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What comes next for this iconic memory giant?

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.

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.

Stocks slipped in early trading on Tuesday as long-dated bond yields rose and speculation of a rate hike this year grew.

The AI infrastructure company plans to list on Nasdaq under the ticker SBE and aims to raise between $5 billion and $7 billion

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.

Broadcom, Nvidia, Palantir, Fortinet and Quanta Services draw attention as markets brace for key data and rate decisions.

Kevin Warsh just sent September rate hike odds above 50%, but at least one prominent investor thinks the bond market is making a serious mistake and that NVIDIA traders may be the ones who get the last word.

Seagate has already handed investors gains that dwarf Nvidia's returns over the past year, and Wall Street analysts think the storage giant still has a long way to run before this AI trade exhausts itself.

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

MediaTek stock rose 10% Tuesday after the companies announced the deal, which centers on custom AI chips for data centers, PCs, and cars

Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog numbers that the broader market appears to be ignoring entirely.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Hut 8 continues to have momentum at its back.

Stock Market Today: The Dow Jones index drops Tuesday as oil prices and Treasury yields jump. Nvidia and Micron are early losers.

Investments in OpenAI, Anthropic and SpaceX drove up earnings for Big Tech players like Amazon, Microsoft and Google-parent Alphabet.

Certain high-yield investments quietly hand thousands of dollars to the IRS every single year, and most investors holding them in taxable accounts have never stopped to calculate exactly how much they are surrendering before reinvesting a single cent.

The platform, called OmniStar, can evaluate delivery options and select the best route for each order in about 2.5 minutes

Wall Street analysts reshuffled their ratings on September 1st with some dramatic target price swings, including one major utility stock getting its target slashed nearly in half while a red-hot language app saw its target doubled overnight.

Small-cap stocks have performed well in 2026, but that could potentially change.

Interest rate hikes can be very helpful for banks, but only under certain circumstances.

The company, which is majority-owned by Masayoshi Son’s SoftBank, said it plans to trade on Nasdaq under the symbol SBE, and hasn’t yet determined the number or pricing of shares in the proposed offering.

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 […]

Gates' note touches on a core fear that many have about the technology.

This cybersecurity company could be one of the biggest winners of agentic AI.

The partnership combines Nvidia’s AI capabilities with MediaTek’s chip-design expertise to drive advances across cloud, PC, and automotive platforms.

Global fund flows are piling into a single sector at a pace that dwarfs every other corner of the market, and the trade hinges entirely on four companies delivering good news in October.

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.

Coke is at record highs, but PepsiCo offers twice the dividend yield.

Every time Nvidia posts massive growth, its shares seem to drop. Why?