News

ANF delivers a strong Q2, with record sales, margin gains and a raised fiscal 2026 outlook supporting continued momentum.

AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.

Okta stock rallies on a solid Q2 and raised future guidance. The release triggered a wave of bullish analyst research notes on Thursday.

Hyperliquid Strategies reported $305.5 million in fiscal-year net income, driven largely by unrealized gains on its HYPE holdings.

Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.

Hyperliquid Strategies CEO David Schamis explains why HYPE can add to its monster year.

The hottest margin in AI hardware no longer belongs to the company selling the GPUs. It belongs to the company selling the scarce memory those GPUs cannot run without. Micron Technology, Inc. (NASDAQ:MU) posted an 84.9% non-GAAP gross margin in its fiscal third quarter. NVIDIA Corporation (NASDAQ:NVDA) reported a 75% adjusted gross margin in its […]

AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.

OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months. The more investable surprise is who helped turn that sketch into silicon. Broadcom Inc. (NASDAQ:AVGO) handled Jalapeño’s physical implementation and supplied the […]

The discount retailer posted a 33% jump in earnings per share and lifted its annual EPS outlook to $7.80–$8.00

Citi's software research chief just called Oracle's brutal summer selloff a rare statistical anomaly and went on CNBC to argue the stock belongs in your portfolio. But his own reasoning contains a contradiction that changes everything about the trade.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Broadcom looks like both a short-term and long-term buy.

Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.

The chip design software company reported $2.48 billion in quarterly revenue and lifted its full-year revenue target to $9.715 billion at the midpoint

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

Nvidia and Salesforce did the heavy lifting Thursday while 23 of 30 Dow stocks fell. This is what a narrow Wall Street rally looks like.

Nvidia's long-range forecast strengthens Broadcom's custom-chip outlook without guaranteeing supplier share.

Lucid is surging hard off multi-year lows while Rivian barely twitches on the same tape, and the gap between those two moves tells you exactly what is really driving this afternoon's action in electric vehicle stocks.

ServiceNow stock nears a buy point as easing AI disruption fears and AI product sales fuel a sharp rebound from early 2026 plunge.

Intel trades near four times Nvidia's purchase price--but valuation gains still need foundry returns.

July revenue already accelerated 44.7%; Nvidia's new forecast raises expectations for utilization again.

Hewlett Packard Enterprise (NYSE:HPE) parent HP entered a multi year global WiFi patent licensing agreement with U.S. blacklisted Huawei, covering a broad portfolio of wireless networking IP. The deal follows a series of legal disputes between the companies and formalizes cross licensing access to WiFi related patents across multiple regions. The agreement could influence HPE's future networking products, customer reach and approach to intellectual property risk management in key...

Enterprise applications are reclaiming value as investors see artificial intelligence supporting incumbents instead of erasing them.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

The multiple rests on a launch vehicle that has yet to fly and an acquisition that has yet to close, while most of the revenue arriving today comes from satellites.

BBY tops Q2 estimates as comparable sales rise 4.1%, profitability improves and strong momentum prompts a higher fiscal 2027 outlook.

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]

Despite the awkward timing with the security breach, it’s still a good deal to gain control over an open-source model.

TMC stock is rallying after a decent second-quarter. But investors should keep an eye on this one development.