News

Amazon struck a deal worth up to $8 billion with Generac for backup generators to power its AI data centers, underscoring how electricity supply has become a critical bottleneck in its AI buildout.

Plus: British Columbia sues OpenAI over mass school shooting and executives flock to New York to tout lowering emissions.

Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List. The listing took place after retimer’s testing completion at the PCI-SIG Compliance Workshop, where it achieved formal PCI-SIG 6.x compliance at 64.0 GT/s. The development validates Toucan’s compliance and interoperability credentials in the […]

Accelevation Holdings Corp. and its backer Olympus Partners are seeking to raise as much as $720 million in the data center infrastructure company’s initial public offering.

Tech stocks don't always beat the rest of the market.

Investing.com -- Yardeni Research has cautioned investors not to expect a major breakthrough when President Trump meets Chinese President Xi Jinping on Thursday, though it said modest progress would still be welcome.

For investors looking beyond the immediate oilfield recovery, one has the more compelling case.

Micron slid for three months while the S&P 500 climbed, reopening a price-to-target gap that one prominent analyst now believes is far larger than the Street consensus suggests. Whether that gap represents a generational opportunity or a familiar cycle trap depends entirely on a single question about memory.

Why Ciena Stock Is Back In Focus After Its Special Call Ciena (CIEN) moved back onto investor watchlists after a recent special call highlighted record third quarter fiscal 2026 results, new financial targets for 2029, and a planned overhaul of its reporting structure. Ciena’s special call came against a backdrop of sharp price swings. The share price has rallied 4.92% in the past day and 14.49% over the past week, even after a decline of 7.54% over 30 days and a 20.42% drop over 90 days...

Mobileye Global has seen its share price come under heavy pressure, and that drop puts fresh focus on a simple question for investors who still follow the story: Is the current valuation of the stock supported by the sales the business is generating today and is expected to produce over time? The share price has fallen 80.1% over the past 3 years, which puts a lot of weight on whether the revenue base can underpin the remaining equity value. Mobileye's recent investment in Beep, Inc. to...

Marvell Technology (NasdaqGS:MRVL) revealed industry-first 2nm optical interconnect solutions for AI data centers at ECOC 2026 on 21 September 2026. The new 2nm products target higher bandwidth for AI clusters, aiming to support growing data movement inside hyperscale facilities. Marvell highlighted power efficiency features and integrated security for AI networking workloads in its latest optical interconnect portfolio. There is more to Marvell's new 2nm optical interconnect launch than...

J&J acquired Intra-Cellular in 2025 for $14.6bn, making it the largest pharma M&A deal in 2025.

Lyft (LYFT) just secured fresh visibility in Las Vegas through a multi-year marketing partnership with Sphere Entertainment Co., giving the rideshare operator branded pickup zones and in-app wayfinding at the high-profile venue complex. For investors, the Sphere deal lands at an interesting moment for Lyft. The share price is US$15.27, with a 1-day share price return of 1.13%. However, the 30-day share price return is down 12.59% and the year-to-date share price return is down 22.84%. At the...

Mosaic (MOS) is back in focus after its shares closed at US$24.07, leaving the fertilizer producer down over the past year but higher across the past 3 months. The short-term picture has improved for Mosaic, with a 13.3% 90-day share price return contrasting with weaker year-to-date and 1-year total shareholder returns that are still down more sharply. Recent gains suggest sentiment has firmed a little after a tougher multi-year stretch. Explore additional fertilizer and materials stocks...

Alibaba’s AI chips and cloud ambitions meet regulatory heat Alibaba Group Holding (NYSE:BABA) is back in focus after a string of AI related headlines, from a Qwen powered U.S. government search tool to a new Zhenwu V900 accelerator and fresh Pentagon blacklist scrutiny. Investors watching Alibaba now have to weigh a powerful AI chip roadmap and a planned US$53b spend on data centers against questions about procurement practices, regulatory risk, and how much cash the cloud and commerce engine...

PDD Holdings has seen its share price fall sharply over the past year, which puts fresh focus on a basic question. Is the current valuation still supported by the earnings power of the business. The stock is down 38.3% over the past year, which raises the question of whether the market is reassessing what its profits are worth. The company’s model of matching cost-conscious shoppers with merchants relies heavily on keeping operating efficiency tight, which can shape how much of each extra...

Germany’s first F-35A Lightning II marks a major milestone for Lockheed Martin Corp. (NYSE:LMT), as the company presented it to the German government at Lockheed’s F-35 production facility. For Lockheed Martin, this development highlights the continuing expansion of an F-35 franchise now selected by 20 nations. Expanding Global Footprint In line with Germany’s program of […]

Astronics has delivered a very strong multi year share price run, so the immediate question for anyone looking at the stock today is whether that market value is still grounded in the cash it can generate over time. Over the past 5 years the share price has climbed about 471.0%, which puts a lot of weight on whether the underlying cash flows can justify that kind of repricing. The business depends heavily on converting aerospace and defense orders into steady cash inflows, so the timing and...

“SpaceX has a history of attacking whatever constrains scale most,” says Morgan Stanley’s Stephen Byrd.

MKS (MKSI) was added to the FTSE All-World Index (USD) on 19 September 2026, a move that can influence how large global index funds and ETFs treat the stock. MKS enters the index after a sharp run, with the share price up 52.6% year to date and supported by a 101.72% total shareholder return over the past 12 months. However, momentum has faded recently, with a 90 day share price return down 33.98%. Scan beyond MKS and see which other semiconductor players are catching index attention with the...

U.S. spot Bitcoin ETFs attracted $999 million in net inflows Monday, led by IBIT, ARKB and FBTC.

The settlement of an antitrust lawsuit is clearing the way for a giant corporate deal that is poised to reshape Hollywood and the media and entertainment business. Paramount reached a settlement with state attorneys general from a dozen states, including California and New York, removing a major hurdle to its megamerger with Warner Bros. Discovery, my colleagues Jessica Toonkel and Paul Kiernan report.

ARK’s latest portfolio moves spotlighted IONS, VCYT, SCTX, and BEAM as the firm increased its biotech exposure alongside a major Meta purchase.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Wall Street futures pointed modestly higher pre-bell Tuesday as the tech rally paused, but global cr

Fokko de Rooij will report to Puma chief executive Arthur Hoeld, who has temporarily taken on COO responsibilities pending a permanent appointment to the role.

On Holding's (ONON) US-listed shares were up pre-bell Tuesday after the Swiss sportswear company out

Binance bought $100 million of Circle stock at $80.84 a share, a 14% discount, with a two-year lockup attached.

Planet Labs is scaling up European satellite production just as its first Berlin-built spacecraft prepares for a 2027 launch.

The contract will see Vistra affiliate Luminant supply a minimum of 200MW and up to 207MW of electricity for phase one of the TCDC project.