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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...

Cadence Design Systems (CDNS) is back in focus after partnering with Global Unichip Corp to support advanced custom silicon for AI accelerators and hyperscale systems built on TSMC’s latest process technologies. Recent price action reflects that story. Cadence Design Systems has a 7 day share price return of 10.43% and a 1 day move of 2.03%. However, the 90 day share price return is down 16.06% and the 1 year total shareholder return is down 13.41%, while the 5 year total shareholder return...

Safety and liability could reshape the next AI investment cycle

Long-term case for Uber Technologies Inc. (NYSE:UBER) expands beyond its ride-hailing solutions, as the management remains focused on an autonomous vehicle strategy. The company aims to capitalize on strong network effects and become a key demand layer for driverless fleets. The potential acquisition of Delivery Hero also aligns with its broader strategic objectives. Read Uber […]

Home Depot has seen its share price slide over the past year, and that pullback puts the spotlight squarely on a simple question for investors who care about valuation: whether the current market price still lines up with the cash the business is expected to generate. The stock story has become less about momentum and more about what its cash flows can justify. Over the past 12 months, Home Depot shares have fallen 25.5%, which puts recent buyers and long term holders in the same place,...

Airbnb (ABNB) is spending to grow beyond homes, into hotels, car rentals, and other services. For an owner, the risk is that this spending squeezes profit margins while the stock trades at a premium. Management has not said what margin Airbnb expects for 2027.

Amazon Powers Up Indiana With $100 Million Robotics Manufacturing Push

Incoming economic data indicate the economy is expanding, but that doesn't necessarily mean easy, or even good, times for all.

Scholastic (SCHL) delivered earnings and revenue surprises of -6.14% and -3.51%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

The pop-up coincides with Climate Week taking place in New York City.

Boeing (NYSE:BA) delivered fewer aircraft in August than it did a year earlier, but that headline misses the more interesting number for investors. Through the first eight months of 2026, the planemaker handed over 418 aircraft, its highest total for the period since 2018. DON’T MISS: American Airlines vs. Ryanair: Which Airline Is Better Positioned […]

The higher target still implies oil could retreat sharply

Stocks ended Thursday's session nearly unchanged as bond yields sat at multi-year highs. The Nasdaq Composite was also flat, ending 0.01% in the green. The Dow Jones Industrial fell 0.3%, or 161 points.

Who will win in the latest AI power struggle?

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.

A massive AI buildout is hitting a new execution test

AMD's stock has gotten very expensive.

Tech stocks declined late Thursday afternoon, with the State Street Technology Select Sector SPDR ET

AMC Entertainment (NYSE:AMC) shareholders rejected several corporate-governance amendments at the company’s 2026 annual meeting, while approving an increase in shares available under its equity incentive plan and electing three Class 3 directors. Chairman and Chief Executive Officer Adam Aron said

Taiwan chip exports hit a record $30.8 billion as AMD and Micron break out of the triangles that capped them since July.

Everyone's talking about the meteoric rise of Meta's Muse, but Zuck's real power move dropped a day later: a secretive, keychain-sized AI device with a camera and mic, shipped months ahead of OpenAI's rumored rival. Host Ejaaz Ahamadeen breaks down the Muse Charm news from Qualcomm's Snapdragon Summit in Hawaii, and unpacks the biggest stories of the week from Meta Connect and beyond.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Energy stocks rose late Thursday afternoon with the NYSE Energy Sector Index gaining 0.4% and the St

AI's infrastructure race may eventually extend far beyond Earth

Enduring High Energy Laser (E-HEL) contract awarded by the U.S. Army represents a landmark development for AeroVironment Inc. (NASDAQ:AVAV). The contract is valued at $464.8 million and falls under the company’s LOCUST laser weapon line. Reflecting on a historic shift for laser weapons from prototype to production, the contract positions AeroVironment as a leading player […]

Tesla, Bank of America and Coca-Cola headline today's research, with growth drivers, investment plans and key risks in focus.

Financial stocks were lower in late Thursday afternoon trading, with the NYSE Financial Index and th

According to the companies, the main goal is to help brands shift ad budgets toward the campaigns that are generating the best returns.

Monster Beverage has been a monster performer. But should you buy it at any price?