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NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

Riot Platforms, the Bitcoin miner-turned-data center operator, discloses a $9.1 billion compute supply deal with a frontier artificial-intelligence giant. That customer is Anthropic, a source familiar with the matter confirmed to Barron’s.

Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.

Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

(Bloomberg) -- Nasdaq Inc. agreed to buy off-exchange stock-trading venue LeveL Markets to expand its role in the equity market, according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets

The 20-year deal to supply 191 megawatts is reportedly with Anthropic

(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimSto

Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever.

Investors may be better off choosing the steadier, diversified growth of Coca-Cola and PepsiCo over betting on Celsius's uncertain turnaround.

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

Wall Street analysts are nearly unanimous in their bullishness on Bank of America even as the stock presses record territory, yet retail investors have largely sat out the entire run. The reason for that disconnect may be more telling than either side realizes.

Sea Limited (NYSE:SE) shares climbed 8. 91% in pre-market trading on Tuesday after the Singapore-based technology group delivered stronger-than-expected second-quarter revenue and highlighted continued momentum across its Shopee, Monee and Garena businesses.

DOV, KLAC and TPC recently announced dividend hikes, offering income as market volatility persists and uncertainty weighs on investors.

ACHR's Boeing-backed expansion, stronger revenue and eVTOL progress drove a 12% stock surge despite ongoing losses.

CNC and BEN have surged 61.7% and 40.3%, respectively, year to date, while disciplined execution and attractive valuations support their outlook.

AI-driven semiconductor demand is boosting LRCX and AMKR, with strong results, growth prospects and upside potential supporting both stocks.

Until the price of Bitcoin recovers, Strategy is going to have a hard time attracting new investors.

NTR's Q2 sales topped estimates as potash gains and stronger benchmark prices helped offset lower volumes and higher sulfur costs.

Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

Joby Aviation is buying defense contractor Resonant Sciences in a $500 million deal.

Argus Research upgrades Sandisk stock to Buy. Here’s why analyst Jim Kelleher sees significant further upside in SNDK shares.

NuScale is still too speculative for me.

Plug Power is moving in the right direction, but profitability could still be challenging.

The telehealth company posted a net loss of $86.3 million in the second quarter while raising its full-year revenue outlook to $3.1–$3.3 billion

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Elbit (ESLT) delivered earnings and revenue surprises of +12.20% and +2.71%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?