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Apple Inc. (NASDAQ:AAPL) is pitching its newest Macs as a way for businesses to run powerful AI models without paying per-token cloud charges, taking aim at the economics behind the AI infrastructure boom.“There’s no cost per token. You’re just using...
RHHBY's enicepatide cut HbA1c and body weight in a phase II study, strengthening its obesity ambitions as it advances the drug into phase III.
SOXX and IYW offer distinct approaches to the technology sector. Here's how the two compare.
Gemini creates a premium consumer lane beside Dell's much larger AI-server business.
Record diesel prices have been a boon for Valero and Marathon Petroleum. Now demand destruction and the threat of an export ban are creating new risks for refining stocks.
Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship its orders, and buying those parts must not squeeze its margins. The way management talks about its supply chain has changed. So what did it use to say.
Britain’s biggest pharmaceutical companies have warned the future of the industry is at risk as Europe loses ground to the US and China in medical research.
Britain’s biggest pharmaceutical companies have warned the future of the industry is at risk as Europe loses ground to the US and China in medical research.
Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 5.8% in the afternoon session after analysts at Rosenblatt and TD Cowen raised their price targets on the stock.
Circle announces a $100 billion deal with Binance. But Wall Street recommends caution in playing CRCL shares at current price.
A new EV company in Saudi Arabia has just launched its first EVs. Ceer has just released two models. It plans to launch five more by 2030. The company also has the backing of Saudi Arabia’s sovereign wealth fund, the Public Investment Fund, one of the world’s largest such funds. Ceer CEO Jim DeLuca says […]
The new target still offers 27% upside, but NAND pricing and supply discipline must cooperate.
PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.
Micron Faces Taiwan Strike Threat as Workers Demand Major Profit-Sharing Deal
The insider's capital commitment signals confidence in the specialty retailer despite the stock's 13% decline over the past year.
Expedia, Booking, and other travel stocks fell on worries that artificial personal assistants could siphon off some of their business.
UiPath (PATH) has fallen about 27% from its one-month high, though it is still up 34% over three months. The stock trades at 19.5 times earnings, against an S&P 500 median of 22.6. For a software company growing faster than most of the market, that looks like a gift. The question is whether investors see an AI threat the numbers do not show yet.
When the 10 year Treasury drifts above 5% and talk of recession risk, fiscal strain and a potential doom loop swirls, cash stops feeling dull and starts looking like a decision you cannot ignore. Yields reset the rules for how investors think about risk, reward and liquidity. This piece unpacks that story and profiles 3 US cash management and money market fund providers that are closely tied to this new rate reality. The three stocks below are just a starting sample, while the full screen...
In September 2026, Bitdeer Technologies Group reported August operating results showing a sharp rise in total hash rate under management to 84.1 EH/s and Bitcoin production to 1,310 coins compared with the prior year. A series of AI cloud expansion moves, including a 10-year agreement for the 65.1MW A202 data center in Malaysia and fully contracted GPU capacity at the A102 facility, highlights Bitdeer’s push to pair Bitcoin mining with long-duration AI infrastructure commitments. We’ll now...
Innodata (INOD) has drawn fresh attention after appointing retired Admiral Michael S. Rogers, former Director of the NSA and Commander of U.S. Cyber Command, to its Board of Directors. That board appointment landed as momentum in Innodata’s share price started to rebuild, with a 1-day move of 6.84% and a 7-day share price return of 10.52% helping offset a 90-day decline of 29.85%, while the 3-year total shareholder return remains very large. Scan how Innodata’s AI and cybersecurity angle...
AppLovin (NasdaqGS:APP) is facing a new class action lawsuit alleging it misled investors about its generative AI video creative feature. The complaint, filed on behalf of shareholders, claims disclosures overstated the tool's capabilities and understated development delays. Plaintiffs argue that statements about the AI product's status and performance gave investors an inaccurate picture of its readiness for use. The allegations around AppLovin's generative AI video creative feature sit...
AMC Entertainment Holdings has swung sharply over recent years, and the latest bounce in the share price raises a fresh question about whether today’s valuation lines up with the cash this business can actually generate. Over the past 5 years the stock has fallen 98.6%, which puts the focus squarely on what kind of future cash flows could realistically support even the current share price. The newly announced refinancing of about US$3.97b of debt may support more time to pay down obligations...
Pershing Square’s latest filing reveals a calculated pivot between two tech rivals.
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a […]
United Parcel Service (UPS) generates free cash flow worth 6.8% of its market capitalization of about $80.6 billion, well above the 4.4% median for an S&P 500 company. A yield that high means a bargain, or a business the market expects to shrink. UPS is shrinking on purpose. It has cut about 2 million pieces a day of lower-quality Amazon volume, and investors want to see what the smaller network earns.
(Update with Microsoft's response to a request for comment in the last paragraph.) Amazon (AMZN),
Rising memory and component costs are increasingly discouraging personal computer shoppers, promptin
DoorDash reached a landmark agreement after some New York City delivery workers were underpaid or received their money late.
A widening viewing gap is reshaping Netflix's growth outlook
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