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The growth figure was high, given how little the company hypes that channel.

Costco delivered another strong earnings report, even as rivals like Walmart are seeing slowing revenue growth.

The crypto industry has a peculiar habit of building the plumbing before the water is actually allowed to flow. We have spent years watching developers construct elaborate, high-speed pipes for assets that were, until recently, largely confined to the digital equivalent of a sandbox. But the landscape is shifting. Coinbase has just hit a significant […]

Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates.

Tesla influencers spotted what appeared to be part of a SpaceX logo and a front light bar in a new Roadster teaser.

the three companies’ have a combined market cap of nearly $6.8 trillion. These guys have a tough task ahead of them. We spell it out.

The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is expected to show a decline of $440 billion.

These fast-growing ETFs will likely be trading at attractive valuations after a market pullback.

McDonald's plans $8.5B of franchisee support through 2036 for restaurant modernization, technology deployment, and operational improvements.

General Motors (NYSE:GM) has rolled out EV batteries using cathode material made entirely from recycled nickel, cobalt, and manganese in a new pilot. The recycled minerals come from end-of-life GM EV battery packs processed by recycling partner Cirba Solutions. These 100% recycled critical minerals met original safety and performance specifications and are now installed in Cadillac Lyriq and Chevrolet Silverado EVs sold to customers. GM's first EV batteries using fully recycled critical...

Karman Holdings (KRMN) has been drawing attention after recent trading, with the share price closing at $34.92 on September 24. Short term moves now sit against a backdrop of sharply mixed return figures. For context, Karman Holdings has combined a sharp 1 day share price gain of 5.66% with a slightly lower 7 day share price return. Over 30 days, the share price return is down 29.02%, and the year to date share price return has declined 54.56%, indicating fading momentum despite a less severe...

Key TakeawaysOncology Repricing: Moderna stock jumped 7% on Thursday, September 24, closing at $195 as investors kept betting on intismeran autogene’s Phase 3 melanoma data due at ESMO on October 24. Street Split: The 23 analysts covering Moderna stock are split 4 buys, 1 outperform, 16 holds, 1 underperform, and 1 sell, with a mean target of $120 that sits 39% below Thursday’s close.

Okta, SentinelOne and Meta Platforms jumped to 52-week highs on Thursday amid a series of positive catalysts and rising Wall Street optimism.

Costco Wholesale Corp (COST) posts 11.2% net sales growth to $93.87 billion in Q4 FY2026, with digitally enabled comps up 19.5% and executive membership climbing 9.4%.

Dan Fuss, the legendary vice chairman of Loomis Sayles, makes the case for intermediate-term Treasury notes.

Brookfield is one of the world’s largest alternative-asset managers with a strategy inspired by Berkshire Hathaway that has produced 30 years of impressive profit growth and shareholder returns. Brookfield doesn’t get the attention of major U.S. alternative managers like Blackstone KKR and Apollo Global Management even though it manages over $1 trillion and is a leader in renewable energy, infrastructure, real estate, private credit, and insurance. Brookfield’s U.S-listed shares look appealing after falling 20% this year to about $37 (all figures are in U.S. dollars)—little more than they fetched five years ago.

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said AI companies do not need industry-wide coordination to develop advanced systems safely, arguing that individual labs can address risks internally while prioritizing trust, privacy and alignment. AI Won’t ‘Kill Us’ If Companies Act Responsibly Speaking in an interview with journalist Joanna Stern posted on YouTube Thursday, Zuckerberg was asked, "Is AI gonna kill us?" In response, Zuckerberg said he was "quite optimistic" about AI’s futu

Ciena Corporation (NYSE:CIEN) is positioned to benefit from the growing importance of optical networking as artificial intelligence infrastructure expands. As AI data centers scale, the need to move massive volumes of data between GPUs, servers, and data centers is driving demand for faster and higher-bandwidth optical connectivity. Wall Street’s view on Ciena has shifted sharply. […]

What would it take to stop the losses in the social media giant's hardware unit?

Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand […]

Key TakeawaysChipotle’s adjusted diluted EPS held flat at $0. 33 in Q2 2026, but that flatness is a share count illusion.

Musk predicted that SpaceX could reach “pole position” in AI in about six months, citing its ability to bring computing power online quickly.

Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META) are both using AI to make advertising more valuable while spending tens of billions of dollars on the models and infrastructure underneath it. Their valuations now make the portfolio choice unusually close. Alphabet trades at roughly 25 times forward earnings, while Meta is near 23 times. The […]

The menu item comeback follows a strong quarter for the warehouse retailer.

Hewlett Packard Enterprise Company (NYSE:HPE) and Super Micro Computer, Inc. (NASDAQ:SMCI) are both selling the hardware behind AI inference and training, but their valuations imply different levels of risk. HPE trades near 14 times forward earnings, while Supermicro trades below 10 times. The lower multiple is not automatically the bargain. Oracle’s decision to put HPE […]

Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology, Inc. (NASDAQ:MRVL) are two of the clearest ways to bet that hyperscalers will keep replacing some merchant AI chips with custom silicon. The stocks now ask very different prices for that opportunity. Broadcom trades at about 20.5 times forward earnings, while Marvell trades near 47.8 times. That gap matters […]

Applied Materials (AMAT) has put a fresh spotlight on its stock after committing US$5b to India over the next decade, anchored by a 140 acre semiconductor research park. That commitment lands at a time when Applied Materials’ share price has climbed 76.39% year to date and the 1 year total shareholder return sits at 138.91%. However, the 90 day share price return is down 24.34%, which suggests long term momentum remains strong despite a recent pullback. Scan beyond Applied Materials to see...

Pfizer (NYSE:PFE) is focusing more of its research pipeline on therapies eligible for FDA Breakthrough Therapy and orphan drug status. The FDA has widened use of Breakthrough Therapy designations in areas such as oncology, which can shorten review and approval timelines. Global orphan drug markets are expanding in value as genomics, faster approvals, and government incentives support treatments for rare diseases. The growing role of Breakthrough Therapy labels and orphan drugs for Pfizer is...

Microchip Technology (MCHP) has launched its PAC1761 and PAC1861 digital power monitor families, a product update that draws attention to how the stock reflects the company’s exposure to 48V power architectures. Recent trading shows how fast sentiment around Microchip Technology can shift. The share price has fallen 15.06% over the past 90 days despite a 14.85% year-to-date share price return, while total shareholder return over five years of 8.54% points to more modest long-run...

United Parcel Service recently reported quarterly revenue of US$22.83 billion and earnings per share of US$1.76 that exceeded analyst expectations, while facing rising fuel and energy costs that are pressuring operating margins. At the same time, UPS is rolling out 2026 holiday peak demand fees, revamping its global operating model, and being highlighted as a high-yield dividend payer with a payout ratio close to 100%, sharpening investor focus on how resilient its cash flows really...