News

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

Nvidia, Alphabet, and AMD have already bought most of the high bandwidth memory that will be manufactured next year.

Fifth Third raises its quarterly dividend by 5% to 42 cents per share, extending its annual growth streak. Can capital returns gain pace?

Big things are in store for this rare-earth stock in one firm's estimation.

The AI Energy Management Alliance wants flexible data centers that can reduce grid demand in exchange for faster interconnection approvals

Futurum Group CEO Daniel Newman praised Meta Platforms Inc. CEO Mark Zuckerberg for prioritizing safety and security during the development of the company’s AI agent, despite pressure. In a post on X, Newman commended Zuckerberg for not succumbing to investor...

Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.

Based on the average brokerage recommendation (ABR), NXP (NXPI) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Companies in The News Are: COIN, CRWV, SNDK, NEM

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

Wall Street closed sharply higher on Thursday, pulled up by tech and discretionary stocks.

Ives pointed to Meta’s roughly 3.5 billion users, noting that companies with large existing user bases have an advantage in monetizing AI.

AVTR expands its RIM single-use bioprocessing portfolio across APAC, boosting access to locally made solutions and supporting its bioprocessing growth push.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

IBM's Software growth slows in Q2, but recurring revenue, Red Hat and Data gains may help offset weakness in Transaction Processing.

Ford's dividend yield screams louder than almost anything else on the market right now, but trailing yield screens are hiding something important about what investors are actually collecting. Before you buy for income, there are two numbers that determine whether this payout survives 2026.

SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.

As the auto industry shifts toward electrification and autonomy, BYDDY, ALB and AEVA are positioned to capitalize on the next era of transportation.

AZN's pipeline setbacks weigh on its stock, but a deep late-stage pipeline and 20+ expected readouts offer key catalysts.

Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.

West Pharmaceutical's biologics exposure, Annex 1 projects and delivery-device growth support prospects despite near-term headwinds.

Natural gas is set to supply 40% of U.S. electricity through 2027, positioning Kinder Morgan and Williams to benefit from rising power and LNG demand.

Every AI server board and electric vehicle runs on a tiny ceramic component most investors have never heard of, and a brand-new ETF just made it possible to bet directly on the handful of Asian manufacturers who control the global supply.

Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

His official title is now "chairman emeritus," but Warren Buffett will always be the "Oracle of Omaha."

QUBT is advancing quantum computing with its EQC approach, Dirac-3 platform and a new three-year HBKU agreement.

BA's rising production, new aircraft programs and defense wins support growth as backlog conversion and cash generation improve.

In recent days, Cameco has been highlighted as a central player in the global uranium market, with disciplined production, tier-one deposits, integrated fuel-cycle operations and long-term utility contracts, while analysts anticipate year-over-year earnings growth despite its current Zacks Rank of #4 (Sell). An interesting angle is Cameco’s substantial stake in Westinghouse, whose planned IPO could deepen Cameco’s role across reactor technology and nuclear services, potentially reshaping how...

Earlier in September 2026, Rambus announced its CryptoManager Root of Trust supporting the open-source Caliptra specification, aiming to provide production-ready, hardware-level security for mission-critical data center and AI SoCs. This move positions Rambus more deeply in security and infrastructure IP, extending its role beyond memory interfaces into foundational protection for next-generation AI and data center chips. Next, we’ll examine how Rambus’s Caliptra-ready CryptoManager Root of...

First Solar (FSLR) drew fresh attention after its shares closed at $191.07 on 16 September, a 5.57% daily decline, highlighting expectations for higher EPS alongside softer near term revenue. Recent trading has been choppy for First Solar. The share price has swung from a sharp 1-day gain of 5.28% to a 30-day share price return down 8.57% and a year to date share price return down 26.67%, while the 5-year total shareholder return of 115.26% points to much stronger longer term momentum. Scan...