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Retailers could receive an unexpected financial windfall.

Moby summary of Chevron Corporation's Q2 2026 earnings call

Amazon raised planned capital expenditure to $220 billion and reaffirmed NVIDIA's importance despite developing its own Trainium processors.

Key takeawaysMoonshot AI reportedly accesses roughly 20,000 Nvidia chips through a computing agreement with Alibaba Group. The Hopper-generation cluster provides a significant portion of the computing capacity behind Moonshot’s Kimi models.

Moonshot reportedly gained access to computing capacity equal to about 20,000 Nvidia chips.

Micron is crushing the market now, but Wall Street wonders how long it will last.

Samsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.

Pull up a chair; it could be a long wait before SpaceX stock looks like a good buy.

Why the whipsaw today for Micron stock?

There is more to this stock than meets the eye.

Nano Nuclear Energy is riding a wave of good news.

Morningstar described NVIDIA as undervalued after its pullback, while retaining a very-high uncertainty assessment.

Amazon delivered blockbuster results across the board.

Is the ride-hailing underdog still a reliable investment?

Google and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to get there. Which approach actually holds up when the free cash flow bills come due?

The landmark deal between NuScale, ENTRA1, and TVA could be NuScale's first big deal, but read the fine print.

Memory stocks have been brutal lately, but not all of them are hurting equally, and the gap between the winners and losers may tell investors exactly where to put their money next.

The e-commerce service provider has a lot to prove.

SpaceX (NASDAQ:SPCX) stock is down 36% over the past month, leaving investors who bought near the post-IPO peak with steep losses. The selloff has sparked a natural question: would switching into other space names like Rocket Lab (NASDAQ:RKLB) or AST SpaceMobile (NASDAQ:ASTS) offer a safer path forward? The short answer is not necessarily. Rocket Lab ... SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?

Taiwan Semiconductor just posted one of the strongest earnings reports in chip-stock history, yet the stock sits 15% below its all-time high. Three specific catalysts could send it to a price Wall Street has not fully priced in yet.

In the U.S., regulation can protect incumbents while discouraging entrepreneurs. China gives fast-moving startups room to grow before exerting state control.

The global market for obesity drugs is soaring, yet Lilly has a dominant market share.

Amazon jumped almost 15% while Apple fell 9%. Here's what split the two tech giants and left the major indexes stuck in the middle.

Novo Nordisk and Eli Lilly compete in the same blockbuster drug class, yet their 2026 earnings tell dramatically different stories about which company holds the upper hand heading into a pivotal summer of reports and pricing resets.

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Moby summary of Linde plc's Q2 2026 earnings call

Garmin may look expensive, but there is something many investors are missing.

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Strategy just reported a staggering quarterly loss that would sink most companies, yet analysts remain almost unanimously bullish on the stock. Understanding why requires looking past the income statement and into what the balance sheet actually holds.

Cheaper models could reshape enterprise AI economics