News

Cook made Jobs' iPhone a global juggernaut and expanded Apple into an expansive, cash-generating ecosystem.

Nvidia is in a great position to deliver incredible returns.

Generac Holdings Inc. (NYSE:GNRC) is gaining momentum in its efforts to evolve from a traditional generator manufacturer into a major power infrastructure supplier for the rapidly expanding data center industry. On September 16, the company announced a long-term supply agreement to provide backup generators for Amazon data centers. The agreement represents a potentially significant catalyst […]

Tower Semiconductor Ltd. (NASDAQ:TSEM) is positioned to benefit from the rapid growth of optical connectivity as artificial intelligence (AI) infrastructure drives demand for faster and more efficient data transmission. In a September 18 research note, Barclays initiated an Overweight rating on the stock with a $310 price target, citing the company’s position in the silicon […]

New Era Energy & Digital, Inc. (NUAI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Broadcom has incredible upside due to its impressive AI computing unit growth.

Dow futures up 163 points at 52,638 S&P 500 and Nasdaq-100 futures post modest gains FTSE 100 up 16.44 points at 10,755.45 Brent below $100 as Middle East diplomacy takes focus 8:00 EDT: Wall Street preview US stock futures edged higher Tuesday after an AI-led rally gave the...

Fiserv’s stock fell about 1.5% at close on Monday, slipping to a 52-week low of $45.88.

The AI automation platform provider reported a notable insider stock sale.

Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.

Warner Bros. Discovery (NasdaqGS:WBD) has agreed a new multi-year licensing deal with PowerA to produce Harry Potter-themed gaming accessories. The partnership will cover controllers and related gear for upcoming Nintendo Switch 2 hardware as well as XBOX platforms. Harry Potter branding on PowerA accessories expands Warner Bros. Discovery's consumer products reach into a broader console accessory audience. This new Harry Potter gaming accessories partnership with PowerA is worth weighing...

Lockheed Martin (LMT) just secured an indefinite delivery, indefinite quantity contract worth up to US$1.2b for Increment 2 of its Precision Strike Missile program. This development brings the system firmly into the production phase. For context, Lockheed Martin’s share price is at US$535.40, with a 90-day share price return of 6.3% and a 1-year total shareholder return of 14.33%. This suggests momentum has been building even though the 30-day share price return is down 5.0% in the short...

Molina Healthcare (MOH) drew fresh attention after recent trading left the stock around $197.80, with returns down 1.5% on the day and roughly 7.6% over the past week. That pullback comes after a year where Molina Healthcare’s share price return is up 10.8% year to date, yet the 1 year total shareholder return is a more modest 8.8% and the 3 year total shareholder return shows a 42.1% decline, which suggests that recent momentum is rebuilding from a weaker long term base. See how Molina...

Meta surged 11% as investors embraced its Muse AI agent, which surpassed 2.5 million downloads and briefly topped Apple’s U.S. App Store.

Deeptech company Morphotonics raises €40M from investors including 3M Ventures, Innovation Industries, BOM, and Invest-NL.

U.S. stock futures are showing a mixed-to-slightly-flat picture early Tuesday as Wall Street balances new U.S. sanctions targeting Iranian airlines against fresh corporate earnings reports and lingering market optimism from Monday’s AI-led rally. The Polymarket (CRYPTO: POL) crowd is leaning...

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk said Monday that SpaceX will deploy operational Starlink V3 satellites aboard Starship’s first orbital flight, now targeted for Sept. 28. First Starship Launch to Orbit On Monday, Musk quoted a post by SpaceX on the social media platform X that showcased a booster stage of the Starship being moved to the Starbase, Texas, launchpad. “In 7 days, the first Starship launch to orbit will be carrying Starlink V3 satellites intended for o

Key TakeawaysAI Demand Spike: Arm Holdings stock jumped 17% on Monday, September 21, closing at $323 after CEO Rene Haas told CNBC that chip demand is “off the charts” and voiced growing confidence in beating the company’s $2B AGI CPU revenue target. Street Lag: The 43 analysts TIKR tracks carry 20 buys, 8 outperforms, 13 holds, 1 underperform and 1 sell, but their $289 mean target now sits about 11% below the new closing price.

Novo targets over $23 billion in risk-adjusted pipeline sales by 2035, excluding any contribution from future acquisitions.

SpaceX provides Tesla with compute, connectivity and capital, while Tesla contributes robots, data, energy and manufacturing expertise.

IonQ looks primed to skyrocket in the next few years.

Chip stocks ripping higher, oil sliding, mega-cap tech back in the spotlight, and U.S.–China talks taking some heat out of the macro story have all pushed attention toward the pipes and power behind AI data centers. This is where investors often look too late. The article walks through three U.S. AI data center and cloud infrastructure enablers that the latest news touches directly, and why each could merit a closer look now. The three stocks below are just a starting sample, and the full...

Intel (NasdaqGS: INTC) and rival CPU suppliers reported stronger AI related order interest after Meta’s Muse agent news in September 2026. Intel’s CEO said current CPU production is meeting only about 50% of customer demand for AI workloads, indicating tight supply. Chipmakers tied to Muse driven AI compute needs flagged rising pressure on CPU capacity planning across upcoming production cycles. The Muse related CPU demand spike and Intel’s 50% fulfillment rate only capture one side of the...

AMC Entertainment Holdings (NYSE:AMC) announced a US$3.97b debt refinancing plan targeting its 2029 senior secured notes. The refinancing package includes a mix of new debt offerings and term loans intended to retire the existing 2029 securities. Management framed the initiative as a way to extend debt maturities and adjust AMC Entertainment's overall capital structure. This large US$3.97b refinancing push is important to weigh alongside the rest of our findings on AMC Entertainment. We have...

Costco Wholesale (NasdaqGS:COST) has rolled out nationwide same-day delivery across the U.S. through DoorDash for its members. The expanded arrangement now covers all U.S. Costco warehouses, giving shoppers access to thousands of items for rapid fulfillment. DoorDash will handle orders placed via its app and website. These orders are sourced from nearby Costco locations and sent to customers. The nationwide same-day delivery expansion with DoorDash is a key move that needs weighing against...

On August 24, QXO (NYSE:QXO) announced that Ken West will become its President and Chief Operating Officer effective September 1, taking over day-to-day operations and reporting directly to Chairman and CEO Brad Jacobs. The hire lands just weeks after QXO closed its acquisition of TopBuild on July 1, a deal that made it the second-largest […]

AMD has become the latest trillion-dollar company, as the AI investment boom sends its shares soaring and data-centre demand fuels record growth.View on euronews

Tightening regulations for plastic and a renewed recycling push have consumer brands rethinking their packaging.

Max Neukirchen, Global Co-Head of Payments at JPMorgan, discusses the business opportunities in India's merchant payments sector. He speaks with Menaka Doshi at the sidelines of the JPMorgan India Conference in Mumbai.

Wall Street is finally recognizing the potential of Muse.