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The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.
Mark Cuban says AI will never replace radiologists, and his reasoning has nothing to do with capability. The real disruption, he argues, targets a different layer of medicine entirely, one worth hundreds of billions in enterprise value at some of the biggest names in healthcare.
NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]
Hyperscaler spending is creating room for multiple chip winners
Wall Street may still be underestimating Nvidia's AI momentum
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.
The chipmaker is investing in data center developer Cloverleaf Infrastructure.
Nvidia stock has been on an odyssey since reaching an all-time high in mid-May. Will its fiscal Q2 report be a positive catalyst?
Nvidia (NVDA) is set to report second quarter earnings results on Wednesday, Aug. 26, after markets close. Yahoo Finance Technology Editor Dan Howley discusses his expectations for the earnings print, highlighting what investors will be keeping an eye on.
The footwear and apparel maker faces existential challenges.
Space Exploration Technologies Corp. (NASDAQ:SPCX) beat Wall Street’s revenue estimates in its first earnings report since its record June IPO. The stock still fell as much as 8% in extended trading anyway, as capital expenditures soared past what analysts expected. Why a Real Beat Still Spooked Investors Revenue came in at $7.81 billion, up 92% […]
Three steel stocks sat in the same industry through the same cycle in 2026, yet their returns look nothing alike. One name left its shareholders with almost nothing while another ran away from the pack, and the reason comes down to something most investors overlook when picking inside a sector.
Retail real estate crushed the broad property benchmark in 2026, but the three biggest names took very different paths to get there, and the winner depends entirely on what you actually need from your portfolio.
Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line most investors missed.
Microsoft has rallied back from the plunges it took earlier this year, but can it go higher?
CoreWeave and Nebius are two of the fastest-growing companies in the market.
Wall Street sees more room despite Nvidia's massive run
The hydrogen trade is splitting Friday, refusing the tidy “yesterday’s rout reverses” script that a bounce after Thursday’s selloff might have suggested. FuelCell Energy (NASDAQ:FCEL) stock is up 5% to $19.36 in Friday midday trading, leading the rebound after taking the worst of yesterday’s damage. Meanwhile, Plug Power (NASDAQ:PLUG) stock is climbing 4% to $2.29, ... FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits
Webull just posted its strongest quarter ever as a public company, fueled by a regulatory change that permanently rewired how millions of traders operate. The real question is whether the stock already drank all the good news before you got there.
PIMCO's most generous monthly payer almost always came with a costly entry toll that made income-seekers hesitate. A rare shift in market conditions has quietly stripped that barrier away, and the window may not stay open long.
D-Wave stock jumped on an upgrade today -- but why is Rigetti stock doing even better?
Drone stocks are bouncing Friday after Thursday's brutal selloff, but the recovery tells a more complicated story than the headlines suggest. Not every name is clawing back at the same pace, and the reason why reveals exactly how fragile this group's momentum really is.
After a multi-year bull run, the S&P 500 Shiller CAPE ratio hasn't been this expensive in 26 years.
Nvidia CEO Jensen Huang called Marvell Technology, Inc. (NASDAQ:MRVL) the “next trillion-dollar company” at Computex on June 2. Alphabet Inc. (NASDAQ:GOOGL) has now given that prediction considerably more ammunition. Marvell disclosed on August 19 that it expanded its custom-silicon relationship with Alphabet Inc. (NASDAQ:GOOGL), covering products tied to Google’s TPU ecosystem, including AI inference accelerators, […]
Friday’s midday bid across AI is concentrated in government-facing names, not enterprise software. Palantir Technologies (NASDAQ:PLTR) stock is up 4% to $181.25, clearing a $180 level that traders had been watching. BigBear.ai (NYSE:BBAI) stock is rising 4% to $3.20, moving in sympathy with the leader. Meanwhile, ServiceNow (NYSE:NOW) stock is unchanged/flat at $129.81 as the ... Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Win
Starbucks is surging, but Dutch Bros' sell-off may be the real value hiding in plain sight.
Jim Cramer sees Home Depot and Lowe's blowout quarters as a signal pointing straight at a supplier most investors are overlooking, but the numbers behind Stanley Black and Decker tell a more complicated story about whether this is a trade or something worth holding.
Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals something deeper.
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