News

The decade-long program builds research and suppliers before India proves large-scale fabrication demand.

Binance warns iPhone users after security researchers found the App Store app contained code capable of stealing private keys and seed phrases.

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]

Needham now sees upside in OKTA stock to $230. Here’s why analyst Mike Cikas is bullish on OKTA shares.

Redwire is bouncing hard on Monday, but one session barely dents a brutal month where the entire space sector sold off while the broader market climbed. The real question is whether bulls are buying a company or just renting a theme.

Index inclusion can generate passive demand while operating performance must support a nearly $300 billion valuation.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the surgical equipment & consumables - specialty stocks, including Intuitive Surgical (NASDAQ:ISRG) and its peers.

Extraordinary AI demand is arriving alongside equity issuance and negative free cash flow.

AMD is knocking on a door only 14 other companies have ever opened, and a bold 10% price hike on its hottest chips is what just pushed it to the threshold.

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

An analyst's new outlook on this nuclear energy stock is fueling the bulls' excitement.

Tesla Stock Rallies After Key European Self-Driving Approval

Meta Platforms stock rose Monday, driven by optimism over its new personal artificial-intelligence agent, Muse.

Shares in the iconic chipmaker continue to climb.

Firefly trades at a fraction of Rocket Lab's valuation multiple, but both face steep cash burn and profitability hurdles in 2026.

Arm Holdings (NASDAQ:ARM) extended its winning streak to a fifth consecutive day on Monday, jumping as much as 16.8 percent in intraday trading to hit $322, as investors resumed buying positions after management signaled a very strong business performance, saying that demand has “never been stronger.” In an interview with CNBC’s Jim Cramer last Wednesday, […]

AI semiconductor growth is increasing revenue concentration while Broadcom's software operations provide diversification.

The former PayPal and Intuit CEO’s new self-directed platform aims to democratize wealth management strategies for investors without requiring minimum balances.

Some travelers just lost a favorite flight, while others got exactly what they’ve been hoping for.

Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.

Self-managed AI widens Cisco's market while token tracking creates a separate governance opportunity.

Federal matching capital reduces IBM's burden before external wafer demand becomes visible.

On September 3, 2026, Ciena Corporation (NYSE:CIEN) reported third-quarter fiscal 2026 results for the period ended August 1, 2026. Revenue rose 37% year-over-year to $1.67 billion, adjusted earnings per share more than tripled to $2.11, and backlog grew $800 million in the quarter to $8.5 billion. Adjusted gross margin reached 46.4% and adjusted operating margin […]

Snap partnered with Nvidia, among other companies, to enter the enterprise market with its Specs glasses.

Interest rates are rising, but that might be a blessing in disguise for the stock market.

Interoperability can expand automated commerce while reducing Mastercard's exclusive control over agent verification.

New Era Energy stock rallies on a major Power Purchase Agreement (PPA) with Vistra Corp. But does that warrant buying NUAI shares today? Let’s find out!

Two senators' allegations turn chatbot accuracy into marketplace-compliance risk, but the agency has not made a finding.

Ark is quietly reshuffling risk across high-growth assets

One generates $7.3B in free cash flow with a 19% net margin; the other burns $564M annually while chasing FAA certification.