AT&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.
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AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.
A disappointing report from Pegasystems weighed on ServiceNow.
AT&T just posted its fifth straight earnings beat while adding over a million new accounts, yet its stock sits near a multiyear low as Starlink looms. CEO John Stankey says satellite competitors are decades too late to matter, but Wall Street analysts are not so sure.
When her employer paused the 401(k) match to fund AI tools, she had three ways to respond and most people on her retirement forum got the answer wrong for the same overlooked reason.
Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.
Michael Saylor built Strategy's reputation on one relentless idea: raise money, buy Bitcoin, repeat. But for the second straight week, the company sold shares without buying a single coin, and the reason why changes everything investors thought they knew about the trade.
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.
Will an announcement on Meta's earnings call lead to a surge in the stock price?

Nvidia (NVDA) CEO Jensen Huang defended open-source Chinese AI models, like DeepSeek. Yahoo Finance Technology Editor Dan Howley explains what happened.
Even after a 40% rally, could this automaker be an excellent opportunity?
Meta is taking on more debt that isn't reflected yet in the company's quarterly balance sheets.
Brookfield is simplifying its listed infrastructure and renewable energy entities.
Taiwan Semiconductor Manufacturing is trying to balance demand implications without getting too ahead of itself.
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.
GE Vernova had a great quarter. Investors didn't care.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Sta
BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.
Brian Niccol has brought fresh energy to Starbucks, but a recovering brand still faces a relentless army of rivals and a stock that trails the broader market by a wide margin over five years. Can momentum alone close that gap?
AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.
Bitcoin is down 48% from its highs. Here's how to add crypto to your portfolio without opening a separate exchange account.
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.
Supermicro's update was great news for other names, too.

Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, discuss the importance of cybersecurity in the AI age, especially in light of OpenAI's (OPAI.PVT) recent hack.
Morning Brew Daily’s July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest analyst on the show argued that ... From $91B to $2.3B: The Catastrophic Collapse of America’s EV Industry
Netflix just posted its biggest buyback quarter ever, beat earnings, and still watched shares crater 12% in two days. Something about that math demands a closer look before you decide what to do with your position.
It's been mostly downhill for young EV companies in recent years after initial hype drove large IPOs and soaring stock prices. But here are three reasons Rivian could be a long-term winner.
NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become nearly impossible to compete with or abandon.