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NVIDIA, Micron, and Broadcom have powered some of the most explosive earnings in market history, yet each stock trades at a fraction of what its forward numbers could justify. Here is where the math points by 2027.
Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.
The chip foundry giant is back at a milestone valuation with a market-average multiple attached. That combination deserves a closer look.
(Bloomberg) -- Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackStocks Join Bonds Higher as US-Iran Hopes Sink Oil: Markets WrapThe e-commerce and cloud-computin
The tech giant is getting its mojo back.
SpaceX reported second quarter results on Tuesday that topped estimates — its first report as a public company — which comes as the stock has been in a recent free fall.
A British start-up founded by a 25-year-old school dropout has been valued at £2.5bn as it develops new chips for the AI boom.
GameStop and AMC used to rise and fall together, but Monday's tape tells a different story, with a billion-dollar debt deal pulling one name lower while a record-shattering box office sends the other surging.
CoreWeave's revenue backlog just hit nearly $100 billion while its stock trades near a 52-week low, and that gap between signal and price is exactly where the opportunity or the trap lives.
Same enormous AI bill, five very different wallets. Here's who's paying cash, who's borrowing heavily, and who's talking others into covering some of the tab.
Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?
Goldman Sachs just refreshed its August Conviction List with a financial services name analysts say the market is sleeping on, and two other picks in the sector that could quietly outperform through year-end.
The crypto index takes a unique approach to selecting its holdings.
Your portfolio could be paying you quarterly income right now from three companies that have raised their dividends for decades straight, but the next ex-dates are approaching fast and missing them means waiting another quarter to collect.
SoundHound AI has built something rare in the voice-AI space: a platform that major automakers, restaurant chains, banks, and smart TV brands all depend on. Now, with shares down sharply and a transformative merger pending, several trillion-dollar companies have real reasons to consider writing a check.
The maker of bulldozers and mining trucks has become a power supplier to the AI build-out. Tuesday tests how long the orders can keep coming.
AMD earnings are coming. Its AI chip push could be the key to the stock
One Bitcoin miner has found a powerful new use for its energy assets, but the stock may already reflect much of the opportunity.
Investing success means staying in the market.
Palomino Laboratories has completed its acquisition of Vega Links, positioning itself as a key player in the next-generation AI interconnect field. This strategic move significantly expands Palomino's addressable market to over $60 billion and accelerates its capabilities in AI infrastructure. With the integration of Vega Links’ expertise in high-speed AI and memory connectivity, Palomino aims to enhance AI interconnect technologies that improve bandwidth, latency, and power efficiency...
Oklo could survive an AI bust, but its valuation probably couldn't.
After years of burning cash and testing investor patience, Clover Health just posted results that bulls have been waiting for. But with medical costs creeping up and the stock already priced for perfection, the real question is whether this milestone is a turning point or a trap.
Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.
Trump's Truth Social posts already move markets, and now a product exists that lets Wall Street pay for faster access to them before the rest of the world sees a single word. The legal, ethical, and financial implications have Washington scrambling for answers.