News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
197last 24h
871last 7d
140● bullish (7d)
80● bearish (7d)
214publishers
Motley Fool68d agobullish
Intel's Foundry Just Landed Its First Named Outside Customer Under Lip-Bu Tan. The Stock Jumped More Than 8% -- 2 Days Before Earnings.The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.
24/7 Wall St.68d agoneutral
Forget QQQ. This Semiconductor Fund Nearly Quintupled Its 2026 GainQQQ has had a strong 2026, but investors chasing the AI chip cycle may be leaving a staggering amount of return on the table by sticking with a fund that only partially owns the sector doing the heavy lifting.
Motley Fool68d agoneutral
Why Sandisk Stock Was a Winner on WednesdayAn analyst raised his price target on the memory maker by $370.
24/7 Wall St.68d agoneutral
The Ultimate Bull Run for NVIDIA, Micron, and SanDisk May Be Closer Than Investors ThinkA top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
Motley Fool68d agoneutral
Why Metropolitan Bank Stock Sank by Nearly 9% TodayThe bank missed on both revenue and profitability with its second-quarter results.
24/7 Wall St.68d agobullish
VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock IndexesInfrastructure Capital Advisors just launched a new preferred stock ETF that charges more than its passive rivals, and whether that premium buys anything worth paying for depends entirely on how well the team navigates call risk and sector concentration.
GuruFocus.com68d agoneutral
CoreWeave and Nebius Get Bullish CallsAI infrastructure demand supports major upside targets
Motley Fool68d agoneutral
The Risk in Apple's Stock That Nobody Is Talking AboutThe iPhone maker's stock has gotten expensive.
24/7 Wall St.68d agoneutral
This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals now driving its fate have nothing to do with stock picking.
Motley Fool68d agoneutral
Why EQT Corporation Rallied TodayThe natural gas company missed earnings but announced big supply deals that helped overcome near-term pricing weakness.
GuruFocus.com68d agoneutral
AMD Lands Major Anthropic AI DealClaude maker plans gigawatt-scale deployment starting in 2027
GuruFocus.com68d agobullish
CoreWeave, Nebius shares jump after Baird launches bullish coverageBaird's bullish call sends CoreWeave and Nebius stocks higher
Motley Fool68d agoneutral
Prediction: SoFi Won't Stay This Low Forever. Here's Why It Is Due For a Rebound.SoFi's strong fundamentals and reduced valuation make it compelling at current levels.
Motley Fool68d agobullish
Could Buying Tesla Stock Today 10x Your Net Worth?The electric vehicle maker's shares have soared almost 25-fold in the past decade.
GuruFocus.com68d agoneutral
Nvidia Stock Rises as BofA Sees $170 Billion AI CPU Market by 2030Nvidia Stock Pops as BofA Pits Vera CPU Against AMD in $170 Billion AI Battle
GuruFocus.com68d agoneutral
AMD Commits Up to $5 Billion as Anthropic Targets 2 Gigawatts of AI ChipsAnthropic plans to deploy up to 2 gigawatts of AMD's MI450 chips starting in the first half of 2027.
Motley Fool68d agoneutral
Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?Nuclear energy stocks offer compelling long-term upside as global energy demand soars.
24/7 Wall St.68d agobearish
Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?Red Cat Holdings (NASDAQ:RCAT) stock is down 26% over the past month and down 8% today to $7.86, putting the drone maker at the heart of a broader shakeout in defense-tech names. The question is whether the group is out of fuel or simply cooling off after a large run higher. The answer looks mixed across ... Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?
Proactive68d agoneutral
Nvidia highlights Vera CPU strategy as AI infrastructure debate evolvesNvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be...
decrypt68d agoneutral
Franklin Templeton Says Agentic AI Is Crypto's 'Killer Use Case'The asset manager argues that AI software capable of paying for things autonomously will need blockchain rails to work—and that most investors aren't positioned for it.
Motley Fool68d agoneutral
Why Vertiv Stock Zoomed 107% in Just Six Months of 2026Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.
Motley Fool68d agoneutral
SoFi Investors Just Got Great News From JPMorgan Chase and Goldman SachsThe big banks' success should trickle down to the smaller banks.
Motley Fool68d agoneutral
Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market LeaderAMD looks poised to be a big winner in the next phase of AI.
Motley Fool68d agoneutral
Here's How Much Berkshire Hathaway's Apple Stake Would Be Worth If Warren Buffett Never Sold a ShareBuffett missed out on hundreds of billions of dollars in gains by selling early.
24/7 Wall St.68d agoneutral
The Super-High-Yield Retirement Stocks That Turn a Nest Egg Into a Monthly PaycheckRetirees living off a portfolio care about one thing above all: when the checks show up. The five names below all pay monthly, and the anchor of the group, Realty Income (NYSE:O), has now declared unbroken monthly payments documented back to at least 1999, an income streak few dividend stocks on any US exchange can ... The Super-High-Yield Retirement Stocks That Turn a Nest Egg Into a Monthly Paycheck
24/7 Wall St.68d agoneutral
Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the USMorgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US
GuruFocus.com68d agoneutral
Arm Gains Ground in AI ServersIDC sees AI infrastructure market approaching $500 billion this year
24/7 Wall St.68d agoneutral
Prediction: After a Record Quarter, Here’s Where AT&T Will End The YearAT&T just posted its fifth straight earnings beat while accelerating buybacks to $10 billion, but the stock still sits nearly 20% below its 52-week high. Whether that gap closes depends on two risks that bulls keep brushing aside.