News

Rapid smart-ring growth validates health wearables beyond the wrist without threatening Apple's scale immediately.

Shares of SanDisk (NASDAQ:SNDK) are moving against their own sector Monday afternoon, sliding while the rest of the memory complex trades higher. SanDisk stock is at $1,759.45, down 2% in Monday trading. That divergence stands out against a group where every other name is green. The Roundhill Memory ETF (CBOE:DRAM) is at $61.49, up 3%, […]

Moderna Inc. (NASDAQ:MRNA) rebounded to a new three-year high on Monday, as investors began positioning their portfolios ahead of two upcoming health conferences, one of which will be held on Wednesday, September 23. In intra-day trading, the stock jumped to a new record high of $176.86 before paring gains to hover just above the $174 […]

A six-figure paycheck no longer means what the retailer assumed

Standard U.S. shipping rates will jump starting Jan. 4, but the package-level impact will vary depending on service used, weight and shipping distance.

A fourth Indian cloud region improves resilience, but Microsoft disclosed no capacity, utilization or site-level investment.

California Attorney General Rob Bonta announced an antitrust settlement reached with Paramount Skydance that he says will protect jobs. This clears the way for Paramount to take over Warner Bros. Discovery. But Bonta says this deal is not a "blessing" for the merger.

Both are high-growth bets on unproven cutting-edge technologies.

Quanex trades at $20.07 per share and has stayed right on track with the overall market, gaining 16.3% over the last six months. At the same time, the S&P 500 has returned 16.4%.

CagriSema beat 5-milligram tirzepatide in diabetes--not Lilly's full dosing range or broader obesity franchise.

The Nasdaq composite is poised to close at its first record since June after adding to gains in afternoon trading. The tech-heavy index was recently up 2.3% to 27121, which would be the highest close on record.

The space business is roaring, and it isn’t just SpaceX getting all the applause. Rocket Lab stock jumped Monday after Cantor Fitzgerald analyst Andres Sheppard issued a bullish note on the company. Sheppard reiterated his Outperform rating on with a $122 price target.

A three-week study produced rapid symptom improvement, but regulatory approval and commercial conversion remain ahead.

Opendoor Technologies (NASDAQ:OPEN) has posted a sharp monthly decline amid a small group of housing-linked names, and the bulls-versus-bears question in front of Opendoor shareholders is whether the drop reflects a housing-wide de-rating or something specific to the company. The iShares U.S. Home Construction ETF (NYSEARCA:ITB) is at $88.36, down 10% over the past month, […]

Three demonstrations span short-reach, encrypted pluggable and inter-data-center links, but Marvell disclosed no orders or launch dates.

Shares of Marvell Technology (NASDAQ:MRVL) opened higher Monday, trading at $248 in the first hour, up 1.5% on the session after the company unveiled the industry’s first 2nm optical interconnect demonstrations for AI data centers. The move extends a one-week gain of 5% and a year-to-date advance of 192%. 2nm Optical Breakthrough Targets the AI […]

A technical reset could reshape demand for SpaceX shares

Figure Technology (FIGR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

1 Petabit Per Second, Across an Ocean Meta (NASDAQ:META) has put a number on its AI ambitions that lives outside the income statement. The company unveiled Petal, a transatlantic subsea cable engineered to move 1 petabit per second (1,000 terabits per second) across roughly 7,000 km between France and the United States, with the system […]

A potential $60 billion purchasing framework gives Qualcomm scale, but minimum orders and margins remain undisclosed.

Novo Nordisk A/S (NYSE:NVO) outlined an updated strategy at its Capital Markets Day centered on diabetes and obesity, expansion into blood and endocrine disorders, liver disease and cardiovascular conditions, and a growing focus on consumer-facing prescription medicine channels. The company said it

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 122%, hitting $363.43 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Intel Jumps After Fresh AI Optimism Sparks Semiconductor Rally

The chipmaker announced plans to unveil next-generation technology at an upcoming tech conference.

XPeng wants to license its car tech to more automakers, but the timing reveals a stalling vehicle business increasingly propped up by high-margin tech deals.

Cantor Fitzgerald analyst Andres Sheppard reiterated an Overweight rating and $122.00 price target on Rocket Lab (NASDAQ:RKLB), calling the current level an attractive entry point ahead of the Neutron rocket’s debut. The firm argues Neutron is uniquely positioned to become the only viable alternative and most direct commercial competitor to SpaceX’s Falcon 9 once operational. For […]

SpaceX's historic IPO cratered by nearly a third, yet 28 Wall Street analysts refuse to downgrade it. The question is whether the bull case rests on transformative compounding or on contracts that expire in 90 days.

Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.

A permanent profit-sharing formula could convert AI memory pricing into a recurring labor cost.

Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.