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AI chip excitement has jumped again as semiconductor stocks rally, with the PHLX Semiconductor Index up over 3% and AMD briefly touching a $1 trillion valuation. That kind of momentum can pull capital into anything tied to advanced AI infrastructure, including equipment providers that sit further up the supply chain. This article breaks down 3 semiconductor capital equipment stocks exposed to the latest AI headlines so you can evaluate whether they merit a closer look. The stocks covered...

Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and […]

Industry analysts are discussing a potential merger between Space Exploration Technologies (NasdaqGS:SPCX) and Tesla that could combine the two groups under one entity. Commentary from these experts points to rising confidence that a deal could be structured to pool Tesla's AI and manufacturing with SpaceX's launch and satellite operations, including Starlink. If completed, the proposed tie up is being framed as capable of creating the world's largest listed company by market value. The...

Schneider Electric (ENXTPA:SU) is back in focus after joining Lenovo’s 360 Circle program. The company is bringing its Decarbonization Champion tools into a global IT partner network during Climate Week NYC 2026. Recent trading has picked up again, with Schneider Electric’s share price gaining 3.24% over the past day and 8.44% over the last week. This has helped to extend a year-to-date share price return of 24.45% and a 1-year total shareholder return of 30.27%. Scan other potential...

In September 2026, Rackspace Technology, Inc. announced it had joined the NVIDIA Cloud Partner Program, enhancing its ability to deliver NVIDIA accelerated computing and governed AI cloud services for regulated and sovereign enterprises. A key outcome is Rackspace’s Institutional Sovereign Pod, which combines NVIDIA Blackwell, Palantir Foundry and AIP in a governed environment that aims to keep enterprise data, models and AI operations under tighter control. Next, we’ll examine how...

On Sept. 21, Tenev filed to sell 259,166 Robinhood shares at a total value of $31.05 million.

Morningstar called Tesla a “believe-me story,” with its valuation hinging heavily on robotaxis, Optimus and other emerging businesses.

Shares of aerospace and defense company Rocket Lab (NASDAQ:RKLB) jumped 8.2% in the afternoon session after Cantor Fitzgerald reiterated an Overweight rating and a $122 price target on the stock, citing upcoming catalysts and strong launch execution.

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

Grab (NASDAQ:GRAB) said it has agreed to acquire a controlling 60% equity interest in consumer finance platform Atome Financial, a transaction the Southeast Asian technology company said would accelerate the scale and profitability of its financial-services segment. Chief Executive Officer Anthony

Investment in domestic production, quiet mediation from Gov. Gavin Newsom and the threat of relocating helped Paramount forge a settlement with state attorneys general.

The US government’s increased reliance on a Pentagon blacklist to target China’s biggest companies threatens to cast a pall over President Donald Trump’s summit this week with his Chinese counterpart, Xi Jinping.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 6.8% in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

I came of age as an investor watching Warren Buffett, and these are three of the most important lessons I learned along the way.

Media consolidation just took a sharp turn after the Paramount settlement cleared a key hurdle for its planned US$81b merger with Warner Bros Discovery. With that legal overhang lifting, investors are rethinking which entertainment stocks are most exposed to the deal’s ripple effects. This piece sets out the story behind that shift and walks through 3 stocks from our US Media & Entertainment Consolidation Plays screener that sit closest to the action. The three stocks covered below are only a...

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite. The benchmark 10-year Treasury yield fell roughly 3 basis points to 4.97%, slipping below the 5% threshold, according to CNBC. A retreat in bond yields provides relief for enterprise software equities, whose valuations are anchored by cash flows projected years into the future. Separately, attention turned to the U.S.–Chin

Tesla Inc. AI chief Ashok Elluswamy warned that keeping physical robots safe poses a far harder challenge than today’s large-model safeguards after clarifying that the eye-catching combat moves in a viral humanoid-robot video were not autonomous. Elluswamy Warns Physical AI...

Adobe’s new AI push in Acrobat Adobe (ADBE) has rolled out a broad set of AI tools inside Acrobat that turn dense PDFs into interactive visuals and audio summaries, while also supporting enterprise workflows and student learning. Adobe’s fresh Acrobat AI launch lands after a choppy stretch for the ticker, with the 30-day share price return down 9.36% and the year-to-date share price return down 25.14%, while the 90-day share price return is up 26.38% and the 5-year total shareholder return is...

Apple (NasdaqGS:AAPL) plans to launch Apple Pay in India next month, starting with Axis Bank as an initial partner. The company is in discussions with additional Indian lenders to extend Apple Pay support beyond the initial Axis Bank rollout. Apple and Google are recruiting senior crypto and blockchain specialists to work on stablecoins, tokenized deposits and related digital asset infrastructure. The planned India Apple Pay rollout and new blockchain hiring push are important context for...

Debt facility and earnings beat reshape the DigitalOcean Holdings narrative DigitalOcean Holdings (DOCN) drew fresh attention after reporting quarterly revenue above analyst expectations and lifting full-year EPS guidance, a combination that helped fuel a positive reaction in the stock. The earnings update arrived shortly after DigitalOcean Holdings secured a new US$725 million equipment finance facility to support capacity expansion for its AI-Native Cloud platform, giving investors fresh...

The Alphabet company has been orders to align its data processing practices with GDPR within six months.

Cryptocurrencies and companies associated with them were having quite a banner trading session.

A number of stocks jumped in the afternoon session after positive bilateral talks between the U.S. and China eased trade tensions, while retreating crude oil prices and falling Treasury yields revitalized market risk appetite.

Alibaba trades at a steep valuation discount while MercadoLibre sustains 39% revenue growth, a classic value-versus-growth showdown with starkly different risk profiles.

Shares of cloud computing platform DigitalOcean (NYSE:DOCN) jumped 12.8% in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 9.4% in the afternoon session after positive Phase 3 INTerpath-001 trial results evaluating its personalized cancer vaccine, intismeran autogene, alongside Merck's Keytruda in high-risk melanoma patients continued to drive momentum.

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

WASHINGTON, Sept 21 (Reuters) - CNN, MS NOW and Politico sued President Donald Trump and other members of his administration on Monday for banning them from White House grounds, saying the action violated their rights to free speech and a free press under the US Constitution's First Amendment. The news outlets are seeking a temporary restraining order to block Trump's action in federal court in Washington, D.