DoorDash and Uber are giving Costco a much wider digital reach at an important moment for its membership business.
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Wall Street seems to be neutral on the subject as shares of Nike are trading up just over 1 percent on Thursday.

Johnson & Johnson (NYSE:JNJ) Executive Vice President and Chief Financial Officer Joe Wolk said the company sees a path to growth above its previously stated 5% to 7% long-term range, supported by its pharmaceutical pipeline, medical technology portfolio and capital flexibility. Speaking at a Deuts

Ed Yardeni, one of the biggest stock bulls on Wall Street, talks about why he's slashing his year-end forecast for the S&P 500 Index to 7,900 from 8,400. He also says the Federal Reserve could raise interest rates two more times this year. Yardeni says Iran is likely to wreak havoc and keep oil prices elevated. He speaks on "Bloomberg Surveillance."
Nvidia's next AI platform could raise the revenue opportunity from each gigawatt of infrastructure considerably.
Investing.com -- Nvidia Corp will double its chip sales next year compared to this year, CEO Jensen Huang said Thursday at a summit with the U.K.'s King Charles III in Scotland.

Since March 2026, Belden has been in a holding pattern, posting a small loss of 2.8% while floating around $112.51. The stock also fell short of the S&P 500’s 12.9% gain during that period.

Investors shouldn't ignore Alphabet's enterprise AI success.

The artificial intelligence (AI) and neocloud specialist is raising prices.

Although Powell (currently trading at $183.30 per share) has gained 5.3% over the last six months, it has trailed the S&P 500’s 12.9% return during that period. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
A European regulatory recommendation puts a new hemophilia treatment within reach of its first commercial launch.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue. Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke,...
Intel Stock Climbs as Memory Giant Eyes U.S. Chip Production With Intel

A veteran UBS analyst spotted an overlooked part of the business.
The bigger issue may be the precedent, not damages
Axelera gives Dell a lower-power option, although potential startup sales are not Dell orders.

In 1920, a boy later known as Tyrus Wong and his father left China for a new life in America. The boy, around 9 years old, grew up to leave a lasting mark on the art world.
Cost reductions support Oracle's infrastructure sprint while free cash flow remains deeply negative.
A purchase-linked equity incentive validates Qualcomm's diversification without guaranteeing orders, timing or margins.
AI demand has moved ASML's constraint from customer interest to manufacturing throughput.

Ready for an artificial intelligence bot to buy things for you? Love it or hate it, the option is getting closer to reality thanks in part to a deal between Mastercard and fintech firm Alchemy. While Mastercard first announced its agentic payment framework back in 2025, the new deal links it to Alchemy’s agent infrastructure, which developers can use to enable their AI agents to buy stuff.

Select Water Solutions currently trades at $20.23 and has been a dream stock for shareholders. It’s returned 290% since September 2021, blowing past the S&P 500’s 71.6% gain. The company has also beaten the index over the past six months as its stock price is up 38.5% thanks to its solid quarterly results.

Wait times for Apple’s new Pro phones tell a different story than last year, and Wall Street can’t agree on what it means.

Y Combinator co-founder Paul Graham argued that token counts are becoming an inadequate way to measure AI inference as increasingly capable models can solve more complex problems with fewer tokens. Graham Calls for New AI Inference Metric On Tuesday, in...

Horizon CIO Scott Ladner discusses whether markets (^DJI, ^IXIC, ^GSPC) have settled into the "right level" of interest rates, especially as Federal Reserve officials anticipate another rate hike to come in 2026.

Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents […]
AI-driven payment activity is accelerating with the AI models now powering agentic trading. Artemis data shows agentic-payment activity through protocols such as x402 and the Machine Payments Protocol (MPP) has surged in recent months. The number of transactions has crossed 2 million during several periods in late August and early September. Infact, daily agentic-payment volume
MediaTek's dual-node launch turns TSMC's newest process into a consumer product without abandoning 3 nanometers.
History suggests stock returns weaken sharply around this level
