News

Apple shares reached a fresh ATH above $344, while NVIDIA's forward valuation multiple has compressed sharply despite record revenue growth.

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

Here's what we've learned about Elon Musk's space company since its IPO.

Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]

The biotech's obesity drug candidate could make it easier for people who have recently lost weight to keep it off.

It's not too late to buy Nvidia.

Nvidia’s latest insider filing adds to a steady stream of stock sales by key shareholders.

It's not a dollar figure though.

There's a lot that needs to go right.

From the end of June to mid-September, expected earnings rose nearly five times as quickly as the index itself.

Three consumer giants could give investors some staying power if the market turns rough.

D-Wave Quantum Inc. recently added Bernard Gavgani, a long-time technology and operations leader at BNP Paribas, to its Board as an independent Class II director and member of the Cybersecurity Committee, effective 18 September 2026, with his term running until the 2027 Annual Meeting of Stockholders or until a successor is elected. Gavgani’s background in overseeing large-scale technology, cybersecurity and AI governance initiatives at a global financial institution introduces additional...

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 auto-parts retailer is winning market share as it expands globally.

For those hoping to get in on the autonomous ride-hailing industry, they need to consider the following things.

Can Monster Beverage produce the necessary growth?

GM's unveiling more hunky V8 engines amid a boom in hybrid demand seems like a mistake, but here are some things for investors to consider.

The White House is considering a ban on diesel exports, said a top official.

The company embraces nuclear as a way to power AI.

Based on price targets alone, the risks may outweigh the rewards of owning SpaceX stock for more conservative investors.

The market may be underestimating these companies.

Nvidia's shares trade at less than 17 times forward earnings, signaling growing Wall Street skepticism about its long-term sustainability.

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 […]

VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.

Alibaba used its September 22 developer conference to show how quickly China’s AI stack is filling the holes left by restricted access to U.S. chips. The company unveiled the Zhenwu V900 accelerator, which it says delivers roughly three times the performance of its predecessor and is scheduled for mass production in early 2027. Alibaba Group […]

Google is testing whether its custom AI chips can become national infrastructure instead of remaining mostly a cloud advantage. A September 22 report from Seoul Economic Daily said Google met South Korean officials on September 9 to discuss supplying tensor processing units for the country’s sovereign-AI buildout. That puts Alphabet Inc. (NASDAQ:GOOGL) into a market […]

The company is looking to prove it can achieve significant success outside the coronavirus market.

Three covered call ETFs have deposited cash into investor accounts every single month for up to twelve years running, surviving a pandemic and multiple bear markets without missing a beat. The fund most income screens ignore has quietly outperformed the two obvious choices by a wide margin.

JEPI has been doing its job in 2026, delivering steady income and muted volatility exactly as promised. But a smaller Fidelity fund running a nearly identical strategy has quietly built a gap that JEPI investors may find hard to ignore.