News

Something happened to Apple stock on Sept. 23 that has not happened since Tim Cook was running the company.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how semiconductor manufacturing stocks fared in Q2, starting with Teradyne (NASDAQ:TER).

In September 2026, Invesco Ltd. expanded its QQQ Innovation Suite by launching the Invesco Nasdaq International Innovators 100 ETF (QQI), a rules-based fund tracking the Nasdaq International Innovators 100 Index to target 100 innovation-focused companies outside the United States with a total expense ratio of 0.29%. This launch gives investors a new way to access non-US innovative businesses within a familiar QQQ-branded framework, potentially broadening Invesco’s global ETF footprint and...

Karp's nationalization argument distinguishes frontier labs, while Palantir's own filing acknowledges AI liability.

Why Plug Power Is Back On Investors’ Radar Plug Power (PLUG) has pushed deeper into the green hydrogen build out, shipping a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand while expanding electrolyzer supply partnerships in Australia. Recent trading shows that momentum in Plug Power has been weakening, with the share price down 20.62% over 90 days and 8.52% year to date, while the 1 year total shareholder return has declined 15%. This hints that investors remain cautious even as...

Trump’s investment accounts bought shares of Strategy (NasdaqGS:MSTR) shortly before the stock recorded an 83% rally. The purchases add a former U.S. president to the roster of high profile investors with exposure to Strategy’s Bitcoin focused approach. The holding was disclosed only after the surge in Strategy’s share price, raising fresh questions about timing and market impact. Trump’s late disclosed Strategy trades are important, but investors still need a broader view of the company’s...

Tesla closed at US$380.12 on Tuesday after a mixed run that includes a 54.3% gain over the past three years and a year to date decline of 13.2%. This puts a sharper spotlight on whether that price still lines up with what the company is generating in sales today. Over the last 3 years, Tesla has returned 54.3%, which means a lot of investor expectations are already baked into the stock and brings the link between its share price and underlying revenue into focus. Fresh headlines around...

Cisco Systems (CSCO) is back in focus after a fresh wave of AI and security product news around Splunk, including new on-premises AI infrastructure and tools to monitor token usage and agent performance. Investors have seen mixed signals around Cisco Systems in recent weeks, with fresh Splunk AI products, new quantum networking work with Infleqtion and a Notre Dame campus upgrade arriving just as an analyst downgrade and profit taking pulled the stock back from recent highs. Despite a 90 day...

By Isla Binnie Sept 24 (Reuters) - Oracle issued a "force majeure" notice to a Blue Owl unit, the developer of a large New Mexico data center, citing potential delays in securing power for the project

Key Stats for RTX Corporation 52-Week Range: $155. 64 to $226.

Key TakeawaysCrowdStrike stock has climbed 154% since late March, closing at $262 on September 23 after a fiscal quarter that delivered the largest net new annual recurring revenue beat in the company’s history. Wall Street carries 30 buy ratings, 10 outperforms, 12 holds, 1 no opinion and 1 underperform on the stock, but the $236 mean target now sits 10% below the $262 close.

Nike just signed a $200 million deal with the University of Miami. Could this be a sign of life for NKE stock?

The idea makes more than enough sense. Not every idea, however, has an easily identifiable way of capitalizing on it.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including Powell (NASDAQ:POWL) and its peers.

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Bloom Energy could still generate big multibagger gains.

A coalition of global banks says agentic AI tools that make purchases on behalf of consumers could expose card details and weaken payment security.

Microsoft’s story may finally be gaining traction. Here’s why Stifel sees a path back to growth for MSFT.

Pulling your money out of the market during a rough patch is the surest way to miss out on the biggest gains.

Intuitive Surgical (ISRG) shares fell 10.4% in the past year, while the S&P 500 returned 16.5%. Much of the market has focused on moderating U.S. procedure growth. The more telling number is 144 trade-ins in fiscal Q2 2026, up from 83 a year earlier. Most came from customers moving to the new da Vinci 5 robot. Those trade-ins matter most if upgrades continue and each surgery also earns more. Is that number a blip, or are customers still trading up.

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

McDonald’s plans to invest $8.5 billion by 2036, modernizing restaurants, expanding AI and testing new menu items and a revamped rewards program.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

Meta Platforms stock has surged on the success of its Muse agent. Now it hopes to buck the trend of AI-hardware failures with its Muse Charm gadget.

Realty Income's yield has risen sharply over the past month.

Project Sunrise will launch after years of planning and hype.

Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...

Muse is Meta's vision for its future.

Key Stats for Fastly StockToday’s Performance: -8%52-Week Range: $8 to $35Valuation Model Target Price: Around $28Street Analyst Target Price: Around $28What Happened?Fastly stock (NASDAQ: FSLY) is trying to prove that its transformation from a traditional content-delivery network into a broader security, compute, and AI-edge platform can turn rapidly growing machine traffic into profitable growth. That debate intensified today as Fastly stock fell about 8%, giving back part of its recent rally

Democrat Senator from Colorado Michael Bennet said that the American people want a president more focused on high interest rates and fuel prices rather 'than throwing reporters out of the White House and the glamour of his dinner with the president of China.' Bennet also weighed in on talks around AI safety and said that the Presidents decision to not enact guardrails is an 'extremely naive position.'