High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.
Nvidia Corp.‘s CEO Jensen Huang said Elon Musk may be uniquely positioned to pull off Terafab, the semiconductor-manufacturing project planned by Tesla Inc. and Space Exploration Technologies Corp., while acknowledging the technical depth required to fabricate leading-edge chips. Huang Backs...
Cipher Digital surged today on clarification of its Batch Zero classifications, which includes 1,100 MW of base load and 2,100 MW of studied load. We also dive into how the…
Rexford has increased its dividend for 12 consecutive years.
You may no longer have to choose between two of your favorite travel rewards.
Nutanix (NTNX) stock is drawing fresh attention after the company was named a Leader in the 2026 Gartner Magic Quadrant for Server Virtualization Platforms and rolled out new AI focused platform partnerships. These AI focused partnerships and the Gartner recognition come after a strong 90 day share price return of 46.48% and a year to date share price return of 35.77%. However, the 1 year total shareholder return declined 11.54%, so momentum appears short term rather than broad based. Seize...
On 9 September 2026, SolarEdge Technologies announced it had extended its collaboration with Infineon Technologies to use Infineon’s silicon carbide JFET devices in ultra-fast solid-state circuit breakers for 800 VDC distribution in AI and hyperscale data centers. This move highlights Infineon’s role in enabling DC-native, grid-to-rack power architectures for AI infrastructure, targeting faster fault protection, higher efficiency, and lower environmental impact in power-hungry data...
Samsung Electronics (KOSE:A005930) has been in focus after Bark Technologies launched the new Bark Watch, which is built on the Samsung Galaxy Watch8 platform and highlights fresh demand for kid-focused wearables tied to Samsung hardware. Samsung Electronics has had a choppy few months, with the share price down 7.65% over 30 days and 30.07% over 90 days. At the same time, the year-to-date share price return sits at 97.28%, and the 1-year total shareholder return reaches 228.24%. Scan beyond...
POET Technologies (NasdaqCM:POET) is back in focus after confirming it will showcase its optical engines and light source products at the 2026 China International Optoelectronic Expo in Shenzhen. Recent trading has been choppy for POET Technologies, with the share price slipping 21.28% over the past 30 days and 39.09% over 90 days, even though the year-to-date share price return is 3.35% and the 1-year total shareholder return sits at 43.97%. This hints at longer term momentum despite near...
T-Mobile US (NasdaqGS:TMUS) has appointed former Shell finance head Jessica Uhl as CFO Designate as part of a planned transition. Uhl will work alongside current CFO Peter Osvaldik during a defined handover period ahead of his expected retirement. The CFO succession plan includes an extended overlap that is intended to support continuity in financial policy and investor engagement. The Jessica Uhl CFO succession plan is important, although T-Mobile US has more long term drivers than this...
AbbVie has delivered a powerful run over the past several years, and the current share price of US$262.51 reflects significant confidence in its ability to keep turning today’s drug portfolio and pipeline into future cash. The open question for you as an investor is whether those cash flows, when you project and discount them, line up with where the stock now trades. AbbVie has returned 196.4% over the past 5 years, which raises the stakes on whether its future cash generation fully supports...
Bank of America has delivered a powerful multiyear run, yet the recent pullback has investors asking whether the current share price is still backed by the returns it earns on its capital. With fresh headlines on interest rates, digital assets, and fee income, the question now is how much of that return profile is already built into the valuation. Over the past 3 years the stock has gained about 117.9%, which puts a lot of weight on whether the bank's underlying return on capital can justify...
Brookfield Asset Management (TSX:BAM) has been selected by the UK’s Nuclear Liabilities Fund to oversee a long term, multi asset mandate, beginning with a $1 billion commitment tied to nuclear decommissioning costs. For investors watching Brookfield Asset Management, the recent mandates and partnerships arrive during a softer patch for the shares, with the 30 day share price return down 13.44% at a latest share price of CA$63.19 and the 1 year total shareholder return down 18.72%, even though...
When a caller inquired if they should buy, sell, or “ride with” Uber Technologies, Inc. (NYSE:UBER) on September 11, Mad Money host Jim Cramer commented: Okay so, when I wrote How to Make Money in Any Market, I went over the stocks of companies that had been really great successes from an IPO basis and […]
Aeluma (NASDAQ:ALMU) said fiscal 2026 established a foundation for commercializing its photonics technology for artificial intelligence data-center interconnects, as the company expanded its workforce, strengthened manufacturing relationships and raised capital to support development. Founder and C
A 30-year-old startup founder can apparently afford almost anything he wants, but anyone passing him on an ordinary day might never guess it. A friend estimates his net worth is well over $50 million, yet he takes the train, drives...
The move is not just a way to fix its current problems, but also a bet on its future.
On September 11, a caller praised The Boeing Company’s (NYSE:BA) CEO and asked when the company would overcome the ongoing labor uncertainty and finally move beyond years of sideways stock performance. Mad Money host Jim Cramer replied: I think that Boeing is ready to go up. But here’s the problem. Every time crude goes up […]
An analyst initiated coverage of the stock.
Seagate Technology Holdings plc (NASDAQ:STX) announced on September 9 that its subsidiary, Seagate HDD Cayman, completed the redemption and exchange of its remaining 3.50% exchangeable senior notes due 2028 on September 8. Approximately $150.7 million of principal was retired through a settlement involving approximately $150.97 million in cash and 1,647,862 ordinary shares. For notes submitted […]
Shares of cloud computing platform DigitalOcean (NYSE:DOCN) jumped 4.2% in the afternoon session after investors cheered the company's shift toward an AI-native cloud platform and the introduction of its Managed AI Agents product.
Goldman Sachs says ads are quietly becoming Walmart’s most valuable business.
Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries. Alumina Pty Ltd will issue $1.5 billion of 6.625% notes due 2034, while Alcoa Nederland Holding B.V. will issue $1.1 billion of 6.875% notes due 2036. Alcoa Corporation (NYSE:AA) and certain subsidiaries will guarantee the notes on […]
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4.7% in the afternoon session after Reuters reported that reports emerged of a potential U.S. memory chip manufacturing deal between the company and SK Hynix.
Toast's growth model revolves around its payments services, but there's more to the picture.
Shares of energy transition company GE Vernova (NYSE:GEV) jumped 4.5% in the afternoon session after the company projected strong backlog growth at the Morgan Stanley Laguna Conference, estimating its total order backlog will surpass $200 billion in early 2027.
As gold and other precious metals went, so went the mining company's equity.
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