerful business model that's built to compound for decades.
The AI data center build-out is driving up prices for some consumer goods.
The team discusses SK Hynix’s upcoming U.S. IPO and explains which companies could benefit from its IPO proceeds.
Sometimes, a promising stock that's down 45% still isn't a bargain.
Sandisk is an early candidate for stock of the year.
Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...
The recent sell-off stings a lot less when the cost basis is $10 a share.
An investment in Oklo requires patience and may take years to pay off.
Nvidia could actually lose a meaningful slice of its market share and still hit that milestone by 2030.
They can help stabilize your portfolio in these otherwise volatile times.
Wood's ETFs sell stocks that have had strong runs to pay for other positions.
As AI data centers outgrow copper networking, these two optical technology companies could become major beneficiaries of the industry's shift to silicon photonics.
Management has already said that when and where the fiscal math makes sense, it intends to replicate this arrangement. And it should.
The software giant is better positioned for the agentic AI era than Wall Street thinks.
These five financially strong industrial stocks are powering the AI infrastructure boom while keeping debt under control.
These events have historically coincided with significant sentiment shifts on Wall Street.
Enterprise Products Partners has provided me with significant income over the years.
Royal Caribbean still checks the most boxes.
If history repeats itself, these are the kinds of stocks you'll want to own.
Yes, investors can find bargains in today's market, especially in the consumer sector.
Conagra is taking steps to turn its business around, but the packaged food industry is facing a potentially long-term slowdown.
Historical precedent would like a word with the president...
Nvidia's and AMD's businesses differ more than one might think.
The stock is outperforming the market this year.
The billionaire investor's three largest positions add up to about half of his entire portfolio.
In the event of a stock market crash, investors should avoid market timing strategies and simply buy the dip.
Tesla shares are trading for less than $400, but one fast-growing restaurant chain looks like the better stock to buy.
Both of these stocks have a long growth runway.
MercadoLibre's stock has stumbled so far this year, but its long-term growth prospects are strong.
It's keeping pace with the market this year.
Buffett has donated more than $47 billion, in total, to the Gates Foundation.
Big changes are afoot at Ethereum, but will they be enough to send ETH higher?
The stock just closed at an all-time low. A lower price alone doesn't make it a buy.
While tech tumbled, an insurance giant posted one of its best quarters ever.
Nvidia's chips crush the competition, and new opportunities are starting to heat up.
The insurance company is getting closer to profitability.
This evergreen stock deserves a lot more attention.
The answer may surprise you.
The robot-assisted surgery pioneer's growth could be decelerating.
The streaming giant made patient shareholders a lot of money. But can it keep compounding from here?
A viral clip claims collectibles crush the stock market using 20 years of returns, but a financial advisor spotted a flaw in the comparison so fundamental he called it a math crime. The numbers only hold up if you never ask where they came from.
Nvidia isn't the best AI stock to buy anymore, and these three picks prove it.
With nothing to buoy this deep-sea mining stock higher, shares sank like a stone.
SpaceX may be stealing the spotlight, but investors looking for exposure to the expanding space economy should take a closer look at these two stocks.
The Schwab U.S. Dividend Equity ETF holds 100 top dividend-paying stocks.
Here's what the Oracle of Omaha might have to say about the hot IPO.
The chipmaker and its founder are not resting on their laurels.
Joby Aviation stock has slipped below $10, but the decline isn't necessarily a sign that the business is in trouble.
Oklo stock has plummeted in 2026, in spite of the company's positive progress. This is the buying window long-term investors have been waiting for.
That's great news for investors.
Two seemingly similar semiconductor ETFs aren't as similar as they seem. One small detail gives SOXX the advantage for the rest of 2026.
Memory and data storage manufacturers can't keep up with AI-driven demand.
The tech company just added $270 billion to its market cap.
These three stocks are trading at expensive valuations.
Trying to pick winning stocks can be an arduous, time-consuming, and often unsuccessful process. Just buy the broader market instead.
Jensen Huang hinted that Nvidia will be the largest customer of HBM4 solutions as the company launches next-generation chips.
A looming NASA deadline and anxious investors put Elon Musk between a space rock and a hard place.
These overlooked consumer staples could reward patient investors with reliable dividends and steady growth.
Elon Musk's companies have significant upside potential but also face substantial risks.
These cash-flow-heavy businesses offer opportunities to build long-term wealth through reliable dividends and inflation protection.
Palantir's stock has gotten out in front of the business.
The stock market's No. 1 catalyst has quickly transformed into an inflationary menace.
This AI giant is trading at a dirt cheap price.
Elon Musk's company has already lost more than $1 trillion of its peak value.
These Wall Street analysts recommend selling SpaceX and buying Micron.
Record deliveries are already public. What they did to profitability arrives with next week's report.
Reaching a $5 trillion market cap could take SpaceX a while.
The Oracle of Omaha views corrections and bear markets through a completely different lens than most investors do.
The wealthy investor is accelerating his disposal of Berkshire shares to charities.
Micron and Nvidia look like great deals now -- and despite its recent stellar gains, so does Sandisk.
A new law passed in Washington, D.C. imposes price caps on resold event tickets.
The salad maker's investors received some much-needed good news.
The entire US stock market is trading at a discount to its recent past, but the safest alternative is paying you more to wait.
The company agreed to take on a large stake in a series of oil plays in northern Iraq.
Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).
Apple briefly overtook Nvidia as the world's most valuable company Friday before the AI chip giant reclaimed its $4.92 trillion market cap by closing bell.
One of its brands was targeted in a ransomware attack.
The company posted its second-quarter results on Friday morning.
Nvidia is close to losing its place as the world’s largest company by market valuation. The stock movement Friday put the company on the brink of having a market capitalization below that of Apple The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data. At Friday’s close, Nvidia has a market value of $4.91 trillion, while Apple has a market cap of about $4.9 trillion, according to Dow Jones Market Data.
Jim Cramer named five blue-chip stocks the market punished after strong earnings, and he's betting that millions of investors and billions of dollars got it completely wrong.
This space stock is headed to the stars in one analyst's opinion.
Dell's $8.6B free cash flow and Pentagon contracts clash with NVIDIA's 55.6% net margins and $96.7B cash generation, a stark contrast in scale and profitability.
Agentic AI is a compelling long-term opportunity.
One company carries a 55.6% net margin while the other is still unprofitable, but valuation tells a starkly different story.
If you are looking for dividend stocks, here's an industrial Dividend King, a leading food maker with a historically high yield, and a high-yield real estate giant.
STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech heavyweights as investors reassess the outlook for artificial intelligence.Apple was last valued at $4.88 trillion as its shares held steady, while Nvidia was roughly at $4.86 trillion, following a 3.5% decline."The apple reclamation of the largest market cap in the equity market is really a sign of the fact that investors are concerned with this level of CapEx that's being used
The latest updates from Pentair have left investors shaken.
Novo Nordisk is finally getting one up on its biggest rival.
Nvidia is close to losing its place as the world’s largest company by market valuation. The stock was down 2.1% at $203.07 in afternoon trading. The stock movement Friday put the company on the brink of having a market capitalization below that of Apple The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data.
SpaceX's IPO went from a rocket launch to a controlled crash in under a month, and the debate over where it actually bottoms out splits Wall Street analysts and valuation models in ways that should give any bargain hunter pause.
Footwear retailer Shoe Carnival has rebranded as Shoe Station, and it has a new ticker, too.
Air taxi stocks have shed nearly half their value in 2026, and the losses keep accelerating. Before writing them off or doubling down, investors need to understand what separates a beaten-down opportunity from a broken story.
The "safe" choice for your portfolio may be anything but.
The CEO's capital allocation framework has significantly boosted Apple's earnings per share over the years.
Chevron is making some potentially big moves in Iraq.
Moonshot AI's 2.8-trillion-parameter open-weight model sent chip stocks tumbling and gave Wall Street a Friday it would rather forget.
Lucid stock is surging for a third straight session while Tesla and Rivian sit out the party, and the reason behind the divergence says a lot about how fragile this recovery really is.
Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking in ways the stock price has not yet fully priced in.
A freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.
Today, July 17, 2026, U.S. strikes in Iran are driving WTI crude oil toward $82 per barrel, and Chinese AI capabilities take another leap forward.
Amazon is spending big on data centers to meet AI demand.
The platform is moving beyond reserved compute capacity to connect institutional buyers with verified suppliers of pre-owned, refurbished and surplus Nvidia accelerators.
Three numbers on Meta's income statement keep pulling my money back before the July 29 earnings call, and one of them proves something no other hyperscaler has managed to pull off yet.
Investing now could prove to be lucrative over time.
AI spending fears rattled chip stocks all week long. Meanwhile, an insurance company quietly saved the Dow from a worse fate.
The $6 billion gift is the small part. The deadline attached to the rest is what shareholders should notice.
Missed the SpaceX IPO? Here's your chance to buy SpaceX stock even cheaper.
The chipmaker's stock has gotten way too overheated.
The AI boom is quietly shifting from software to steel, and most investors are watching the wrong ETFs while one under-the-radar fund already positions for the physical economy's coming disruption.
Investors shouldn't be reaching for pure high yield here. Instead, look for income from high quality, financially healthy companies.
Netflix beat earnings estimates again, but shares still tanked on Friday. Here's what spooked investors and why it might not matter.
Robinhood and Webull are selling off hard Friday while the broader market barely flinches, and the reason behind their outsized drop reveals exactly how exposed retail brokerages remain to forces most investors overlook.
Every time Reddit panics about Amazon's Trainium or Meta's custom silicon eating into Nvidia's dominance, the actual earnings tell a different story, and that gap between fear and fundamentals is exactly where this trade lives.
PayPal's shares are spiking this week after months of acquisition rumors culminated in an offer.
In the span of a few days in early June, AI and chip stocks lost $1.3 trillion in market value. U.S. semiconductor names got hit hard. Investors who had been riding the AI wave suddenly started asking whether the trade had run too far ahead of reality. Jensen Huang was in Seoul on June 8 for a ...
Meta just made a big splash.
The next DeepSeek moment has arrived. This time, investors should be prepared to take advantage of it.
Banks are having a field day in today's market.
A stock split in 2026 could generate a short-term price boost, but long-term gains will depend on the memory company locking in consistent revenues.
SpaceX didn't launch on Thursday -- and that's OK.
Money is already walking out of megacap tech, and five names sitting in its path stand to collect while everyone else wonders what happened to last year's winners.
STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech giants as investors reassess the outlook for AI.The shift in the pecking order illustrates how investors are looking beyond the most obvious beneficiaries of the AI boom, such as Nvidia.Apple is reclaiming the top spot for the first time since April of last year.:: Nvidia:: $4.88 trillion::$4.86 trillion.The iPhone maker's market cap on Friday hit $4.88 trillion, edging out Nvidi
Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already moving fast enough to leave most investors behind.
Joby Aviation's stock has plummeted in 2026, but its prospects have never looked better.
REITs are staging a comeback this year, with data center REITs particularly hot.
The FDA just approved the first once-daily oral PCSK9 pill, and five major stocks now sit in the crosshairs. Not all of them come out ahead, and the biggest surprise winner may not be the company that makes the drug.
Apple (AAPL) has reclaimed its title as the world's most valuable company after a tech-led sell-off pushed Nvidia (NVDA) shares lower, allowing the iPhone maker to retake the top spot by market capitalization.
SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this heavyweight is a steal or a trap.
The streaming giant reported generally decent second-quarter results, but gave light guidance and a reporting change.
Nvidia is close to losing its place as the world’s largest company by market valuation. Nvidia shares were down 1.8% at $203.75 in early trading Friday. The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data.
A Reddit investor revealed they used SpaceX options calls inside their Roth IRA just as the newly public stock began its brutal reversal, and the loss they described captures exactly what happens when retirement savings meet the froth of a hyped IPO.
Ford is cutting losses, stacking software subscribers, and chasing a margin target that could reshape how investors value a stock many still treat as a tired auto name. Whether a $2,500 bet pays off depends entirely on one question: can management actually deliver?
This high-profile AI chip stock is available in a diversified exchange-traded fund (ETF).
The shift reflects a broader rotation among tech investors as Wall Street has grown less enthusiastic about companies at the center of the AI buildout
The upstart satellite internet stock is raising capital amid headwinds from the unwind of the space-economy theme.
As artificial intelligence data centers continue to proliferate, these electric utilities remain well positioned to benefit from the resultant energy demand.
Nvidia holds the crown and a near-unbreakable moat, yet AMD shares have left Jensen Huang's juggernaut in the dust this year. The reason why comes down to a shift in the AI trade that most investors are still sleeping on.
Growth is about to hit a three-year low, but that's not the only reason why Netflix is hungry for nonorganic opportunities.
Nvidia built the AI boom from the ground up, yet a company that spent a fraction of its rivals on artificial intelligence just stole the crown. The reason behind Apple's rise reveals a quiet but seismic shift in what the market now values most.
The rocket launch leader scrapped its much-anticipated Starship launch, and there's a lot investors should know.
Seven decades of annual raises say plenty about this business. The current yield makes it worth a fresh look.
This battery stock is charging through the middle of the month thanks to a new commercial agreement.
Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech heavyweights as investors reassess the outlook for artificial intelligence. Apple was last valued at $4.88 trillion as its shares held steady, while Nvidia was roughly at $4.86 trillion, following a 3.5% decline. The shift in the pecking order illustrates that investors are broadening their focus beyond the most obvious beneficiaries of the AI boom, such as Nvidia, which had been at
Humanoid robots are finally becoming a commercial reality.
Wall Street analysts are nearly unanimous on MicroStrategy, yet the stock sits near a 52-week low while carrying billions in debt and a balance sheet dominated by a single volatile asset. Here is what the math actually says about where this trade goes from here.
Oil swings, dilution fears, and stretched valuations make the EV trade brutal right now, yet three stocks carry a rare set of catalysts that could reward investors who time the entry correctly.
Sandisk's long-term contracts with customers should ensure more upside for investors over the next couple of years.
Stock Market Today: The Dow Jones index dropped Friday as Netflix stock plunged on earnings. SpaceX shares sold off on a canceled test flight.
Wall Street stocks fell decisively Friday, joining most global markets in retreating on continued weakness in artificial intelligence shares and rebounding oil prices.Kourkafas also cited the latest jump in oil prices as a factor in stock market weakness.
These ETFs are similar in many ways, but one offers a slight edge right now.
US equity futures were lower pre-bell Friday as concerns over artificial intelligence spending weigh
Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all three may be narrower than it looks.
When a regular paycheck disappears in retirement, the stakes of every investment decision skyrocket. These five high-yield stocks earning 6% or more are winning over Boomers who refuse to let rising prices eat their savings alive.
Nvidia just pulled the curtain on a generative world foundation model built for robots, and most investors are completely missing what it signals about where the GPU giant is actually headed next.
Data centers are fueling a nuclear energy renaissance.
Revolution Medicines could be a revolutionary biotech stock.
AI stocks may be the biggest driving force, but analysts' top picks aren't exactly tech ETFs.
Investors are seeing the benefit of protecting against the risk of the Strait of Hormuz being restricted by the increase in PBF stock in 2026.
Statistically, the index this exchange-traded fund (ETF) tracks has never declined over any rolling 20-year period, including dividends, since the start of the 20th century.
Buffett is a big advocate for low-cost index funds despite his uncanny ability to pick individual stocks.
JPMorgan just shattered every record it owns, and the man who built it spent the earnings call invoking 1929, 2000, and 2007. When the most powerful banker in America celebrates peak profits by listing market crashes, something worth paying attention to is happening beneath the surface.
The post-IPO SpaceX sell-off created an attractive buying opportunity in Rocket Lab and AST SpaceMobile, whose long-term fundamentals remain stronger than recent stock performance suggests.
Archer Aviation stock has tumbled this year, but the story isn't as simple as a weakening business.
This BDC has a big dividend yield.
Palomino Laboratories has signed a binding Letter of Intent to acquire Vega Links Inc., aiming to transform itself into a comprehensive AI interconnect company. This acquisition will expand Palomino's market reach from approximately $6 billion to over $60 billion by integrating systems architecture and advanced interconnect technologies, such as copper, MicroVCSEL, and MicroLED solutions. As AI infrastructure advances rapidly, the demand for high bandwidth, low latency, and energy-efficient...
AMD reports earnings on Aug. 4, and the results could sway both stocks.
Let's dive into historical IPO data for big tech companies.
Megatrends in AI favor long-term upside for these tech stocks.
(Bloomberg) -- US equity futures fell as a selloff in semiconductor stocks gathered steam, pushing investors to look for alternatives in other corners of the market. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveUS Cyclospora Outbreak Tied to Taco Bell Lettuce From Mex
It's underperforming the market right now.
Sandisk has been the top-performing stock in the Nasdaq-100 so far this year.
Small-cap value stocks have been chronic underperformers for years. Thanks to accelerating earnings growth, that value is starting to finally get unlocked.
There is a lot of potential downside in SpaceX stock.
This company aims to rival AI chip giant Nvidia.
Casino culture is ruining the stock market and making it challenging to find attractive deals.
General Motors stock has nearly doubled during the past three years -- but it still needs to fix this problem.
There are scores of domestic dividend ETFs to consider, but this trio can shorten investors' shopping lists.
AST SpaceMobile (NASDAQ:ASTS): Stock Sinks 17% After a $1 Billion Raise, But Dilution Risk Is Smaller Than It Looks.
It's not the time to buy the stock yet.
Is Tesla's dip below $400 a buying opportunity, or is Wall Street still pricing in too much optimism? Here's why the answer depends more on your long-term conviction than next week's earnings report.
A forgotten historical trend related to capital expenditures could weigh on the tech giant.
We'll know more on July 22.
All three can be bought on the dip.
A rare early warning from one of tech's oldest names doubles as a map of enterprise spending right now.
Intuitive Surgical is a leader in surgical robotics, and the stock has a history of deep drawdowns.
A recent acquisition is already bearing fruit.
These two beaten-down consumer giants could reward investors willing to look past today's challenges and think 10 years ahead.
That guidance miss didn't help improve sentiment on the beaten-down streaming giant.
It was the subject of a bullish analyst's price target raise.
The maker of Trainium chips now runs one of the top three data center chip businesses in the world, according to its CEO.
A pair of analysts lifted their price targets on the consumer goods conglomerate.
The Oracle of Omaha says he isn't worried about the coming CEO change. Should shareholders be?
It announced a fresh round of store transitions and employee cuts.
Investors have closely followed SpaceX since its record IPO.
Coca-Cola is trading near all-time highs in July.
Tuesday's inflation report was good news for one of the market's most rate-sensitive dividend payers.
The famed investor isn't selling his shares, and his math points far higher.
Dimon says JPMorgan Chase is firing on all cylinders.
Palantir CEO Alex Karp recently placed his company alongside Nvidia, Micron, and SK Hynix as the biggest beneficiaries of rising investment in artificial intelligence (AI) infrastructure.
The plane maker just posted its strongest first half of deliveries since 2018, and deliveries are what drive its cash.
IBM released an earnings warning that sent the stock spiraling.
The psychedelic drugmaker is being acquired.
Apple's manufacturing cost of this year's iPhones will rise significantly due to an increase in component prices.
SK Hynix has enjoyed incredible gains thanks to the artificial intelligence boom.
Investors need to ask tough questions before initiating a position in this biotech company.
Investors will be listening to every single word founder and CEO Elon Musk says during the upcoming earnings call.
Good news isn't necessarily bullish when the company is changing faster than investors can fill in the unknowns.
A New Rubin GPU Deal Shows AI Demand Is Still Growing
He is no longer a trillionaire.
Karooooo stock just hit a new record high. A massive earnings beat and surging growth in the logistics division are driving today's double-digit jump.
The AI infrastructure startup surpassed $1 billion in annualized revenue, up fivefold year-over-year, as companies seek cheaper alternatives to frontier models
JPMorgan Chase just reported blowout second-quarter results.
Average investors can now buy SpaceX stock at just above the IPO price, which was likely not available to them one month ago.
Nvidia Corp (NASDAQ:NVDA) is one of the best stocks to buy for the AI boom in the second half of 2026. Nvidia stock is a favorite of elite investors, as some 275 hedge funds have positions in this AI chip stock. On July 7, Reuters reported that Chinese tech startup DeepSeek is developing its own […]
Mondelez pulled back from its 52-week high in a big way, but for long-term income investors, the stock may be worth snacking on.
Moby summary of U.S. Bancorp's Q2 2026 earnings call
Moby summary of GE Aerospace's Q2 2026 earnings call
Moby summary of Bank7 Corp.'s Q2 2026 earnings call
This tech stock reported financial results yesterday, and investors didn't like what they heard.
The stocks are at opposite ends of the valuation spectrum.
The stock is a slow-and-steady stock performer banking on a robust outlook. Its earnings report is just days away.
Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points firmly in one direction.
REDWOOD CITY, Calif., July 16, 2026--GoodVision AI ("GoodVision"), a developer of next-generation AI compute infrastructure purpose-built for inference, today announced the establishment of its first next-generation AI Factory in Japan following the signing of a strategic cooperation agreement with AI Storm Co., Ltd. (Tokyo Stock Exchange: 3719) ("AI Storm"), a Japan-based business and IT consulting company, to jointly develop, deploy, and commercialize high-performance AI infrastructure in Japa
Netflix stock has struggled this year.
Elon Musk's vision of AI data centers in space sounds futuristic, but should investors take it seriously?
These two retail giants' stock returns haven't been all that different over the past three years, but one has more upside potential.
Investors don't just have to look at up-and-coming fintech stocks to gain adequate exposure.
Nvidia-backed AI infrastructure startup Fireworks said on Thursday it raised $1.51 billion at a $17.5 billion valuation to expand its engineering team and global compute capacity. The Series D funding round was led by investment firms Atreides Management, Index Ventures and TCV. Participants included existing investors like Nvidia and Lightspeed Venture Partners.
Tech giants are pouring hundreds of billions into AI infrastructure, yet memory chipmakers are watching their stock prices crater. The reason Wall Street is selling has almost nothing to do with demand, and everything to do with what comes next.
The stock is still 25% off all-time highs.
NVIDIA recently announced it is working with Noetra Corp. on the NVIDIA Vera Rubin AI factory in Japan, housing 13,750 Vera CPUs and 27,500 Rubin GPUs on Spectrum‑X Ethernet networking to power the government-backed FRONTia physical AI project with 140 megawatts of data center capacity. By pairing this national AI factory with the new Cosmos 3 Edge on-device model and Metropolis libraries, NVIDIA is embedding its full-stack hardware and software deeply into Japan’s push toward advanced...
Reversing its 2025 trajectory, this hydrogen stock rocketed higher to start 2026.
AST SpaceMobile is preparing for a battle.
The tech rally is showing signs of fatigue. IBM just got hammered. Time to consider more of a high-quality, defensive approach.
A forgotten stock checklist from 1950 cuts through the AI hype and lands on an uncomfortable question: which of today's biggest AI bets are one regulatory trigger away from collapse, and which ones quietly pass every screen?
Sandisk shareholders have benefited from a booming memory market, and things aren't slowing down just yet.
Nvidia stock has been slow to rally but business in Japan and a robotics push could help in the future.
Hyperscalers continue to invest massive capital in data centers, and Vertiv has been a major beneficiary.
Tech stocks have been lucrative, but they're creating a rare risk for the market.
Rivian is making progress with its R2, but a difficult EV environment and increased spending have disappointed investors.
ScaleFlux today announced that CEO & Co-founder Hao Zhong will deliver a keynote at Future of Memory and Storage (FMS) 2026 alongside Jason Hardy, VP of Storage Technology at NVIDIA, highlighting the industry's evolving approach to AI infrastructure and next-generation memory and storage technologies.
These set-it-and-forget-it picks have proven track records of dividend payment and growth.
Tesla is chasing the future with robotaxis, but Rivian's R2 launch could make it the more compelling EV stock.
SharonAI Holdings Inc. (NASDAQ:SHAZ) shares gained 10% after the company announced a five-year cloud computing services contract worth approximately $1.
The cryptocurrency exchange is backing a disruptive new stablecoin.
Shares of the pizza chain have rarely been this cheap.
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.3%, and the actively t
SpaceX is building data centers in orbit, and the partner positioned to profit most may surprise even the analysts watching Nvidia's every move.
The public spat may be petty, but that doesn't mean the points being made are wrong.
Investors tend to overlook the automotive industry when it comes to market-beating returns, but these three stocks flip that narrative on its head -- these are must-research stocks.
That brought the firm's total SpaceX holdings to over $550 million, spread across several of its ETFs.
Meta, Pinterest, and Reddit look like bargains given their growth.
One analyst thinks so.
Micron stock has the potential to double in price in the coming years.
Nvidia Teams Up With Japan's Robotics Giants in New AI Push
Investor hope is building around Stellantis' global turnaround strategy. But don't lose sight of issues such as margin-eroding inventory gluts.
It may not be a familiar name, but Natera has provided better returns than Nvidia over the past 12 months.
SpaceX stock has been volatile since going public last month.
Inference is poised to be the next big AI infrastructure market.
The S&P 500 and Nasdaq Composite have been stuck for months as Big Tech earnings approach.
STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...This is AI Weekly.:: AI WeeklySK Hynix shares went on a wild ride after its U.S. listing last week.Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.But the firm's stock bounced back almost 13% later in the week.It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.Meta plans to produce AI ch
The AI build-out is pushing many tech stocks to hypergrowth status.
Volatile oil prices could drive more consumers to ditch their gas-powered vehicles.
The First Trust Rising Dividend Achievers ETF has a performance history that rivals any dividend ETF available today.
Since October 1994, these two high-octane income stocks have collectively raised their payouts 218 times!
They've not been all that magnificent of late, but the sellers behind a few of their recent setbacks seem to have overshot their target.
TSMC, the world's largest made-to-order chipmaker, reported second quarter results.
NVIDIA, Neurocrine Biosciences and Ball are highlighted for strong earnings growth, making them stocks to watch in the second half of 2026.
With an architecture that directly solves AI's toughest physical hardware bottleneck and unprecedented EPS growth, Micron remains the quintessential picks-and-shovels play of this hardware cycle.
NVIDIA Vera Rubin AI Factory for Japan Physical AI NVIDIA today announced it is working with Noetra Corp. to launch an NVIDIA Vera Rubin AI factory with 13,750 NVIDIA Vera CPUs and 27,500 NVIDIA Rubin GPUs for national physical AI. News Summary: NVIDIA to partner with Noetra Corp. to build the NVIDIA Vera Rubin AI factory with 13,750 Vera CPUs and 27,500 Rubin GPUs to deliver 140 megawatts of data center capacity based on the NVIDIA DSX platform.The initiative, supported by Japan’s Ministry of E
The backlog is enormous. So are the losses and the capital bills behind it.
Microsoft stock looks like a bargain heading into its upcoming quarterly earnings report.
Companies that have paid and raised their annual dividends for at least 50 years are few and far between.
Warsh's hardline stance on inflation is a wake-up call for the second-priciest stock market in history.
Stocktwits data showed retail sentiment remained ‘bullish’ on SPY and QQQ.
BlackBerry isn't a smartphone maker or a meme stock anymore, and the truth behind the company can produce market-beating returns.
Micron stock could nearly double by late 2027 as the memory chip shortage continues.
The Federal Reserve may pivot to interest rate increases this year, a move that has often led to stock market corrections.
While it's hard to be bullish with shares 47% off their all-time high, investors can identify positive attributes.
The asset management giant's second-quarter report was about much more than a big round number.
Two catalysts could send the iPhone maker higher.
New arrivals on the stock market often generate plenty of early hype. Their average early returns are less exciting.
This industry-leading business can quench investors' thirst for a dependable income stream.
Only one company has ever touched the mark, and the iPhone maker is about 4% away.
VeeaWare middleware now runs on NVIDIA Jetson, x86- and Arm-based servers — VeeaONE nodes bring local context, ultra-low latency, privacy and cost efficiency to agentic AI applicationsNEW YORK, July 16, 2026 (GLOBE NEWSWIRE) -- Veea Inc. (NASDAQ: VEEA) ("Veea"), a pioneer in AI-powered, cybersecure distributed intelligence on hyperconverged edge infrastructure, today announced the commercial availability of its full-stack, edge-to-cloud hardware and software solution for a broad range of third-p
The technology giant's AI strategy is emerging.
Investors didn't seem to think so after the company published it.
Japan’s Robotics and Manufacturing Leaders Build on NVIDIA Cosmos to Advance Physical AI Frontier NVIDIA today announced that Japan’s physical AI leaders are building on the NVIDIA Cosmos, NVIDIA Isaac, NVIDIA Metropolis and NVIDIA Jetson platforms to accelerate the deployment of intelligent machines across manufacturing, mobility, infrastructure and robotics. News Summary: NVIDIA introduces Cosmos 3 Edge for on-device vision reasoning and robot policy deployment on NVIDIA Jetson Thor platforms,
It's been tapped for a well-known index.
Japan’s Enterprises and Startups Build Industry-Specialized AI With NVIDIA Nemotron Open Models NVIDIA today announced that leading Japanese enterprises, startups and research institutions are building industry-specialized AI models and applications with NVIDIA Nemotron™ open models, data and libraries, accelerating the development of AI tailored to Japan’s language, industries and workforce. News Summary: Institution of Science Tokyo, SoftBank Corp.’s SB Intuitions and Stockmark are adopting NV
Qualcomm could surprise a lot of investors next year.
Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...
Tech stocks have had an extraordinary 20-year run. The next two decades could also produce impressive returns.
Most IPOs lose money in their first few years. Will SpaceX follow suit?
IBM said a shift in its customers' spending hurt quarterly earnings.
Shares of Musk’s rocket and telecom company slipped under the $135 debut price this week, and selling hasn’t even started yet.
SpaceX (SPCX) dropped below its IPO price on Wednesday, sinking below $140 per share. YieldMax ETFs chief strategist Mike Khouw comes on Market Domination to discuss his firm's new ETF product with options-based strategies on SpaceX: the YieldMax SPCX Option Income Strategy ETF (YSPC).
Wall Street's AI darlings had a tough day, but you wouldn't guess it looking at the three major indexes at the the closing bell. The Nasdaq ended the trading day 0.6% higher. The PHLX Semiconductor Index ended the session lower with some memory names that are the market's top gainers year to date seeing more significant losses.
Moby summary of BlackRock, Inc.'s Q2 2026 earnings call
Moby summary of M&T Bank Corporation's Q2 2026 earnings call
Microsoft's earnings report will be closely monitored by the market.
Serve Robotics has lost half its value this year, but it's packed with potential.
AMD’s artificial intelligence story has mostly been judged against Nvidia’s dominance in graphics processing units. That’s maybe too narrow. BofA Global Research lifted its price target for Advanced Micro Devices (AMD) to $620 from $550, saying the next phase of AI infrastructure may not rely ...
Apple stock just punched through a fresh record above $325 with a $5 trillion market cap in sight, but Wall Street's average price target still sits below where shares trade today, and one closely watched probability signal flashes caution about the road to $350.
Carbon capture and clean energy remain secondary long-term catalysts for this top energy stock.
Warren Buffett just pointed out the obvious -- but investors were still surprised.
Subscriber engagement issues could be a warning flag for investors.
Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR
Outlining the stock's potential 71% upside.
The stock has cooled off from its hot IPO. Is now the time to buy?
Up 4,000% this year, Sandisk stock has become risky.
Anthropic is looking to kick off meetings for its blockbuster initial public offering in the coming weeks, according to a Bloomberg report. The move could help put the AI chatbot maker's IPO firmly ahead of rival OpenAI's. The banks leading Anthropic's much-anticipated IPO are setting up meetings for the company with investors, according to the Bloomberg report, which cites unnamed sources.
The most ambitious bull case for SpaceX stands out from the crowd, but it is a longer-range target.
NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing in a future that may not arrive on schedule.
With Lucid slamming reports of bankruptcy, what should you do with the stock?
Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
Interest rate increases could be coming. Here's what that means for the market.
Johnson and Johnson has quietly become one of the best-performing mega-caps of the past year, but with a fresh pullback and a pipeline firing on multiple cylinders, the bigger question is whether the next leg higher finally breaks through to record territory.
Netflix shares have cratered over 40% in the past year while the business quietly grew revenue and raised its cash flow outlook, creating a disconnect that has our model flashing a buy signal at an unusually high confidence level heading into tomorrow's earnings.
NuScale Power stock is down 40% in 2026.
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most price targets ignore.
Micron may have greater short-term upside, but I prefer the other stock's long-term outlook.
Eos Energy says its business is booming.
Six carefully screened dividend stocks can turn a lump sum into a self-sustaining income stream, but the real question is whether the yields on offer are generous rewards or warning signs dressed up as passive income.
A new stock offering is the latest symptom of an ongoing problem.
SpaceX has fallen about 37% from its peak, but Wall Street still sees big upside. Here's why the story may not be over.
Johnson and Johnson just raised guidance while absorbing nine-figure litigation charges, and the stock is still near levels that have historically rewarded patient buyers. Whether the talc courtroom drama is drowning out a rare compounding opportunity depends on what the numbers actually say.
Small, undervalued companies might be poised to outperform big growth stocks for the next 10 years.
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Stocks to Buy Now for High Returns. The stock remained mostly flat over the past month, with only a 1.18% gain. However, the Street remains bullish on the stock with analysts expecting more than 47% upside over the next 12-months. Recently, on July 8, TD Cowen analyst […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, William Blair initiated Advanced Micro Devices, Inc. (NASDAQ:AMD) with a Market Perform rating without any price targets. The firm noted AMD to be among the major beneficiaries of the AI infrastructure boom as it […]
Lucid stock cratered 50% before staging a dramatic intraday reversal, but with a 31% Polymarket bankruptcy probability still lingering after the denial, traders are left wondering whether Wednesday's relief rally is a genuine turning point or just a dead cat bounce.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang has pushed back against reports that the company’s next-generation Vera Rubin AI accelerator platform is facing manufacturing setbacks, saying production is already underway. Speaking with reporters at a developer event in Tokyo on...
PayPal stock got cheap, and now private companies want to own it.
These tech giants aren't trading at their usual premium valuations.
If PayPal stock is cheap, and Fiserv stock is cheaper -- maybe Fiserv is a buyout target, too?
Saturn Cloud, the AI token factory platform, today announced a partnership with Lilac, a Y Combinator-backed inference provider that routes workloads to idle enterprise GPUs. Under the agreement, Saturn Cloud has selected Lilac as a GPU network provider for its platform, extending the supply available to GPU cloud operators and enterprises for model serving and per-token inference.
UFC CEO Dana White sits inside Meta's boardroom and calls Mark Zuckerberg the biggest killer he has ever met. What he witnessed there explains why Meta is now placing a bet that dwarfs anything Silicon Valley has attempted before.
The rate of inflation just slowed down for the first time in three months.
The streaming service reports critical financials on Thursday afternoon. Let's hope cameras are rolling.
Nvidia stock is approaching a proper buy point as the artificial intelligence chip leader received some reassuring news this week.
Lucid stock recovers after a strong denial and threat of legal action.
If you want to know the tech sector's priorities, follow the money.
Equity Insider News Commentary — The artificial intelligence buildout has collided with a physical limit that no algorithm can code its way around: electricity. Data centers are demanding power faster than the grid can add it through traditional fixed infrastructure, and that gap has become one of the defining investment themes of the decade. Against that backdrop, NOMAD Power Solutions, Inc. (Nasdaq: NMAD), The Company has entered an exciting new phase of growth by expanding into the AI energy
BlackRock's CEO is championing a plan to redirect $1.5 trillion into the stock market to shore up Social Security, but some of the sharpest retirement researchers in the country say it solves the wrong problem and benefits exactly the wrong person.
Lucid has always been an intriguing investment and has boasted well-designed, advanced EVs. But there may be too many challenges stacked against it for investors to buy or hold long-term.
The robotic surgery company has posted earnings beats in its past four quarters. Can it make it five in a row?
Both Pfizer and Gilead Sciences just flashed the same ominous technical warning while trading below analyst fair value, but the reasons behind each selloff tell very different stories about which one actually deserves a second look.
Boyd Gaming's July 23 earnings report is two weeks out, and a quiet combination of balance sheet strength, aggressive buybacks, and a compressed valuation has set up a trade that most investors are overlooking.
Raymond James just slapped a jaw-dropping price target on SpaceX that implies a valuation larger than any company in history, and the bull case hinges on whether Elon Musk can pull off something that seems to defy the laws of physics.
Vertiv and Quanta will both profit from the AI market's explosive growth.
SoFi stock has plunged this year.
Buying and holding these tech stocks for the long term could pay off.
Sandisk's earnings growth potential in the first half of the new fiscal year suggests its stock could reach new highs by the end of 2026.
Power Integrations Inc. (NASDAQ:POWI) is one of the best performing semiconductor stocks to invest in. On June 1, Power Integrations released ultra-slim, 15 W and 35 W auxiliary power supply reference designs optimized for the NVIDIA Kyber 800 VDC AI data center architecture. By using 1700 V-rated PowiGaN technology, these compact solutions reduce board space […]
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused ... Wall Street Is Sleeping on These 5 Quality Dividend Stocks: Grab Them Now Before It’s Too Late
Beginning investors don't need to spend hours researching the stock market. Buy this one ETF and make life simple for yourself.
Verizon's July 24 earnings report is shaping up as more than a routine quarterly update, and investors who understand what is quietly building beneath the surface may want to position before the open.
The House of Mouse has been a disappointing investment, with the stock down 47% in the past five years.
Equity Insider News Commentary - Artificial intelligence has moved from the edges of drug discovery to its center. The biggest pharmaceutical companies in the world are now racing to design molecules with machine learning rather than trial and error, and the market has begun to reward the names building the infrastructure underneath that shift. MindWalk Holdings Corp. (NASDAQ: HYFT), a self-described Bio-Native AI company based in Austin, is one of the smaller players staking out a differentiate
Retention rates remain high despite the fee hike.
Saitech Configures Multi-Million-Dollar NVIDIA Blackwell AI Infrastructure for a Global Financial Technology Company
Today's market is now the second-most expensive in history.
Verizon shares have dipped on fears that SpaceX could compete against it in the mobile space.
Cutting-edge semiconductors and high-bandwidth memory chips have spurred massive investments in this industry.
Just how big a threat is Open USD to Circle's thriving stablecoin business? We're about to find out.
The automation arms race is heating up.
SK Hynix now gives U.S. investors a rare chance to own the leading supplier of AI memory chips powering Nvidia's accelerators, but the real question is whether it can maintain that edge as competition and market cycles intensify.
Morgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in the AI arms race. The financial gap between winners and everyone else is widening faster than Wall Street anticipated.
Hint: more than 100, but less than 200.
NVIDIA Corporation (NASDAQ:NVDA) is one of the high-growth wide-moat stocks to buy. On July 10, Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and a $288 price target after meetings with Chief Executive Officer Jensen Huang. Moore identified AI labs, expanding sales of CPUs and networking products, sovereign-AI projects, and demand from enterprise customers […]
This company is one of the early winners of the AI revolution.
The stock has a lot riding on the company's second-quarter report.
Oklo's advanced nuclear reactors could make use of America's massive stockpile of used nuclear fuel.
It's trouncing the market this year.
Lucid is working with a restructuring expert, which is never a good sign for a money-losing business with significant debt.
Wall Street expects the communication services and technology sectors to beat the S&P 500 over the next year.
Recent data suggests the streaming giant is losing ground in the battle for screen time.
We recently compiled a list of the 7 Best Psychedelic Stocks to Buy According to Analysts. Silo Pharma, Inc. (NASDAQ:SILO) is one of the best psychedelic stocks on our list. SILO reported on July 7 that its wholly owned subsidiary, QwikAgents, joined the NVIDIA Developer Program to support the advancement of its artificial intelligence agent integration […]
This stock has a 4.24% yield and projected 82% upside.
The perfect stock to replace Nike has its proverbial fingers in several sectors and industries.
Demand is soaring for its memory products.
Tesla is driving head-on into a more uncertain future, and if investors aren't prepared to accept that risk, this luxury automaker might be just the company to check out instead.
The stock can continue beating the market.
Investors can gain exposure to the space boom through established defense contractors benefiting from Golden Dome spending without relying on SpaceX alone.
Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...
Don't wait until clinical milestones send their share prices soaring.
There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...
Corporate dealmaking is booming.
The monster bank absolutely obliterated analyst estimates.
A gloomy update from a famous peer negatively affected investor sentiment on CRM company.
There are likely much better routes to take for the average investor.
The artificial intelligence chip trade is not stopping at GPUs. Micron Technology (MU) shares rose on July 14 after KeyBanc raised its price target on the memory-chip maker, citing tighter supply and higher prices for DRAM, NAND and high-bandwidth memory, or HBM. Micron stock was recently trading ...
It was a brutal day for Big Blue's shareholders.
Several top-level government security agencies issued a fresh warning about cyber threats.
Micron and SK Hynix are two of the leading companies fueling the artificial intelligence (AI) memory boom this year.
Don't assume an inflection point in deliveries will lead to an inflection point for shares.
AI stocks have slipped in recent weeks.
New York Governor Kathy Hochul signed an executive order to place a moratorium on the construction of new AI data centers. Yahoo Finance Technology Editor Dan Howley explains the details.
The stock burned investors who shelled out for Palantir near the stock's highs last year.
Investors are celebrating a "transformational moment" for the digital infrastructure provider.
The consumer price index in June fell 0.4% on the month, bringing the annual inflation rate to 3.5%.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 4% in the afternoon session after Morgan Stanley reiterated its "overweight" rating on the stock, and a U.S. official confirmed the company has begun shipping its powerful H200 AI chips to China.
It may not be the big windfall that you'd expect for oil stocks.
SoundHound stock used to be quite expensive, but it's starting to look attractive.
Ur-Energy got the buy rating today, but Uranium Energy stock deserves it more.
The AI infrastructure build-out is projected to last through at least 2030.
AbbVie, Enbridge, and Coca-Cola pay high dividends and are the types of stocks that investors can buy and forget about.
It would require returns that run counter to historical experience.
The market hasn't priced in Nvidia's medium-term growth yet.
The stock plunged on reports of possible bankruptcy, but Lucid officially rejected the rumors later in the day.
The power provider is seeing a massive boost because of artificial intelligence.
Intuitive Surgical's stock has fallen sharply in 2026, but that is more a function of investor sentiment than of the company.
The Nasdaq-100 index has performed well in recent years, but many of its stocks are now trading at much higher valuations.
South Korean memory chip giant SK Hynix has finally begun trading on a U.S. exchange.
We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Even though the shares remain lackluster, Jim Cramer is refusing to give up on AI chip giant NVIDIA Corporation (NASDAQ:NVDA). The CNBC TV host continues to believe […]
Moby summary of Wells Fargo & Company's Q2 2026 earnings call
Moby summary of Citigroup Inc.'s Q2 2026 earnings call
Citigroup just posted its best revenue quarter in a decade and still watched its stock turn red, while Bank of America and Wells Fargo drew completely different reactions to similarly strong results. Something about the big bank rally is breaking down, and the cracks are worth understanding before positioning for what comes next.
These funds hold around 100 stocks each and have been outperforming the market this year.
The leading AI labs face a severe compute shortage, and custom silicon could help solve it.
Microsoft's sell-off doesn't make a lot of sense.
Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR
Vertiv is riding the wave of AI data center build-outs. Here's what's driving its surge, what the numbers say, and the valuation risk to watch.
NVIDIA dominates AI compute while SanDisk is riding a NAND shortage cycle that sent shares up over 600% this year. Whether storage can match silicon as a long-term AI winner comes down to one critical question about memory pricing and platform staying power.
Lucid stock collapsed by half in a single afternoon after reports surfaced that the EV maker hired turnaround specialists to weigh options that range from going private to a potential court filing, and now shareholders are left waiting to find out which path the Saudi-backed automaker actually chooses.
The enterprise software giant made a major announcement that sent shockwaves through the tech industry.
These stocks offer a good mix of dividends, growth, and long-term stability.
While Wall Street focuses on tech and AI stocks, many dividend ETFs are outperforming the S&P 500 this year while delivering meaningful income.
Can Ur-Energy earn money selling uranium? One analyst thinks so.
SK Hynix just hit a milestone with NVIDIA that sent Korean memory stocks into a frenzy, and the leveraged ETF riding that trade is staging one of the sharpest single-day reversals in the sector this year.
IBM's preliminary Q2 earnings are a major disappointment.
Every good party has one guest who starts eyeing the door while the music is still loud. They are not trying to spoil anything. They have just seen how these nights tend to end. Wall Street has its own version of that guest, and right now the speakers are cranked. The S&P 500 keeps closing at ...
Yes, good Micron news could be good news for Sandisk as well -- but keep an eye on that soaring P/E ratio.
The stocks on this list have been popular with artificial investors, but they trade at excessively high premiums, especially when compared to Nvidia.
The company's revenue is projected to grow quickly this year.
Uber's operating income just surged 56% while its stock trades nearly 20% below last year's peak, and the gap between those two facts is exactly what investors need to understand right now.
Marvell Technology has shot up impressively in 2026, and the growing demand for its custom processors and networking chips could translate into further gains.
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
Nvidia just posted 85% revenue growth yet trades nearly 30% below its 52-week high, leaving analysts split on whether a path to $400 even exists. The math behind that target is more surprising than the number itself.
Tech stocks were higher Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (
Two Chinese firms were cleared to buy Nvidia's H200 processors, while another received approval to use competing AMD AI chips.
Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?
The NioCorp CEO just gave investors great news.
The stock is starting to recover.
Palantir might be a buy after earnings -- if the free cash flow holds up.
Sandisk has major growth ahead, but the market isn't pricing it into the stock.
Amazon may prove to be a vastly underrated artificial intelligence (AI) stock to own.
Two tech titans sit within striking distance of each other at the top of the market, but their growth engines could not be more different. Which one deserves your attention before Apple's July 30 earnings report changes the conversation?
There's strong momentum for Nu, and its stock looks priced to buy right now.
Social Security's 2026 cost-of-living adjustment barely keeps pace with a grocery bill, but three dividend stocks have been outpacing it for decades with yields that range from nearly 4% to almost 7%.
New leveraged single-stock ETFs tied to SK Hynix just hit U.S. markets, and the Korean memory giant's Nasdaq-listed shares are whipsawing in ways that could catch traders badly off guard on either side of the trade.
Some simple diversification can help mitigate the risk of SpaceX's steep price tag.
Mitsubishi Heavy may supply cooling and energy systems
The pharma giant's yield of around 7.1% is more than six times the S&P 500 average.
The opportunity behind these recently raised funds is nothing less than amazing.
NEW YORK, July 14, 2026--Kalshi, the next-generation financial exchange, today launched compute forward curves, a new pricing benchmark that shows the implied future price of renting GPU capacity. Kalshi’s forward curves are live now for Nvidia B200, H200, and A100 chips.
The chipmaker got a vote of confidence from Wall Street.
The stock is poised to push beyond its $5.1 trillion market value.
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 8, TD Cowen analyst Joshua Buchalter reiterated a “Buy” rating on the company’s stock and the price objective of $275. The analyst opines that NVIDIA Corporation (NASDAQ:NVDA) possesses an underappreciated competitive edge in the next phase of AI. This is […]
Elon Musk just made his boldest claim yet about SpaceX's future worth, and Wall Street analysts are scrambling to figure out where fantasy ends and a legitimate price target begins.
Technology stocks are driving the broader market higher yet again in 2026.
All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin
According to the average brokerage recommendation (ABR), one should invest in Nvidia (NVDA). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
It's in an even more elite tier than the Dividend Kings.
Shopify is posting operating income growth near 90% and buying back billions in stock while its share price sits deep in the red for the year. Something has to give before the July earnings report.
Cathie Wood's biotech ETF has largely moved on from the vaccine maker.
Nvidia stock needs its next-generation Vera Rubin chips to be a hit but shareholders might have to be patient, according to KeyBanc.
Recession fears have haunted bank stocks all year, but something unexpected just happened inside the quarterly earnings reports of the five biggest names in U.S. finance, and it directly contradicts the bearish story investors have been telling themselves.
The resumption of hostilities in the Persian Gulf is reopening the debate over the direction of the price of oil and oil stocks this year.
Combining Cloudera’s next-generation lakehouse data services with VAST’s AI Operating System, leveraging the NVIDIA AI Data Platform reference design, this joint solution eliminates GPU starvation and accelerates enterprise AISAN JOSE, Calif., July 14, 2026 (GLOBE NEWSWIRE) -- Cloudera, the only company bringing AI to data anywhere, today announced a strategic partnership with VAST Data, the AI Operating System company, to deliver a unified AI factory, a scalable production environment where dat
Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.
Hyperliquid’s (CRYPTO: $HYPE) builder-deployed perpetual markets are moving from the edge of the exchang...
One stock has a very high ceiling, while the other has a much higher floor.
Can this AI chip giant step on the gas once again and deliver big gains to investors over the next five years?
AST SpaceMobile wants to bring cell coverage everywhere via satellites.
Stock Market Today: The Dow Jones index dropped Tuesday amid a surprise June CPI inflation report. IBM stock plunged 23% on earnings.
Tel-Aviv, Israel, July 14, 2026 (GLOBE NEWSWIRE) -- Quantum X Labs Inc. (the "Company") (NASDAQ: QXL) today announced that the CliniQuantum operation, has successfully validated a quantum sampling workflow that enables continuous probability distributions to be represented and analyzed within a quantum computing framework using Quantum X Labs' proprietary algorithmic technology and related intellectual property portfolio. The milestone demonstrates the ability to transform continuous data into
(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App
The company is set to report its fourth-quarter results early next month.
Amazon is reportedly considering selling its Trainium chip to external companies.
Vertex's $10 billion acquisition may have spooked investors, given how rich it appeared to be.
The short term could be volatile, but history has promising news for investors.
IBM reports earnings on July 22 and the setup heading into that date combines a dividend streak most tech stocks cannot touch with an AI angle Wall Street has barely started to price in.
Dell has surged nearly 242% this year on the back of an exploding AI server business, but Wall Street analysts may still be underestimating where the stock goes next. Here is the date and the conditions that could push shares to $500.
SpaceX is tantalizing early investors with an $800 analyst price target while Tesla quietly pivots toward a robotics revolution that could reshape daily life faster than any orbital data center. Picking the right Elon Musk bet right now might come down to one critical question about timing.
Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically valuable to stay independent.
The Schwab U.S. Dividend Equity ETF is a well-diversified fund for generating passive income from stocks.
Proposed NT$20.45 billion financing would support GMI Cloud's AI data center project in Taiwan.
SLB said on Tuesday it has partnered with Liberty Energy to supply modular parts and power to data centers, as the oilfield services firms look to tap surging demand from the AI boom. Under the deal, SLB said it would design and supply modular and prefabricated components for data center projects, while Liberty will provide natural gas-fired power generation. The deal reflects a broader push by oilfield contractors to supply power equipment, turbines and data solutions.
Telecom stocks have been sinking recently on worries that Starlink could pose a threat to their businesses.
You can buy SK Hynix as part of these U.S.-based international ETFs.
Oklo's stock has been in a tailspin for much of the year and is trading around its 52-week low.
AMD stock has soared by a whopping 280% over the past year alone.
Both payment networks are elite compounders trading at nearly the same valuation. But one still edges out the other as the better buy.
Nike's dividend yield has never looked more tempting than now.
Main Street Capital's combined dividend payments current exceeds its quarterly distributable net investment income.
Nvidia (NASDAQ:NVDA) has reportedly reduced by more than half the number of authorised customers in Asia permitted to purchase its artificial intelligence chips, as the company strengthens compliance measures in response to tighter US export controls, according to a report by the Financial Times citing people familiar with the matter. The changes are part of broader efforts to prevent advanced semiconductor technology from reaching restricted destinations, particularly China.
Sirius XM rallied on the back of a big YouTube partnership, inflecting revenue, and speculation over its wireless spectrum assets in light of the SpaceX IPO.
AI data centers drove Chevron's surprise move into the new gas-to-power business. What should investors expect next?
Slow and steady wins the race, even with seemingly modest contributions.
If analysts are right, SpaceX could be on the cusp of some tremendous revenue growth.
SK Hynix's blockbuster U.S. debut drew billions from top investors -- even as memory stocks slumped -- revealing what Wall Street may be betting on next.
The market is handing investors a gift with the latest sell-off.
Worries about a bubble in artificial intelligence investments are absurd, SoftBank Group’s CEO Masayoshi Son said Tuesday, deriding such doubts as backward and akin to questioning the use of cars and planes. “To ask whether AI is a bubble is a foolish question,” Son told executives at an annual company event in Tokyo. Financial markets have recently been swept by waves of concern that the meteoric rise in share prices of companies like Nvidia, and massive investments in data centers, might not
SpaceX spotlights everything that's currently amiss on Wall Street.
Every business set a revenue record, stock trading nearly doubled, and Jamie Dimon found fresh reasons to worry on your behalf
Analysts are extremely bullish on the largest companies in the U.S. market right now.
The dividend looks secure. The share price is the harder call.
One key limiting factor no longer applies to SK Hynix's stock.
Investing.com - U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran kept investors on edge ahead of a pivotal week for markets.
Stocktwits data showed retail sentiment improved to ‘bullish’ on QQQ, and declined to ‘neutral’ on SPY.
The president has been a net seller of Micron and a net buyer of Nvidia this year.
Several Fed officials expect at least one interest rate increase this year, and history says that could lead to a stock market correction.
Cathie Wood's Ark Genomic Revolution ETF owns $50 million worth of Recursion Pharmaceuticals stock.
This company is about to tackle another valuable AI market.
MercadoLibre's story is no longer just about rapid growth -- it's about whether the company can boost the profitability of its expanding platform.
US stock futures traded mixed on Tuesday as investors weighed renewed geopolitical tensions between the United States and Iran ahead of a week packed with major earnings releases, key inflation data and fresh signals from the Federal Reserve. Markets are preparing for the unofficial start of the second-quarter earnings season with results from the largest US banks, while the latest Consumer Price Index (CPI) report and testimony from Federal Reserve Chair Kevin Warsh are expected to influence ex
The retailer's premium price tag rests almost entirely on a few small, fast-growing corners of the business.
Microsoft is ready for takeoff.
Walmart offers growth and passive income.
The chipmaker continues to ride the coattails of AI adoption.
Sometimes the smart move is starting with the goal and then working your way back from there.
The memory boom may last longer than you think.
If this analyst is correct, investors who don't own SpaceX's shares will kick themselves later.
The biotech is advancing a potential treatment for a common autoimmune disease.
Super Micro Computer launched its Data Center Building Block Solutions blueprint around the NVIDIA Vera Rubin NVL4 platform. The new offering targets high performance computing and AI infrastructure, with a focus on liquid-cooled, modular systems. This launch extends Super Micro Computer's reach further into large-scale scientific research and AI workloads beyond edge deployments. Super Micro Computer (NasdaqGS:SMCI), trading at $27.66, is adding a new pillar to its AI infrastructure lineup...
The company is apparently handing out pink slips to members of its engineering team.
The growing adoption of AI agents could send these stocks soaring.
SpaceX stock is now trading near its IPO price. Here's what $25,000 invested at today's price could be worth in 24 years.
Q2 bank earnings kick off Tuesday with the biggest names on Wall Street reporting at once, and one senior analyst thinks the results could shock even the optimists. But his most interesting call has nothing to do with JPMorgan or Goldman.
For investors seeking dividend dependability in the energy patch, Oneok is one of the best stocks to consider.
Investors can sleep comfortably at night knowing the dividend is stable.
It's pushing into an adjacent market that's quite promising.
SpaceX's IPO highlights the need for new energy sources.
Renewed tensions in the Strait of Hormuz are rattling markets again.
There's more than a couple of catalysts behind this rare-earth stock's rise.
A new CEO could be just what the streaming TV specialist needs.
Ollama CEO Jeffrey Morgan joins Yahoo Finance's Josh Lipton to explain how open-source AI models provide cost savings, data control, and secure localized deployment for major enterprise clients like the Fortune 500.
The Ethereum treasury business is falling along with the cryptocurrency.
SpaceX may no longer be the only company on Earth with a reliable, reusable rocket.
The website building platform for small businesses is considered an AI loser.
Vertex Pharmaceuticals recently announced its largest-ever acquisition.
The memory stock has been struggling of late and is down big from its recent high.
SK Hynix dropped as investors looked to be taking some profit after a 500% gain in the past 12 months and a blockbuster U.S. listing.
Applied Digital and TeraWulf are helping ease the AI computing power bottleneck.
Oh, how the mighty have fallen.
The company has big infrastructure spending plans but still says it will raise dividends by 3% to 5% annually.
One scheme won't stop the huge momentum Nvidia has picked up over the past few years.
Nvidia Faces Fresh Investor Questions as Citi Weighs AI Outlook
Eli Lilly has whipsawed shareholders in 2026, but one under-the-radar catalyst in its pipeline could change the trajectory entirely. Here is what the bulls are watching that most investors are still sleeping on.
SK Hynix stock had its worst day ever in its home market.
What's behind Figma's double-digit rally? The answer involves 42% short interest and a large institutional buy.
Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.
Cola-Cola outperformed PepsiCo over the last five years, but past performance does not guarantee similar returns in the future.
NVIDIA just posted a quarter that makes most S&P 500 companies look like rounding errors, and its next quarter could be even bigger. But with the stock cooling fast and a market cap pushing $5 trillion, the real question is whether the profit engine has already been priced in.
The success of both of these stocks hinges significantly on their opportunities related to artificial intelligence.
It sports a much higher dividend yield and it features growing powerhouses outside U.S. borders.
Robinhood Chain traders are reaching for Tendies over Apple.
There are many ways to play the investment boom in electrification coming out of the AI data center and "electrification of everything" trends, and this stock is one of the best of them.
SK Hynix's record-breaking Nasdaq debut gives U.S. investors a new way to play the AI boom, but the timing also serves as a reminder that even the hottest semiconductor stocks remain deeply cyclical.
The company's fourth-quarter earnings are set to come out later this month.
Amazon's P/E ratio is near multiyear lows.
This fund has been a solid long-term performer, and its future looks bright, too.
Micron's larger competitor threatens to upset the market for DRAM supply.
Jim Cramer sees a high-quality AI infrastructure operator hiding inside a stock the market still treats like a relic, but the bears have a leverage argument worth hearing before you pull the trigger.
Quantum computing stocks are cratering Monday morning with no company news to blame, and the real culprit stretches far beyond Silicon Valley to a chokepoint in the Middle East that is rattling the entire risk landscape.
Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.
Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.
Why are chip stocks collapsing while the Dow barely budges? Korean markets just had their worst day since the 2008 financial crisis, and the fallout is hitting semiconductors hard.
The SOXL ETF is magnifying semiconductor stock losses again today.
Nvidia stock was edging down early Monday. The daily move was broadly in line with the wider market, with the technology-heavy Nasdaq Composite down 0.9%. In fact, Nvidia was holding up better than the PHLX Semiconductor Index, which was falling 4%.
Both Meta and NVIDIA delivered blowout quarters on the same AI wave, yet investors treated the two stocks very differently this summer. One company quietly flipped its biggest cost line into a potential revenue stream, and that changes the comparison entirely.
Lawmakers are buying and selling stocks in the exact industries they regulate, and nothing about it breaks the law. Here is what the latest filings reveal about where congressional money is moving before the votes happen.
Itʻs been four years since Netflix stock has been this cheap.
There are still bargains to be had these days. The first name will surprise you.
NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Talking about an analyst raising the price on SNDK and what investors do when they see a rally in the complex, Cramer said: Two, they put in orders for […]
The analyst community is optimistic about SpaceX, but retail investors should look at more than just their price targets when making investment decisions.
One Wall Street firm sees more than 45% upside for Nio stock.
The company's operational improvements make it a compelling stock for many portfolios.
It isn't just investors who are bullish about SpaceX; some analysts also have rosy outlooks for the business.
Chasing high yields in mid-2026 is easy. Finding dividends that businesses can actually sustain is the harder problem, and these five names across REITs, midstream, and fintech clear that bar while still offering yields near 5%.
Palantir Technologies stock may be expensive right now, but its growing share of the AI software platforms market points toward substantial upside.
Nvidia is still the engine that makes AI run, but it's becoming increasingly difficult for it to sustain a stock price rally.
Tesla just posted its strongest earnings inflection in years, yet the stock sits at a valuation that prices in a future most investors have never seen before. The real question is whether that future arrives on schedule or falls apart in Q2.
CrowdStrike's stock has been strong, helped by accelerating ARR growth and a stock split.
Homes continue to become less affordable, which is bad news for builders.
It's growing fast and has plenty of opportunity.
The electric vehicle company will post its second-quarter results next week.
Michael Burry built his reputation betting against the crowd at exactly the right moment, and his latest wager targets a beaten-down sector most investors have already written off. The question is whether his contrarian logic holds up where others have already lost their shirts.
SK Hynix (SKHYV, SKHY) made its impressive Nasdaq (^IXIC) debut on Friday, but the South Korean shares (000660.KS) are now plunging. Yahoo Finance Senior Business Reporter Ines Ferré and AInvest managing editor Adam Shapiro chat with Morning Brief host Julie Hyman about the company's market moves and earnings outlook.
NuScale Power is now valued below $4 billion.
Intuitive Surgical (NASDAQ:ISRG) looks compelling ahead of its July 16 earnings report, and the setup rarely gets this clean for a category leader trading well below fair value. Shares sit at $413.58, down 26.71% YTD, while the 247 base-case target of $559.79 implies 35.35% upside. Wall Street sits higher still at $563.35, with 22 buy ... Intuitive Surgical Has +35% Upside: A Compelling Buy Story Before July 16
SpaceX stock is the most popular kid in school today -- but these three defense stocks work harder for your money.
The telecom giant reports earnings next week.
Johnson & Johnson (NYSE:JNJ) is the easiest healthcare name to evaluate on the board heading into its July 15 earnings release, and the setup leaves little to debate. The stock has already told you what it thinks of the fundamentals, rising nearly 25% year to date and nearly 66% over the past year. Yet the ... The Real Case for Buying Johnson & Johnson (JNJ) Before July 15
Texas Pacific surged on rising oil and gas prices and increasing AI infrastructure development in West Texas.
SK Hynix dropped as investors looked to be taking some profit after a 500% gain in the past 12 months and a blockbuster U.S. listing.
As data centers expand, so does Bloom. Does that make it a buy?
During an interview with CNBC, Ives added that the underperformance of Nvidia and other hyperscalers is due more to the market flocking to memory stocks, calling it the “shiny new toy” effect.
Wall Street closed higher on Friday as markets monitored developments between the United States and Iran.
SpaceX stock has given up most of its gains after just one month as a public company.
Both stocks have crushed the S&P 500 and look poised to continue on their winning streaks.
Elon Musk's space transportation company has already lost $1 trillion of its peak value.
The group's fortunes come down to a short list of numbers -- and interest rates sit right at the top.
Nearly three-quarters of last quarter's earnings came from a one-time tariff refund. Strip it out, and the picture gets more interesting.
African Data Center Market African Data Center Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "Africa Data Center Market Landscape 2026-2031" has been added to ResearchAndMarkets.com's offering. The Africa data center market is poised for substantial expansion, with investment size expected to grow at a CAGR of 15.76% from 2025 to 2031. This growth underscores the continent's emerging status as a central hub for cloud and AI technologies, driven by strategic partnerships and innovations in
The demand for advanced cooling technologies is surging, essential for handling high-density AI workloads. Geographically, the Southeast and Midwestern U.S. show strong data center growth potential due to incentives and renewable resources. U.S. Hyperscale Data Center Market U.S. Hyperscale Data Center Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "U.S. Hyperscale Data Center Market - Industry Outlook & Forecast 2026-2031" has been added to ResearchAndMarkets.com's offering.The U.S. hyper
Jerome Powell's successor vowed to get the Fed "out of the fiscal business" -- but that's not happened.
There are incredible bargains available among AI stocks right now.
Two drugs now generate almost two-thirds of the pharmaceutical giant's revenue.
The stock market could decline sharply as midterm elections approach.
SpaceX costs less than its opening price on its IPO day. Is it a bargain -- or could it go lower?
Buffett originally bought shares of the health insurance giant last year.
This consumer-facing company has increased its net sales annually for more than three decades.
SpaceX's stock price experienced a steep correction in recent weeks.
CoreWeave has been tanking, but Cathie Wood is buying.
Don't give up on these stocks yet.
Investing in index funds is a good way to gain exposure to a broad range of stocks, but it's not without risk.
Nvidia could have a strong second half of the year.
New AI innovations are piquing investors' interest.
Even with every dividend reinvested, a decade in this iconic brand badly trailed a plain index fund.
This fund has been a strong performer for a long time, and thanks to its diversification, it's less risky than many growth stocks.
Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But what if you could be a source of knowledge too?
The company's Bitcoin accumulation strategy is beginning to unravel.
As investors flee this year's high flyers, a few dependable payers are catching the money.
The company is facing a stock price decline because of the fear over AI disruption.
Micron's announcement with Ford sheds more light on its long-term deals that could generate $100 billion in revenue over the next several years.
U.S. Central Command said that American forces had begun launching further strikes against Iran to thwart their ability “to attack civilian mariners and commercial ships freely transiting the Strait of Hormuz.”
Ongoing class action lawsuit alleges NVIDIA failed to provide required meal breaks to certain employees. The suit also claims the company did not properly reimburse employee business expenses. The case raises questions around NVIDIA’s labor practices, compliance controls, and potential legal exposure. NVIDIA, ticker NasdaqGS:NVDA, is facing this legal challenge while its stock trades at $210.96, following a very large 5 year return and a 364.9% return over 3 years. Over the past year, the...
PayPal has lost 85% of its value over the past five years.
Griffin is at the helm of the world's most profitable hedge fund.
NVIDIA Corporation (NASDAQ:NVDA) is one of the best quality stocks to buy according to Wall Street analysts. On July 8, NVIDIA announced that its Nemotron 3 Ultra model achieved benchmark-leading performance when paired with LangChain’s Deep Agents harness. By optimizing the surrounding environment rather than retraining the model, the integration reached task parity with top-tier […]
Want to diversify beyond U.S. stocks? This international ETF has low costs, impressive diversification, and a strong recent track record.
Low valuations and rapid revenue growth leave room for these stocks to double.
My pick isn't the market's hottest AI name -- and that's the point.
The memory market is in the up phase of a powerful supercycle, and Micron and Sandisk could benefit from it for years.
Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...
Oklo stock has life-changing potential, but the path forward is anything but frictionless.
Tech stocks get all the attention today, but a number of dividend ETFs have solid long-term track records of their own.
Skip all the drama with chips and memory and buy these steady compounders instead.
Investing doesn't have to feel like learning quantum physics. Here's how you can make it work.
A new collaboration could be yet another catalyst for the share price.
The e-commerce leader has to fund its data center construction somehow.
SpaceX's share price by the end of 2026 depends on whether investors continue to value the company based on its future revenue potential.
These are great long-term dividend holdings because they're built around timeless premises.
This aerospace supply chain player looks like a risky investment.
These high-yielding dividend stocks look like very attractive investments right now.
The company's bold bet is that voice assistants can become digital agents to do real-world tasks, a shift that could determine whether this speculative AI stock has much more room to run.
The company's inclusion in the index failed to ignite much of a rally in the stock.
The three master limited partnerships are great long-term holdings.
A history-making moment may be imminent for Wall Street -- unfortunately, it's not the good kind.
New Fed chairman Kevin Warsh has made it clear that he is not here to rescue stocks.
Here's how more than 27 million Robinhood investors are leaning into chip stocks to play the AI race in their portfolios.
Research analysts from the investment bank recently published a report outlining some key themes surrounding the AI chip market.
Execution will be key if Capital One wants to make the most of its Discover acquisition.
There is even more growth ahead for Micron, but investors must weigh its valuation.
The tech executive admitted that things are taking longer than he originally hoped.
Shareholders are looking for reassurance in this upcoming earnings report.
Evercore analyst Julian Emanuel says the S&P 500 could hit 9,000 this year.
SK Hynix offers something AI data centers greatly need right now.
CNBC's Jim Cramer is bullish on Nvidia and Meta Platforms.
The oil and gas giant is teaming with GE Vernova to power next-generation AI data centers.
Monday.com's stock has been caught in the SaaS collapse.
These high-yield stocks have long track records of dividend consistency and growth.
The sky is the limit for these companies.
SpaceX's AI division has tremendous growth potential.
The boom in enthusiasm around nuclear energy stocks has begun to fade.
The social media company's plan to become a cloud computing provider could shift the market's sentiment toward the stock.
AbbVie inherited its status as a Dividend King, but it is building a strong foundation to continue the dividend streak.
Nvidia is even cheaper despite outperforming the S&P 500 this year.
The trading brokerage is showing strong growth and just added access to the Korean market.
Your hard-earned money would be better spent elsewhere.
The cybersecurity stock has soared 69% this year.
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best stocks to invest in under $100. On June 22, Super Micro Computer introduced its Data Center Building Block Solutions/DCBBS Blueprint for HPC, featuring the NVIDIA Vera Rubin NVL4 platform. This end-to-end blueprint is designed to accelerate the deployment of converged high-performance computing and AI infrastructure, […]
Berkshire Hathaway's new CEO has quadrupled its stake in one artificial intelligence stock.
The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...
This ETF pays a steadily rising dividend.
As money moves past the chipmakers, the companies that power and cool AI data centers are having a moment.
Nano is making smart moves. Should long-term investors pounce?
Rising chip prices, data centers, and subsequent price increases in consumer products have made Silicon Valley a villain in the age of AI.
They won't necessarily sidestep volatility if and when it ramps up, but all of these businesses remain marketable regardless of the economic backdrop or the broad market's direction.
These two AI stocks have struggled lately, but their solid earnings growth potential suggests they can step on the gas again.
As a whole, investors are betting big on AI and other tech innovations.
The latest round of earnings could be the catalyst the market needs to turn AI stocks around.
The company's fundamentals just hit records. Its stock hasn't noticed.
Long-term tailwinds are going to propel Palo Alto Networks' business, but the stock's valuation has run a bit high.
A $2 trillion valuation already assumes a lot. Here's what has to go right to justify it.
Is this a sign to follow the president's lead?
Meta's announcement doesn't spell doom for the neocloud market.
You probably shouldn't look to Capitol Hill for investing ideas.
Trumpflation has entered a new phase, which is terrible news for consumers and the stock market.
A multidecade memory chip demand cycle is coming, says CEO Sanjay Mehrotra.
There are good reasons to invest in Lilly and to hold off.
SpaceX insiders have not yet begun to sell -- but they're going to soon, and repeatedly.
Stock pullbacks are unnerving, but missing out on the best days of the market could prove costly.
The chipmaker may still be one of the best AI investments, but its sheer size has fundamentally changed what investors can realistically expect from the stock.
Fifteen Wall Street analysts recently initiated coverage on SpaceX.
Bloom and Nvidia stocks have both grown over tenfold in five years. But can Bloom match Nvidia's earnings power to keep the momentum going?
Both stocks have underperformed broader equities this year, but there may be plenty of upside ahead.
An analyst chopped his price target on the company's shares.
The automaker's quality push is starting to show up where shareholders feel it: costs.
Boring can be beautiful.
Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers back up the swagger or just paper over a valuation that has Michael Burry betting against it.
Apple offers stability through its ecosystem, while NVIDIA leads AI growth. Which tech giant offers the better opportunity today?
The stablecoin issuer just got a federal stamp of legitimacy. The stock's problem, however, lies elsewhere.
A stake worth around $6 billion was sold on Thursday.
Every investor who skipped Nvidia this year assumes they left money on the table, but one overlooked semiconductor fund quietly tells a very different story about who actually won the AI trade.
What does this change for Circle stock?
Investors were digesting the specialty food company's latest earnings report.
A French billionaire just made a surprise move that sent Vodafone shares soaring at their fastest pace in months, and it signals something bigger is happening inside the company than most investors expected.
Every sector but healthcare was up on Friday, as investors, traders and speculators priced in broad optimism about the future.
Figma's stock lost more than half its value in six months. Strong earnings couldn't overcome fears about AI-native competition.
A media report stated it was the subject of a buyout offer.
The company's AI strategy is beginning to pay dividends.
The sector is getting supercharged by the AI revolution.
A single analyst note sent Kyverna Therapeutics tumbling despite a clinical milestone that had investors cheering just weeks ago, and the question now is whether the selloff marks a buying opportunity or the start of a painful unwind.
SK Hynix is preparing one of the largest Asian IPOs in NASDAQ history, and its valuation multiple raises a question that divides Wall Street: is memory finally a different business, or is the oldest trap in semiconductors about to spring again?
South Korean chip giant SK hynix soared 13 percent on its first day of trading on Wall Street on Friday, capping one of the world's biggest ever stock sales as it takes advantage of the AI boom.Tech stocks have tumbled in recent weeks on fears of overheated valuations -- although SK hynix has soared more than 220 percent this year in Seoul -- and questions about when enormous global AI spending will reap returns.
The Trade Desk lost more than half its value in six months. Here's what happened and what investors should watch next.
PepsiCo has now raised its dividend for more consecutive years than most investors have been alive, and the streak is drawing serious attention from income-focused portfolios hunting for shelter in a volatile market.
The streaming stock has been in a funk for nearly a year. What's going on?
SK Hynix (SKHY, SKHYV) was rallying 14% on Friday as the South Korean chipmaker listed its American
It is getting acquired by a larger firm in the sector.
One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and the question is whether this recovery has any real foundation under it.
SK Hynix had an IPO today -- and some good news for Sandisk stock, too.
SoundHound's 52% revenue growth and debt-free balance sheet support its AI story, but losses, cash burn and weak signals make it more watchlist than buy.
Oklo crashed from nearly $200 to a 52-week low while its operational milestones kept piling up, creating a gap between price action and reality that our model says the market has badly mispriced.
The most anticipated public debut ever comes from a company that has drawn incredible investor enthusiasm.
A rule change quietly reshaping who can day trade in America just handed Webull a potential unlock that most investors have not priced in yet, and the window to act ahead of the market may be narrower than it looks.
The US-Iran ceasefire is fracturing, Brent is climbing, and energy stocks are repricing fast. Whether this is a temporary spike or the beginning of a sustained oil shock will reshape the Fed's next move and every duration-sensitive position in your portfolio.
Sometimes, little-known stocks are worth buying.
(Bloomberg) -- The Trump administration plans to ease export restrictions on the United Arab Emirates, clearing the way for the Gulf state to buy a wide range of advanced technologies including commercial satellites and semiconductors used for artificial intelligence. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsRyanair Passenger Partly Sucked From Jet After Window BreaksPrabowo’s Clam
After a brutal year that sent shares sliding nearly 40%, Netflix is posting numbers that have Wall Street scrambling to explain how a business this large is still accelerating. The question now is whether the market is finally catching up or still getting it wrong.
AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.
Nvidia stock hit an all-time high on May 14, 2026. Since then, it has lost roughly $1 trillion in market value. The stock is down about 16% from that peak, trading around $204, while the broader market has mostly moved higher. For investors who bought in during the spring run-up, it has been a ...
Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.
Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are getting wrong right now.
You don't need to predict a recession to prepare your portfolio. These two stocks can help.
Moby summary of Delta Air Lines, Inc.'s Q2 2026 earnings call
Cerebras plans its first European AI data center by 2026-end and 200 MW of capacity by 2027-end as demand for local AI compute rises.
Jim Cramer is calling on Wall Street analysts to act before Monday's open, and the pressure he is putting on the SK Hynix syndicate reveals exactly how fragile the biggest Nasdaq IPO in years could become at the starting gate.
The S&P 500 barely yields 2%, yet four stocks hiding in plain sight across airlines, semiconductors, PCs, and consumer electronics are paying well above 4% with the cash flow to back it up. Most dividend investors never think to look here.
Everyone's talking about SpaceX, but these two AI space stocks are up big in 2026.
JNJ and AbbVie both beat revenue expectations in Q1 2026, yet their strategies could not look more different, and which playbook actually wins depends entirely on what kind of investor you are.
American Express is down by 10% this year, but second-quarter earnings can provide the exact catalyst it needs to stage a comeback.
The chipmaker is maintaining its dominant market share and continues to achieve rapid revenue growth.
The social media maven is making waves with its AI progress.
These companies sport recent dividend yields of 5.1%, 5.6%, and 6.6%.
Marvell Technology Falls Over 3%. SemiAnalysis Says Co-Packaged Optics (CPO) Mass Production May Be Delayed to 2029, Nvidia Rubin Will Still Use All-Copper Solution. TradingKey
Technology and AI stocks are stealing most of the market's attention, but these three "boring" stocks offer outperformance potential.
Vistra Corp. (NYSE:VST) is one of the 10 Best AI Stocks to Watch in July. Shahriar Pourreza of Wells Fargo reaffirmed a Buy rating on Vistra Corp. (NYSE:VST) on July 2. However, the analyst raised the firm’s price target on the stock from $152 to $259. The revised price target reflects an additional 66% upside […]
Fervo Energy Co. (NASDAQ:FRVO) is one of the best IPO stocks with huge upside potential. On June 22, Fervo Energy, NVIDIA, and the Pacific Northwest National Laboratory/PNNL announced a partnership to develop “EGS-Twin,” a digital twin platform for Enhanced Geothermal Systems. The initiative will integrate high-resolution field data with physics-based modeling and AI to improve […]
Costco Wholesale (NASDAQ:COST) compounds like a growth stock while wearing a defensive jersey. Shares trade at $953.13, up 10.84% YTD, yet still 2.77% below where they stood a year ago. Can Costco double to $2,000 per share by 2030? Why Costco Shares Are Stuck Despite Blowout Fundamentals Q3 FY2026 revenue hit $70.527 billion, up 11.6% ... Prediction: Can Costco Stock Reach $2,000 by 2030?
Long rates are stubborn, dividend growth has stalled at many blue chips, and the window for genuine 5%-plus yields with solid cash flow coverage is narrowing fast. These five names still clear the bar, but each carries a risk that income investors need to weigh before buying.
SpaceX's historic IPO turned Elon Musk into the world's first trillionaire, and now Jeff Bezos is making the biggest bet of his life on the company he has quietly funded for 26 years.
Peter Lynch built his legendary track record by reading signals most investors overlook, and one of his most powerful indicators is now behaving in a way the technology sector has not seen in roughly 15 years.
Tesla (NASDAQ:TSLA) just posted one of its cleanest quarters in years, and the market shrugged. Tesla grew Q1 2026 revenue 15.78% year over year to $22.387 billion, expanded automotive gross margin by 490 basis points to 21.1%, and grew free cash flow 117%. Yet shares are down 12.38% year to date at $394.06. The question I ... Prediction: Tesla Stock Will Surprise Investors Over the Next 5 Years
Bloom Energy stock has surged on data center power demand. Could FuelCell be the next big winner?
An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across the market.
The 10-year Treasury yield sits at 4.49%, in the 93rd percentile of its 12-month range. That is the number every dividend investor should keep taped to their monitor this July, because it is the hurdle any equity income name has to clear before it earns a spot in the portfolio. Three large-cap payers do exactly ... 3 High-Yield Dividend Stocks to Buy in July
Netflix (NASDAQ:NFLX) heads into its July 16 earnings release with one of the cleanest setups in the market for a retirement portfolio, and the math is compelling. The stock is down more than 17% year to date and 43% off its five-year high in June 2025. Yet the operating business is guiding to its best ... Here Is the Main Reason to Buy Netflix Before July 16
AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets still lagging the price. Whether $800 is a stretch goal or the next logical stop depends on three things going right.
Micron stock has been cratering since the company reported earnings in late June.
Goldman Sachs is poised for a strong Q2.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the operating system of the AI buildout. On the Q1 FY27 call, Jensen Huang described “the buildout of AI factories, the largest infrastructure expansion in human history” as accelerating. Data Center revenue hit $75.246 billion, up 92% year over year, and networking alone grew 199%. Yet shares are ... Prediction: Nvidia Stock Will Hit a New High by 2027. Here’s The Target
A federal banking charter sent Circle stock surging Friday, but with 69% losses over the past year and a rival stablecoin backed by Visa looming, the question is whether this rally marks a turning point or just a dead-cat bounce.
A burger chain with 82% of its float sold short, a donut brand trading below book value, and a candy company with insider owners sitting on nearly 58% of shares walk into a meme stock cycle. One of them has an activist investor and a Reddit army already mobilized.
Simon Property Group is delivering the kind of performance most REIT investors dream about, so why did Wall Street just pull its Buy rating? A refinancing headwind and a leadership transition raise real questions about whether the premium valuation can hold.
GE Aerospace (NYSE:GE) looks like one of the cleanest large-cap industrial setups going into its July 16 earnings call, and the case for owning it does not hinge on waiting for the report. GE Aerospace releases Q2 2026 results before market open on July 16, and the setup rewards conviction. Prediction markets have already priced ... GE Aerospace Is a No-Brainer Buy Before July 16 Earnings. Here’s Why
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer discussed during Mad Money, as he called the growing wave of stock offerings and debt issuance a threat to the bull market. Cramer explained why one should own NVIDIA and not trade it after its massive decline. He commented: Now, why don’t I tell you to […]
The "SaaS-pocalypse" came for Salesforce, even amid solid earnings numbers and a massive share repurchase.
Micron accelerates U.S. investment plan, SpaceX’s Grok 4.5 is a win for Nvidia, Pepsi posts earnings beat, and more news to start your day.
Coke's stock price just crossed an important level that coincided with its last stock split 14 years ago.
Warren Buffett spent decades assembling Berkshire Hathaway’s equity book around a simple principle: Own high-quality businesses that produce predictable cash flow and share it with owners. Three of the longest-tenured holdings in that portfolio, Coca-Cola, American Express, and Chevron, all pushed their dividends higher over the past six months, and each offers a distinct income ... 3 Warren Buffett Dividend Stocks to Buy in July
Bloom Energy (NYSE:BE) has become one of the AI power trade’s biggest winners, with shares up 1,006.61% over the past year on the “bring-your-own-power” thesis for hyperscalers. The question now is whether the price still makes sense. Our 24/7 Wall St. price target for Bloom Energy is $218.80 over the next 12 months. Against a ... Up 160% YTD, Will Bloom Energy’s Rally Continue?
Both McDonald's and Pfizer are blue-chip laggards trading at a discount, both cut reliable dividend checks, and both promise retirees a place to park serious money. But one of them carries hidden risks that could quietly wreck an income portfolio.
These AI stocks sell for low valuations relative to their growth rates.
Warren Buffett isn't only worried about the stock market.
Campbell's is cutting costs and innovating to improve its overall business.
It appears that the president did very well in his trades.
Trulieve is the more established cannabis multi-state operator, while Vireo Growth has been growing rapidly through acquisitions.
Dividend ETFs provide protections that you don't get with single stocks.
Latin America's top e-commerce and fintech company probably won't split its shares.
The stock market's biggest catalyst may bring about its own demise.
UnitedHealth Group (NYSE:UNH) carries the highest conviction among managed care names heading into the company’s July 16 earnings report, and the setup is doing the talking. Shares of UNH last traded around $430.72 on July 9, sitting on a more than 28% year-to-date gain and a more than 42% one-year return. The repricing thesis showed ... The Main Reason Behind Buying UnitedHealth Before July 16
Nuclear energy is a multi-decade growth opportunity.
Stocks were on track for a choppy week as investors awaited the marquee SK Hynix US listing.
Duke University professor Miroslav Pajic recently demonstrated how brittle the sensors underneath America’s self-driving fleet are. In one attack, malware embedded in a lidar unit conjured a person in the sensor’s point cloud who was not physically present. In a second, a real physical obstacle was made to vanish entirely from the sensor output. Pajic ... A Duke Professor Says China Could Disable Self-Driving Cars Across America. Nvidia Is Using the Sensors Anyway.
An accelerated approval for Agios' key drug to treat sickle cell disease appears to be on the cards.
SpaceX completed a record IPO last month.
The EV maker's shares fell after a recent equity offering.
Earnings season for the banks starts here. One line in the report matters more than the headline profit.
Additional blockbuster drugs may be on the horizon.
Microsoft and Nvidia both look like incredible deals.
Tech stocks continue to rally, yet valuations aren't really out of whack. That means there's still more upside possible.
Israel Englander bought Everpure stock in the first quarter, a lesser-known company poised to benefit as the AI boom creates demand for high-performance storage.
Brian Gesuale is the most optimistic analyst covering the megacap.
Joining the index will lead to billions more being directed toward the stock. But it's unclear whether that's enough to buoy the share price.
Tokenized stocks are becoming the focus of a lot of competition.
An analyst raised his price target on the stock by almost 55%.
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best Data Center Stocks to Buy in July. On July 8, TipRanks reported that Bank of America Securities analyst Vivek Arya reiterated a Buy rating on Nvidia while setting a $350 price target. Nvidia continues to see strong Buy ratings from analysts, with 94% of 66 analysts […]
A very determined suitor made yet another takeover bid for the company.
After earnings failed to lift Micron's shares, a stock split may be in order.
The headline numbers looked great. So why did the stock sell off?
Nvidia's quarterly revenue has nearly tripled over eight quarters, while AMD's has grown more modestly. Here's what the widening gap means for investors.
The U.S. is truly a special, entrepreneurial oasis where anyone can succeed. The fact that one American stock, Nvidia (NVDA), is worth more than the French, German, and Italian stock markets combined says it all. I should add that Nvidia is also worth more than the entire British stock ...
Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's largest, and it manages a fraction of the assets held by the ...
United Wholesale Mortgage lost out to CrossCountry Mortgage, but that could actually be a sign of fiscal prudence.
A memory chipmaker just posted a software-like margin. The real question is how long it can last.
An intriguing acquisition is set to double the energy tech provider's power capacity.
An analyst launched his coverage of the stock with an unambiguous buy recommendation.
A large international electronics company is teaming up with it for a new product.
The retail giant's sales are slowing.
Several Wall Street analysts just initiated coverage of SpaceX stock.
The chip company is pivoting to the AI market.
South Korean chip giant SK hynix set pricing for its mega US listing on Friday, raising $26.5 billion as it takes advantage of the AI boom in what will be one of the world's biggest ever stock sales.The amount raised did not come close to the record $75 billion raised in SpaceX's IPO last month, which made founder Elon Musk the world's first trillionaire.
Nvidia’s NVLink Fusion Quietly Pushes Optics Inside the Rack IEEE Spectrum
Nvidia (NVDA) investors had been bracing for a tougher AI trade, but perhaps not this kind of reset. Over the past three years or so, Wall Street has treated Nvidia as the cleanest way to own the AI buildout. For perspective, Nvidia’s current market cap is at an eye-popping $4.98 trillion, up from ...
This, despite naming a well-qualified executive to be its next CEO.
There's no better feeling for a dividend investor than peace of mind.
The world's largest company looks like a bargain right now.
The innovative fintech benefited from an analyst's recommendation upgrade.
The digital bank is growing fast and leaning into AI.
Buying lots of small-cap stocks could be a better bet than the "Magnificent Seven."
Pipeline stocks remains a top pick for income investors.
With AI-related demand booming, the chipmaker is taking smart steps to strengthen its manufacturing capabilities.
Micron's growing list of long-term supply agreements could make its business more predictable and give investors an early read on future demand ahead of earnings.
The company also topped analyst estimates, but that clearly wasn't good enough for Mr. Market.
Don't underestimate Ted Weschler's role in the post-Buffett era.
Apple and Nvidia are the world’s largest publicly traded companies by market capitalization, and they have the technical foundation to lead a Mag 7 resurgence.
Eli Lilly makes the best-selling GLP-1 drug, and sales are accelerating.
This AI leader revealed two different growth plans this year in the U.S. and abroad.
The rocket company's IPO prospectus shows where the money is really going.
Nvidia is lagging the market so far in 2026.
Moby summary of PepsiCo, Inc.'s Q2 2026 earnings call
Massive dividend yields are a huge draw for investors – both because everyone likes income…and because a company that can pay a dividend surely has the cash to pay out that dividend, right? Most of the time, that’s true. But things can get rough when a company doesn’t have the cash to continue funding the ... 5 Income Stocks Yielding 10%+ with Dividends in Danger
The chain's perpetual futures contracts are bringing wealth to its holders, but can that continue?
Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
Oklo stock has taken a dive. Is this the buying opportunity long-term investors have been waiting for?
Veteran energy analyst Paul Sankey, president of Sankey Research, said in a July 9, 2026, CNBC interview that he believes crude oil is no longer the biggest constraint on the energy system. Instead, the real bottleneck sits in U.S. refining capacity, where limited supply continues to keep gasoline prices elevated even as crude prices remain well below ... Veteran Energy Analyst: “Crude Oil Is Not the Problem.” Here’s What’s Keeping Gas Prices High.
The stock has been meandering sideways since early May, but the earnings report it will deliver in August may kick off its next run higher.
Expectations are high for Q2 earnings reports from several major companies.
Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?
On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half
Roughly $400 billion. That is how much market value Eli Lilly (NYSE:LLY) has added over the past year, with shares climbing from $773.86 on July 2, 2025 to $1,213.91 on July 2, 2026, a 56.86% gain that has pushed the drugmaker’s market capitalization to $1.063 trillion. No other Big Pharma name has expanded its footprint ... Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma
If you like semiconductor stocks, you're going to love what's happening at Direxion today.
Jim Cramer used his July 9, 2026 CNBC Stop Trading segment to plant a flag on managed care, framing CVS Health (NYSE:CVS) as the consolidation winner in a sector where insurers are finally getting paid for the risks they underwrite. RBC raised its price target on CVS Health, and Cramer connected that call to a ... Jim Cramer: “The Real Bull Market” Is Happening in Health Insurance. CVS Is One of the Biggest Winners as Walgreens “Basically Disappears”
Despite a good bounce from its recent lows, Palantir stock still has lots of upside left.
Nvidia Drops After AI Concerns, Citi Says Growth Story Remains Intact
NVIDIA Corporation (NASDAQ:NVDA) is one of the best QQQ Stocks to invest in. On July 6, NVIDIA and Hugging Face announced a collaboration to integrate NVIDIA’s physical AI capabilities into LeRobot, Hugging Face’s open-source library for robotics. This partnership brings the NVIDIA Isaac GR00T 1.7 reasoning model and the Isaac Teleop framework directly to the […]
Jim Cramer used his July 9, 2026, CNBC Mad Dash segment to explain why Salesforce (NYSE:CRM) has been one of the most painful stocks to hold in enterprise software. The stock is down 36.79% year-to-date and 38.6% over the past year, and Cramer’s view is that cheap can still get cheaper when the growth engine ... Jim Cramer: “Cheap Can Still Get Cheaper.” Why He’s Still Avoiding Salesforce
A sharp sector rotation has knocked down some of the market’s steadiest names, and Jim Cramer told CNBC viewers this week that the dislocations are exactly the kind of setup patient investors should welcome. On the July 6 episode of Mad Money, Cramer framed the pullback this way: “These rotations create dislocations that seem to ... Jim Cramer: Buy the Dip on These 3 Stocks Now
Amazon's corporate bonds show that AI tailwinds will continue to accelerate.
SpaceX (NASDAQ: SPCX) and GE Aerospace (NYSE: GE) sit at opposite ends of the investor spectrum. One just completed a historic June IPO with volatile sentiment and no earnings history. The other posted its fourth straight EPS beat, held guidance at the high end, and pushed shares to a new all-time high. One Has a ... SPCX Vs. GE: Do Investors Buy Uncapped Potential or Flawless Turnaround Execution?
Zillow (NASDAQ: ZG) posted $46 million in net income last quarter while Opendoor Technologies (NASDAQ: OPEN) lost $173 million. Zillow runs a digital tollbooth on home search traffic. Opendoor buys houses with cash, holds them, and hopes to resell fast. Ad Dollars Flow In. Inventory Sits on the Books. Zillow’s $708 million in Q1 revenue ... Zillow Vs. Opendoor: Zillow’s Risk-Free Ad Tollbooth Over Opendoor’s Asset-Heavy House-Flipping Machine
Micron jumped 7.5% on a $3 billion domestic investment. Meanwhile, oil prices fell on hopes that the Iran conflict might actually get resolved. Maybe. Perhaps.
Raymond James placed an $800 target on SpaceX stock.
The chipmaker's performance has been relatively muted compared to prior periods of the artificial intelligence (AI) revolution.
Crinetics Pharmaceuticals (NASDAQ:CRNX) shares have climbed 99% just this week, from $42.03 at Monday’s close, to $83.54 earlier today. The simple reason: Vertex Pharmaceuticals (NASDAQ:VRTX) agreed to acquire it. Vertex’s $10 Billion All-Cash Bid Fuels the Surge The catalyst arrived after the market close on July 6: Vertex agreed to buy Crinetics for approximately $10 ... Why Crinetics Stock Soared 99% This Week
The Number SemiAnalysis, the semiconductor research firm that AI hardware investors track obsessively, pegs NVIDIA’s (NASDAQ:NVDA) Data Center compute revenue at roughly $203 billion for the back half of Fiscal 2027, about 20% above Wall Street consensus of about $169 billion. That gap is the anchor of this story. If SemiAnalysis is right, the sell-side ... Wall Street’s Most Watched Researcher Just Predicted NVIDIA Will Crush Earnings. Will the Stock Rally?
Nvidia has lost roughly a trillion dollars in market value in less than two months. Although the semiconductor index has nearly doubled year to date, Nvidia is up only about 4%. For the company that makes most of the chips that power the AI revolution, that kind of lag has investors asking what is ...
Cruise stocks are staging a sharp rebound at midday Thursday. Norwegian Cruise Line Holdings (NYSE:NCLH) is leading the group, up 8% to $20, while Carnival (NYSE:CCL) shares trade up 5% to $27 and Royal Caribbean Cruises (NYSE:RCL) shares are up 3% to $289. The bounce follows a rough stretch for the group. NCLH stock had ... Norwegian Cruise Line Jumps 8%, Carnival Climbs 5%, Royal Caribbean Rises 3% in Cruise-Stock Rebound
NVIDIA (NASDAQ:NVDA) has maintained its status as the world’s most valuable company for most of the past two years. Now trading at a valuation of a little more than $4.7 trillion, Nvidia has seen roughly $4 billion of market capitalization added over the past five years, as this chip giant has seen its market capitalization ... Nvidia’s $4 Trillion Run Is Rewriting the Rules of Tech Investing
Two stocks, one question: should a retirement-focused investor own NVIDIA (NASDAQ:NVDA) or Sherwin-Williams (NYSE:SHW) right now? The setup is genuinely strange. NVIDIA, the company sitting at the center of the AI capital-spending supercycle, trades at a lower price-to-earnings multiple than the company that sells the paint on your neighbor’s siding. It is a genuine valuation ... NVIDIA Was the Darling Of The AI Boom, Now It’s Cheaper Than The King Of House Paint
Apple and Nvidia are the world’s largest publicly traded companies by market capitalization, and they have the technical foundation to lead a Mag 7 resurgence.
The window to lock in three July dividend checks is closing fast. Two of these stocks, Science Applications International and NetApp, go ex-dividend tomorrow, meaning today is the last trading day to buy shares and still qualify for the upcoming payment. A third, Bank OZK, gives investors a slightly longer runway into next week. All ... 3 Dividend Stocks You Have to Buy Now to Get Paid in July
Jim Cramer stared down a stock yielding 7% and sitting near its 52-week low, and still would not tell viewers to buy it. On the July 7 episode of CNBC’s Mad Money, a caller from Orland Park, Illinois pitched Pfizer as an income-and-value setup, and Cramer conceded the case looked tempting. He landed on a ... ‘It Kills Me to Say That’: Cramer Won’t Recommend Pfizer, Even With Its 7% Dividend
Shares of PepsiCo (NASDAQ:PEP) slipped after Wednesday’s Q2 filing, opening today near $136.11 after closing at $142.51. The pullback opens an entry point. Our 24/7 Wall St. price target for PepsiCo is $169.51, implying 24.54% upside over the next 12 months. Our recommendation is buy, with confidence rated high at 90%. The setup: a dividend ... New Price Prediction For this Popular Blue-Chip Dividend Stock
The fast-casual Mexican chain is no longer a growth-oriented company, which suggests that its current rally will fizzle soon.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Certara (CERT) said it is partnering with NVIDIA Corporation (NASDAQ:NVDA) to advance Certara’s open integrated AI platform. NVIDIA BioNeMo provides access to NVIDIA’s full life science stack. Within Certara’s platform, BioNeMo Agent Toolkit serves […]
Shares of Opendoor Technologies (NASDAQ:OPEN) are up 11% to $5.30 at midday Thursday, breaking away from the rest of the iBuyer group in an otherwise uneven session for beaten-down real estate names. Peer Offerpad Solutions (NYSE:OPAD) is trailing at up 4% to $5.22, while Zillow Group (NASDAQ:Z) stock has added 2% to $32.96. A week ... Opendoor Jumps 11%, Outpacing Offerpad and Zillow as iBuyer Stock Traders Pick Winners
This Berkshire Hathaway holding should reward patient investors.
MicroStrategy (NASDAQ:MSTR) has become the market’s cleanest proxy for Bitcoin, and right now that is a double-edged sword. With BTC down 27.34% year to date and MSTR down 35.93% YTD, sentiment has cratered even as the company kept stacking coins. My model still sees meaningful upside from here, but the setup is delicate. Our 24/7 ... Prediction: Bitcoin’s Next Move Could Make or Break MicroStrategy Stock
Dividend stocks have enjoyed a strong first half of 2026. Conditions still look favorable, which could propel these three ETFs in particular.
CNBC’s Leslie Picker walked Squawk Box viewers through one of the most mechanically consequential trading events of 2026: the rebalance that will force index funds to absorb billions in SpaceX (NASDAQ: SPCX) stock, whether their managers like the valuation or not. Picker’s framing was blunt: “Index funds tracking the Nasdaq-100 will have to start buying ... SpaceX Added to Nasdaq-100 and Could Trigger $4.3B in Forced Passive Buying
Not every international ETF is a can't-miss investment opportunity.
Our AST SpaceMobile (NASDAQ:ASTS) 24/7 Wall St. price target is $91.65 over the next 12 months, implying 13.66% upside from the current price of $80.64. Our recommendation is buy with moderate confidence (0.5). The 10-bagger question is fair given ASTS has already returned 542.04% over five years, but our base case does not see a ... Can AST SpaceMobile Stock Become the Next 10-Bagger?
Is it time to buy on the dip on these two tech stocks?
CNBC’s Jim Cramer pushed viewers away from the usual semiconductor and hyperscaler chatter. Instead, he highlighted a group he says has quietly become the market’s leader. “There is a move in biotech that we have not talked about at all that is really extraordinary, and particularly since the change at the head of the FDA,” ... Jim Cramer Says Biotech is The Hottest Group in The Market Right Now
For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars toward artificial intelligence infrastructure instead of repurchasing shares. At first glance, that has disappointed investors looking for immediate capital returns. Yet ... Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should
The major AI investment options are all great buys now.
Investing.com -- William Blair started coverage of Advanced Micro Devices with a Market Perform rating in a note from analyst Sebastien Naji on Thursday.
There are just six Dividend King stocks yielding more than 4%. This is a sparkling choice to buy this month.
Tesla (NASDAQ:TSLA) is once again eating the financial press, with a $1.58 trillion market cap resting on Cybercab, Optimus, and robotaxi promises that traders keep paying up to own. But here’s what you should actually be watching. The Hot Ticker Is Selling You a Timeline Strip away the AI narrative and Tesla is an auto ... Forget Tesla: If You Dislike That Tesla Remains Long on Promises and Short on Delivery, Play This Inverse ETF
Artificial intelligence has turned memory chips into one of the most valuable pieces of the semiconductor supply chain. Nvidia‘s (NASDAQ:NVDA) AI accelerators grab the headlines, but high-bandwidth memory (HBM) has quietly become just as essential because advanced AI chips can’t deliver peak performance without it. Until now, U.S. investors looking to capitalize on that trend ... SK hynix Goes Public Tomorrow. Should You Buy at $149?
Wall Street is bullish on Disney, but the stock continues to struggle.
Nvidia stock has bounced off its lows and a new AI model release from SpaceX could help the move continue.
It’s been an unforgiving past week for the iShares Semiconductor ETF (NASDAQ:SOXX), down just over 8%, even with the 3.6% bounce on Wednesday. Meanwhile, shares of Nvidia (NASDAQ:NVDA) are up close to 6%, a stark contrast to the action we’ve seen in the semis of late. In many ways, it feels like Nvidia trades more ... Why NVIDIA Might Be Immune to the Semiconductor Sell-Off
Netflix (NASDAQ: NFLX) and Spotify (NYSE: SPOT) both closed the books on Q1 2026, and the reports tell two very different stories about scaled subscription media. Netflix beat on revenue but missed on earnings while collecting a fat breakup fee. Spotify crushed EPS yet spooked investors with soft forward guidance. Same industry, opposite reactions. Ad ... Netflix vs Spotify: Two Streaming Giants, Two Paths, One Clear Winner
Consumer sentiment just hit 44.8 in May 2026, down 5 points from April and firmly in recessionary territory. Yet the actual spending data tells a different story: Total personal consumption expenditures climbed to $22,059.8 billion in May 2026, with recreational goods, clothing and food services all showing year-over-year growth. That gap between mood and money ... 3 Beaten-Down Consumer Stocks to Buy in July
The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader semiconductor names under pressure following the single-day plunge suffered by the South Korean memory giants, questions linger as to whether the AI chip ... Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half
Most investors focus on VUG's tiny dividend yield and assume the tax math barely matters inside a Roth. The real exposure sits somewhere else entirely, and it compounds every year the fund advances.
Stock Market Today: The Dow Jones index fell Thursday amid the latest U.S.-Iran news. Micron stock and Sandisk rallied.
Meta Platforms is reportedly going to sell its excess cloud computing capacity, a move that could open a multibillion-dollar business opportunity for the company.
With PepsiCo (NASDAQ:PEP) set to report Q2 2026 earnings before the market opens on July 9, 2026, investors are asking whether to buy the beverage and snacks giant ahead of the earnings report. Our 24/7 Wall St. price target for PepsiCo is $171.20, implying 18.09% upside from $144.98. Our recommendation is a buy, with a ... PepsiCo Price Prediction: Is The Stock a Buy Before Earnings?
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused ... The Nasdaq 100’s 5 Highest-Yielding Stocks Are Hot Summer Picks
The tobacco giant is still a resilient income investment.
While investors are tripping over each other to buy artificial intelligence stocks, value-focused billionaire Terry Smith bought shares of a company that's critical to water utility infrastructure.
It might be time for Nvidia to unleash the stock buybacks.
Nemotron delivers strong performance at lower inference costs
The math is simple. A $1 million portfolio generating $100,000 in annual income requires a blended yield of 10%. That is achievable today, but only by leaning hard into the aggressive end of the dividend spectrum. The question this article answers: what does that portfolio actually look like, and what happens when the highest yielder ... How a $1 Million Dividend Portfolio Can Generate $100,000 Annually
SpaceX‘s (NASDAQ:SPCX) blockbuster public debut generated exactly the kind of excitement investors expected from Elon Musk’s latest venture. After pricing its IPO at $135 per share and opening at $150, the stock briefly climbed to $225 as demand overwhelmed supply. That early enthusiasm has cooled. The premier space stock closed yesterday at $148.30, below its ... Cathie Wood Just Bought $27 Million of SpaceX. Calling the Bottom or Catching a Falling Knife?
Kohl's, Chewy, and Wayfair have each captured retail trader attention for completely different reasons, and the gap between the most compelling setup and the riskiest bet is wider than it looks.
The famed portfolio manager was busy buying stocks on pullbacks recently.
The near-term outlook for Micron appears promising.
Nvidia's investment could support future GPU demand as Firmus expands AI data center capacity.
Just how "stable" are stablecoins?
These two oil giants go head-to-head.
The technology company's stock has almost become a de facto play on sentiment over growth in AI investment.
The chip sector sell-off has created some nice buying opportunities.
One blue chip quietly compounded dividends for 64 straight years while the other got kicked out of the Dow during a historic crash. A thousand dollars placed in each tells a surprisingly complicated story about which path actually paid off.
IonQ is already leading the way in quantum computing.
The first consumer earnings report of the season doubles as the first hard data on what the Iran war costs American shoppers
The market is worried about its future.
Defense spending could surge by 50% in 2027, and these two companies are well positioned to benefit.
Artificial intelligence spending has entered a new phase. The industry’s biggest technology companies are no longer debating whether to build more infrastructure — they’re competing to build it faster than everyone else. Meta Platforms (NASDAQ:META) is among the most aggressive, with capital expenditures expected to reach between $125 billion and $145 billion this year, according ... Meta Plans to Sell AI Compute — So Why Spend $10 Billion to Build Even More Data Centers?
Nvidia stock has bounced off its lows and a new AI model release from SpaceX could help the move continue.
The airline kicks off earnings season Friday. Is the stock worth buying ahead of it?
Buffett has a long track record of investing success and has proven his understanding of the financial markets.
The new head of the central bank inadvertently spilled the beans on what's likely coming regarding interest rates.
Tesla investors will need to be patient with the robotaxi rollout, but better-than-expected deliveries are bolstering the investment case for the stock.
Many high-flying artificial intelligence stocks have officially plunged into correction territory.
The health insurer's stock price is up 61% since April.
Investors need to consider whether Sandisk can exceed expectations from here.
The company is likely to play a crucial role in U.S. drone production.
Recently, analysts at Oppenheimer issued a surprising set of downgrades on a slew of large-cap bank stocks.
SpaceX's losses are accelerating.
Steve Cohen, head of Point72 Asset Management, dumped tech stocks and bought this unloved healthcare company.
Space Exploration Technologies (NasdaqGS:SPCX), via its SpaceXAI unit, has launched Grok 4.5, a next generation AI model and coding agent. The release is described as the company’s most advanced AI system so far and is immediately available for developers. Grok 4.5 is trained on Nvidia GPUs and is designed to handle complex, agentic coding tasks for enterprise and developer use cases. Space Exploration Technologies is adding a new angle to its story with Grok 4.5, as the company’s AI push...
The data mining and AI specialist continues to generate results that defy the critics.
The AI infrastructure build-out has entered a new phase, as more companies seek control over their own systems.
Tech rotation, along with a report speculating that Nvidia’s China sales may resume, drove Nvidia shares higher.
When buying international dividend stocks, diversification is likely the best bet.
Can anything slow the memory giant down?
A ton of new SpaceX shares will flood the market over the next 12 months.
Wolfspeed’s patent infringement lawsuit against Navitas Semiconductor (NVTS) has quickly become a key focus for investors, with allegations centered on gallium nitride and silicon carbide products that sit at the heart of both companies’ power chip offerings. See our latest analysis for Navitas Semiconductor. Recent trading in Navitas Semiconductor reflects this tension, with the share price at $13.36 after a 1-day share price return that declined 4.5% and a 30-day share price return that...
Ark sold off more than $8 million worth of AMD stock on July 6, but there isn't a reason to panic.
Incyte and TG Therapeutics are seeing strong share growth, backed up by booming revenue and earnings.
Analysts are excited about the cloud infrastructure supplier's massive AI opportunity.
It announced that it's effectively retiring $100 million in debt.
The biotech is clearly innovative, but sometimes that's not enough.
NVIDIA (NASDAQ:NVDA) CEO Jensen Huang has a way of turning things to gold. He has spent much of 2026 explaining that the AI buildout needs hands, not just chips. On a recent The Shawn Ryan Show podcast, the host put trade guru Mike Rowe on the spot: “Jensen Huang keeps saying the tradesman is going ... Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.
A very bullish analyst reiterated his buy argument on the unique entertainment company.
A spot in the index was supposed to be the catalyst. So why are shares back near their post-IPO low?
No investor likes an analyst recommendation downgrade.
Many developments for the company were positive.
Buy Constellation Energy (CEG) stock now for long-term growth, dividends, value, and 70% upside as the nuclear power giant and 21st-Century energy star attempts to find its footing at a key technical level.
The healthcare industry is growing, but UnitedHealth Group may not be the best healthcare investment around.
The market is giving investors a gift by putting these two stocks on sale.
AI agents need a massive amount of memory.
First, Palo Alto stock got a price target hike -- then it's stock dropped.
An analyst pulled the lever on a rare double upgrade of the oil company.
Micron and Sandisk have pulled back significantly after reaching 52-week highs last month.
A 10% dividend yield looks like a gift. Usually it’s a warning the market is sending before the cut arrives. All five stocks below clear that bar, and all five are mortgage REITs, the one corner of the market where sky-high yields and dividend cuts are practically roommates. The honest test isn’t GAAP earnings, which ... 5 Stocks Yielding 10%+ With Dividends in Serious Danger
More than $1 trillion. That is the pool of client money that has migrated from Morgan Stanley (NYSE:MS) workplace and E*TRADE channels into its adviser-led wealth management strategy, according to CFO Sharon Yeshaya on the Q1 2026 earnings call. Indeed, this number is the clearest evidence yet that the bank’s decade-long bet on turning brokerage ... Morgan Stanley Says a $1 Trillion Shift Is Coming to Wealth Management
CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade. CoreWeave posted its strongest bookings quarter ever, then watched shares slide on customer concentration fears. QQQ, the Nasdaq-100 basket, absorbed the same tech turbulence with barely a scratch. One is a levered GPU cloud pure-play. The other ... CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?
Income investors watching the calendar have a narrow window this week. Three of the market’s most widely held high-yield names are about to lock their next payment rosters, and the buy-by deadlines are close enough that a delayed brokerage order could push readers a full quarter down the line before the next check clears. The ... 3 High-Yield Dividends That Pay You Soon (But You Must Act Quickly)
Bank of America’s aerospace desk put a first-ever number on the most closely watched private company in the space economy. Ron Epstein, senior aerospace analyst at Bank of America Securities, initiated coverage of SpaceX (NASDAQ: SPCX) with a $235 base case price target derived from a 2045 discounted cash flow model. The call reframes the ... BofA Initiates SpaceX Coverage at $235 Price Target, Sees Multiple Billion-Dollar Businesses
The stock recently jumped significantly on reports that Wall Street deemed exciting.
Higher inflation and additional Federal Reserve rate hikes are likely if the ceasefire is over.
Record deliveries weren't enough to impress investors, but a robotaxi expansion was. Here's why Tesla's future may depend far more on AI than on cars.
Hyperscalers are spending massively on infrastructure to power the artificial intelligence revolution.
What's the play on Nvidia?
CoreWeave is at risk of losing a customer and gaining a competitor.
Anthropic is on course for its IPO, but there are ways for retail investors to get portfolio exposure to it before the big day.
Nvidia Faces New AI Threat as DeepSeek Designs Its Own Chip
The crypto-linked equities are having another rough session midday Wednesday, and the year-to-date scoreboard tells a clear story about which treasury strategy has held up best. Bitmine Immersion Technologies (NYSE:BMNR) is down 46% year to date (YTD) and down slightly today at $14.73, extending a brutal stretch for the Ethereum (CRYPTO:ETH) treasury proxy. The Ethereum-treasury ... Bitmine Immersion Technologies Stock Is Down 46% This Year: Is It Time to Switch to Strategy or Circle Internet Gr
Tesla has had some good news recently, but the stock is not out of the woods yet.
Palantir is selling off again, but does it deserve to?
Tesla (NASDAQ:TSLA) is the most polarizing stock in the S&P 500. Automotive gross margin snapped back to 21.1% in Q1 2026 from 16.2% a year earlier, FSD active subscriptions hit 1.28 million (+51% YoY), and shares still sit down 6.66% year to date at $419.77. The question is whether Tesla can trade at $700 by ... Price Prediction: Tesla Will Trade at This Price in 3 Years
Xbox was the company's worst-performing unit in the third quarter of fiscal 2026.
The unprofitable company made a not-entirely surprising announcement Tuesday evening.
Should investors be bullish on Palantir stock despite its lofty valuation?
The stock has soared 400% in recent years.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains well positioned to maintain its dominant share of artificial intelligence infrastructure spending, according to Bank of America, which reiterated its ‘Buy’ rating on the chipmaker and said current valuation levels already reflect an overly cautious...
Palantir Technologies (NASDAQ:PLTR) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice ride, given the company’s the software-with-a-defense-flavor story. Palantir is now arguing for a seat inside the mega-cap conversation, alongside the AI infrastructure names its own CEO likes ... Palantir Just Hit $300 Billion. The Numbers Say That’s Only the Start.
The lord of liquidity could be the right stuff for market-weary investors this month.
Joby Aviation (NYSE:JOBY) is developing commercial air taxis while its stock trades near a 52-week low. CEO JoeBen Bevirt calls 2026 “a key inflection point” for the eVTOL pioneer, with first passenger service in Dubai this year and a Toyota manufacturing joint venture in hand. Yet shares sit at $8.92, down 32.42% year to date. ... Prediction: Can Joby Aviation Stock Soar 500% by 2030?
Sandisk stock is on fire this year.
Shares of Occidental Petroleum (NYSE:OXY) are up 4% at midday Wednesday, trading at $53.90. The move puts Occidental well ahead of integrated peers ExxonMobil (NYSE:XOM) and Chevron (NYSE:CVX). ExxonMobil stock is off 1% at $140.51, essentially flat. Meanwhile, Chevron shares are higher by 1% to $176.07, a modest gain that trails Occidental by a wide ... Occidental Petroleum Jumps 4% While ExxonMobil, Chevron Lag: Evercore Upgrade and Oil Spike Fuel OXY’s Lead
SoFi Technologies (NASDAQ:SOFI) has achieved sustained GAAP profitability, and CEO Anthony Noto is pushing for aggressive growth. He told investors on the Q1 call, “Over the past 8 years, we’ve grown members by more than 20x from 650,000 to 14.7 million members.” Yet shares are down 28.92% year to date, trading at $18.61. Can this ... Can SoFi Turn Today’s Investors Into Millionaires?
Shares of American Airlines Group (NASDAQ:AAL) are down 5% in midday trading Wednesday, leading a broad airline selloff. United Airlines (NASDAQ:UAL) shares are off 4%, while Delta Air Lines (NYSE:DAL) stock and JetBlue Airways (NASDAQ:JBLU) stock are each down 3%. The catalyst is a sharp jump in crude oil prices. Per Yahoo Finance, WTI crude ... American Airlines Sinks 5%, United Falls 4%, Delta and JetBlue Slip 3% as Crude Oil Jumps
SAN FRANCISCO, CA AND YEREVAN, ARMENIA / ACCESS Newswire / July 8, 2026 / Adag Group, a North American data center and mission-critical infrastructure consultancy, today announced that it has been selected by Firebird, a U.S.-based AI cloud and infrastructure ...
Both Netflix and T-Mobile stocks have been battered this year and bounced hard last week, but their risk profiles could not be more different for a retiree counting on that portfolio to pay the bills.
CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled from a recent social post: “We have to be careful.” The immediate trigger is SK Hynix’s roughly $28 billion American Depositary Receipts (ADR) ... Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks.
Despite rising earnings forecasts, investors rotate into other semiconductor stocks while Nvidia's valuation falls below the S&P 500.
A memory giant that supplies the AI boom is about to become a U.S.-traded stock.
Stellantis is putting a lot of investment into turning its global business around, and Jeep will be a crucial part in Europe.
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has become the strangest stock in the S&P 500. Shares are up 634.87% year to date, dwarfing the 67.8% gain on the VanEck Semiconductor ETF. Behind the move is a genuine business transformation. Q3 FY26 revenue hit $5.95 billion, up 251.03% year over year, with datacenter revenue exploding 645%. ... Can SanDisk Outperform the Semiconductor Sector in 2026?
It’s been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June. At this pace, it feels like a bear market is unavoidable, but before you hit the panic button, I’d argue that the ... Here’s Why Nvidia Might Be the New Value Play in Semiconductors
This has proven to be one of the most resilient consumer brands in recent years.
The stock has pulled back even as investors continue to watch long-term AI demand.
Penguin Solutions has been awarded Nvidia AI Factory Specialized Partner status, an invitation-only recognition for AI infrastructure providers. The company has launched a major upgrade to its ClusterWareAI AI Factory Platform Operating System. The new release adds a conversational AI Operations Agent and deeper automated monitoring for GPU clusters. For investors tracking NasdaqGS:PENG, this combination of partner recognition and product rollout provides context around how Penguin...
Tesla (NASDAQ:TSLA) and BYD (OTC:BYDDF) sit at opposite ends of the electric vehicle capital cycle. Tesla just posted Q1 revenue of $22.39B alongside surging AI spending, while BYD keeps compounding units and cash. The contrast has rarely been sharper, and the market is finally pricing it. Robotaxi Theater Meets Export Reality Tesla’s Q1 FY2026 print ... Tesla vs. BYD: Here Is My Pick in This EV Showdown
Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning on Agentforce and a massive buyback. ServiceNow closed FY25 on January 28, 2026 with $3.568 billion in Q4 revenue and a wave of security-focused acquisitions. Two AI ... Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies
NVIDIA Corp. (NASDAQ:NVDA) is a top AI stock on Wall Street’s radar. On July 6, Bank of America touted NVIDIA Corp (NASDAQ:NVDA) as one of the stocks poised for a rally after the recent reset. According to the research firm, the recent pullback aligns perfectly with historically weak seasonal patterns in the sector. Consequently, it […]
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best beaten-down technology stocks to buy now. On June 29, Palantir Technologies Inc. (NASDAQ:PLTR) entered into a strategic partnership with Nvidia to deliver an intelligence engine to run the latter’s open models in sovereign environments. Under the terms of the agreement, Nvidia’s AI platform will be combined […]
SpaceX is drawing a lot of attention, but these three companies are poised to perform.
Rivian’s (NASDAQ: RIVN) stock dropped 18% on news that it would issue new equity to pay off debt. The day before, it was worth half as much as Ford (NYSE: F) based on market cap. Rivian’s is $25 billion today. Ford’s is $53 billion. Rivian’s stock is down 80% since late 2021. It went public ... Is Rivian Worth Half Of Ford?
The S&P 500 keeps climbing, up nearly 9% year to date, and yet a handful of large-cap dividend payers are trading like the bull market forgot they exist. That is exactly where opportunity hides in July. If you have $1,000 to put to work, three NYSE-listed names stand out on valuation, cash flow, and payout ... 3 Absurdly Cheap Dividend Stocks to Buy With $1,000 in July
Architect Financial Technologies Inc. ("Architect" or "the Company") today announced a partnership with The Compute Index, Inc. ("Compute Desk") to launch the US financial industry's first compute exchange-for-physical (EFP) network, ComputeConnect, linking CFTC-regulated compute derivatives and GPU capacity delivery.
Few China-listed streaming names have been beaten down as hard as iQIYI (NASDAQ:IQ), and few offer as clean a setup for a potential rebound. iQIYI trades at $1.07, down 39.89% over the past year and 92.07% over five. Our 24/7 Wall St. price target for iQIYI is $1.76, implying 64.51% upside. The recommendation is buy, ... Price Prediction: iQIYI Could Be One of the Market’s Biggest Comeback Stories
Over $1 billion in Nvidia's (NVDA) market cap has been erased over the past two months. StockBrokers.com director of investor research Jessica Inskip joins the Opening Bid panel in assessing whether Nvidia and the semiconductor space were overdue for a sell-off like now, and how investors should be viewing this moment.
Costco (NASDAQ:COST) keeps quietly compounding while the stock market debates AI and rate cuts. Membership fees hit $1.37 billion last quarter, worldwide renewals sit at 89.7%, and comparable sales just accelerated to 9.8%. Cost stock trades at $950.25, up 10.51% year to date but still 3.18% below where it traded a year ago. Can this ... Price Prediction: Can Costco Stock Double by 2032?
In July, the market is rewarding quality at almost any price, which makes the bargain bin worth a serious look. Three NYSE-listed names trade well under $1,000 a share, carry single-digit or low-double-digit forward multiples, and have catalysts the consensus has yet to fully price in. A theoretical $1,000 split across all three buys roughly ... 3 Absurdly Cheap Stocks to Buy With $1,000 in July
Sandisk has been on an absolute tear since splitting from Western Digital.
Wall Street has grown less enthusiastic about Nvidia, while Apple has managed to hold its ground even as questions persist about its AI direction
Investors can now buy the stock at about the same price it traded at when it first began trading.
Dividend cuts are a nightmare. Fortunately, you probably don't need to worry about that when you buy these stocks.
Anastasia Amoroso, chief investment strategist at Partners Group, walked onto CNBC on July 7, 2026 with a target that would have sounded aggressive six months ago and now sounds almost consensus. The S&P 500 could reach roughly 8,500 on 2027 earnings, with 8,200 the more likely landing spot by the end of 2027. The index ... This Strategist Sees the S&P 500 Hitting 8,500, and One Thing Changed Her Mind
Nvidia stock is trading at 18 times forward earnings — below the S&P 500 — after falling 16% from its May all-time high
A major recent development could boost Ford's production and sales volumes in the coming months.
Ark Invest added to three existing positions that declined as much as 10% on Tuesday.
Investors have an opportunity to buy the dip in a top nuclear industry stock.
$100 billion. That is the size of the fresh share buyback authorization Apple’s board approved alongside its fiscal Q2 2026 earnings, disclosed in the company’s 8-K filed April 30, 2026. This announcement represents a reload of the existing program. Apple (NASDAQ:AAPL) has now returned over $1 trillion to shareholders since the program began, of which ... Apple’s $100 Billion Buyback Machine Keeps Wall Street Watching
Stock Market Today: The Dow Jones index sells off Wednesday after Trump declares the ceasefire is "over."
With corporate earnings growing strongly, the backdrop is still positive for equities. These three ETFs capture distinct trends likely to emerge in the second half of 2026.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 6, 2026, NVIDIA Corporation (NASDAQ:NVDA) expanded its partnership with Hugging Face to integrate its Isaac GR00T 1.7 foundation model and Isaac Teleop framework into the open-source LeRobot library. The collaboration connects NVIDIA Corporation’s (NASDAQ:NVDA) three […]
Pre-Market Stock Futures: Futures are trading lower following President Trump’s decision to end the ceasefire with Iran. This comes after a dreadful Tuesday that saw all the major indices get clobbered, with the Nasdaq taking the biggest hit, closing down 1.16% at 25,772, as semiconductors, anything with an AI tailwind, or momentum names, all got ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Alcoa, Commercial Metals, DTE Energy, Dollar Tree, Occidental Petroleum, PayPal, Pint
Oil stocks have dipped recently, making these two integrated giants appealing options for investors today.
Apple (NASDAQ:AAPL) is trading within striking distance of a psychologically important round number. With shares at $312.66 and momentum accelerating, the real question is whether Apple can sprint another 28% higher to hit $400 in the next twelve months. Our proprietary model has an opinion, and it’s bullish, but stops short of that headline figure ... Can Apple Stock Reach $400 This Year? 3 Catalysts That Can Make It Happen
The AI buildout has quietly handed an unlikely group of old-school dividend payers a stranglehold on the physical infrastructure powering the boom, and Wall Street is starting to take notice. Three data center REITs are capturing that demand while paying shareholders along the way.
Kimberly-Clark is far from flashy, but what it lacks in glitz and glam, it makes up for with predictability.
Micron has delivered huge returns so far, but there's only so much one stock can do.
Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July
Microsoft and Meta Platforms could see a major rally to end 2026.
Meta Platforms (NASDAQ:META) has been through the wringer. The stock is down 18.05% over the past year and 11.54% year to date, with a brutal 4.9% single-day drop on July 2, 2026. After running the numbers, the selloff looks overextended relative to fundamentals. Our 24/7 Wall St. price target for Meta is $828.63, implying 42.16% ... Meta Price Prediction: The Case for 30%+ Upside After a Selloff
Tesla reports second-quarter earnings on July 22.
The Number $8.662 billion. That is what Mounjaro alone generated for Eli Lilly (NYSE:LLY) in the first quarter of 2026, a single product, a single quarter, up 125% year over year. The figure was disclosed in Lilly’s Q1 2026 earnings release on April 30, 2026, an actual reported figure. This key growth driver is what ... This $1,200 Stock Could Be the Next Massive Stock Split Opportunity
Some beaten-down stocks are cheap for a reason, but a select few sit at the rare crossroads of technical washout and genuine undervaluation. Three names across telecom, consumer staples, and software currently occupy that territory, and they are not equally suited for retirement income.
It feels wrong, but a lower share price can actually lead to higher stock returns down the road.
These stocks have long histories of growing their payouts to shareholders.
These companies can stand the test of time in a fast-growing, evolving AI field.
SpaceX is not the only space stock out there right now.
The company's entry into a hot market is likely to boost its revenue.
This market leader continues to gain share.
Investing.com -- Bank of America stated in a note on Wednesday that Nvidia's significant underperformance relative to the broader semiconductor index represents a compelling buying opportunity, reiterating its Buy rating and $350 price target on the stock.
Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.
SpaceX stock is down 20% since its post-IPO highs.
These two are battling for their shares of the perpetual futures market, and the competition is heating up.
Could these stocks continue to climb?
SpaceX recently completed the largest IPO in history.
This fund is up 98% year-to-date.
These top growth stocks are on sale.
Warren Buffett says traders as treating the stock market like a gambling parlor.
Asana's revenue growth is weak even as it's rolling out AI innovations.
A June surge in trading volume likely boosted Interactive Brokers' second-quarter financial results.
Palantir has lost a ton of value, but all of it was justified.
The Elon Musk-founded space exploration company has upped its AI ante.
It passed a very important examination administered by an industry regulator.
Netflix has a chance to reverse its stock price decline on July 16.
Software stocks pulled back last month, weighing on Figma.
Any of these blue chip stocks would be solid long-term picks. One of them, however, is especially underestimated right now.
Micron and Sandisk are two of the best-performing S&P 500 stocks this year.
Nvidia looks like a brilliant buy at today's levels.
This analyst just set a sky-high price target on SpaceX. Is he right?
Nvidia was winning before AI, and it'll probably keep winning after.
Earnings season is right around the corner, and technology investors will undoubtedly be looking for signals that the AI trade is alive and well.
Reports that Netflix was still looking for an acquisition seemed to worry investors.
SpaceX has an out-of-this-world valuation that makes future gains harder to obtain.
Wall Street is getting more bullish on the pharma giant's shares.
SpaceX's spending could help two other major AI stocks.
SpaceX is already in some indexes.
Concerns about it AI spending weighed on the stock.
The streaming leader keeps growing, yet the stock keeps sliding. Its next report could break the standoff.
Circle Internet Group stock crashed 45% in June. A new stablecoin rival and Bitcoin jitters made it a rough month.
The EV maker is selling stock -- and investors followed suit.
The pursuit of artificial intelligence ambitions comes at a high cost, and the prices are only going up.
They may not remain cheap for too much longer.
The company revealed that it's secured a large new client outside our borders.
SpaceX's fast move into index funds could reshape how investors think about future AI IPOs.
The cannabis stock recently hit a new 52-week low.
Shares of VSE and MYR Group are up more than 38% and more than 106%, respectively, this year.
A top Chinese AI developer is apparently aiming to design and build its own processor.
The company is giving investors a picture of a new offering, and investors like what they see.
A financial engineering move raised its ever-growing share count.
Despite a frothy market, these overlooked names trade at low valuations.
Investors didn't appreciate the company's news about accounting errors in its financial statements.
Over the past year, there have been banner months for gold and silver bugs. June wasn't one of them.
Common stock raises are often highly dilutive to existing shareholders.
Its stock is up year to date after losing more than 40% of its value earlier.
When investors panic, Buffett suggests you take advantage of it.
Bullish sentiment for memory chips and a strong report from Micron pushed Sandisk higher last month.
It's apparently in talks to sell a major business unit.
Not all companies in the artificial intelligence sector have thrived this year.
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Software Stocks to Buy in 2026. Recently, on July 2, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) is launching a new company called Microsoft Frontier, with the aim of helping businesses choose and integrate AI technologies that actually fit their needs and generate real returns. As per the […]
Shares of the cannabis company have fallen below the $1 mark again.
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was ... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger
On July 6, 2026, Meta disclosed in a court filing that four states (California, Colorado, Kentucky, and New Jersey) are seeking approximately $1.4 trillion in penalties ahead of an August 2026 trial in Oakland, California. The number is close to Meta‘s (NASDAQ:META) entire market value of approximately $1.55 trillion. The stock closed up 1.75% the ... Meta’s Legal War Just Escalated to $1.4 Trillion. The Stock Hasn’t Noticed Yet.
The stock is down, but it isn't out yet.
Impressive returns might be easier to achieve the old-fashioned way.
Tilray's future extends beyond one regulatory hearing.
The Number With oil now trading well below the $100 level (and seemingly poised to continue heading lower, after OPEC announced further production increases recently and recessionary concerns pick up), it’s unclear where certain oil stocks are headed. One such name that’s on my radar right now just reported its Q1 2026 earnings in early ... Oil’s $100 Threshold: What It Means for Energy Stocks Now
One line from Microsoft (NASDAQ:MSFT) CEO Satya Nadella on the April earnings call reframed the entire debate over how quickly generative AI can turn into a real profit-and-loss line. The company’s AI business now operates at scale, and the growth rate suggests the ramp is still in its early innings. The Number $37 billion. That ... Microsoft’s $37 Billion AI Number Is Staggering
Netflix didn't end up acquiring Warner Bros. earlier this year, but there may be another great opportunity for it to consider now that Comcast is breaking up.
Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
Index-inclusion day is supposed to be a party. Passive funds line up to buy, forced demand meets thin supply, and the newly added stock pops. That is the script. SpaceX (NASDAQ:SPCX) officially joined the Nasdaq 100 today, and by lunchtime shares were down 5.65% to $151.35, while the broader Nasdaq 100 proxy QQQ slipped 1.74%. ... $27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It
The AI revolution is expanding beyond GPU chips, much to the benefit of these three stocks.
DeepSeek announced plans to build its own chips on Tuesday, threatening Nvidia’s last remaining grip on global AI infrastructure as U.S. buyers turn into competitors.
STORY: Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia and Huawei chips, which it has depended on to train and run its globally popular models.If successful, DeepSeek's expansion into semiconductor development would mark a major strategic shift for a company widely hailed in China as the country's AI champion.Shares of U.S.-based Nvidia slipped in morning trading before paring those losses
The PHLX Semiconductor Index is down 4.3% with all components in the red–with one big exception. Nvidia is up roughly 1%. The index gained more than 87% in that timeframe, compared with Nvidia’s nearly 15% gain, according to Dow Jones Market Data.
Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade. Micron reported $41.46 billion in fiscal Q3 revenue as data centers hoarded memory. Apple posted a record $111.184 billion March quarter while raising hardware prices to protect margins. Memory Prices Explode. iPhone Volume Holds The ... Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% to $26.89 in midday trading Tuesday, leading a coordinated slide across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is off 8% at $271.32, and Plug Power (NASDAQ:PLUG) stock is down 5% at $2.50. All three moves are landing on a broadly weak tape. The declines ... FuelCell Energy Drops 10%, Bloom Energy Slides 8%, Plug Power Falls 5% Despite Positive News as Profit-Taking Hits Fuel Cell Stocks
Investors can count on these stocks about as much as any to continue their decades-long runs of excellence.
Does a tidal wave of bullish calls and commentary foreshadow good things to come?
Don't expect SpaceX's stock price to skyrocket after being added to the Nasdaq-100.
Good medical care will always be in high demand, which makes some healthcare stocks strong long-term picks.
Don’t look at Standard Nuclear’s books now: its net earnings may be slim, but revenues and contract pipeline looks promising.
I keep buying MercadoLibre (NASDAQ:MELI) every time the market throws a tantrum about it, and the last two months have handed me plenty of chances. The stock is down 5.7% since the Q1 print on May 7, 2026, down 28.67% over the past year, and short-term holders keep hitting the sell button because provisions for ... Wall Street Missed the Plot on MELI: Why This Massive 49% Top-Line Surge Is My E-Commerce No-Brainer
I keep hitting the buy button on Apple (NASDAQ:AAPL), and the July 30 earnings report is not slowing me down. Every payday, I add a few more shares. The reasons are boring, repeatable, and they stack in my favor over years, which is the profile I want in a core holding heading into retirement. Here ... Why I Can’t Stop Buying Apple Before July 30th
Visa (NYSE:V) and Coinbase (NASDAQ:COIN) both move money for a living, yet their latest quarters read like reports from different economies. Visa printed a 15% year-over-year net revenue jump on resilient holiday spending. Coinbase absorbed a 30.54% revenue decline as crypto volumes cratered. Same industry label, very different quarters. Card Swipes Keep Humming. Crypto Trading ... Visa vs Coinbase: Two Different Economic Playbooks But One Winner
Healthcare has been an unloved corner of the market in 2026, but that neglect has created a rare setup: quality names trading in single-digit and low-double-digit territory while still throwing off cash, growing earnings, and reaffirming guidance. For retail investors scanning for value, the sub-$30 shelf in healthcare currently offers exposure to a pending strategic ... 3 Dirt Cheap Healthcare Shares Under $30 to Buy Right Now
Ondo just launched a perps platform where tokenized stocks can be used to back leveraged positions.
The company has a deep commitment to dividends.
Here's why inclusion in the Nasdaq-100 isn't giving SpaceX stock a pop today.
Bank stocks have enjoyed a nice run overall, and valuations are now fairly elevated.
Shares of SK Hynix will start trading on the U.S. stock market this week, and its phenomenal growth and valuation make it a no-brainer buy.
Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
Both of these popular AI stocks are on sale.
Meta Platforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion. CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The ... Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave
On CNBC’s Mad Dash segment on Monday, July 6, 2026, Jim Cramer made one of his most bullish biotech calls in years, arguing that the sector could be entering a new wave of mergers and acquisitions as the regulatory environment becomes more favorable for dealmaking. “There is a move in biotech that we have not ... Jim Cramer Calls Biotech “The Hottest Group in the Market” as He Predicts “Deals Are Going to Be Flooding the Market”
The announcement comes after Palantir Technologies stock fell 25% in June, marking its worst month since February 2021.
Now could be a good time to consider buying the dip.
Investors were reminded of Lucid's capital-intensive business today.
Samsung's building more plants to capitalize on memory demand -- and endangering Micron's profits.
Amazon (NASDAQ:AMZN) heads into the back half of 2026 with an overwhelming Wall Street consensus behind it. Our 24/7 Wall St. price target for Amazon is $323.61, implying 33.36% upside from the current price of $242.67. I rate Amazon a buy with a 90% confidence level, which qualifies as high conviction in our framework. 24/7 ... Prediction: Prime Day Success Sets Up Amazon for 33% Upside Based on Our Analysis
The high-flying stock has been in a tailspin in recent days.
Liquefied natural gas (LNG) demand is booming. Investors can capitalize with ExxonMobil and several other stocks.
The company received some good news on its most important drug today.
Shares of Eli Lilly have risen by over 40% since the company last reported earnings.
This iconic retailer has been executing its plan.
The headline number cuts through the noise around Tesla (NASDAQ:TSLA) faster than any product roadmap can. It is the price tag investors have chosen to hang on the entire enterprise, and Q1 finally gave the bulls a fresh reason to defend it. The Number Tesla’s market capitalization sits at roughly $1.48 trillion as of July ... Tesla’s $500 Billion Question: Can Growth Justify the Valuation?
The market has spent much of 2026 rewarding companies tied to artificial intelligence, defense, and space technology with premium valuations. Investors have been willing to pay up for businesses promising decades of future growth, often overlooking near-term fundamentals. That enthusiasm helped make SpaceX‘s (NASDAQ:SPCX) public debut one of the biggest investing stories of the year. ... SpaceX Erases All Post-IPO Gains. Will Today’s Nasdaq-100 Addition Help?
Industrial bellwether Dover (NYSE:DOV) has spent the year shrugging off recession chatter while quietly riding an AI data center tailwind. Its Pumps & Process Solutions arm makes thermal connectors used in liquid cooling, and Climate & Sustainability Technologies just posted +15.2% organic growth. With shares up 16.29% YTD, the real question for retirees is whether ... 1 Hidden Tech Catalyst Makes Dover Corporation an Absolute Sanctuary for Retirees Protecting Their Wealth
Lockheed Martin (NYSE: LMT) and Boeing (NYSE: BA) both posted Q1 2026 results that read like two different industries. Lockheed runs a pure defense execution engine with messy program charges but reaffirmed guidance. Boeing claws back from manufacturing, certification, and legal scars while its commercial unit loses money on every plane it ships. Program Charges ... Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In July
Ark Invest's top investor is adding to stocks that went public over the past year.
Chipotle Mexican Grill (NYSE:CMG) and McDonald’s (NYSE:MCD) just closed earnings cycles that exposed a widening split inside fast food. Chipotle posted its first full year of negative comps. McDonald’s printed broad traffic recovery powered by value menus. Both feed millions weekly, yet their balance sheets, customers, and pricing playbooks barely rhyme. Negative Comps for Chipotle, ... Chipotle vs. McDonald’s: Why the Stock with Negative Comps Is the Better Buy
$275.24 billion. That is what Costco (NASDAQ:COST) rang up in revenue for fiscal year 2025, representing a +8.17% year-over-year haul that pushed the warehouse operator past a quarter-trillion dollars in annual sales. The company followed this impressive report with a Q3 FY2026 quarter that showed this growth machine is still accelerating in the right direction, ... Costco’s $250 Billion Expansion Strategy Keeps Delivering Results
Mastercard (NYSE:MA) and PayPal (NASDAQ:PYPL) just closed Q1 2026 reports that look like mirror opposites. Mastercard delivered accelerating services growth and margin expansion from a position of dominance. PayPal beat low expectations under brand-new CEO Enrique Lores, but guided to a flat-to-down 2026. Both stocks trade below where they started the year, and investors are ... Mastercard Vs. Paypal: The Argument Over Which Undervalued Fintech To Buy Has a Clear Cut Answer
All three major US stock indexes were down in late-morning trading Tuesday, with the Nasdaq Composit
A short seller's bombshell report torched SoFi shares by nearly a third, yet the stock has quietly climbed back off its lows while smart money keeps buying. The real test arrives on July 29, and the answer hinges on one credit metric.
The announcement comes after Palantir Technologies stock fell 25% in June, marking its worst month since February 2021.
Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.
SpaceX's first IPO lockup expiration arrives in late July, but its unusual staggered structure could make insider selling far less disruptive than investors expect.
NVIDIA Corp. (NASDAQ:NVDA) is one of the top 10 AI stocks that will skyrocket. On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI startups, and businesses access to Nvidia’s computing framework, without the need for these entities to fund hardware buildouts. Under this arrangement, NVIDIA, in addition to […]
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the top 10 AI stocks that will skyrocket. On July 1, Alex Karp, the Chief Executive Officer of Palantir Technologies Inc. (NASDAQ:PLTR) highlighted the company’s recent partnership with Nvidia Corp. (NASDAQ:NVDA) to provide safe AI services to U.S. government agencies, allies, and enterprises across the globe. In a […]
Investing.com -- China's Zhipu AI is in early discussions with domestic chip design houses about building a bespoke AI processor for its GLM model family, The Information reported, as 27-times growth in daily token usage for its latest model collides with tightening U.S. export restrictions on advanced semiconductors.
This company has become a permanent, revenue-bearing fixture of the investing world.
In just the past month, the stock has fallen more than 15%.
The Wedbush analyst initiated coverage of SpaceX stock with a $190 price target.
These growth stocks are already on people's radars, but they look poised for further gains even after delivering solid returns.
Unfortunately, it hasn't kept all the gains.
If you can look past all the current confusing noise, there are some solid prospects just waiting to be bought.
JPMorgan and Waste Management have both crushed the S&P 500 over a decade, but they serve completely different investor goals and one of them looks dangerously expensive right now.
Report points to DeepSeek’s custom chip ambitionsNvidia (NASDAQ:NVDA) shares fell 1. 6% in premarket trading on Tuesday after a Reuters report said Chinese artificial intelligence startup DeepSeek is designing its own semiconductor for AI computing, a move that could reduce its reliance on hardware supplied by Nvidia and Huawei.
These two tech stocks look primed for long-term rallies.
The apparel giant recently posted fourth-quarter earnings numbers that came in better than expected.
Palantir Technologies (NASDAQ:PLTR) has become the poster child of the enterprise AI trade, and after a sharp first-half pullback, our proprietary model sees the setup skewing bullish again. Shares closed at $129.30 on July 2, and our 24/7 Wall St. price target for Palantir is $161.53 over the next 12 months, implying 24.93% upside. Our ... This is One of The Best AI Stocks to Own In 2026
Our NVIDIA (NASDAQ:NVDA) call comes at a moment when the stock has cooled off but the underlying business is still accelerating. The 24/7 Wall St. price target for NVIDIA is $250.31 over the next 12 months, implying 28.47% upside from the $194.83 close on July 2, 2026. Our recommendation is buy with a confidence level ... Nvidia’s Next Growth Wave May Be Just Beginning: We See a 28% Upside
Jim Cramer spent his July 6, 2026 Stop Trading segment pointing away from the obvious AI trade. While traders chase every hyperscaler capex beneficiary and GPU adjacency they can find, he told viewers to “check, without the cauldron of the data center, [they] should be looking at IBM.” His pitch leaned on a fresh Bank ... Cramer Says Forget the Data-Center Darlings. This ‘Boring’ AI Stock at 22x Is the Buy.
Analysts and early enterprise adoption updates reinforced AMD's position in AI compute
Unimicron is selling global depositary shares after AI demand lifted its stock more than 700% in 12 months.
The AI data analytics company's business is still firing on all cylinders, yet its stock remains well below its 2025 peak.
Micron has the potential to rapidly expand its market capitalization.
Investing.com - U.S. stock futures hovered around the flatline on Tuesday as investors weighed the durability of the artificial intelligence rally alongside renewed tensions in the Middle East.
At an internal Meta town hall on July 2, 2026, CEO Mark Zuckerberg told employees that AI agent development over the prior four months “hasn’t really accelerated in the way that we expected,” per a recording heard by Reuters. He added that the company’s reorganization was not as “clean” as planned and that its bets ... After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected
Amazon and Alphabet could be two of the biggest benefactors of Anthropic's success.
Over the next several years, more and more 401(k) accounts will likely have exposure to SpaceX.
The stock has surged 160% over the past three years. Meanwhile, two key drugs could continue driving rampant growth.
Healthcare has become Wall Street’s bargain bin in 2026, and value hunters are starting to pay attention. Drug pricing reform, patent cliffs and post-COVID-19 hangovers have crushed multiples across Big Pharma, but the wreckage has created opportunities in two cash-generative franchises trading at single-digit forward earnings multiples. Heading into July, Novo Nordisk and Pfizer stand ... 2 Dirt Cheap Healthcare Stocks to Buy in July
Over the past year, quantum computing has emerged as an area of intrigue among artificial intelligence (AI) investors.
Oversold and undervalued sound like the same thing but they trap investors in very different ways. Three battered stocks currently sit in the rare overlap between both conditions, and only one of them truly belongs in a retirement portfolio.
Morgan Stanley, Goldman Sachs, BofA, RBC, Wells Fargo, Bernstein, and UBS are among the firms that launched coverage—and all except one are Buy. Tesla has a 40% Buy-rating ratio. Tesla’s target values the company at about 15 times estimated 2027 sales of $121 billion.
The announcement comes after Palantir Technologies stock fell 25% in June, marking its worst month since February 2021.
Nvidia stock was headed for its lowest level since April on a report another customer is developing an in-house AI chip.
Analog Century's long/short fund gained 9.4% in June as AI infrastructure bets drove record first-half returns.
Micron continues to blow investors away.
Tesla stock reports second-quarter earnings on July 22.
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia and Huawei chips, which it has depended on to train and run its globally popular models. The chip is designed for inference — the stage of AI computing in which a trained model generates responses for users — rather than for training new models, the sources said. If successful, DeepSeek's expansion into semiconductor development would mar
Wall Street expects sales to soar as several commercial launches approach.
Some investors may be eyeing SpaceX for the wrong reasons.
Palantir stock has cratered in 2026 as growth investors rotate out of SaaS stocks.
SpaceX manages several lines of business, each of which may be better served by a more focused company.
Are things finally looking up for Palantir after last month's brutal sell-off?
There wasn't much news for Archer Aviation last month. So why did the stock get crushed?
Sandisk has been the stock of the year so far.
The Latin American bank is thriving.
Prediction market traders are betting serious money on which AI giant hits the public markets first, and the crowd favorite is not the name dominating the headlines. The odds on Polymarket tell a story that flips the conventional wisdom about OpenAI, Anthropic, and Databricks completely upside down.
Sam Altman wants Wall Street to value OpenAI at $1 trillion. Meanwhile, 14% of US college students are reading at or below the level of a 10-year-old, according to the OECD. Those two facts, sitting side by side, may explain why the most anticipated technology IPO in a generation just got pushed into 2027. OpenAI ... OpenAI Wants a $1 Trillion Valuation. But College Students Are Testing At The Level Of 10-Year-Olds.
These AI stocks can turn some investors into millionaires.
SpaceX is joining the Nasdaq-100 this week, giving Invesco QQQ Trust investors indirect exposure to the stock.
The Rivian stock price may be stuck in a holding pattern until production ramps up.
These exchange-traded funds have a lot to offer income investors.
Look for history to repeat itself with Apple's latest pullback.
SpaceX's inclusion in the Nasdaq-100 could drive its stock price higher.
The South Korean memory giant plans to invest aggressively in more NAND flash capacity.
These are strong stocks ready for a market plunge, but they don't look like bargains today.
SpaceX's recent pullback may not be over, but for long-term investors, the smarter move could be changing how you buy the stock rather than whether you buy it at all.
Insider activity at three of Wall Street's most influential artificial intelligence (AI) businesses paints a picture worth a thousand words.
Moderna's growth story is just beginning.
We recently published Jim Cramer’s Biggest Losers: 10 Stocks That Just Didn’t Work Out. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks. The CNBC TV host has stuck with the firm despite its weak share price performance in 2026. Media reports […]
This dividend ETF's focus beyond yield continues to pay off for investors.
Defense spending is increasingly split between AI software and missile hardware, but for 2026, one defense giant offers a clearer path to shareholder returns.
The Robotaxi map is growing. The question is whether the business is growing with it.
It all comes down to how you define overhyped.
Market fundamentals still look fairly good, and history tends to reward those who stay the course.
Colgate-Palmolive continues to deliver solid results despite a slew of industry challenges.
Each of these stocks represents companies playing a critical role in the AI ecosystem.
The LivePerson acquisition it has in the works is giving investors more reasons for concern.
The tech leader may not be done rewarding its shareholders.
Tech investor Dan Niles on Sunday said that the recent pullback in AI semiconductor stocks is a temporary setback rather than the end of the artificial intelligence rally, arguing that long-term demand remains intact despite growing investor concerns. AI Chip...
One of these two auto stocks could be in deep trouble, the other just isn't cheap enough yet to justify jumping aboard.
Bloom Energy is well-positioned to serve AI data centers, but so is high-yield Brookfield Renewable.
Dow Jones Futures: AI stocks rallied, with Astera, Bloom Energy and Tesla higher. But SpaceX stock dropped ahead of Nasdaq-100 inclusion.
The memory maker recently posted the best quarter in its history. So why are the shares well off their peak?
CrowdStrike stock has rocketed higher by 70% this year.
Palantir Technologies has generated very large gains of about 7x over the past three years, yet its valuation checks now send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while earnings based multiples lean expensive. That tension sits against a backdrop of intense interest in Palantir’s role in secure AI infrastructure and a share price that has also seen periods of recent weakness. Over the past three years, Palantir’s share price has...
These three stocks will reach $1 trillion valuations before Palantir.
One of its rivals is apparently a suitor for a major auto retailing and distribution business.
MPLX LP's shrewd deal-making and Permian Basin exposure support a dividend that may be a cornerstone for equity income portfolios.
It couldn't escape a rout in precious metals prices.
SpaceX's stock has cooled after a hot IPO, but this can be a good entry opportunity for the right investors.
Nvidia (NVDA) investors were more or less expecting another clean step forward in the AI upgrade cycle. Rubin was expected to continue pushing the roadmap ahead, customers would keep chasing capacity, and rivals would remain stuck trying to close an insurmountable lead. That confidence, though, has ...
The company managed to increase the size of a credit facility by 50%.
CoreWeave stock holds competitive advantages that can solidify its business.
SIGGRAPH 2026, the world's premier conference on computer graphics and interactive techniques, is proud to announce its lineup of sponsored keynote presentations, highlighting pioneering advancements in computer graphics, artificial intelligence, neural rendering, and next-generation hardware. Industry leaders from NVIDIA, Bolt Graphics, and Tripo AI will take the stage to share breakthrough innovations that are reshaping how digital worlds are created, simulated, and experienced.
A new reinsurance deal should help the AI-driven insurer hit its profitability goals.
Its proprietary trading index increased notably last month.
Megacap technology stocks performed relatively modestly during the first half of 2026.
Michael Burry started betting against Palantir (NASDAQ:PLTR) in the fall of 2025, when the stock was one of the loudest momentum trades and every retail account had a screenshot of it. Nine months later, PLTR sits at $132, down 5% over the trailing year and off 21% year to date. Burry has not been fully ... Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year
A broad base of companies in this dividend fund is signaling a stronger future.
The beverage company reports earnings later this month, and it could do so with its stock trading at a new all-time high.
Shares rallied as sell-side analysts upgraded a cohort of leading cybersecurity stocks.
Robert Greifeld, who was NASDAQ’s CEO from 2003 to 2017, used a July 6, 2026, CNBC interview to flag what he calls the largest lockup expiration in the history of U.S. capital markets. His warning centers on SpaceX, whose recently completed offering was the largest IPO ever and now sits at a $2 trillion valuation. ... Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares
Tesla's electric vehicle business appears to be turning around.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 9.2% in the morning session after Japanese self-driving startup Turing announced it started using the company's AI GPUs and received an investment from AMD's venture capital arm.
Energy prices have come down after a spike, here's two ways to play the sector now.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enterprise Company (NYSE:HPE) announced that Vultr had selected the company and NVIDIA to build Vultr’s next-generation AI data center infrastructure. Vultr is the world’s largest privately held […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 28, Firmus Technologies, an Australian AI infrastructure startup, announced an eight-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) under which Firmus will purchase NVIDIA hardware and sell NVIDIA-powered cloud services to AI companies. […]
$2.13 trillion. That is what public markets say SpaceX (NASDAQ:SPCX) is worth as of this morning, a valuation the company reached less than a month after its June IPO and just ahead of confirmed entry into the Nasdaq-100. The stock trades at $160.46 after slipping 0.95% today, but zoom out and shares are up 5.88% ... SpaceX Blew Past $2 Trillion and Is Joining the Nasdaq-100. Rocket Ship or Bubble?
This ETF uses simple filters to uncover a concentrated portfolio of high-quality stocks.
These stocks were down more than 14% at the halfway mark of the year.
Joby's valuation is getting another big lift in Monday's trading.
A stock that traded at $45 a year ago now changes hands near $1,729. That is a 3,718% gain in twelve months for SanDisk (NASDAQ:SNDK), and Axios rounded the headline to roughly 3,700%. Then in the last five sessions before July 2, the stock gave back 17%. Long-term holders have to decide whether that is ... SanDisk Ripped 3,700% in a Year. Now the Smart Money Is Quietly Cashing Out.
Costco is a great company and a reliable dividend stock, but it lacks one vital piece: value. This stock has that and more.
The telecom giant reports earnings in a few weeks.
Broadcom's Apple deal and AMD's self-driving ambitions powered the Nasdaq higher on Monday while the Dow spun its wheels.
SpaceX will be the first mega-IPO stock to join the Nasdaq-100 under its new fast-track entry rules.
A big announcement is coming tomorrow.
Biotech is having a moment, and the numbers are hard to ignore. The SPDR S&P Biotech ETF (NYSEARCA:XBI) climbed 17.27% over the trailing month ending July 1, 2026, a run that would look right at home in the AI trade. The twist: XBI owns exactly zero shares of NVIDIA (NASDAQ:NVDA), the chipmaker that has defined ... This ETF Is Up Nearly 17% in a Month and Doesn’t Own a Single Share of Nvidia
Shares of Tesla (NASDAQ:TSLA) are up 6% in midday trading to $416.50, leading a broad electric-vehicle rebound after a rough stretch for the group. Rivian, Nio, and Lucid are all trading higher alongside Tesla stock, and autonomous-vehicle ETFs are joining the move. Tesla stock’s gain caps a volatile few weeks. Tesla shares are still down ... Tesla Rises 6% on Robotaxi and Delivery Momentum, Rivian and Lucid Jump 7%, Nio Gains 5% in EV Sector Rally
Lucid will have to work hard to avoid repeating the past.
Turing added AMD Ventures as a backer, shifted 10% of AI training to AMD GPUs, and targets a 2028 launch.
These two retail stocks have generated nearly identical returns over the past five years.
Many analysts now believe ServiceNow (NYSE:NOW) is mispriced. The market’s fear that AI agents would gut enterprise workflow software looks increasingly disconnected from what the company keeps reporting. The workflow platform large enterprises use to run IT, HR, customer service, security, and CRM has been ServiceNow’s territory for a decade. Under CEO Bill McDermott, it ... ServiceNow Was the SaaS Stock AI Was Supposed to Kill. Its Numbers Say Otherwise.
The chipmaker said its product roadmap remains on track after a report claimed its next-generation AI rack had been pushed back to 2028.
Solar stocks are ripping higher in Monday trading, led by a bullish Wells Fargo note on the sector’s biggest domestic manufacturer. First Solar (NASDAQ:FSLR) shares are up 5% to $236.52, while SolarEdge Technologies (NASDAQ:SEDG) stock is the biggest mover at +8% to $56.58. Meanwhile, Canadian Solar (NASDAQ:CSIQ) shares are up 7% to $15.41, and Enphase ... First Solar Climbs 5% on Bullish Wells Fargo Note, SolarEdge Jumps 8%, Canadian Solar Gains 7%, Enphase Rises 5%
Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn’t standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground
These EV stocks recently gave their shareholders some good news, with deliveries coming in better than expected.
Bloom Energy is expanding its footprint in AI infrastructure, and the sector is booming.
NVIDIA Corporation (NASDAQ:NVDA) is one of the best long-term growth stocks to invest in now. Reuters reported on July 1 that Valar Atomics announced on Wednesday a partnership with NVIDIA Corporation (NASDAQ:NVDA) for the development of a small data center in Utah, which, according to the companies’ claims, will show how computing facilities needed for […]
OUSD could represent an existential threat to USDC.
Excitement has cooled this year around some of the biggest names in tech.
These are all giants in their realms, and their stocks are attractively valued, too.
Microsoft and Meta Platforms are down, but definitely not out.
Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
If you want in on a great stock for your next investment, join the club.
Sell-offs create opportunities, especially for these three stocks
It's the law of supply and demand.
Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?
Quantum computing stocks are speculative, pre-profit bets, well outside core-portfolio territory, on a technology that even NVIDIA (NASDAQ:NVDA) CEO Jensen Huang once suggested is likely at least 15 years away from large-scale commercialization. All three names below routinely swing in double-digit percentages on no news and trade at extreme price-to-sales multiples that have been reported ... 3 Quantum Computing Stocks to Buy in July
The Bitcoin (CRYPTO:BTC) market has spent years rewarding companies that accumulated as much cryptocurrency as possible. That strategy worked brilliantly while Bitcoin prices climbed and capital remained easy to access. But higher financing costs, growing leverage, and the emergence of preferred stock obligations are forcing some companies to rethink the rules. For Strategy (NASDAQ:MSTR), that ... Michael Saylor’s New MSTR Playbook Is Already Costing Investors: 17% of Bitcoin Sale Capacity Gone
Growth investors are increasingly rotating away from obvious names in the AI ecosystem in favor of under-the-radar opportunities.
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up
If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?
A Financial Services member’s kid, an Armed Services member’s portfolio, and 2 million Trump Accounts walk into an IPO
When hyperscalers look to grow their data centers, they often turn to Vertiv and Eaton for power and cooling solutions.
Lucid shares are down 45% so far in 2026.
AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.
These three healthcare stocks provide stability, relatively high dividend yields, and consistent growth.
One stands above the others.
Shares have sold off a fair bit in recent days, but they could hit new levels in a short time frame.
Research firm SemiAnalysis says a manufacturing problem with a key circuit board is pushing the system back more than 12 months
FEATURE Maybe the stock market just needed a long weekend to regain its confidence. Stocks were gaining in premarket Monday with technology stocks among those trading higher. Semiconductor companies were particularly prominent as the artificial-intelligence trade regained momentum.
One is executing at a record price, the other is doubted and discounted -- and the doubted one reports this week.
If your ETF tracks this index, it will buy shares of SpaceX.
Both of these companies are mature, having completed their IPOs in 2021.
Pre-Market Stock Futures: Futures are trading mixed as we get ready to start the first full week of trading for the third quarter, as traders and investors return from the long 4th of July holiday. With second-quarter earnings starting this week, and with all of the major indices trading at or near all-time highs, you ... Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More
Bank of America just dropped its highest-conviction stock picks for Q3 2026, and four names on the list combine serious dividend income with double-digit upside targets that caught our attention. Here is what the analysts are betting on before summer ends.
Hon Hai beat revenue estimates as AI-related products offset softer consumer electronics and computing demand.
These stocks all declined by more than 35% through the first six months of 2026.
SpaceX has taken the market by storm, with everyone trying to figure out a fair value for the stock.
A stock can look cheap on every metric and still trap investors for years, just as a battered chart can keep sliding long after it screams oversold. The stocks worth owning sit where both conditions collide, and three names are sitting there right now.
There are plenty of different themes to invest in in the semiconductor sector, and three of them came to the fore in June.
Investors have come to appreciate this dominant retail enterprise.
Asian stock markets churned on Monday after media reports that US-based chip colossus Nvidia (NVDA)
History also says there's an ideal strategy for keeping your investments safe right now.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking. The expanded HPE Networking portfolio is meant to help ScanSource connect networking and […]
Artificial Intelligence Drives Better-Than-Expected SalesFoxconn, officially known as Hon Hai Precision Industry (USOTC:FXCOF), reported a sharp increase in second-quarter revenue as strong demand for artificial intelligence infrastructure continued to fuel growth, although the company warned that geopolitical uncertainty remains a key risk. The world’s largest contract electronics manufacturer generated revenue of T$2.
When things seem too perfect on Wall Street, history shows they often are.
SpaceX is joining the widely followed Nasdaq-100 Index, and that could provide a short-term jolt to its shares.
The weight-loss market is crowded, but this company's lead drug candidate has several key advantages.
Redwire shareholders have been enduring a brutal stretch of trading.
Goldman Sachs has flagged gold as overcrowded, leaving retirees who depend on safe-haven exposure with a real problem to solve. Three equities answer that problem from very different angles, and the ranking may surprise you.
The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader
Trump's investment accounts sold Palantir and bought Western Digital in the first quarter.
The cybersecurity company just underwent a 4-for-1 stock split.
Seemingly good news didn't boost the stock as one might have expected. Just don't read too much into the market's response.
This big pharma stock looks attractive for income investors -- but it comes with some risk.
(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears
This high-growth stock is a buy on the dip.
These three are all excellent candidates for buying the dip in cryptocurrency.
Which of these energy stocks is a better buy today?
This upside catalyst for Elon Musk's artificial intelligence and space infrastructure giant has completely flown under the radar.
Lilly offers investors safety and growth.
This run by Sandisk stock is hard to believe.
Warsh is intent on implementing major changes at the Fed.
Five reports over two weeks will tell investors whether the rally has the earnings to back it up.
So far, the results haven't lived up to the hype.
The Taiwanese company said it is monitoring “the impact of the volatile global political and economic situation,” without elaborating.
(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.’s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E
The stock offers a high yield, but it comes with risks.
The AI leader's stock is a buy, according to a respected Wall Street analyst.
Palantir Technologies Inc. (NASDAQ:PLTR) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional investor in the company, holding 8.67% or 188.99 million of outstanding shares, as per the filings on March 31. On June 29, Palantir Technologies Inc. (NASDAQ:PLTR) shared that the company has entered into a strategic […]
As these companies try to solve a new AI bottleneck, their stock prices keep climbing.
NVIDIA Corp. (NASDAQ:NVDA) is one of BlackRock’s 30 most important AI stocks right now. On June 29, the company shared that Anthropic’s Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly available. It provides Azure-native businesses a robust new way to develop domain-specific and […]
The upgrade's argument is simple: the earnings finally caught up to the price.
The debate over a possible Tesla-SpaceX merger is getting harder to ignore.
When tech wobbled, nervous money bought burgers. Here's what gives -- and whether shares look attractive today.
Shares of South Korea's SK Hynix will list on the Nasdaq and are expected to start trading on Friday.
You can't buy what may be the fall's biggest IPO yet. But two familiar publicly traded megacaps bought in years ago.
NVIDIA Corporation (NASDAQ:NVDA) is one of the top AI Stocks to buy according to billionaire Philippe Laffont. On June 29, Bit Origin, an emerging AI computing infrastructure company, announced an agreement to the acquire about $11 million worth of NVIDIA Corp (NASDAQ:NVDA)’s Blackwell B300 AI infrastructure assets. The Singapore-based company will fund the purchase with […]
Microsoft Corporation (NASDAQ:MSFT) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Microsoft Corp (NASDAQ: MSFT) confirmed the general availability of Anthropic’s Claude models in Foundry. Organizations can now run Claude within their Azure environments while leveraging Microsoft authentication, billing, and governance controls. Claude Models in Microsoft […]
The popular brokerage is embracing decentralized finance and agentic AI.
The company recently wowed investors with clinical trial results.
One stock market metric is sounding the alarm.
Slow and steady wins the race.
SpaceX completed a record IPO about three weeks ago.
Netflix reports earnings July 16, and these three overlooked metrics could reveal whether its next phase of growth is just beginning.
The soaring demand for electricity will drive Vistra's stock higher.
Analysts believe that this AI software specialist is poised for solid gains over the coming year, but can it indeed deliver?
As the old adage goes, nothing lasts forever.
Nvidia's stock tends to outperform in times just like this.
SpaceX has powerful growth catalysts, but its current valuation means investors need to think carefully about what the stock already prices in.
Despite strong earnings, both stocks are down for the year.
A photo finish in market value -- and a chasm in everything underneath it.
Nvidia's revenue-sharing program trades GPU compute for a cut of AI startups' future sales, deepening its ecosystem grip.
Surging demand for memory and rising prices are pushing Micron's sales and earnings higher.
One seasoned Wall Street expert is very bearish on SpaceX and the stock market in general.
Two stocks that have fallen out of favor and one hot stock that was one of Thursday's biggest losers were on the Ark Invest founder's shopping list.
After a stellar performance, investors are trying to figure out if this popular exchange-traded fund is worthy of their capital.
Oklo's June pullback is a reminder of the volatility in shares of young companies.
Wall Street is on the doorstep of making dubious history.
NVIDIA stock has delivered an exceptionally strong run over the past five years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the earnings multiples currently point to the shares trading at a discount, which sets up a clear valuation tension for investors to weigh. Over five years, NVIDIA has returned about 875%, which puts a lot of past gains on the table and makes the current discount argument especially important to scrutinize. The key catalyst for the valuation...
Let's assess Amazon stock as it falls into correction territory.
This growing beverage chain has all the ingredients of a long-term winner.
Meta Platform's entry into the compute-as-a-service business could have big implications for CoreWeave.
Don't ignore these yellow flags in the stock market.
These top tech stocks have driven market performance in recent years.
Digital dollars lost momentum years ago; the real competition for crypto stocks is traditional finance, not government on-chain money.
This big biotech stock doesn't get the hype that SpaceX does. But it could be the smarter bet right now.
Investors have a rare opportunity to buy Netflix stock at a discount to the broader market.
Massive AI-driven demand for memory chips could persist for several years.
OpenAI filed for an IPO this June.
These high-yielding stocks are perfect for long-term dividend investors.
It's already climbing back.
Strong productivity gains from AI -- and lower inflation -- could be good news for these Vanguard ETFs.
An acquisition made in early 2022 reshaped the digital bank's operations.
These stocks all have massive long-term opportunities.
Taiwan's Foxconn, the world's largest contract electronics maker, reported a 39.8% year-on-year rise in second-quarter revenue that beat market forecasts on strong demand for AI products, though it cautioned about "volatile" global politics. Revenue for Nvidia's biggest server maker and Apple's top iPhone assembler jumped to T$2.513 trillion ($78.71 billion) in the April-June quarter, Foxconn said in a statement on Sunday. Strong AI demand led to robust revenue growth for its cloud and net
Should you go all-in on small-cap stocks, or diversify? This Vanguard ETF could be the best choice.
AMD is hosting an artificial intelligence (AI) summit between July 22 and 23.
All three of these rare-earth metal stocks are set to benefit from reshoring, so the real question is how much risk are you willing to take?
Inclusion in the Nasdaq-100 is a big milestone for SpaceX, which recently went public.
The Latin American commerce giant is facing margin pressure, but this is simply due to its long-term thinking.
The market's most valuable company now trades at a discount to a soda maker.
The electric vehicle maker just raised its full-year outlook -- and the hard part starts now.
NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to accelerate physical AI adoption in real world environments. NVIDIA will become a strategic investor in Verkada and work on AI search and safety applications for buildings and other physical spaces. The company also appointed former Microsoft executive Nicholas Parker as EVP, Worldwide Field Operations, signaling a change in its go to market leadership. NVIDIA enters this news cycle with its stock at $194.83 and very large...
Investors can still find worthy opportunities in today's frothy market environment.
This Dividend King belongs in the portfolios of dividend-seeking investors.
Be careful before bucking the bearish trend.
The worst-performing "Magnificent Seven" stock of 2026 owns about a quarter of one of the biggest IPOs in the pipeline.
A stock split could increase the demand for Micron stock among retail investors.
The bulls will view the latest development as a positive move that expands management's ability to respond to changing market conditions.
Procter & Gamble (NYSE:PG) and Colgate-Palmolive (NYSE:CL) both posted top and bottom line beats in their most recent quarters. PG’s fiscal Q3 2026 leaned on Beauty and broad regional strength. Colgate’s Q1 2026 leaned on Latin America and Hill’s Pet. Same shelf, very different engines. Beauty Powers P&G. Latin America Powers Colgate. P&G’s headline was ... Procter & Gamble vs Colgate-Palmolive: Two Consumer Giants, Two Strategies, One Invests, Other Optimizes
The slump in oil prices has made this oil stock a no-brainer buy right now.
This under-the-radar company doesn't get the recognition that semiconductor specialists receive -- but it certainly should.
Eli Lilly (NYSE:LLY) and Johnson & Johnson (NYSE:JNJ) just reported Q1 2026 results that read like two different playbooks for winning in healthcare. Lilly is riding a GLP-1 wave. JNJ is proving that a wide, refreshed portfolio can still compound. Both raised guidance and both are worth putting side by side right now. GLP-1 Fireworks ... Dividend King vs. Growth Giant: Johnson & Johnson Takes on Eli Lilly
Despite a fantastic 711% trailing-10-year return, Netflix shares are currently 45% off their peak.
SpaceX has been a rocket, but rockets can explode.
Micron stock has more than tripled so far in 2026, and recently became a member of the trillion-dollar club.
Most investors are unaware of this stock, which is up 30% year to date.
Many investors are still heavily invested in the S&P 500 and tech stocks. It's time to begin looking beyond these two options.
AMD has delivered impressive gains to investors in 2026, but its momentum has weakened over the past month.
Anthropic will likely start trading in the coming months.
Consider the potential risk and reward of SpaceX stock heading into earnings season.
Nvidia could have a monster second half of 2026.
The technology company is priced for growth ... but can it grow enough?
Is there still upside for stock investors?
The company has already signed long-term customer agreements worth $100 billiion in cumulative revenue.
SpaceX stock may only be worth $63 per share, according to one report.
AI data center pick-and-shovel stocks continue to outperform the market.
U.S. stocks have been delivering big returns since 2023. Valuations suggest investors might want to prepare for potential changes in conditions.
History says the Nasdaq Composite could skyrocket.
A new CEO, a record war chest, and a first year that already looks different.
SpaceX's stock has been volatile in the weeks following its IPO.
A memory maker is minting cash faster than it knows what to do with. Where does it go next?
Analysts are expecting a lot from the biggest companies in the market over the next five years.
Right now is a smart time to make sure you're investing in the right places.
That amount would get an investor fewer than 10 shares.
It was very far from being a lemon of a company.
A suitor is apparently willing to pay more than $10 billion to acquire the storied building-materials company.
How does a company crush its own sales target and get punished for it?
These three under-the-radar dividend stocks are boosting shareholder payouts and could be compelling buys for income investors this July.
MicroLED manufacturer nabs Nvidia director to drive AI data center push SDxCentral
In a move to support artificial intelligence (AI) startups, Nvidia Corp. has introduced a new initiative that provides access to high-performance computing infrastructure through a revenue-sharing and credit-support model. The Jensen Huang-led company announced on Wednesday that the AI cloud...
Ford has been around for over a century, proof that its durability shouldn't be questioned.
Its June delivery tally was higher on both a year-over-year and a monthly basis.
Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose […]
One of the company's bulls issued a glowing update on its prospects.
Income investors will gravitate to this beverage giant.
BWX Technologies is still a best in breed play on the nuclear market.
Rivian and Lucid are both fighting an uphill battle, but Rivian appears to have a far better strategy for winning.
Both are great portfolio diversifiers.
Two giants are separated by a gap that a single earnings report could close.
Brookfield stock has returned very large gains of around 117.7% over the past three years, yet its shares now screen as expensive on broader valuation checks. This creates a clear tension between past returns and what the current price may be baking in. Around 117.7% three year returns suggest Brookfield has rewarded investors willing to hold through recent years. This raises the bar for what the current price may already reflect. Brookfield's push into AI focused infrastructure, including...
Lockheed Martin is a durable dividend growth stock that may be just what the doctor ordered for tech-heavy portfolios.
Like its hyperscaler peers, the social media juggernaut is sparing no expense to become a leader in artificial intelligence.
After a strong performance in May, this quantum computing leader's stock headed in the other direction -- and for no apparent reason.
Investors who chase these two hot AI stocks today are taking on some massive risks.
The leading cruise line operator is poised to be a winner in the coming years.
So far, this stock has taken investors on a bit of a roller-coaster ride.
The insurance stock is quietly charging higher in 2026.
Exxon doesn't need higher oil prices to win.
Bloom Energy has become an unexpected leader in AI energy. Despite a momentous run, the stock could just be getting started.
NVIDIA (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike. NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels supplier ... NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.
The company was affected by events beyond its control last month.
With shares still 96% off their peak, investors are wondering if the innovative fitness enterprise has a brighter future.
This AI chipmaker and cloud services provider has a bright future.
The mREIT's massive dividend could get squeezed by higher interest rates.
DELL's ISG is powering growth as AI server demand, a $51.3B backlog and infrastructure refresh cycle reinforce its fiscal 2027 outlook.
When a stock and the analysts covering it disagree this sharply, one of them is about to be wrong.
Retirement changes the arithmetic of investing. When earned income disappears, portfolio cash flow has to replace it, and the timing matters as much as the total. A stock that pays once a year forces retirees to budget around a single deposit; a monthly payer aligns with mortgages, utilities, groceries, and insurance premiums that arrive on ... How Retirees Can Turn $100,000 Into Steady Monthly Income With This Dividend Stock
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation
Finding stocks you can comfortably buy and hold for two decades isn't easy.
Micron just reported blowout earnings, but there's one detail from the report investors should not overlook.
Advanced Micro Devices (NASDAQ:AMD) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in. Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a ... Up 140% YTD, Three Catalysts Will Take AMD to New Highs In 2026
The best reason to buy energy and utilities stocks might not be what you expected.
Colgate-Palmolive has risen more than 16% this year while also increasing its dividend.
Nvidia's stock has struggled over the past month.
Tesla’s (NASDAQ:TSLA) blowout Q2 delivery report is a legitimate win for the bulls. However, I’d argue that this beat does not settle the bigger debate around the stock. What is this debate, you might ask? Well, there’s a near-term and long-term view of how Tesla’s sales and deliveries have grown (or not) over time, and ... Elon Musk Has Mojo Back, As Tesla Deliveries Skyrocket
Robinhood keeps an updated list of its 10-most owned stocks on the platform.
Michael Saylor has never been short on confidence when it comes to Strategy's standing in financial markets. His latest post on X took that a step further, with a pointed rhetorical question and a chart to answer it. "Which stock is MoST inteResting?" Saylor wrote in the post, the deliberate ...
My Coca-Cola (NYSE:KO) call is straightforward. After a 21.97% year-to-date run that has pushed shares to their 52-week high of $84.14, momentum, fundamentals, and defensive positioning all point higher. Our 24/7 Wall St. price target for Coca-Cola is $91.13, implying 8.31% upside over the next 12 months. The recommendation is buy with high confidence at ... Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
Central bank independence is critical to economic growth and healthy financial markets.
While these stocks operate in an industry known for razor-thin margins, software innovations are showing savvy investors how that could drastically change going forward.
Walmart (NYSE:WMT) has quietly built one of the most convincing defensive setups in the market. With consumer sentiment at recessionary levels and grocery spending still climbing, the world’s largest retailer is executing across omnichannel, advertising, and membership at the same time. Our proprietary model sees room for the stock to keep grinding higher over the ... Walmart’s Defensive Appeal and 89% Analyst Support Point to 17% Upside
Rivian executives sold millions in shares last month, and Reddit is convinced the stock is cooked. But the actual SEC filings point to a very different conclusion about who is truly betting on RIVN right now.
A special dividend is a nice shareholder reward, but that's not the main reason to invest in Costco.
NuScale Power is falling sharply. Should investors buy the dip?
After a punishing year for shareholders, Nike (NYSE:NKE) finally looks interesting again. Shares closed at $41.05 on June 30, 2026, sitting a hair above the 52-week low of $40. Our 24/7 Wall St. price target for Nike is $51.21, implying 24.76% upside over the next 12 months. Our recommendation is buy with a 90% confidence ... Prediction: Nike Stock Set for 25% Rebound After Brutal Year
Shares of Palantir (NASDAQ:PLTR) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ... Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
Lucid announced a new executive team with a turnaround plan.
The monthly dividend company offers reliable passive income.
Bill Miller beat the market for 15 straight years by betting on misunderstood companies when everyone else ran scared. Three stocks carry that same contrarian DNA, but only one of them belongs anywhere near a retirement portfolio.
Sandisk spun off from Western Digital in February 2025.
Coinbase (NASDAQ:COIN) and Strategy (NASDAQ:MSTR) both reported Q1 2026 results into a brutal crypto tape. Coinbase runs a fee-based crypto exchange with a growing subscription layer. Strategy is a leveraged bitcoin treasury wrapped around a shrinking software business. Same macro, very different machines. Exchange Fees Cushion Coinbase. Bitcoin Marks Break Strategy. Coinbase posted revenue of ... COIN Vs. MSTR: Buy Coinbase for Pure Exchange Fees and Structural Infrastructure Moats
SpaceX's stock has faced some selling pressure -- and it could get worse.
Wall Street is drooling over Hewlett Packard Enterprise (NYSE:HPE) because the Juniper Networks deal detonated a 148.2% Networking revenue surge in the most recent quarter and management just yanked FY26 EPS guidance to $3.35 to $3.45 from a prior $2.25 to $2.45. But here’s what you should actually be watching. The HPE Story Is a ... Forget Hewlett Packard Enterprise: 1 Dividend-Rich Tech Giant to Buy Hand Over Fist on the Structural Pivot
Cincinnati Financial (NASDAQ:CINF) just sent another quarterly check to shareholders, extending one of the most remarkable streaks in American business. The Ohio-based property and casualty insurer declared a quarterly cash dividend of 94 cents per share, payable July 15, to shareholders of record as of June 23. That payout represents an 8% increase over the ... This 65-Year Dividend Streak Nearly Broke. Here Is Why It Keeps Rising
Investors are growing more optimistic over the company's pipeline and the initiation of a Phase 1 trial with a new drug.
Micron stock hit a new all-time high last month, but it's seen a significant pullback in subsequent trading.
Investor portfolios can become more diversified with the addition of dividend stocks.
The space stock has surged 432% over the last year, but has experienced serious volatility along the way.
Gold is up big and the trade is getting crowded, but piling in now may be the worst move a retiree makes. Three alternatives ranked by the criteria retirement portfolios actually demand could offer a smarter path to hard-asset protection.
Investors want to own a proven winner, but it's wise to understand this company's current financial situation.
Tesla (NASDAQ:TSLA) shares have staged a sharp rebound heading into the Q2 delivery release, and my proprietary model now pegs the stock right on top of fair value. Tesla closed at $425.30 on July 1, 2026, after a 13.25% rally over the past week. My 24/7 Wall St. price target for Tesla is $436.34, implying ... Tesla’s 13% Rally Sets Up a Balanced Risk Reward Ahead of Q2 Delivery Numbers
These four under-the-radar stocks are built to benefit from powerful secular trends that could reward patient, long-term investors.
The GPU leader is still a top stock to own in the tech space.
Prime Day data shows that Amazon continues to roll on.
Atlassian is proving that software companies can thrive in the age of artificial intelligence.
Outsize risk-taking by investors is one of Wall Street's biggest and most accurate red flags.
Some of America's largest growth stocks struggled during the first half of 2026.
Palantir's recent share price decline illustrates that strong execution and poor stock performance can coexist. In fact, it happens quite often.
The massive retailer has evolved in ways that strengthen its position in the industry.
It tapped a higher education veteran for the new campus it's set to open in 2027.
Is The Street being too optimistic?
Bitdeer Technologies Group (NasdaqCM:BTDR) has signed a major colocation lease for its Tydal, Norway AI data center. The facility is planned as one of Europe's largest AI data centers by installed capacity and is designed for Nvidia's Vera Rubin platform. The agreement marks a key step in Bitdeer's move from Bitcoin mining toward a focused hyperscale AI infrastructure business. Bitdeer Technologies Group is moving deeper into AI infrastructure, with the new colocation lease in Tydal putting...
Investors sanctioned Apple stock after the news.
As it rose to become one of the world's most valuable companies, Tesla has generated substantial wealth for early shareholders.
The Schwab U.S. Dividend Equity ETF is anything but boring.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
An ongoing trend of decelerating revenue growth rates is not a good look for Zscaler during the AI boom.
Some of America's largest growth stocks are down this year, but a recovery might be on the way.
The S&P 500 index's trailing 10-year total return of 325% has resulted in what some believe is a frothy market environment.
The EV race is about more than vehicle sales.
Sandisk could stay on its monster run to finish 2026.
A look at the numbers shows that the stock could remain volatile for the foreseeable future. Here's what that means for you.
A key signal in AI optical interconnects! NVIDIA's top technologist jumps ship—will VCSEL-based CPO reshape the landscape? 富途牛牛
The tech giant may have a solution to its memory problem.
Banks are an economic necessity, and they can provide a reliable income stream for dividend investors if you pick the right ones.
The cybersecurity leader's shares just got about 75% cheaper -- sort of.
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 8.6% in the afternoon session after AI-linked stocks pulled back amid fears that AI-driven chip demand may be cooling.
An analyst initiated coverage of the adtech company on Monday.
These international stock ETFs from iShares and Vanguard are very different once you look under the surface.
In this month’s Mailbag, Fools write in about market caps, parenting, AI, adding to winning investments, and what can happen when decades of patient investing quietly compound into opportunities to help others.
There are much better ways to spend $5.
OpenAI is trying to avoid a volatile IPO. It probably won't succeed.
A key signal in AI optical interconnects! NVIDIA's top technologist jumps ship—will VCSEL-based CPO reshape the landscape? Moomoo
Two iShares ETFs offer different ways to invest in Russell 2000 small caps.
Why did StubHub stock surge 30.5% in June? The answer involves earnings, festivals, and the world's biggest soccer tournament.
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.7% in the morning session after DA Davidson upgraded the software company to Buy from Neutral and a series of positive operational developments.
Don't wait until they recover.
SpaceX recently completed the largest IPO in history and is currently valued at over $2 trillion.
Super Micro Computer has written an open letter to reassure customers after two employees were detained in Taiwan as part of an investigation into alleged smuggling of Nvidia chips to China. In an open letter to customers and partners, Super Micro said it is not a target of the Taiwanese investigation and it has been assisting authorities for several months. The company confirmed that four of its employees were detained for questioning on Monday over the sale of its products to a technology
Oklo and Plug Power could be potential multibaggers.
The automotive tech provider was one of the few beneficiaries of higher gas prices.
The latest trading day saw Nvidia (NVDA) settling at $194.83, representing a -1.39% change from its previous close.
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-accelerated infrastructure to create a unified, multivendor foundation for autonomous network operations. This integration enables enhanced performance, anomaly detection, and optimization, providing a cloud-native platform designed to support […]
Tuesday will be a big day for SpaceX and its shareholders.
The cloud leader is seeing booming demand for its custom AI chips.
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks. TheFly reported on June 29 that Bit Origin Ltd. (BTOG) announced the purchase of approximately $11 million worth of NVDA Blackwell B300 AI infrastructure assets. The acquisition […]
The cancer test maker still has a bright future.
Don't panic; do this instead.
Tesla reported 2026 electric vehicle deliveries that came in ahead of consensus estimates.
Nvidia is stepping into a financier role with its new revenue share agreements.
Companies in the AI sector haven't been surefire winners for investors in 2026.
I do not want investors to worry about the selloff in AI and data center-related stocks that commenced in late June. If you decided to sell the AI and data center stocks, you literally have nowhere to go, since spectacular returns are forecasted. As an example, Micron Technology now ...
Perspectives on SpaceX stock will likely change once the IPO hype dies down.
Franklin Covey's latest quarterly results and forward guidance disappointed investors.
Micron shattered expectations with its latest earnings report and could shatter future projections, too.
Shares of Ford (NYSE:F) are down 2% to $13 in Thursday midday trading, putting the stock on track for a fourth straight down day. The catalyst is a soft Q2 U.S. sales report, and the slide has investors asking whether the money would be better parked in a Detroit rival. Both General Motors (NYSE:GM) and ... Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?
Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.
Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Palantir Technologies (PLTR) getting an upgrade to Buy from D.A. Davidson analysts, Rivian (RIVN) lifting its full-year outlook on EV deliveries, and Robinhood Markets (HOOD) expanding its product offerings for investors.
CNBC’s Oliver Renick spent part of his July 2 segment on a tension defining SpaceX (NASDAQ:SPCX) trading. A Daiwa Securities analyst opened Thursday labeling the stock’s valuation “catastrophic”. Options desks spent the same morning buying calls. Shares are up roughly 9% off recent lows after a three-day bounce, closing at $157.54 on July 1 and ... An Analyst Called SpaceX’s Valuation ‘Catastrophic.’ Options Traders Are Betting the Other Way
Analysts say technology companies are generating record cash flows. More aggressive buybacks from companies such as Nvidia and Apple could provide another tailwind for investors.
The upstart satellite provider is going to face increased competition from SpaceX.
While it's pulling back slightly today, this critical minerals stock is poised to post a gain for the week.
These companies are taking very different routes toward embedding themselves in our day-to-day lives.
Mark Zuckerberg just dodged a bullet. Zuckerberg, whom speculators give 32% odds of becoming the next trillionaire, came eerily close to steering Meta Platforms (NASDAQ:META) into one of the most legally and ethically fraught corners of consumer tech. According to NPR reporting from June 30, Zuckerberg personally floated an acquisition of prediction market platform Kalshi. ... Mark Zuckerberg Almost Made a Disastrous Acquisition. Walking Away From Kalshi May Have Been His Best Bet of 2026.
Playing the long game is likely to work in MercadoLibre's favor.
The ideal buy-and-hold ETF should invest in stocks, be broadly diversified, and offer ultra-low fees. This ETF checks all the boxes.
Nvidia's Optical Interconnect Executive Defects to ams OSRAM, VCSEL CPO Route Directly Challenges Silicon Photonics Dominance finance.biggo.com
This matchup is a battle between tech royalty. It's hard to go wrong with either, but there is a winner here.
Our 24/7 Wall St. Price Target for Apple (NASDAQ:AAPL) is $336.98 over the next 12 months, pointing to 9.4% upside from the current $308.30. We rate shares a BUY with high (90%) confidence. A foldable iPhone is a real positive catalyst, and we treat $400 as a 2029 to 2030 story on realistic timing. 24/7 ... Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400?
Jefferies Senior Internet Analyst Brent Thill recently appeared on a CNBC Squawk Box segment to argue that Meta Platforms (NASDAQ:META) is making the right strategic move by entering the enterprise AI infrastructure market, even if it’s arriving years after established competitors. Meta’s planning to launch a cloud infrastructure business selling excess AI computing capacity, sending ... Senior Analyst: Meta Is Chasing A $2 Trillion AI Compute Opportunity, But It’s Years Behind
The stocks listed here are all heavily involved with tech and have benefited from opportunities related to artificial intelligence.
NVIDIA unlocks AI compute at scale with Vera Rubin as Michael Burry discloses fresh short bets against NVDA stock.
The WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) pays a trailing yield of roughly 1.28%, which sounds thin for something with “Dividend” in its name and downright embarrassing next to the 3%-plus yields on traditional income ETFs. And yet DGRW keeps pulling in serious institutional capital. PNC, Bank of America, and Ameriprise all lifted their ... This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?
It's best to leave SpaceX stock alone for now.
Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. ... Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
Meta Platforms (NASDAQ:META | META Price Prediction) is the AI story hiding in plain sight. The stock trades at $612.91, down 6.99% year to date, while the underlying business just posted 33% revenue growth and a 41% operating margin. Mark Zuckerberg told investors “we are on track to build a leading lab” after releasing Muse ... Price Prediction: Meta Stock Will Hit $900 on This Date
Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (
The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as anyone holding JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) through 2026 can tell you, is that not all covered-call funds behave the same when the market runs. JEPI, Goldman Sachs S&P 500 Premium Income ETF (NASDAQ:GPIX), ... ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying
Nvidia Unlocks New Recurring Revenue Stream Through AI Factory Deals
As BYD focuses on damage control in its domestic Chinese market -- as well as boosting overseas sales -- investors have an opportunity with the stock down over the past year.
The AI and data mining specialist is getting some much-needed respect.
Sony is moving on from physical game discs soon, and that's a bigger deal than you might think.
Morgan Stanley (NYSE:MS) and JPMorgan Chase (NYSE:JPM) both posted Q1 2026 results that showcased strength, yet the businesses behind those numbers look nothing alike. Morgan Stanley leaned on advisory fees and wealth flows. JPMorgan flexed a universal-bank engine touching cards, payments, and trading. Each firm’s core revenue engine now sits in a distinctly different part ... Morgan Stanley Vs. JPMorgan: Which Big Bank Is the Better Buy This Year
Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the same stretch. That is a wide gap between dividend aristocrats and enterprise software. SDY, the plain-vanilla index of companies that have raised dividends ... Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF
SpaceX now has over $100 billion in capital to deploy.
When a former Dividend Aristocrat slashes its payout, the market’s memory is long. But four years on, AT&T (NYSE:T) has built a cash flow machine that, in my view, makes its current distribution one of the safer high yields in the large-cap universe. With shares trading at a sub-8x forward earnings multiple and a yield ... This Cash-Rich Telecom Anchor Is an Unbeatable Haven for Retirees
Shares of Tesla (NASDAQ:TSLA) are down 7% in morning trading to $395.86, even after the electric vehicle (EV) maker posted a blowout Q2 2026 delivery report that easily cleared Wall Street expectations. It’s a textbook sell-the-news reaction after a hot pre-report run. Nio (NYSE:NIO) stock is slipping alongside it, down 2% to $4.87 after Nio’s ... Tesla Drops 7% Despite Blowout Q2 Delivery Beat, Nio Slips After Its Own Delivery Update
CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?
I keep hitting the buy button on Apple (NASDAQ:AAPL), and I stopped apologizing for it a long time ago. Every time a fresh paycheck lands, or a dividend clears, or the stock takes a breather, I add. This is the position in my brokerage account that I plan to hand down for the long term. ... One Tech Stock to Buy and Hold For The Next Decade
Realty Income is forming another data center investment partnership.
The company's proposed new business line could require costly capital outlays.
[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global AI Orchestration Platform Market size & share revenue was valued at approximately USD 9.81 Billion in 2025 and is expected to reach USD 11.80 Billion in 2026 and is expected to reach around USD 72.45 Billion by 2035, at a CAGR of 22.13% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Microsoft, Google C
My Amazon (NASDAQ:AMZN) call is straightforward. The 24/7 Wall St. price target for Amazon is $323.43 by July 2, 2027, and my base-case path has the stock crossing $300 for the first time around April 2, 2027 at a modeled $301.86. From a current price of $241.70, that is roughly 33.81% of upside. My recommendation ... Amazon Price Prediction: The Stock Will Trade at $300 on This Date
This cryptocurrency stock is poised to end the shortened trading week on a high note.
Nvidia announced partnerships with Sharon AI and Firmus. Nvidia stock has been dogged by concerns about “circular financing.”
Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.
Palantir stock extended gains on Thursay after an upgrade at DA Davidson.
Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the BioNeMo Agent Toolkit for life sciences, the Halos safety stack for robotics, and multiple new collaborations spanning Palantir, Firmus, CIQ, Verkada, and others. Together, these initiatives extend Nvidia’s role from chip supplier to core AI infrastructure partner across government, healthcare, clean energy, robotics, and security workloads built on its accelerated...
It’s official, Meta Platforms (NASDAQ:META) is getting into the business of selling extra AI compute to others. The big news sent shares of the social-media and AI fast-mover up close to 9% in a single session of trade. While shares were incredibly cheap going into the session, the news shouldn’t have come as such a ... Why Meta Can Outmuscle its Hyperscaler Peers in the Great AI Buildout
Robinhood‘s (NASDAQ:HOOD) shares are up 6% to $115 and change in early trading Thursday, leading a broad bounce across cryptocurrency-linked equities. The rally follows a wave of bullish analyst initiations, reportedly including a new Buy rating from BTIG. Peers are joining the move. Coinbase (NASDAQ:COIN) shares are up 5% to approximately $167.50, while Strategy (NASDAQ:MSTR) ... Robinhood Jumps 6% on Bullish Analyst Initiations as Coinbase, Strategy Ride a Crypto-Stock Bounce
Some of Wall Street's top investment firms think this AI stock is poised to keep soaring.
Nvidia signed revenue-sharing and credit-support deals with AI cloud companies.
After eight years with Webush securities and 25 years as a top Wall Street technology analyst, Dan Ives announced Thursday plans to move on. Well known as a colorful commentator and a longtime Tesla bull, Ives aims to launch what he described as a "modern merchant bank," aimed at combining research, advisory, capital raising and investing under one roof, the analyst told CNBC. On Tuesday, Ives wrapped up his term at Wedbush by initiating coverage of SpaceX with an outperform rating and $190 pr
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Bank of America and Wells Fargo both crushed Q1 2026 and are showering shareholders with buybacks and dividends, but for a retiree choosing between them right now, one has a hidden catalyst the other simply cannot match.
Shares of Rivian Automotive (NASDAQ:RIVN) are up 11% in early trading Thursday to $19 and change, standing out as the clear leader among electric vehicle names on July 2. The move follows the company’s release of Q2 2026 production and delivery figures before the open, handing Rivian its first genuine company-specific catalyst in weeks. For ... Rivian Is Up 11% Today: Is It Outperforming Other EV Stocks Like Tesla and Lucid?
Dell Technologies (NYSE:DELL) released peer reviewed research on sleep and eye health outcomes for users of Dell XPS laptops with Eyesafe Display and Eyesafe IQ. The study reported measurable improvements in sleep quality, eye comfort, and productivity among evening users, with Eyesafe IQ delivering the strongest effects. In parallel, Dell introduced new AI infrastructure products, including the PowerEdge XE8812 server built around advanced NVIDIA technology for intensive workloads. Dell...
The chipmaker will earn a share of cloud revenue from partners, with two data center operators named as its first participants
Forget Nvidia. The AI memory boom is creating massive winners, and this soaring ETF could be on track for a stock split before the year is over.
Both are benefiting from surging demand for data center memory.
A Bloomberg TV segment on July 1, 2026 with anchor Romaine Bostick surfaced a striking data point from President Trump’s latest financial disclosure filed with the Office of Government Ethics: the president reported more than $1.4 billion in crypto earnings in 2025. As Bloomberg’s reporter noted on air, “More than 1.2 billion in crypto earnings, ... Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere
The once-booming fintech stock currently trades 44% below its record.
The Vanguard Value ETF (NYSEARCA:VTV) has turned into one of the best large-cap stories of 2026, trading near $218 with a 16% year-to-date gain and a 27% advance over the past year. That run rests on a narrow set of legs: a healthcare snapback led by UnitedHealth, a financial-sector grind led by JPMorgan, and energy ... VTV’s Next 12 Months Hinge on One Fed Inflation Signal: Here’s What to Watch
Dividend investors entering July 2026 have a rare setup: Three of the market’s most reliable income stocks all delivered beat-and-raise first-quarter reports, all hiked their payouts in the past 12 months and all three are riding meaningful momentum into the back half of the year. The thesis is simple. When defensive cash-flow machines start outperforming, ... 3 Dividend Stocks to Buy Hand Over Fist in July
Finland's IQM Quantum Computers will start trading on Thursday as more quantum computing stocks go public via SPAC mergers.
Quantum computing stocks are posting four-digit revenue growth rates, and the hype feels impossible to argue with until you remember that 3D Systems, Tilray, and Cisco all looked just as unstoppable right before they collapsed.
Passive income is characterized by its ability to generate revenue without requiring the earner’s continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence. The more passive income can help cover rising costs, such as mortgages, insurance, taxes, and other expenses, the easier it ... 5 Underperforming Dividend Kings Offer Big Passive Income and Huge Total Return Potential
Super Micro Computer has written an open letter to reassure customers after two employees were detained in Taiwan as part of an investigation into alleged smuggling of Nvidia chips to China. In an open letter to customers and partners, Super Micro said it is not a target of the Taiwanese investigation and it has been assisting authorities for several months. The company confirmed that four of its employees were detained for questioning on Monday over the sale of its products to a technology
The stock has soared more than 220% in three years.
It's already bouncing back.
McDonald’s (NYSE:MCD) just paid its latest quarterly dividend of $1.86 per share on June 16, extending one of the most reliable income streams in the Dow. Yet the same company sending checks to shareholders is presiding over a franchisee system buckling under inflation, tariff disruption and the weakest consumer sentiment reading in years. Both stories ... Despite Franchisees Struggling, McDonald’s Dividend Keeps Rising
The iShares Russell 1000 Value ETF is beating the S&P 500.
The market is due for a big rally, and these three could lead it.
VCSEL or Silicon Photonics? Key NVIDIA Talent in Optical Interconnects Departs for ams OSRAM, Potentially Reshaping the CPO Landscape 富途牛牛
This memory chipmaker has more growth ahead.
It just announced a favorable new agreement.
Momentum can work in the near term, but fundamentals matter over the long term.
Analysts have given Alnylam Pharmaceuticals an average price target of $436.
Artificial intelligence is becoming a competitive advantage.
Costco's management doesn't take splitting the stock lightly.
Meta is planning to start a cloud computing business. It could be a game changer.
As Micron flies, Apple rebounds up and Nvidia sets up, avoid the fear of missing out and the fear of messing up.
Shares of Brookfield Infrastructure are down more than 15% this year, even though its growth rate is accelerating.
The AI race is heating up.
The AI gold rush continues in mid-2026, with companies racing to turn flashy models into actual money-making systems. While the market obsesses over token prices and frontier lab drama, a quieter shift is underway. Governments and enterprises want AI they control — not rent — especially when national security or trade secrets sit on the ... The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
Replacing a $70,000 salary with dividend income comes down to one variable: yield. At a 3% blended yield you need roughly $2.33 million invested. At a 10% blended yield, you need roughly $700,000. Same paycheck, very different portfolios, very different risk profiles. Here is how the math breaks at three tiers, using real stocks with ... Here’s How Much You Need to Replace $70,000 in Salary With Dividend Income
SpaceX is taking the fast lane to inclusion in the Nasdaq-100, but concerns about what it will do to the index may be overblown.
The history of other big IPO stocks doesn't look promising for SpaceX.
Amid merger mania, the largest regional banks could keep swallowing their smaller competitors.
Both of these stocks have climbed about 80% in three years.
Amazon has selected Taiwan's Alchip to design chips that would power Kindle, Fire TV, Echo speakers and its other consumer gadgets, according to Ming-Chi Kuo.
It isn't now or never with this high-yield oil stock.
The S&P 500 just had its best quarter in nearly six years, and it hints at strong future returns.
Arguably, the highest-profile forward split of the year is taking place before the opening bell today (July 2).
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructure through a revenue-sharing and credit-support model. New partnership structure targets AI infrastructure costsUnder the programme, AI cloud providers will deliver cloud services powered by Nvidia technology, allowing the chipmaker to generate revenue from hardware sales while also receiving a share of the cloud providers’ future earnings.
VCSEL-based CPO or silicon photonics? The departure of key optical interconnect talent from NVIDIA to ams OSRAM has already reshaped the competitive landscape. 富途牛牛
VCSEL-based CPO or silicon photonics? The departure of key optical interconnect talent from NVIDIA to ams OSRAM has already reshaped the competitive landscape. Moomoo
Instacart (NASDAQ:CART) is among the Best Fundamental Stocks. On June 25, Forbes reported that Instacart (NASDAQ:CART) is working on its connected-store strategy by using AI to connect online grocery data with in-store shopping. Instacart’s chief connected store officer, David McIntosh, said the company’s AI-powered Caper smart carts combine cameras, sensors, and certified scales. It has […]
Warsh hasn't been Fed chair long, but he's already shaking things up.
The next big events for SpaceX will be its addition to the Nasdaq-100 index and the arrival of its first earnings report.
This AI battleground stock may be cheaper than you think.
Patient investors can still find opportunities in today's market environment.
Although not every dividend stock is built to last as well as others, some are built to last indefinitely.
Why did Dutch Bros stock jump on massive volume last month? Three factors came together at exactly the right time.
The footwear giant surprised investors with a 5% pop on Wednesday.
The S&P 500 Shiller CAPE ratio is hovering near its highest level in history.
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 9.3% in the afternoon session after the company announced a strategic AI partnership with Nvidia, while a financial disclosure revealed President Donald Trump holds a significant stake.
Investors cheered reports of a potentially lucrative new business.
An AI scare cut this software stock in half -- but the company's own growth never got the memo.
Analysts expect BigBear.ai to emerge from its slump and deliver solid gains over the coming year.
The packaged goods giant is slashing costs as it battles inflation.
Axon looks oversold in the "SaaSpocalypse."
SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ) gives U.S. investors a simple way to own the 50 largest Eurozone blue chips in a single ticker, and the income it generates is a big part of the appeal. FEZ passes through dividends paid by underlying companies twice a year, and at a recent price of $67 with ... Eurozone’s Biggest Payers Face Geopolitical Pressure On Dividend Safety This Year
(Bloomberg) -- Valar Atomics Inc., a California-based nuclear startup, generated power from an advanced reactor to run an Nvidia Corp. AI chip. While just a trickle of electricity was produced, it’s the first time a next-gen reactor has done so in the US.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA,
(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS
An analyst initiated coverage of the restaurant company with a buy recommendation.
Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4.5% in the afternoon session after reports revealed that Taiwanese prosecutors detained two of its employees following a raid on the company's local offices in connection with an investigation into alleged Nvidia chip smuggling.
Much of this news was already reflected in the stock's recent gains. But that's not necessarily a deal-breaker.
Their company did very well in June.
This pre-commercial biotech is worth more than some drugmakers that generate consistent sales.
GE Aerospace isn't a cheap stock, but it's a cash flow powerhouse and has a wide moat.
The R2 will either make or break the underdog EV maker.
In late June 2026, Palantir Technologies announced a new sovereign AI initiative with NVIDIA to run Nemotron open models on Palantir’s AIP, Foundry, Ontology, and Apollo platforms for U.S. government agencies and critical infrastructure, alongside an expanded Surf Air Mobility partnership to accelerate SurfOS aviation software powered by Palantir. Together, these alliances deepen Palantir’s role at the core of secure, domain-specific AI infrastructure, spanning classified government systems...
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Top 10 Hot Stocks with the Highest Upside Potential. On June 16, Hewlett Packard Enterprise Company (NYSE:HPE) announced that it has been selected by Siemens Energy to help Siemens Energy improve its engineering operations with AI as global demand for power continues to rise. According to […]
The automaker looks to its new energy segment to offset losses.
Today, July 1, 2026, investors digested slower manufacturing data and the Fed's commitment to lower inflation amid a volatile session.
It's now a smaller, more focused company.
Is Fiverr a dying gig platform or a business in transformation? The Q1 data tells a fascinating story.
The famous benchmark soared 14%.
The SpaceX founder and CEO won't be selling his shares any time soon.
For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
Michael Burry Eases Palantir Short as Nvidia Partnership Fuels Stock Surge
It might pull it off, provided several things fall right in place.
The Williams Companies and Brookfield Renewable are both reliable income plays.
Wall Street just slapped Micron Technology (MU) with two historic price targets in the same week. Susquehanna now projects the memory-chip maker to hit $2,000 a share, while Phillip Securities set its own call at $1,870. Both numbers followed an exceptional third quarter that ran far ahead of ...
Meta Platforms looks incredibly cheap right now.
If you bought GraniteShares 2x Long PLTR Daily ETF (NASDAQ:PTIR) a year ago to double up on Palantir Technologies (NASDAQ:PLTR), you didn’t. The underlying stock fell about 14.41% over the past year. PTIR fell about 49.16%. The math of “2x” quietly ate the rest. What You’re Actually Paying The sticker cost is the expense ratio. ... PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses
Microsoft is regaining some ground as investors pivot back into AI software stocks.
An analyst's channel checks showed a decline in same-store sales.
Shares of Opendoor Technologies (NASDAQ:OPEN) are trading higher by 7% to $4.96 in midday action, while fellow iBuyer Offerpad Solutions (NYSE:OPAD) is up 6% to $5.26. The two home-flipping platforms are the standout gainers in an otherwise choppy session for real estate names. Both companies have become battlegrounds for retail traders, and Opendoor stock shows ... Opendoor Jumps 7%, Offerpad Rises 6% as iBuyer Stocks Rally
SpaceX is a compelling company with very real strengths, but that doesn't necessarily mean the stock is a great buy right now.
The first half of 2026 belonged to artificial intelligence, but Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management, believes the second half of the year could look very different. Speaking recently on CNBC, Santos argued that the market’s gains in the first half of the year have been driven by a ... JPMorgan Strategist: Financials Could Boom In The Second Half Of 2026 If Job Growth Keeps Accelerating
JPMorgan Chase (NYSE:JPM) posted a fortress quarter as passive flows shovel capital into the iShares Russell 2000 ETF (NYSEARCA:IWM). JPM printed record markets revenue while the Russell reconstitution funneled $334 billion of mechanical buying into 2,000 small-cap names. Stacking the bank’s pristine balance sheet against a basket of floating-rate borrowers shows where defensive power sits ... Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Che
Shares of Reddit (NYSE:RDDT), Pinterest (NYSE:PINS), and Snap (NYSE:SNAP) are all trading higher midday Wednesday. However, investors also ought to pay attention to the year-to-date scoreboard heading into the second half of 2026. Each of these social media names has faced its own set of headwinds this year, from regulatory pressure to advertiser caution. Reddit ... Which Social Media Stock Has Dominated in 2026: Reddit, Pinterest, or Snap?
The NAND memory maker has been the market's top performer, and it still has room to run.
IonQ stock is a long way from setting new highs again.
Getty Images walked away from the Shutterstock merger. Here's what happened and what it means for investors.
I’m taking a cautious stance on Bloom Energy (NYSE:BE) after one of the most extraordinary 12-month runs in the entire industrials sector. The fuel cell maker has become the purest public-market proxy for the “bring-your-own-power” trade tied to AI data center buildouts, and the stock has responded accordingly. My job here is to separate the ... Price Prediction: We’re Bearish on Bloom Energy and See Shares Falling
Micron Technology (NASDAQ:MU) just delivered one of the most remarkable nine-month runs in mega-cap history, and the memory cycle bulls are convinced this is only the second inning. Our model takes a more cautious view. After running the numbers through our proprietary framework, the 24/7 Wall St. price target for Micron is $996.22, which implies ... Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead
Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
Artificial intelligence (AI) will not be the downfall of the software giant.
Palantir stock is rising following the announcement of a partnership with Nvidia to build custom artificial intelligence models for the U.S. government.
You won't see much income right out of the gate. Just be patient. It's coming. So is plenty of capital appreciation.
That would be an impressive run if it could get there soon.
Sandisk stock is under pressure today, but there is actually some positive news for investors.
The euphoria surrounding artificial intelligence stocks is fading. Investors are understandably seeking out more certainty, even if it means smaller gains.
OpenAI and Anthropic could burn overeager investors in the same way SpaceX did.
ExxonMobil is still a reliable income stock to own in this choppy market.
Even though Micron stock is falling, there is some good news for investors today.
Meta surged 11% while semiconductor stocks tanked, sending mixed signals through the top market indexes.
Dell Technologies (NYSE:DELL) at $414.61 is a hold. The stock has tripled in six months on AI server demand, and with shares sitting just below a 52-week high of $469.47, the risk/reward is no longer one-sided. Dell is the world’s largest enterprise server vendor and dominant force in commercial PCs, now the go-to integrator for ... Dell Nearing 52-Week High: Buy, Sell or Hold?
Our 24/7 Wall St. price target for Eli Lilly (NYSE:LLY) is $1,349.37, pointing to 12.5% upside from a recent price of $1,199.43. We rate LLY a buy with a 90% confidence score. The GLP-1 franchise is compounding faster than the market appreciated last spring, and Foundayo just opened a scalable oral channel to more than ... Eli Lilly Price Prediction: The Case for Double-Digit Upside
SpaceX stock will begin trading as a member of the Nasdaq-100 on July 7.
Altria has become a magnet for income-focused capital this year, with the stock climbing 32.55% year-to-date as retirees hunt for inflation hedges while the Fed has cut its target rate to 3.75%. Altria (NYSE:MO) sells Marlboro, Copenhagen, Skoal, on! nicotine pouches and NJOY e-vapor, and its smokeable engine just posted a 65.1% operating margin. The ... 1 Masterclass in Pricing Power Makes Altria an Absolute Sanctuary for Retirees
At $205.02, Adobe (NASDAQ:ADBE) is a Hold. The stock sits within striking distance of its 52-week low of $190.12, yet the underlying business is putting up record numbers, creating an interesting disconnect in large-cap software. Adobe owns the creative software stack professionals default to (Photoshop, Illustrator, Premiere, Acrobat), and has repositioned around generative AI through ... Adobe Nearing 52-Week Low: Buy, Sell or Hold?
NextEra Energy (NYSE: NEE) and Dominion Energy (NYSE: D) reported Q1 2026 results, then confirmed a $66.8 billion all-stock deal making NextEra the buyer of Dominion’s Virginia franchise. The earnings explain the bid: Dominion’s grid sits under the world’s densest data center cluster, and NextEra needs that real estate. Virginia Volumes Carry Dominion. Florida Solar ... NextEra’s $67 Billion Megamerger Proves Dominion Was the Real AI Infrastructure Prize All Along
I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I am compounding into, because what she is building inside that data center segment is the kind of structural shift that only shows up in a ... Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
General Motors has broken free of historically low P/E multiples, underscoring that Wall Street sees it as a top auto stock. Here's how.
If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of) ... New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks
At $73.78, Netflix (NASDAQ:NFLX) looks compelling at current levels. Shares sit barely above the $70.86 52-week low after shedding 44.24% of its value while the broader market rallied. Netflix dominates global subscription video with more than 325 million paid memberships, an advertising tier scaling toward $3 billion in 2026 revenue, and operating margins approaching 31.5%. ... Netflix Nearing 52-Week Low: Should You Buy?
Chevron (NYSE:CVX) just wrote another check to shareholders, and the market is still treating the company like crude prices are about to collapse. On June 10, Chevron paid out $1.78 per share, the second quarterly distribution at the new rate after a 4% increase declared Jan. 30, marking the 39th consecutive annual dividend increase. The ... Chevron Yields 4.2% Because Oil Prices Make Everyone Nervous. Here’s Why That Thinking Is Outdated
Is Palantir becoming a hot stock again?
Wedbush sets a $190 price target on SpaceX stock.
After a poor performance through the first six months of 2026, this cloud stock is off to a bullish start for the second half of the year.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA) is down 13% in June and 7.55% over the past month, sitting at $194.97 ... Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Nano Nuclear Energy could be on the cusp of a breakout. Could the stock mint millionaires, though?
Investors just learned the company will soon face another big competitor.
Even though U.S. stocks are in the midst of a multiyear bull market, a focus on fundamentals and financial health is still a wise choice.
Meta Platforms (NASDAQ:META) has had a rough first half of 2026, but our model sees a compelling risk-reward setup in mega-cap tech. With shares down 16.5% year to date and the AI capex narrative dividing investors, the pullback has gone too far. Our 24/7 Wall St. price target for Meta is $796.59, implying 44.77% upside ... Meta Stock Price Prediction: The Forecast Sees a Path to $800+
Micron's earnings confirm Sandisk's tailwinds will get even stronger.
Uber (NYSE:UBER) has become a growth story firing on every cylinder while its stock quietly bleeds. Gross Bookings hit $53.72 billion in Q1 2026, trips grew 20% year over year, and Uber One crossed 50 million members. Yet shares trade at $72.16, down 22.66% over the past year. Can Uber shares double to $150 by ... Price Prediction: Uber Stock Will Double on This Date
iQIYI’s (NASDAQ:IQ) NASDAQ-listed shares have been beaten down to penny-stock territory, but our proprietary model sees meaningful recovery potential over the next twelve months. iQIYI trades at $1.01, down 47.4% year to date and 42.94% over the past year. Our 24/7 Wall St. price target for iQIYI is $1.76, implying 74.21% upside and a buy recommendation ... Price Prediction: iQIYI Has 74% Upside Despite Recent Earnings Disappointment
Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
This battery company just partnered with Nvidia to power its next-generation AI factories.
Progress Software just served up a beat-and-raise quarter that has investors feeling bullish.
Tesla is once again the ticker every headline is chasing, riding a 10.22% one-week rip on robotaxi buzz and Optimus promises. But here’s what you should actually be watching. The Tesla (NASDAQ:TSLA) story requires you to pay 416x earnings for a company whose full-year 2025 revenue fell 2.93%, whose annual net income dropped 46.79%, and ... Forget Tesla: Why Smart Money Is Ditching Tesla To Buy Apple Stock
The widely followed growth investor keeps making moves.
Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock fell more than 7% on Wednesday.
The Schwab U.S. Dividend Equity ETF features sizable energy exposure, but that's not cause for alarm.
NVIDIA’s (NASDAQ:NVDA) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity. NVDA stock trades at $192.53, with a market ... Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It’ll End The Year
These stocks offer high yields, are big names in their respective sectors, and have strong fundamentals.
A major catalyst will arrive for SpaceX in August.
For some reason or another, shares of Nvidia (NASDAQ:NVDA) just can’t seem to get going. For a Mag Seven stock, though, Nvidia is doing just fine. But for a semiconductor name, it’s been tough to hang onto the shares while watching the rest of the industry take off by another triple-digit percentage points this year. ... Nvidia’s China Chip Tailwind Might Be Discounted
FEATURE Nvidia was edging down early Wednesday amid a broader fall in technology stocks. The chip maker is still looking to establish a floor around the $200 level amid a recent selloff. Nvidia shares were down 0.
AMD stock is up 150% in 2026 and overtaking Nvidia as money flow, big AI deals, and crypto traders all turn bullish on the chip maker.
Shares of Tesla (NASDAQ:TSLA) have been picking up in recent sessions, now close to 13% in just three sessions. Undoubtedly, just because Space Exploration Technologies (NASDAQ:SPCX) is the new hot Elon Musk stock in town does not mean shares of the EV juggernaut are going to be stuck going sideways for a while longer. With ... Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?
Pure-play quantum stocks are burning investor cash at wildly different rates, and the company with the biggest balance sheet is not necessarily the safest bet. Four names, one scoreboard, and a brutal gap in who can actually fund their own future.
Nvidia (NASDAQ:NVDA) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout. The buildout could continue to accelerate, gobbling up ... Edge AI Could Become a Real TAM Expansion Story for NVIDIA
Higher interest rates might negatively impact the economy. Be prepared.
The Latin America fintech pioneer is out of favor, but the tailwinds could outweigh the headwinds.
In the stock's second week of trading, investors are wondering whether the price swing is an opportunity or a warning.
Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index’s best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX,
Six months ago we named three Dividend Aristocrats as the best bets for 2026, and the halftime scorecard reveals one stock that more than doubled the market, one that held steady, and one that hit a wall hard enough to make investors question the pick.
Cathie Wood over at Ark Invest has been making moves in recent months amid the barrage of volatility slamming the tech sector. Undoubtedly, semiconductors have continued to be the leadership group while the Magnificent Seven have pulled the brakes a bit. With the flagship Ark Innovation ETF (ARKK) trailing the markets, up just over 3%, ... Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip
This elite group of businesses represents a significant share of the overall market.
Should investors pounce on SpaceX stock following its recent pullback?
FEATURE Nvidia was edging down early Wednesday amid a broader fall in technology stocks. The chip maker is still looking to establish a floor around the $200 level amid a recent selloff. Nvidia shares were down 0.
It is trading at its cheapest valuation multiple in history.
It's a good time to invest in bank stocks.
The two companies have formed a production joint venture.
It's simpler than you might think to build a recession-proof portfolio.
The median U.S. household income is roughly $50,000 a year. It’s also a common floor for a livable retirement budget once Social Security benefits are layered on top. Replacing it with dividends alone is a math problem before it is a stock-picking problem, and the inputs are blunt: The yield you accept determines the capital ... Here’s How Much Money You Need to Replace a $50,000 Income With Dividends
A strong dividend yield is a great starting point, but that's only half of the matter. Sustainability and dividend growth is the other half.
Bill Miller made his name buying assets everyone else was afraid to touch, but three stocks inspired by that contrarian playbook land in very different places when a retirement portfolio has to pay actual bills.
Target stock has soared more than 40% this year.
Fed officials now believe higher interest rates will be necessary to curb inflation.
Certain financial companies tend to benefit from higher interest rates.
In late June 2026, NN, Inc. announced a major expansion of its liquid cooling production for NVIDIA AI data center racks, adding 47 new machine centers in its Wuxi, China plant with 100% of this new capacity already pre-sold and tied to multi-year, multi-product awards. This move effectively deepens NN’s role in NVIDIA’s Asia supply chain while repurposing legacy automotive capacity and targeting US$80–US$90 million of accretive new business in 2026. We'll now examine how NN’s fully...
Micron stock might be more expensive than it appears.
The company dominates the robotic surgery market.
Most Wall Street analysts think SpaceX is undervalued, but history says the stock could plunge in the coming months.
Accelerating data center design and optimization for the AI Era. The post Cadence Reality Digital Twin Platform and NVIDIA Omniverse Integration appeared first on Semiconductor Engineering.
The stock has nearly tripled year to date, but it still has more room to run.
News of a peace deal in Iran is predictably weighing on oil prices, but the punishment endured by SLB may be too severe.
NuScale Power is approaching a key growth catalyst.
Is Dutch Bros stock a life-changing investment? Yes, but not all by itself.
European stock markets mostly dropped Wednesday ahead of a speech by the new head of the Federal Reserve, Kevin Warsh, that could indicate the timing of likely US interest-rate rises."At the same time, a more hawkish Federal Reserve has weighed on high growth stocks."
If SpaceX unlocks this multitrillion-dollar market opportunity, the stock will take off.
Wall Street loves Sweetgreen right now. The company's track record suggests caution, though.
Horizon Quantum aims to fill a void in the quantum computing industry.
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Robust revenue/ ARR beats in its fiscal Q3 2026 results have recently led Wall Street to reaffirm its positive rating on Palo Alto Networks. On June 26, Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an […]
The adtech company was socked with an analyst downgrade.
Investors should look beyond the IPO excitement and realistically evaluate the risk-reward potential of SpaceX stock.
Penn Entertainment stock is soaring and it has the potential to build on those gains in the second half of 2026.
Investors are excited about the plant-based meal maker's latest innovation.
Its shareholders approved a new stock repurchase program.
AbbVie knows how to plan ahead.
NVIDIA and Palantir announced a new initiative to deliver secure, sovereign AI infrastructure for U.S. government and critical industries. The collaboration centers on open-source Nemotron models and Palantir AIP, designed for classified and highly regulated environments. The offering focuses on strict data control, mission-specific model optimization, and full traceability of AI workflows. NVIDIA (NasdaqGS:NVDA) is extending its AI platform into sensitive public sector and infrastructure...
Chevron is one of the market's most reliable energy dividend stocks.
SemiAnalysis sees stronger data center revenue ahead.
Why is Netflix stock down so much? The answer has more to do with market drama than business fundamentals.
Investors are forgetting just how easily this company bounces back from economic headwinds.
It can provide some stability during volatile times.
These stocks pay between 5.3% and 6.7% in dividends.
By one of Warren Buffett's favorite measures, U.S. stocks recently became more expensive than ever.
Sandisk stock has been red hot in Tuesday's trading.
The YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) sells investors a specific trade: take NVIDIA (NASDAQ:NVDA) price exposure, give up most of its upside, and collect weekly cash in return. NVDY is one of the largest single-stock covered call ETFs on the market, with about $1.37 billion in net assets. The fund’s appeal is straightforward ... The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?
The Avantis International Small Cap Value ETF (NYSEARCA:AVDV) gives investors a basket of cheap, profitable small companies from developed markets outside the United States, and it kicks off a modest dividend stream along the way. AVDV is an actively managed factor fund, so its yield is a byproduct of the value tilt rather than the ... International Small Caps Deliver 35% Gains While Paying Dividends On The Side
DeepSeek just released DSpark, an inference module that makes its AI models 60% to 85% faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case.
The Vanguard Total Stock Market ETF is remarkably inexpensive and simple. It's also worth remembering in this market environment.
NVDA has pulled back to its 260-day moving average, a historically bullish signal
NVIDIA (NASDAQ:NVDA) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest of the group sprint away. CEO Jensen Huang calls the current moment “the buildout of AI factories, the largest infrastructure expansion in human history”, and the financials back him up. Nvidia’s Q1 2027 data Center revenue hit $75.246 billion, ... NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.
QuantumScape is slowly but surely getting its act together.
CIQ, the enterprise software company behind Rocky Linux and the Fuzzball AI and HPC orchestration platform, today announced that its Fuzzball platform now delivers a production-ready AI compute and inference environment for the NVIDIA DGX Spark stack. AI teams get one consistent environment to develop, tune and deploy AI workloads on infrastructure they own and control. That environment runs the same way from a single Spark system to large GPU clusters and data-center infrastructure, with no reb
Before buying struggling stocks, it's important to understand the risks that come with them.
Moderna's flu vaccine may not fuel a further recovery for the hard-hit COVID-19-affected stock.
The aerospace and AI company could struggle to soar higher this year.
Investing.com -- After a rough month, which saw its stock slide over 11%, AI chip giant NVIDIA (NASDAQ:NVDA) is seeing signs of life on the last day of the quarter following bullish comments from independent semiconductor research firm SemiAnalysis. Shares are trading up 1.7% at noon New York Time.
SpaceX's $25 billion bond sale confirmed strong institutional demand but also highlighted the debt burden and execution risks that have pressured the stock since its IPO.
In late June 2026, Penguin Solutions, Inc. was reclassified across several Russell benchmarks, moving out of value indices and into multiple growth-focused indices while also unveiling an upgraded ClusterWareAI operating system and an AI Factory Operations Agent aimed at improving GPU cluster performance and manageability. These shifts, combined with Penguin’s recent designation as an NVIDIA AI Factory Specialized Partner, underscore its growing role as a full-stack AI infrastructure...
Linde (NASDAQ:LIN) is structured for multi-decade ownership, because the world’s largest industrial gas supplier sits inside the production lines of healthcare facilities, manufacturing plants, semiconductor foundries, and chemical refineries under contracts a customer cannot realistically walk away from. For a retirement-focused investor who is done chasing trends, the profile fits a long-duration, low-maintenance allocation. Pillar ... 1 Industrial Pioneer With a Plain-As-Day Moat to Buy and N
It's always a good time to build a steady stream of dividend income.
What will make or break SpaceX's stock in the long run is how well it delivers on its lofty goals.
The company is raising prices on just about everything except its iPhones -- for now.
Carnival (NYSE: CCL) and Royal Caribbean (NYSE: RCL) just closed earnings cycles that explain why the cruise trade has fractured. Carnival delivered its sixth straight EPS beat on June 23, 2026. Royal Caribbean extended a four-quarter beat streak back in April. One stock trades like a coiled recovery. The other trades like the operator can ... Why Carnival’s Record Run Hasn’t Closed Its Gap with Royal Caribbean
Chip stocks are rallying hard into the end of June. Here's what's driving the semiconductor surge.
There's more than one reason why this drone stock is gaining altitude today.
Our PepsiCo (NASDAQ:PEP) thesis starts with a number: the 24/7 Wall St. price target for Pepsi is $168.86, against a current price of $138.68. That implies 21.76% upside over the next twelve months. Our recommendation is buy, with a model confidence level of 90%. In plain language, this is a high-conviction call grounded in resilient ... Pepsi Price Prediction: The Case for 20%+ Upside
I keep buying Pfizer (NYSE:PFE) every time my brokerage cash builds up, and I am not slowing down. The market is treating this company like a value trap because COVID revenue is rolling off. I am treating it like a cash machine that just bought itself three extra years of patent life on one of ... Wall Street Walked Away From This Powerhouse Stock, But I Am Buying It on Repeat
At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued. With shares up 337.56% over the past year off a $9.02 52-week low, the question is whether anything is left to underwrite at this price. Applied Digital develops liquid-cooled, high-performance computing campuses leased to AI hyperscalers, with 600 MW of contracted capacity tied to roughly $16 billion ... Up Over 400%, I’m Standing Still on Applied Digital Stock
Dell Technologies (NYSE:DELL) has gone from value-tech afterthought to one of the most consequential AI infrastructure plays in the market, and the chart proves it. The stock is up 227.78% year to date and 245.18% over the past year, yet our model still sees room to run. Our 24/7 Wall St. price target for Dell ... Dell Stock Price Prediction: The Case for 20%+ Upside
Costco (NASDAQ:COST) and Target (NYSE:TGT) both delivered post-earnings stories that capture the split running through American retail. Costco posted 11.6% revenue growth on the back of a membership cash engine. Target turned in a 17.03% EPS beat, yet operating income fell. With sticky June inflation and dwindling personal savings squeezing households, the contrast matters. Membership ... Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026
Slowly build a meaningful income stream.
I keep hitting the buy button on AMD because Lisa Su has stopped chasing NVIDIA and started co-designing the next phase of AI infrastructure alongside it. Every few months I tell myself the position is full, and every few months AMD (NASDAQ:AMD) gives me a fresh reason to add. The May earnings report was the ... Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance
Volatility can lower the cost of entry into businesses that throw off real cash, even as investors recognize that a low share price alone is no guarantee of a bargain. Heading into the back half of 2026, three blue-chip names trading well below the $45 mark stand out for the same reason: predictable cash flows, ... 3 Dirt-Cheap Stocks Under $45 Built to Outperform in a Volatile Market
Here's the roadmap for using the Schwab U.S. Dividend Equity ETF (SCHD) to generate hundreds or thousands of dollars in dividends each month.
AMD could be a winner in the next AI market shift, but does its stock cost too much?
Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge
A key rival plans to list its shares on a major U.S. exchange in the very near future.
The sell-off in this stock has created a great buying opportunity.
All three major US stock indexes were up in late-morning trading Tuesday, as investors look to end Q
The SPDR Gold Shares fund is down big from its highs, but if fears of a recession start to mount, it may rally once again.
One analyst sees this cybersecurity company as the leader in exposure management.
The Schwab U.S. Dividend Equity ETF (SCHD) has turned into an elite performer again with the quality and dividend income themes remaining in favor.
Wall Street's biggest IPO cycle in history probably won't crash the market, but it could force investors to rethink their AI portfolios as billions rotate into SpaceX, Anthropic, and OpenAI.
Long-time investors should probably not sell, but investors should maybe think twice about adding shares.
SpaceX recently raised $25 billion from bonds after raising a ton of money through its initial public offering.
Joby Aviation (NYSE:JOBY) has been one of the most volatile names in the eVTOL space. After a punishing first half of 2026, the risk/reward calculus has shifted. The stock is down sharply, certification is inching closer, and Dubai operations are reportedly on track. The 24/7 Wall St. Price Target for Joby Aviation Joby Aviation trades ... Price Prediction: Joby Aviation’s High-Risk, High-Reward Path to 30% Upside
I keep buying NVIDIA (NASDAQ:NVDA), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will never see, I add. This is the position I size up when I should be diversifying away from it, and I want to explain why with the ... Why This Is My Highest-Conviction Stock Right Now
Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in his read, looks like the next leg of a commodity rotation set off by Fed money printing, with the AI structural story riding ... Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.
Our 24/7 Wall St. price target for Tesla (NASDAQ:TSLA) is $416.37, modestly above where the stock trades today. With shares at $411.84, the implied move is roughly 1.1% over the next 12 months. That puts Tesla in hold territory by our model, with a confidence level of 90%. The setup is measured: after a year ... Prediction: This Is Where Tesla’s Price Target Points In 2027
U.S. Bancorp (NYSE:USB) has paid uninterrupted dividends for over 160 years and was one of the few large banks that did not cut during the 2008 financial crisis. With shares up 40.04% over the past year, the question for income investors is whether the current $0.52 quarterly payout is built to last. Dividend Snapshot Metric ... 1 Core Catalyst Makes U.S. Bancorp a Premier Safe Haven for Retirees Protecting Their Future
FuelCell Energy (NASDAQ:FCEL) stock is up 23% to $36.64 in early Tuesday trading, extending a powerful June rally. Bloom Energy (NYSE:BE) stock is up 7% to $293.61, climbing in sympathy with the broader fuel-cell complex. Plug Power (NASDAQ:PLUG) stock is up 5% to $2.72, a decent-sized move but PLUG is still a relative laggard amid ... FuelCell Energy Soars 23% on Russell Index Inclusion, Bloom Energy Climbs 7%, Plug Power Gains 5%
Southern Copper (NYSE:SCCO) is the name on every commodity desk’s lips right now, with the stock up 73.95% over the past year on the back of a screaming copper tape. Southern Copper is the wrong vehicle for the copper supercycle, and the market is starting to figure it out. The stock has already slid 11.23% ... Forget Southern Copper: 1 Domestic Copper King to Buy Hand Over Fist as the Global Supply Crunch Intensifies
Palantir Technologies (NASDAQ:PLTR) has handed retirement investors a wild ride in 2026. Shares of Palantir closed Friday at $112.93, down 12.1% over the past week, 14.78% over the past month, and 36.47% year to date from a starting price of $177.75. The one year change sits at negative 21.71%, and the stock is roughly 46% below ... Palantir Price Prediction: The Stock Will Hit $150 on This Date
Earned income demands your time. Passive income asks only that you stay invested. Dividend stocks remain the cornerstone of retirement portfolios because a check that arrives whether you worked Monday or not feels fundamentally different from a paycheck. Real estate offers similar cash flow but locks capital behind tenants, repairs, and illiquid mortgages. Dividend stocks ... These 5 Passive Income Stocks Could Pay You For Life
About $85,000 a year is what a comfortable middle-class retirement costs in most U.S. metros after Social Security benefits fill part of the gap. It is also close to the median household income in the country. For investors who think in terms of replacing a paycheck through dividends, the question is simple: How much capital ... This Dividend Strategy Generates $85,000 a Year for Retirees
Snowflake (NYSE: SNOW) and MongoDB (NASDAQ: MDB) both delivered Q1 FY2027 results in late May that beat expectations and raised guidance. Snowflake leaned on its proprietary AI Data Cloud and a fresh AWS megadeal. MongoDB pushed Atlas and vector search deeper into AI agent workloads. Two data platforms, two different architectures, and a market picking ... MongoDB Vs. Snowflake: Why One Is The Better Stock To Buy In 2026
The retail stock recently hit a new 52-week high and has been outperforming rival Walmart this year.
After sliding 8% in June, the world's most valuable company could get rolling again this summer.
Smart investors know the best time to zig is when everyone else is zagging.
Megacap tech stocks have been volatile lately, and this ETF could be a particularly smart choice.
It could prove to be a case of better later than never for the healthcare giant.
Investors might be surprised to learn that this Magnificent Seven stock has underperformed the market in the past half-decade.
John Rogers built his fortune hunting unloved stocks that the market abandoned too soon, but three of his favorite contrarian bets look very different when filtered through the lens of retirement income and low volatility.
Solar names are surging in early trading on Tuesday as an AI data center power narrative grips the sector. Enphase Energy (NASDAQ:ENPH) stock is up 8% to $52.31, while SolarEdge Technologies (NASDAQ:SEDG) stock is up 8% to $59.81. The catalyst is a fresh Enphase announcement tying its distributed power electronics work to the booming AI ... Enphase Energy, SolarEdge Jump 8% as Solar Stocks Ride an AI Data Center Power Theme
Cerebras shares sank despite strong revenue growth.
International Business Machines Corporation (NYSE:IBM) is one of the AI stocks on Wall Street’s radar. On June 25, IBM unveiled the world’s first sub-1 nanometer (nm) chip technology. Featuring a 0.7-nanometer architecture, the design packs nearly 100 billion transistors onto a fingernail-sized surface, offering up to 50% higher performance or 70% greater energy efficiency compared […]
CoreWeave Inc. (NASDAQ:CRWV) is one of the AI stocks on Wall Street’s radar. On June 24, CoreWeave entered a co-location partnership with Conapto to expand its AI cloud capacity in Stockholm, Sweden. The agreement covers two data center campuses powered entirely by renewable energy, with the initial infrastructure already operational. This expansion aims to meet […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI stocks on Wall Street’s radar. On June 29, Palantir announced a strategic initiative with NVIDIA. The two are launching an initiative to enable US government agencies and critical infrastructure sectors to deploy NVIDIA Nemotron open models in secure, sovereign environments. By combining NVIDIA’s AI platform with Palantir’s […]
This ETF has a strong record of delivering rising dividend income and strong total returns.
Businesses that can rapidly increase sales and profits can offer exciting opportunities for investors.
Super Micro Tumbles on Report of Taiwan Searches Tied to Nvidia Chips
Taiwanese investigators raided the AI server maker’s offices as part of a probe into alleged smuggling of Nvidia chips to China.
Warren Buffett handed the reins of Berkshire Hathaway to Greg Abel with a war chest of nearly $400 billion sitting in T-bills, and buried inside that famously concentrated portfolio are five deeply discounted stocks that quietly reward shareholders with dividends every single year.
Investors who are bullish on the business hope the next decade will be better for the stock.
Wall Street had Lowe’s pegged as the next dividend story to wobble. Rising rates, a softer housing turnover backdrop, and a sluggish DIY consumer set up a narrative where management would have to choose between defending the balance sheet and defending the payout. Then on May 29, 2026, the board declared a $1.25 quarterly dividend, ... Wall Street Says Lowe’s Will Cut Its Dividend. The Company Just Raised It. Here Is Who Is Right
Picture 1 Picture 1 Picture 2 Picture 2 Picture 3 Picture 3 Colorado city, CO, USA, June 30, 2026 (GLOBE NEWSWIRE) -- Qivurn Data Centers Inc. today announced the ongoing expansion of its global AI computing infrastructure network, with active or developing data center nodes spanning North America, Southeast Asia, Japan, and the Middle East. Founded in 2020, Qivurn Data Centers operates on an asset-heavy strategy focused on self-built facilities, proprietary power management, and in-house GPU cl
Taiwanese investigators raided the AI server maker’s offices as part of a probe into alleged smuggling of Nvidia chips to China.
Apple (NASDAQ:AAPL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Loop reiterated the stock as “Buy.” The firm noted that its channel checks show Apple is looking into China for “memory relief.” Following up on our previous trail of breadcrumbs pointing towar ds AAPL […]
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Micron’s growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technology. Recently, on June 25, JPMorgan analyst Harlan Sur raised the price target on the stock to $1,540.00 (from […]
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]
American Tower Corporation (NYSE:AMT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. One Wall Street firm has recently assumed coverage on American Tower, citing it as one of the best positioned stock in its peer group with a clear path toward high single-digit AFFO growth. On June […]
International Business Machines Corporation (NYSE:IBM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Deloitte, IBM and Red Hat’s Lightwell announced a joint collaboration aiming to address vulnerabilities in open source software supply chains as artificial intelligence makes cyber-attacks faster and more automated. Together, the […]
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 25, Penguin Solutions announced an updated version of its ClusterWareAI operating system software, its specialized AI Factory Platform operating system and infrastructure management software. The three new updates include an AI-powered operations agent, […]
Space Exploration Technologies Corp. (NASDAQ:SPCX) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Argus initiated SpaceX as “Hold,” citing concerns over valuation and volatility. We are initiating coverage of Space Exploration Technologies Corp. (Nasdaq: SPCX) with a HOLD rating. The firm noted how SpaceX’s […]
Micron has been on an incredible run, but could there be more upside ahead?
Elon Musk may have recently given a big hint about what's on the horizon for SpaceX and Tesla.
LONGBOAT KEY, Fla., June 30, 2026 (GLOBE NEWSWIRE) -- RUM Group Inc. (NASDAQ: RUM) (“RUM” or the “Company”), a holding company building the foundational rails for the agentic economy, today announced the filing of updated investor materials. RUM’s two operating businesses are: Rumble, a video platform, and Quake AI, a cloud and AI infrastructure company, united by a mission to maximize the power of human imagination. Key messaging from the updated investor presentation includes: RUM operates two
HubSpot and Salesforce both got hit by the SaaSpocalypse sell-off, and neither stock has recovered yet despite their enhanced fundamentals.
These financial stocks expect to continue paying growing dividends.
Goldman Sachs is in the middle of a red-hot M&A market.
I keep hitting the buy button on Apple (NASDAQ:AAPL), and July is the month I am leaning in hardest. The pullback over the last month gave me the entry I wanted, and the catalyst I have been waiting on lands on the calendar in roughly four weeks. This is the position I have been adding ... This Stock is My Biggest Bet For July
The early signs suggest a clear way to play the dip.
Could the biggest companies on the planet get even bigger? Absolutely.
SpaceX recently completed a record IPO.
Historically, memory chip stocks like Micron and Sandisk have crashed following periods of peak demand.
Axcelis Technologies is a critical part of the AI bottleneck, and most investors are missing out.
International stocks have never looked as juicy as they do right now.
Whether it can or can't depends on one major factor.
Most Wall Street analysts think Palantir stock is headed higher, but the consensus says Sandisk stock is headed lower.
The CPU is set to play a major role in agentic AI.
International stocks have been outperforming the S&P 500 for the past 18 months. It's unlikely the momentum is over.
Before you chase the SpaceX hype, here's what the data says about mega-IPOs in their first year -- and it's not pretty.
The stock has seen some weakness.
All three ETFs complement each other well in a portfolio.
Apple raised prices on some of its products to account for higher memory costs, which could have implications across the AI sector.
The CAPE ratio just hit a level we've only seen once before -- right at the top of the dot-com bubble. But before you panic, consider the facts.
BRUSSELS, June 30, 2026--Regulatory News: Winamp Group SA (Euronext Growth Brussels and Paris: ALWIN) today announces that its subsidiary Jamendo SA has filed a complaint before a U.S. federal court in Massachusetts against Suno, Inc., a U.S. company specializing in generative artificial intelligence for music and recently valued at approximately USD 5.4 billion following its latest funding round.
Fears continue to persist about a possible recession this year or in 2027.
Micron is now 1.9% of the benchmark index in terms of weight.
Nike is set to report earnings on June 30. Here's what to expect.
It will be a volatile ride for investors one way or another.
Given its significant hedge fund backing and attractive upside potential, Richtech Robotics Inc. (NASDAQ:RR) is one of the most promising robotics stocks. Richtech Robotics Inc. (NASDAQ:RR) is advancing on two fronts at once, putting its humanoid robot in front of a global audience while laying down the physical infrastructure to scale its AI and robotics […]
Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks. NVIDIA Corporation (NASDAQ:NVDA) is extending its physical AI ambitions on two fronts simultaneously, pushing deeper into industrial robotics safety while advancing its push into agentic life sciences. On June 23, 2026, NVIDIA Corporation (NASDAQ:NVDA) […]
When a memory shortage pushes up the price of your next laptop, what company is actually benefiting the most?
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 3.1% in the afternoon session after the company announced two significant artificial intelligence deals, including a partnership with NVIDIA and an expanded agreement with Surf Air Mobility.
SpaceX's business is attractive, but the stock is expensive.
The stock market is looking more and more like it's 2000.
The companies inside this popular tech fund are sending a surprisingly one-sided signal about their earnings to come.
All investors look to reap outsized gains. But what drives the outperformance that we seek?
There was some significant news from its C-suite.
The company's achievement of a new certification had investors racing to click the buy button today.
Applied Digital Chairman and CEO Wes Cummins delivered a message on CNBC’s Squawk on the Street about the AI data center buildout. According to Cummins, historically only about 10% of large-scale industrial construction projects deliver on time, and he expects the AI infrastructure space to see “pretty significant delays through 2026 and 2027,” driven primarily ... Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”
Can a robotaxi platform that doesn't own the underlying robotaxi cars build a lasting edge?
An earnings call can reveal whether a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag?
The LEO satellite company's cellular constellation is rapidly expanding.
Wood bought stocks as the Nasdaq sank last week.
An analyst upgraded his recommendation on the downstream oil company.
A partnership with an artificial intelligence (AI) titan has investors intrigued.
The cable giant is divesting its legacy media businesses.
Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
Nvidia stock is falling as institutional money rotates into Micron stock and custom AI chips, not back into Nvidia.
The healthcare giant is scheduled to release its second-quarter results in a few weeks.
Broadcom is growing at a solid pace, and it trades at a significantly lower valuation than SpaceX.
I keep hitting the buy button on Nike (NYSE:NKE), and every fresh leg down only makes the case stronger to me. The stock is down 33.33% year to date and down 30.03% over the past year, sitting at $41.82 while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Invesco QQQ Trust (NASDAQ:QQQ) keep printing fresh ... Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat
Microsoft rarely gets this cheap.
Much of the attention from analysts and investors these days is on Micron, due to its incredibly impressive growth.
Intuitive Machines' revenue growth, billion-dollar backlog, and NASA relationships suggest the business is stronger than the share price implies.
Resurgent tech stocks helped lift the Dow to a fresh record Monday as oil prices advanced and the yen retreated to a 40-year low against the dollar.The Dow climbed 0.6 percent to a fresh record, while the tech-focused Nasdaq jumped more than two percent.
The space stock could join the top index by next week.
David Bahnsen, Chief Investment Officer at The Bahnsen Group, went on CNBC this morning and did something most guests on financial television will not do when the subject is Elon Musk. He used the word “bubblicious” about a stock he owns. The stock is SpaceX (NASDAQ:SPCX), which IPO’d on June 12, 2026 and currently carries ... A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off
Cathie Wood’s ARK funds kept buying Palantir (NASDAQ:PLTR) into the teeth of its 2026 drawdown, picking up roughly 81,254 shares for about $9.7 million on June 23 and another 41,601 shares for roughly $4.5 million on June 26 across multiple tech names. That extends a months-long pattern of averaging down on weakness, and it sets up the ... Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?
Taiwanese authorities reportedly expanded an investigation into the alleged illegal export of Super Micro servers linked to Nvidia AI chips destined for China.
AST SpaceMobile shares surged after the company confirmed its newest satellites are alive and well in orbit.
Can the legendary chipmaker regain its mojo?
It might be included as early as September.
The company reports earnings in a few weeks.
This AI stock is winding down June on a bullish note.
U.S. consumers continue to deal with higher prices.
All three companies are enjoying tailwinds that are built to last.
Palantir and Nvidia Unveil Government AI Platform. Investors Cheer
The headline number gets attention. Palantir (NASDAQ:PLTR) secured a $10 billion, 10-year Enterprise Agreement with the U.S. Army last summer. The contract was awarded July 31, 2025, and the question worth asking now, nearly a year in, is whether Wall Street has properly priced what that vehicle does to the company’s competitive position. The stock ... Palantir Just Secured the U.S. Army’s Biggest Data Overhaul
AMD's stock has run up because of valuation, not business results.
Taiwan authorities raided Super Micro’s local office Monday in an expanded chip smuggling probe. What we know so far.
Palantir advances Monday after snapping a seven-day losing streak on Friday. A new partnership with Nvidia might be the catalyst the stock needs.
These stocks are well positioned to thrive even as the CPI hits multiyear highs.
Can an accelerating ad business outweigh a record spending bill?
Electric vehicle stocks are surging in midday trading on Monday as a broad tech rebound lifts high-beta names across the market. Tesla (NASDAQ:TSLA) stock is up 8% to $409.29, leading the group with a company-specific catalyst layered on top of the sector bounce. Rivian (NASDAQ:RIVN) stock is climbing 7% to $16.67, while Lucid (NASDAQ:LCID) stock ... Tesla Jumps 8%, Rivian and Lucid Rise 7% as EV Stocks Ride a Tech Rebound
The rare-earth mining company has emerged as a key player in the U.S.'s efforts to secure domestic production of these crucial materials.
Investing.com -- Taiwanese government authorities raided offices of Super Micro Computer Inc. on Monday as part of an investigation into alleged smuggling of Nvidia Corp. chips to China using the company’s servers, according to a report by Bloomberg.
The world's most valuable cryptocurrency is still a better buy than the world's biggest IPO.
The utility sector sell-off narrative pivots on a “cost of capital lag,” with critics warning that rising expenses will outpace rate adjustments and squeeze payouts. American States Water (NYSE:AWR), a CPUC-regulated California water monopoly that also runs 50-year contract service agreements on military bases, has quietly defied that thesis. Shares are up 15.46% YTD versus ... Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bu
The restaurant stock cut its payout a year ago.
Albemarle's shares have been flat so far this year on falling lithium prices, but now the metal's price is rising, thanks to growing demand for battery storage for data centers.
The law enforcement tech stock gained on news that President Trump bought shares.
Are cheap Chinese chips coming to steal Micron's market share -- and profits?
Micron's phenomenal results and guidance suggest that the memory supercycle could supercharge the stock in the coming year.
If you want exposure to gold and to earn some income from dividends, then this stock is the ideal choice.
Rivian, BYD, and Joby Aviation are still promising EV plays.
Most of the Street holds more moderate views SanDisk (NASDAQ:SNDK), with the consensus 12-month target sitting at $1,912.04. Then Citi’s Asiya Merchant raised her target to $2,500 from $2,025 on June 25, 2026, maintaining a Buy landed and reset the ceiling. Consensus implies roughly flat from here. Citi sees $500 more to go per SNDK ... Citi Just Slapped a Massive $2,500 Price Target on SanDisk. Here’s Why They’re So Bullish
AbbVie, J&J, and Pfizer are all reliable income plays in this choppy market.
The company hopes to obtain approval for its air taxi soon, and that would certainly be a game changer for the stock.
NN has tripled the size of the liquid-cooling product line launched in the first quarter of 2026.
Markets have become increasingly sensitive to any headline that hints at government spending or political influence. Defense contractors, AI companies, and cybersecurity firms can all move sharply on a single news report, even when the underlying information isn’t actually new. That happened again today after CNBC reported that President Trump bought between $1 million and ... Axon Soars on Trump Stock Purchase Highlighting Insider Trading Issues
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
One firm sees room for this tech stock to run.
Spotify (NYSE:SPOT) and Netflix (NASDAQ:NFLX) both reported Q1 2026 earnings that sent each stock lower, but for very different reasons. Spotify beat on profit and kept stacking subscribers. Netflix posted a headline-friendly cash flow number that was mostly a one-time check from a deal it walked away from. Two subscription giants. Two very different stories ... Spotify vs Netflix: One Growth Stock Has an Edge
A CNBC report by Luke Fountain, aired June 29, 2026, walks through a sequence that government watchdogs have flagged and the White House has rejected. President Trump’s Q1 2026 financial disclosures show a purchase of between $1 million and $5 million in shares of Axon Enterprise (NASDAQ:AXON), the top U.S. taser maker. Two weeks later, ... Trump Bought Up to $5 Million of Taser Maker Axon, Two Weeks Before ICE’s $220 Million Order
Will cheap Chinese chips steal Sandisk's market share -- and profits?
Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors’ consideration. Case in point: investors seeking a combination of income ... Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk
SpaceX stock is losing momentum. But history might be warning investors to wait before they buy.
As of the end of last week, shares of Sandisk were up around 780%.
A CNBC segment reported that Comcast (NASDAQ:CMCSA) plans to separate its media and cable/technology operations into two publicly traded companies, with Mike Cavanaugh leading NBCUniversal and Michael Angelakis returning as CEO of the cable business. The hosts framed the announcement against Comcast’s multi-year stock slide and questioned whether earlier moves, including the Sky acquisition, justified ... Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways
Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Pal
Inflation has not been kind to this once high-flying restaurant growth stock.
SpaceX (NASDAQ:SPCX) went public on Nasdaq on June 12, 2026 in a roughly $75 billion offering, ran to a peak of $225.64 on June 16, then gave back about 18% on the week to land near $147 to $148 by June 23 to 26. As of this morning SpaceX is trading at $155. If you ... Missed the Historic SpaceX IPO? 1 Reason Why SPCX Is Still a Screaming Buy
In the past five years, this top healthcare stock has risen by close to 130%.
Cerebras Systems stock has pulled back significantly since its stock market debut, but it could deliver big gains over the long run.
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for NVIDIA-powered AI data centre racks.
After a jaw-dropping 249% trailing-three-year return, this business has grabbed the attention of investors craving artificial intelligence exposure.
Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pricing for high-bandwidth memory that sits alongside AI accelerators from the likes of Nvidia (NVDA) and AMD (AMD), with the supply crunch spilling into the broader memory market, too.
I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now. The narrative writes itself: smaller baskets, dead consumer, end of e-commerce dominance. Then I look at the actual receipt. Total digital spending across the four-day event rose 9.3% to ... Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock
IBM (NYSE:IBM) has quietly become a cash-generating utility for corporate AI orchestration, sitting on a $255.3 billion market cap with a $12.5 billion generative AI book of business. For income investors who dismiss enterprise tech as too volatile for a retirement portfolio, the question is simple. Is the dividend safe? Dividend Snapshot Metric Value Annual ... Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees
Ark Invest's top investor is adding to stocks that have fallen sharply from recent highs.
FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is up 6%, while Plug Power (NASDAQ:PLUG) stock is flat on the session. The clear answer to today’s market-mover question: FuelCell Energy is decisively outperforming its hydrogen peers. The ... FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?
Could this be the company's largest growth driver over the next few years?
NVIDIA (NASDAQ:NVDA) stock has cooled off this summer, but the 24/7 Wall St. price target says the pullback looks like a setup for further upside. Shares closed at $192.53 on June 26, 2026, down 8.62% on the week, even as Wall Street remains overwhelmingly bullish. Nvidia is the most-owned megacap in the AI build, and ... Nvidia Stock Price Prediction: 95% of Analysts Stay Bullish
Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk. ... Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
I keep hitting the buy button on Nike, and Tuesday’s earnings report has not slowed me down. It has done the opposite. Every panic headline about CFO Matthew Friend stepping down, every Reddit thread warning of soft numbers, every fresh leg lower in the share price has me adding again. This is a confession of ... Wall Street Is Terrified of Nike’s Tuesday Earnings and a Sudden CFO Shakeup—Why This Is the Ultimate Aggressive Buy on Repeat
At 66 with $1.3 million, the math is straightforward. A 5% blended yield throws off roughly $65,000 a year before Social Security. The cash flow underneath these three blue chips is what matters most for a retiree. I dug into each dividend to see which ones a 66-year-old can actually rely on. Bristol Myers Squibb: ... 66 With $1.3 Million. Here Are 3 Hidden Gems to Target
Buying shares of the next Nvidia or Netflix gets a lot easier when the price tag stays under $10, and these five overlooked companies sweeten the deal with dividends that Wall Street rarely talks about.
More downside might be ahead for SpaceX stock, considering its sky-high valuation.
Palantir advances Monday after snapping a seven-day losing streak on Friday. A new partnership with Nvidia might be the catalyst the stock needs.
The adoption of Twilio's AI cloud communications tools is now driving stronger growth for the company.
The 360-megawatt campus in Batam will serve AI-native customers and is expected to generate up to $30 billion in committed revenue over six years
I bought Tesla (NASDAQ:TSLA) again last Friday, and I will probably buy it again next month. The bears on Reddit and the seven analysts carrying Sell or Strong Sell ratings have not talked me out of it, and neither has a year-to-date drawdown of -15.57%. I keep coming back to the buy button because Tesla is ... Wall Street Is Divided On Tesla, but I Keep Buying The Stock
JPMorgan Chase (NYSE:JPM) stands out among U.S. banks because no other peer combines its scale, diversification, and capital fortress in a way that compounds reliably through every economic regime. For a retirement-focused investor who has had enough of chasing themes, this is the kind of position that earns its place in a portfolio and then ... 1 Unstoppable Banking Juggernaut to Buy Hand Over Fist and Hold for the Next 20 Years
NVIDIA Corporation (NASDAQ:NVDA) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 24, the Financial Times reported that NVIDIA Corporation’s (NASDAQ:NVDA) AI chips that are banned from export to China under US controls have more than doubled in price on China’s black market over the past six months. […]
Dividend stocks are back in favor in 2026! This ETF with a 4.4% yield looks especially well set up for the rest of the year.
Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,
Both mega-banks carry Buy ratings and promise meaningful upside, but the conviction levels, income profiles, and balance sheet risks underneath that surface similarity tell a far more divided story about which stock actually belongs in a retirement portfolio.
There's lots of overlap between them, but the answer comes down to one thing.
Partnership targets smaller companies needing compute.
Why settle for puny yields when you can buy these monster dividend stocks?
NVIDIA Corporation (NASDAQ:NVDA) is one of the best fast growth stocks to buy according to hedge funds. On June 22, NVIDIA Corporation (NASDAQ:NVDA) unveiled a full stack of AI tools and partner deployments designed to move the telecom industry from task-based AI automation toward truly autonomous, around-the-clock network operations. The company made the unveiling at […]
Nvidia was edging up early Monday after a difficult week that saw the chip maker’s shares fall below its recent floor of $200. Nvidia shares were up 0.9% at $194.33 in premarket trading. Australian firm Firmus signed an eight-year partnership with Nvidia to build a dedicated 360 megawatt AI facility in Batam, an Indonesia island off the coast of Singapore, it said in a statement Monday.
Qualcomm appears to be at the beginning of an AI run.
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. (“NN” or the “Company”) (NASDAQ: NNBR), a global diversified industrial company that engineers and manufactures high-precision components and assemblies with six sigma quality, today provided an update on its rapidly growing Data Center business. NN’s combined Data Center and Electric Grid business is already its 2nd largest business, with a further goal to grow the business into the Company’s largest business by sales. The Data Center
Investors are unquestionably no longer treating growth and mega-cap tech stocks the way they used to.
Fermi Inc. (NASDAQ:FRMI) is one of the 10 Best New Stocks to Buy Other Than SpaceX. On June 23, 2026, Stifel lowered its price target on Fermi Inc. (NASDAQ:FRMI) to $17 from $29 and kept a Buy rating. Stifel said Fermi has apparently made progress in the background after months of post-IPO uncertainty, but the […]
The facility is scheduled to begin deploying Vera-Rubin, Grace-Blackwell, and Vera platform accelerators through 2027 and 2028.
Joel Greenblatt's Magic Formula ranks stocks on earnings yield and return on capital, but for retirees those two numbers can point straight toward disaster. Three stocks cleared the screen, and only one survives when income reliability and volatility enter the equation.
SpaceX relies on a key supplier for many of its growth initiatives.
These stocks are better bets to skyrocket than the much-hyped rocket stock.
These stocks are no-brainer buys.
NVIDIA Corporation (NASDAQ:NVDA) is one of the Stocks That Will Make You Rich Over the Next 3 Years. On June 24, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang made clear that national security takes priority over commercial opportunity. He stated that if a business conflict arose with US interests, Nvidia would side with […]
Meme coins may have massive market caps, but that doesn't necessarily make them a good investment.
The VanEck Digital Native Economy ETF (NASDAQ:GENZ) is the same fund that traded for years as the VanEck Gaming ETF, VanEck Vectors Gaming ETF (NASDAQ:BJK), until VanEck flipped its mandate on April 9, 2026. The reshuffled basket still carries a trailing 3.77% distribution yield on the VanEck site, but that figure was earned by a ... Gaming ETF Becomes Growth Fund; Trailing Dividend Payout No Longer Reflects New Holdings
Does the market's biggest-ever debut look like a bargain yet?
Nvidia became a trillion-dollar stock thanks to its leadership in the GPU market.
SpaceX is headed for some huge revenue growth over the next year.
Is there an alternative to buying bonds in case of a stock market downturn? These two funds could be a different way to hedge.
Investors were expecting OpenAI to launch an IPO this year.
If you're an investor looking to generate more income from your holdings, you've come to the right place.
CoreWeave (NasdaqGS:CRWV) has disclosed a $99b backlog tied to large AI infrastructure contracts. The company is supplying GPU cloud capacity to major partners including Nvidia, Meta, Microsoft, and OpenAI. These agreements reflect long term commitments for AI workloads across hyperscalers and leading AI labs. CoreWeave sits at the center of rising demand for high performance compute, with the stock trading at $96.58 and up 21.8% year to date. This comes despite the shares being down 18.1%...
Nvidia has been a major winner in the AI boom.
AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.
CoreWeave's shares have delivered a muted performance this year despite its terrific growth, giving investors a solid opportunity to buy before it is too late.
Microsoft is no longer the main character as investors await OpenAI's IPO.
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the high growth NASDAQ stocks to buy now. On June 24, Odine entered into a partnership with Supermicro to accelerate the development of AI infrastructure in Türkiye. By using Supermicro’s global expertise in NVIDIA-validated, GPU-based high-performance systems and AI factory solutions, Odine will spearhead the deployment and […]
Qualcomm (NasdaqGS:QCOM) has outlined a broad AI data center plan that includes new partnerships with Meta and Microsoft. The company introduced its Dragonfly C1000 CPU and a new High Bandwidth Compute architecture for AI workloads. Qualcomm confirmed the acquisition of AI software company Modular to build an ecosystem that can compete with Nvidia’s CUDA. Qualcomm is best known for its smartphone processors, and the new AI data center push signals a wider focus on infrastructure and cloud...
The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade. While semiconductor companies remain at ... The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year. Qualcomm shares rose 13.3% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet
At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to use: aerospace and defense, interstate natural gas pipelines, and global infrastructure. Here is whether each dividend is actually safe. The Three-Stock Income Snapshot ... 65 Years Old With $1.4 Million. This Is My Income Blueprint With Uncertain Fed Policies
Super Micro Computer (NASDAQ:SMCI) has whipsawed investors over the past year, with the stock down 32.03% over twelve months even as AI server demand has exploded. After a brutal repricing, our model now sees value emerging at current levels. Our 24/7 Wall St. price target for Super Micro is $34.92, implying roughly 10.22% upside from ... Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing
Stock Market Today: The Dow Jones index fell, while the Nasdaq dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.
The AI cloud provider has secured huge contracts, but its expansion plans are just ramping up.
STORY: :: AppleApple is hiking prices as the cost of memory chips skyrockets.Its lowest priced laptop will jump from $599 to $699, with iPad prices also rising.For now at least, the iPhone is unaffected.Apple says it can no longer avoid passing on rising costs to consumers.The price of memory chips jumped by around 98% in the first quarter, and has continued to soar ever since.That is driven by the boom in AI data centers.Companies like Nvidia have signed big deals with chipmakers, leaving consu
The stock fell after getting added to a major index this week.
Lockheed Martin (NYSE:LMT) is a stock worth owning for decades because its revenue is effectively underwritten by the U.S. government and a global alliance system that does not negotiate down its threat environment to suit a recession. For a retirement investor who has already paid tuition chasing momentum, it fits the profile of a long-duration ... 1 Rare Dividend Stock Built to Survive Any Recession
Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave digitimes
There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?
Conapto deal adds renewable-powered data center sites.
Odine, a global technology partner combining consultancy, system integration, and AI-powered product innovation, announced a strategic partnership agreement with Silicon Valley-based global technology leader Supermicro.
This Nvidia-Backed Company Just Entered the $154 Billion AI Photonics Market. Does This Make the $13 Stock a No-Brainer Buy? The Globe and Mail
Stock Market Today: The Dow Jones closes lower Tuesday. Micron and Nvidia drop and FedEx falls ahead of earnings.
These exciting companies offer different ways to invest in the next generation of defense.
NVIDIA and Coherent Break Ground in Texas on AI Optical Bottleneck Fix: $2B Bet Backed by CHIPS Act Tech Times
NVIDIA’s $500B AI Plan Backed By Coherent’s Texas Fab Quantum Zeitgeist
U.S. Stock Market Premarket News: Waller Makes His Federal Reserve Debut; Nvidia Increases Investment in Optical Interconnect Capacity Bitget
Nvidia announces AI infrastructure expansion plan, invests heavily in indium phosphide production increase Bitget
U.S. Stock Market Premarket News: Waller Makes His Federal Reserve Debut; Nvidia Increases Investment in Optical Interconnect Capacity Bitget
Shares are down 33% from highs, but the company is growing like a weed.
Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand The Register
Coherent’s New Texas Plant Replaces Copper With Light, Powering NVIDIA’s 576-GPU Vera Rubin Data Centers & The Silicon Photonics Era Wccftech
Jensen Huang appears with a shovel in hand! NVIDIA-backed indium phosphide plant breaks ground 富途牛牛
Coherent Breaks Ground on Expanded Texas Facility, Scaling AI’s Optical Backbone NVIDIA Blog
Corrected-Robotechnik In Partnership With Nvidia In Developing Optical Interconnect Technologies TradingView
ficonTEC, a subsidiary of RoboTech, is collaborating with NVIDIA to develop next-generation CPO and optical interconnect technologies. 富途牛牛
Nvidia-Led CPO Expansion Drives Order Rush for Korean Materials and Equipment Firms thelec.net
NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs Wccftech
NVIDIA’s First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs Wccftech
Nvidia-Backed Coherent CEO Raises Indium Phosphide Shortage in China Amid Trump Visit IndexBox
Nvidia unveils photonics co-packaged optics switch with Lambda to enhance AI workloads Crypto Briefing
NVIDIA, SK Hynix, and Samsung are simultaneously betting on silicon photonics. The ChinaAMC STAR Market Semiconductor ETF (588170) and the ChinaAMC Semiconductor Equipment ETF (562590) have pulled back by 3%, but have cumulatively gained 富途牛牛
Nvidia teams up with Taiwan’s TSMC on co-packaged optics switches Taiwan News
Zhongji Innolight overtakes CATL as AI optical hardware gains more influence in China's equity benchmark.
Ayar Labs Joins NVIDIA NVLink Fusion Ecosystem to Bring Co-Packaged Optics to AI Factories hpcwire.com
Ayar Labs joins NVLink Fusion, bringing co-packaged optics to Nvidia's AI infrastructure SDxCentral
Lambda offers glimpse into Nvidia’s CPO switch, enabling 'more tokens' through substantial power savings SDxCentral
Ayar Labs Joins NVIDIA NVLink™ Fusion Ecosystem to Bring Co-Packaged Optics to Rack-Scale AI Infrastructure Business Wire
Sivers to provide lasers for GlobalFoundries; Nvidia ramps optical AI 'engine' Optics.org
Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply 24/7 Wall St.
AI Networking Stock Beats Nvidia by 7X With 135% Returns Medium
AI Data Center Optical Component Shortage: Nvidia's $4B Laser Lockup Pushes Rivals Past 2027 Tech Times
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD I/O Fund
[News] TSMC Targets 2H26 COUPE on Substrate; NVIDIA Could Eye Long-Term Substrate Deals Amid CPO Push TrendForce
Why Coherent (COHR) Is Up 14.1% After Strong Q3 Results And Expanded NVIDIA AI Partnership Yahoo Finance
Inside Nvidia’s $4B Optical Strategy — and Why CPO Changes Everything Beth Kindig – Medium
NVIDIA Drains Foxconn’s Entire CPO Rack Supply Ahead of Schedule, Forcing the Assembler to Skip Showcase at Computex This Year Wccftech
Nvidia-backed Coherent posts record quarter as AI infrastructure buildout accelerates optics demand sdxcentral.com
Inside Nvidia’s $4B Optical Strategy—and Why CPO Changes Everything I/O Fund
Nvidia to invest up to $3.2 billion in Corning as part of massive optical fiber deal with 3 new factories focused on AI CNBC
Nvidia to invest up to $3.2 billion in Corning as part of massive optical fiber deal with 3 new factories focused on AI CNBC
NVIDIA Fast-Forwarded Co-Packaged Optics Five Years Ahead of Schedule, Arriving First With Its Feynman GPUs Wccftech
What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure digitimes
Inside Nvidia’s Silicon Photonics Roadmap HPCwire
AMD Taps GlobalFoundries for MI500’s Co-Packaged Optics as the Silicon Photonics Race With NVIDIA Heats Up Wccftech
Forget Nvidia, These Are the 3 Best Stocks for Solving AI’s Bandwidth Bottleneck 24/7 Wall St.
Nvidia invests $2B in Marvell as part of new interconnect partnership SiliconANGLE
NVIDIA's Investment Map Reveals AI Investment Trends: Optical Interconnect and Computing Power Leasing After Spending $18 Billion in Six Months 富途牛牛
Nvidia marks Marvell for AI-RAN, silicon photonics work ... with a $2B kicker SDxCentral
Coherent’s $23 Billion Growth Opportunity Lifted by NVIDIA’s Optical Ambitions The Futurum Group
Nvidia-backed Lumentum unveils heat-resilient optical interconnect for AI networks SDxCentral
Nvidia's Jensen Huang at GTC 2026: Copper Cables and Optical Modules to Coexist Long-Term, AI Compute Interconnect Enters Dual-Era finance.biggo.com
Nvidia backs copper in next-gen interconnects amid CPO push SDxCentral
Lumentum Stock Jumps. This Is More Important Than Nvidia’s Mixed Messages. Barron's
NVIDIA: Co-Packaged Optics at a Crossroads: Narrow & Fast vs. Wide & Slow semivision
NVIDIA Launches New Switches with TSMC's Co-Packaged Optics TechInsights
Co-packaged optics race: Strategic approaches from NVIDIA and Broadcom dqindia.com
Nvidia, Broadcom form group to standardize optical interconnects for next-gen AI clusters SDxCentral
Nvidia Invests US$4 Billion in Photonic Technology Optics & Photonics News
Tech titans team up to form optical interconnect alliance to solve the AI buildout's big data bottleneck — Nvidia, AMD, Broadcom & more set sights on building PHY to break through the limitations of copper tomshardware.com
AMD, Broadcom, and Nvidia join hyperscalers to define optical scale-up interconnect of the future for AI clusters — Meta, Microsoft, and OpenAI to benefit as speeds eventually scale to 3.2 Tb/s tomshardware.com
Co-Packaged Optics Race: Strategic Approaches from NVIDIA and Broadcom IDTechEx
NVIDIA Compute Architecture Paves the Way for Scale-Up Optical Interconnects; CPO Penetration in AI Data Centers Expected to Rise Steadily, Says TrendForce TrendForce
Google follows Nvidia's lead with ‘large orders’ for optical interconnects: report SDxCentral
Coherent And NVIDIA Forge Multi Year AI Optics Supply Alliance Yahoo Finance
Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access Tom's Hardware
Nvidia invests $4bn in Lumentum and Coherent for optical interconnect Electronics Weekly
Optical interconnect startup Ayar Labs closes $500m funding round backed by Nvidia and AMD Data Center Dynamics
Co-packaged optics startup Ayar Labs raises $500M round backed by Nvidia, AMD SiliconANGLE
NVIDIA’s $4B Optics Bet Signals Photonics as AI’s Next Bottleneck The Futurum Group
Partnering With Lumentum and Coherent, Can Nvidia’s $4 Billion CPO Bet Support the Future of AI Computing Power? tradingkey.com
Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies Sherwood News
Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent SiliconANGLE
Nvidia Invests $4B In Two Silicon Photonics Companies HPCwire
Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching The Next Platform
NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology nvidianews.nvidia.com
NVIDIA bets $2B on U.S. factory push for next-wave AI data centers Stock Titan
Nvidia (NVDA) bets $4B on Lumentum & Coherent optics grafa.com
2026 NVIDIA Silicon Photonics 3D Stacking and DWDM Half-Rate Optical Link Technology semivision
Forget Nvidia, This Is the Stock to Buy For the AI Boom’s Next Leg Up 24/7 Wall St.
Lumentum should benefit as Nvidia 'accelerates' co-packaged optics: GF (LITE:NASDAQ) Seeking Alpha
Tower Semiconductor & Nvidia team up on 1.6T silicon photonics for AI data centers eeNews Europe
NVIDIA Webinar Teases Co-Packaged Optics to Cut Power and Scale “Gigawatt” AI Factories MarketBeat
NVIDIA Webinar Teases Co-Packaged Optics to Cut Power and Scale “Gigawatt” AI Factories Yahoo Finance
NVIDIA CES 2026 Keynote Spectrum X Co Packaged Optics ServeTheHome
Scaling Power-Efficient AI Factories with NVIDIA Spectrum-X Ethernet Photonics | NVIDIA Technical Blog developer.nvidia.com
TSMC COUPE × Metalens: Building the Key Optical Architecture for NVIDIA’s Next-Generation AI Interconnect semivision
Lambda Leads Early Adoption of NVIDIA Co-Packaged Optics for Next-Gen AI Factories Business Wire
PsiQuantum Raises $1B, Collaborates with NVIDIA | Industry News | Nov 2025 Photonics Spectra
[News] AI Fuels High-Speed Interconnects, NVIDIA, Google, AWS Boost Optical Transceiver Module Demand TrendForce
Nvidia networking roadmap: Ethernet, InfiniBand, co-packaged optics will shape data center of the future Network World
NVIDIA Unveils CPO Details: Optical Chips Steal the Show at Hotchips 36Kr
NVIDIA Co-Packaged Optics with Silcion Photonics for Switching and Spectrum-XGS Scale-Across ServeTheHome
How Industry Collaboration Fosters NVIDIA Co-Packaged Optics | NVIDIA Technical Blog NVIDIA Developer
Scaling AI Factories with Co-Packaged Optics for Better Power Efficiency | NVIDIA Technical Blog NVIDIA Developer
A New Era in Data Center Networking with NVIDIA Silicon Photonics-based Network Switching | NVIDIA Technical Blog NVIDIA Developer
Could Nvidia's Revolutionary Optical Switch Transform AI Data Centers Forever? IEEE Spectrum
NVIDIA Looks to Co-Packaged Optics for AI “Factories” Optics & Photonics News
How TSMC’s Silicon Photonics Could Impact NVIDIA’s Future semivision
Nvidia looks to silicon photonics to cut datacentre AI power ... eenewseurope.com
Optics, not GPUs, are Nvidia's big GTC news Fierce Network
Nvidia reveals plan to scale AI 'factories' with co-packaged optics Optics.org
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs NVIDIA Newsroom
Nvidia and TSMC to collaborate on silicon photonics technology datacenterdynamics.com
Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp SemiAnalysis
Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes SemiAnalysis
Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia? SemiAnalysis