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Micron surged to lead the AI memory trade while the broader market barely moved, and that kind of outlier performance sets up a genuine fork in the road for investors holding a position right now.

CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.

The S&P 500 is close to its record high, but a bearish chart pattern and weakening momentum could complicate the path higher.

The Chinese EV maker has a better shot at a comeback.

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

AppLovin has higher margins and a more proven business model. Reddit has faster growth and an AI licensing business that sets it apart from every other ad platform.

One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

An upgrade and new stock price estimate have investors excited about Nebius today.

Critical Metals (NASDAQ:CRML) stock trades at $8.39, up 9% in Thursday afternoon trading. The move stands out because the rare earth complex around Critical Metals has drifted lower into midweek, leaving one name doing the work the group used to share. MP Materials (NYSE:MP) stock is at $49.37, rising 1% on the session. USA Rare […]

Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

Archer has Boeing's backing and a defense revenue pathway most rivals cannot access. Joby leads on FAA certification progress and has Delta waiting to deploy its aircraft commercially.

Drone stocks are moving higher together, with Unusual Machines (NYSEAMERICAN:UMAC) stretching further than its listed peers. This session belongs to the group rather than to any single Unusual Machines story, and the shape of the bounce says a lot about where the buying is landing. In afternoon trading, Unusual Machines stock is up 6% to […]

Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its...

NVIDIA's faster AI growth, stronger margins and higher ROE give it an edge over Marvell as Data Center demand accelerates.

(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.

Realty Income is still an attractive dividend play in this messy market.

Rocket Lab (NASDAQ:RKLB) stock is at $74.52, up 6% in Thursday afternoon trading. The move is part of a broad bid across the pure-play space names rather than a Rocket Lab story on its own. That framing matters, because the group is trading together and the read on today changes if it’s treated as a […]

The demand from the AI build-out has helped diversify Caterpillar's business.

Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.”

A growing shortage of skilled workers needed to build data centers will likely accelerate Quanta Services ’ earnings at a faster rate than Wall Street expects, Bernstein analysts wrote Thursday. Bernstein upgraded Quanta to Outperform from Market Perform and raised its price target for the stock to $775 from $748, implying a 22% upside from its closing price of $634.90 on Wednesday. Labor constraints will emerge for the broader data-center buildout, to which Quanta has “invested aggressively to capture this opportunity,” the analysts wrote.

Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.

Nvidia stock is having a good year, but it hasn't been as strong as investors may have expected.

Quantum computing stocks are extending their recent rebound Thursday as investors continue to digest a series of technical developments across the industry. IonQ (NYSE:IONQ) stock is up 4% to $44.08, while D-Wave Quantum (NYSE:QBTS) stock is gaining 3% to $17.23 and Rigetti Computing (NASDAQ:RGTI) stock is adding 2% to $16.28. The gains come as the […]

A key measure of bond volatility surged this week to its highest level since the early days of the Iran war. The ICE BofA U.S. Bond Market Option Volatility Estimate Index, or MOVE index, is designed to track U.S. bond market volatility via prices on a basket of options. On Thursday, it has backtracked only slightly, now sitting at around 93, according to Intercontinental Exchange data.

Scott Melker talks with the head of strategy for Coinbase (COIN) Institutional, John D'Agostino, about what he sees in the market momentum moving behind crypto and bitcoin's (BTC-USD) recovery. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Is it a great long-term pick?

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how UnitedHealth (NYSE:UNH) and the rest of the health insurance providers stocks fared in Q2.

Home Depot's Pro strength, SRS expansion and digital gains are boosting growth, but weak traffic and housing pressures continue to constrain big projects.

The value of Meta's new AI agent goes beyond the subscription revenue it could generate.

Haleon plc (NYSE:HLN) is trying to win the US consumer-health market one shelf at a time. The Sensodyne and Advil owner has secured more prominent positions at Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), and other major retailers by offering improved commercial terms, including lower prices, stronger promotions, new products, and exclusivity. READ ALSO: Keurig Dr […]