Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.
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Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.
Nvidia might guarantee $250 billion for OpenAI and Softbank to build the largest data center on the planet. The U.S. Government is right behind them.
Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Nvidia extended gains on Friday putting the stock near its May all-time high.
Nvidia extended gains on Friday putting the stock near its May all-time high.
The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.
Arm could make a big move after its earnings report Wednesday.
If there's one thing to prioritize, it's this.
Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.
There may be a better way to play a rebound in cruise ship stocks.
Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.
Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
China takes aim at memory stock profits, and Micron is the target.
Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.
This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.
Realty Income has a long history of growing shareholder value.
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a warning sign about what the market now demands before rewarding the neocloud thesis.
Why did the Nasdaq give back all of its morning gains? Blame China's semiconductor surprise.
Can I retire in five years with $1.1 million in a 401(k) and a paid-off $475,000 home? The answer depends entirely on your circumstances. For example, if you already have $800,000 sitting in your 401(k) and that account earns an average annual rate of 7%, you wouldn't have to invest a penny more, but you … I want to retire at age 62 in 5 years with $1.1 million in a 401(k) and a paid-off $475K home; is this possible?
BlackRock quietly launched a second emerging markets ETF that costs almost nothing compared to its famous sibling, and the long-term performance numbers reveal just how expensive investor loyalty to the original has become.
NuScale has faced numerous setbacks, but a power purchase agreement by the end of the year could be an important catalyst for the future.