News

President Trump just gave this drone company a big boost.

The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.

NVIDIA just mobilized half a trillion dollars in outside capital to guarantee AI infrastructure keeps building, and credit markets responded in a way that surprised analysts. Here is what that signal means for where the stock goes next.

When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

The U.K.'s health regulator just approved Eli Lilly's new weight-loss pill, a huge win for the drug maker.

Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side, the question is whether he is a contrarian genius or a cautionary tale in slow motion.

SoundHound's stock has cratered over the past year even as its revenue keeps beating expectations, and one prominent analyst sees that disconnect resolving in a dramatic way that would leave today's sellers looking very wrong.

In the next 10 years, underrated sectors and undervalued companies might beat the biggest names of the AI trade.

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Investors who extend their time horizons increase their chances of success.

Hyperscalers are accelerating spending, Vera Rubin chips promise a 10x efficiency leap, and Nvidia's valuation keeps compressing. Whether that makes the stock a screaming buy or a trap for bargain hunters depends on one critical question few investors are asking.

Palantir just delivered the most explosive quarter in its history, yet its stock sits nearly flat for the year. Something has to give, and the gap between where shares trade today and where the numbers say they could go tells a striking story.

A military strike on Qatar's LNG facilities sent global gas buyers scrambling for alternatives almost overnight, and Wall Street wasted no time identifying which American energy companies stand to capture that demand.

When the Nasdaq tumbled and the VIX spiked toward 21, three covered-call ETFs started collecting bigger premiums than they had all year. Which one you own depends on a tax and upside tradeoff most income investors never think to ask about.

LONDON, Aug 14 (Reuters) - Nvidia's colossal financing deal for AI infrastructure buildouts is the talk of private markets this week.

Resideo beat sales and earnings expectations in fiscal Q2, but that hasn't stopped the stock from getting hit with big sell-offs.

Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.

Shares of Applied Materials (NASDAQ:AMAT) are down 5.7% in premarket trading Friday after the company posted record fiscal Q3 results but guided fourth quarter revenue and margins that failed to clear an elevated bar. The stock closed Thursday near $535, already up roughly 109% year to date and roughly 183% over one year. Strong Report, ... Applied Materials is Down 6% Premarket. Will It Drag Down Lam Research, KLA, and Other Semi Equipment Stocks?

Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.

A Pennsylvania caller pitched Jim Cramer a midstream stock his son had been tracking, citing a dividend streak that stretches back 37 consecutive quarters without a single cut or flat payment. Cramer had a verdict, but the caller's own portfolio buried a complication nobody addressed on air.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.

Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market

Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.

NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.

Jim Cramer cheered Brinker International's 21-quarter winning streak on Mad Money, and the stock jumped anyway despite a missed earnings print. But a closer look at the filing reveals a hidden drag that the Chili's headline numbers quietly bury.

Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the answer changes how you think about the entire AI memory trade.

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.