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Micron's stock could be headed to the moon.
The three have long-term opportunities in varied industries.
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real gains are still ahead or already behind us.
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.
The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure on what comes next.
SK Hynix stock can go on a terrific bull run, driven by solid growth prospects and an attractive valuation.
This under-the-radar semiconductor company is now at the center of the AI revolution.
A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure. Oracle (NYSE:ORCL) sits at the front of that queue, and its stock is repricing on the higher cost of the borrowing that funds its buildout. Oracle stock is […]
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.
Swapping out an ERP system has been compared to open-heart surgery, which is exactly why Oracle, SAP, and Workday have held their ground through every technology wave. Now an AI-native startup backed by a former Sequoia partner is betting that a rebuilt architecture can finally make the pain worth it.
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.
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 company's AI-driven revenue has surged, particularly from Google Cloud, but that growth came at a cost.
Wall Street is warming to the prospects of the healthcare giant.
Nvidia (NVDA) is investing $3.5 billion in Taiwanese AI chip designer Mediatek (2454.TW). Yahoo Finance Senior Business Reporter Ines Ferré explains why this deal is a particularly crucial element of Nvidia's larger AI strategy.
Nvidia (NVDA) is investing $3.5 billion in Taiwanese AI chip designer Mediatek (2454.TW). Yahoo Finance Senior Business Reporter Ines Ferré explains what makes this deal especially crucial for Nvidia.
The beauty of owning this stock can take a few decades to truly appreciate.
Goldman Sachs CEO David Solomon sees artificial intelligence as a potential economic game-changer, but he is putting Washington on notice: the window to course-correct on spending is narrowing fast.
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.
Something unusual is happening across drone stocks this Tuesday morning, and the pattern of declines reveals exactly what kind of market day this is and who gets hurt most when risk appetite vanishes from speculative defense names.
Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.
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.
Cathie Wood keeps trimming Roblox while pivoting ARK's capital toward a surprising corner of the energy market, and the pressure on RBLX stock is compounding from a direction most investors are not watching.
OpenAI’s advertising business is still tiny compared with Google Search, but D.A. Davidson analyst Gil Luria says the growth trajectory should have Alphabet investors paying attention. Luria told CNBC on Monday that OpenAI’s advertising business has reached roughly a $1 billion annualized revenue run rate, up from about $100 million just six months ago. That’s […]
The Justice Department just hit KKR with the largest premerger penalty in history, and the firm's lawyers may end up wishing the story ended there.
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.
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.