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Investing.com -- Unity Software Inc. (NYSE:U) fell 5%, while Roblox Corporation and AppLovin each dropped 1% after Meta announced new AI-powered game creation tools at its Connect conference.

Shares of Coherent Corp. (NYSE:COHR) are up 59% year to date (YTD) in 2026, a striking run for a stock leveraged to the shift from copper to optical connectivity inside AI data centers. Coherent stock trades at $294.37, and the gain looks substantial in isolation. Yet, the same optical-components trade that lifted Coherent lifted its […]

By Isla Binnie Sept 24 (Reuters) - Oracle issued a "force majeure" notice to a Blue Owl unit, the developer of a large New Mexico data center, citing potential delays in securing power for the project

Nike just signed a $200 million deal with the University of Miami. Could this be a sign of life for NKE stock?

The idea makes more than enough sense. Not every idea, however, has an easily identifiable way of capitalizing on it.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including Powell (NASDAQ:POWL) and its peers.

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Starbucks shares slid hard this month while the broader market climbed, and the disconnect raises a question every shareholder needs to answer before the next move hits.

Bloom Energy could still generate big multibagger gains.

A coalition of global banks says agentic AI tools that make purchases on behalf of consumers could expose card details and weaken payment security.

As an “old school CFO,” a strong focus on cash flow and generation remains paramount, GM CFO Paul Jacobson said.

Micron surged to lead the AI memory trade while the broader market barely moved, and that kind of outlier performance sets up a genuine fork in the road for investors holding a position right now.

CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.

The S&P 500 is close to its record high, but a bearish chart pattern and weakening momentum could complicate the path higher.

Different national rules and systems for transport, energy, technology and skills are holding back investment across Europe, a new study argues.

The Chinese EV maker has a better shot at a comeback.

Microsoft’s story may finally be gaining traction. Here’s why Stifel sees a path back to growth for MSFT.

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

Pulling your money out of the market during a rough patch is the surest way to miss out on the biggest gains.

AppLovin has higher margins and a more proven business model. Reddit has faster growth and an AI licensing business that sets it apart from every other ad platform.

Intuitive Surgical (ISRG) shares fell 10.4% in the past year, while the S&P 500 returned 16.5%. Much of the market has focused on moderating U.S. procedure growth. The more telling number is 144 trade-ins in fiscal Q2 2026, up from 83 a year earlier. Most came from customers moving to the new da Vinci 5 robot. Those trade-ins matter most if upgrades continue and each surgery also earns more. Is that number a blip, or are customers still trading up.

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

A bond-market rout pushed the 10-year Treasury yield to the highest since 2007, but it doesn’t erase the value of fixed income in a diversified portfolio. Over 80% of the global bond market now yields above 4%, according to BlackRock. The asset manager says the average yield in a bond portfolio it tracks has more than doubled from five years earlier.

McDonald’s plans to invest $8.5 billion by 2036, modernizing restaurants, expanding AI and testing new menu items and a revamped rewards program.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

Meta Platforms stock has surged on the success of its Muse agent. Now it hopes to buck the trend of AI-hardware failures with its Muse Charm gadget.

Realty Income's yield has risen sharply over the past month.

Project Sunrise will launch after years of planning and hype.

CEO Jensen Huang has argued against AI regulation but he supports an even more drastic solution if the technology can't be developed safely.

Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...