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The innovator's dilemma is hitting hard in the remittance space.

Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...

AI cloud demand pushes contracts above $40 billion.

AI is likely a bigger piece of your investment portfolio than you realize. Here’s what to do about it

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

AI servers drive a 35% profit jump.

Super Micro's outlook lifts chip stocks.

Should stock investors start selling now? History offers some lessons.

Moby summary of Acumen Pharmaceuticals, Inc.'s Q2 2026 earnings call

Rocket Lab is turning space-industry momentum into a compelling growth story.

This ETF offers investors a rare balance of growth, value, and income stocks.

A year-over-year decline in revenue is hardly the only thing scaring investors.

POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real shipments, yet lawsuits, massive dilution, and a sky-high valuation make this one of the most polarizing AI photonics bets on the Nasdaq right now.

Big gains can come in small packages.

Wall Street expects Super Micro to keep burning cash for another year. Should you buy it anyway?

Wall Street's biggest financial juggernauts just inked a jaw-dropping infrastructure deal with Nvidia, and the question of whether this signals a genuine revolution or inflates an already dangerous bubble has serious consequences for investors on both sides of the bet.

Japan's economy and stock market are booming.

Nvidia's $500 Billion AI Gamble Sparks Fresh Risk Fears From Burry

Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting one main risk.

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

Nvidia has a robust investment portfolio.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

Amazon just handed investors a 13% surge after its fastest AWS growth in 18 quarters, but a newer ETF claims it can capture that upside while paying you cash every single Friday. Here is what the structure actually delivers.

Comfort Systems has been twice as good for investors as Nvidia over the past half-decade.

A Washington proposal to strip inflation out of capital gains calculations has investors asking a simple question: after 60 years of buy-and-hold investing, could Warren Buffett's tax bill all but disappear? The real answer is more surprising than either side of the debate admits.

SpaceX (NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue “will exceed all other SpaceX revenue probably in September, like next month,”...

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance