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The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.

They are two of the highest valued large-cap stocks in the market.

Serve Robotics erased its Grubhub rally in a single session after a shocking guidance cut spooked investors, but the company insists robot delivery demand is accelerating even as its biggest delivery partner quietly backs away.

BofA Sees Nvidia Trading at a Deep FCF Discount Despite Rising AI Risks

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

Moby summary of Eltek Ltd.'s Q2 2026 earnings call

Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.

A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

After years of price hikes to offset inflation, McDonald's is now struggling to move traffic in the right direction.

Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.

Nvidia's goal is utter AI dominance.

Kailera Therapeutics raised one of the biggest obesity biotech IPOs in recent memory, then watched its stock drop nearly 30%. Now several of the world's largest drugmakers have a compelling reason to make a move before pivotal trial data arrives.

Tech stocks took a leg lower amid concerns about rising borrowing costs.

Target and Lowe's both report earnings on the same morning, putting two very different bets on the American consumer head to head. Which one actually deserves your retirement capital before the opening bell?

Ackman put new capital to work in the second quarter of the year.

FORT Robotics plans to go public through a business combination with Newbury Street II Acquisition (

Etched, founded by Harvard dropouts, has its own in-office data center and has signed quant-trading firm Jane Street as its first customer.

No matter what Kevin Warsh and the Federal Open Market Committee (FOMC) do, they won't appease everyone.

Domino's is cheap because investors fear slowing demand and the impact of GLP-1 drugs, but that pessimism could create upside if growth holds up.

Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.

A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.

Alphabet's SpaceX Gamble Pays Off Big as Stake Hits $94B After IPO

Nvidia has entered into an agreement to back SB Energy and OpenAI's massive Ohio data center plan.

This company's human-powered platform bucks the artificial intelligence (AI) trend.

Moby summary of Freightos Limited Ordinary shares's Q2 2026 earnings call

Moby summary of InspireMD, Inc.'s Q2 2026 earnings call

Moby summary of Flexsteel Industries, Inc.'s Q4 2026 earnings call

Nvidia stock touched $227 a share Monday on news it's pouring $1.5 billion into this AI data center and energy player.