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The space and defense tech leader gives investors many ways to win.

Despite Abel being a net buyer of stocks in the second quarter, Berkshire Hathaway's exorbitant cash pile tells a different and far more concerning story.

Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers.

A concerning historical pattern likely has weighed on Micron stock.

Here's how investors should prepare for potential volatility.

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...

What does $12 billion of market value buy when combined sales run about $12 million?

Hedge fund Situational Awareness is forced to sell its equity holdings, leading to a drop and a pop in AI-related stocks. What went wrong?

The home improvement giant has significantly underperformed its bigger retail peer in the past five years.

They are going through a rough patch, but it's too early to give up on them.

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold entirely: equity ownership in the power infrastructure that sustains its hardware. […]

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

It's not much of a rivalry yet.

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier’s network, part of a broader push toward what Nokia calls AI-native mobile […]

Investors need to take a step back and view this business with a fresh perspective.

Druckenmiller only owns one "Magnificent Seven" stock.

SpaceX stock defied expectations Friday, climbing after a lockup expiration released over 900 million shares on Thursday.

VOO is closing in on a milestone no ETF has ever reached, and the race to a trillion dollars quietly exposes a structural flaw that SPY holders have been paying for since 1993.

Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.

The leading digital platform for U.S. medical professionals is becoming a formidable force in the AI race.

The company has a long track record of quarterly dividend increases.

A multiple like this usually belongs to a software company. This one owns power contracts.

For the first time in 3.5 years, Berkshire was a net buyer of stocks in the second quarter of the year.

VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.

Westinghouse is a hidden asset for Cameco.

Intuitive Surgical is a leader in the surgical robotics space, with a large installed base and strong recurring revenues.

Nuclear energy will be a multi-trillion-dollar opportunity.