News

Intel’s stock jumped Tuesday after a report that it could raise prices in October.

Shares of Bloom Energy are surging on the news that the company is set to join the S&P 500.

AGX's Q2 beat highlights strong Power execution and margins, while Industrial profitability and project timing remain uneven.

I'm bullish on international stocks in September 2026 -- and for a long time to come.

AGX's rapid growth and $2.5 billion backlog support its outlook, but soft margins, project risks and a premium valuation raise the stakes.

AWS and Google Cloud are both burning through tens of billions in capex every quarter, but only one is converting that spending into free cash flow at hyperscale margins right now. Which model actually wins when the 2027 capacity cliff arrives?

AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.

Bloom Energy is set to join the S&P 500 before trading begins on September 21.

GS jumps 38.6% in a year, but will strong M&A, AI initiatives, streamlining and shareholder returns support further gains? Let us find out.

PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

TER's UltraFLEXplus demand is surging on AI-driven test needs, fueling chip-test growth and strengthening its position against KLA and Cohu.

PLUG's revenue recovery and rising electrolyzer demand offer long-term promise, despite persistent losses and financial pressures.

MTZ's $21.4B backlog and AI infrastructure exposure support growth, but weak cash flow, Communications segment softness and premium valuation pose risks.

As Newmont has surpassed the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.

Small modular reactor stocks are surging against a red broad market, but with NuScale and Oklo still deep in the red for the year, the real question is whether this is a genuine bottom or just another bounce trap in a brutal downtrend.

Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) and Amazon.com Inc (NASDAQ:AMZN) on Tuesday announced a multi-generation collaboration to develop customized silicon for large-scale AI data centers, with an initial focus on AI inference for Amazon Web Services. The news sent Qualcomm shares up 4.5% on...

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.

FLEX's $4.4 billion EPC Power deal strengthens its AI infrastructure portfolio, targeting 800V power architectures and potential growth in revenue and margins.

NIKE hits a 52-week low as Sportswear weakness, China and EMEA pressure persist, while Running growth and new products support longer-term prospects.

These all-weather stocks should pay you forever.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]

Copper prices hit a record high Tuesday due to concerns over potential U.S. tariffs and supply problems amid surging demand for AI data-center infrastructure.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]

Each 10-cent rise in the copper price is worth approximately $390 million in annual EBITDA for Freeport-McMoRan, per its own management sensitivity model, making Tuesday's record-setting session a material earnings event in real time.

Since March 2026, AIG has been in a holding pattern, floating around $77.33. The stock also fell short of the S&P 500’s 13.6% gain during that period.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]

The companies will work on AI inference chips and optical connectivity solutions capable of supporting speeds of up to 1.6 terabits per second.

At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.

While Ford Motor has outpaced the S&P 500 Index over the past year, analysts are cautiously optimistic about the stock’s prospects.