High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Leidos' ENTRUST deal expands its grid expertise as data centers strain power supply. Here's what the numbers say about the stock now.
The chipmaker is making more money than it could possibly put to work right now.
Starship's 14th test flight would be its first try at orbit -- and its first with a payload that makes money.
Markel doesn't hide its aspiration to be the next Berkshire Hathaway, but is the current drawdown a buying opportunity?
These four quantum stocks are leading the way in the space.
Salesforce (NYSE:CRM) used its Dreamforce keynote to outline an expanded artificial intelligence strategy centered on “AIforce,” a platform the company said is designed to combine enterprise data, applications, AI agents and new interfaces. The company described AIforce as a way to connect probabil
Snowflake stock is surging toward all-time highs after reporting its latest quarterly earnings.
By Che Pan, Casey Hall and Eduardo Baptista SHANGHAI/BEIJING Sept 17 (Reuters) - Huawei Technologies will launch two new artificial-intelligence semiconductors in 2027, rotating chairman David Wang said on Thursday, as the Chinese tech giant builds up its AI computing business and seeks to challenge U. Huawei plans to launch the 960DT in the first quarter of 2027 and the Ascend 960PR in the third quarter, Wang said.
Tesla hosted a robotaxi day nearly two years after the robotaxi was first announced.
The AI trade may be about to grow far beyond GPUs. At the All-In Summit, President Donald Trump called data centers "the oil of the next 20–25 years," arguing that they are making states and communities wealthy. Data proves otherwise....
This episode's hodgepodge theme is something old, something new, something borrowed, something blue.
The move points to robust AI infrastructure demand as operators expand capacity.
If you are looking for high-yield stocks, consider stepping beyond the "obvious" names in the midstream sector.
Nvidia Corp is no longer just selling the picks and shovels of the AI boom. It is increasingly helping figure out who gets the money, infrastructure and computing power needed to build the next phase of it—which may explain why...
The electrical infrastructure builder could be your way to profit from the AI race.
Memory has become a binding constraint for artificial intelligence (AI) data center build-outs.
AI data centers are driving enormous demand for reliable, around-the-clock electricity, and these companies provide it.
BitMine continues to buy Ethereum at a rapid clip, but where's the payoff for investors?
The second-biggest line in the chip giant's latest filing likely belongs to companies buying for someone else.
Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.
The biggest AI infrastructure players may have a planning problem. NVIDIA Corp‘s CEO Jensen Huang says hyperscalers are "always almost wrong" because they plan capacity once a year while AI demand is changing too quickly to fit an annual calendar....
Recently, JPMorgan analyst Richard Choe issued a rare double-upgrade on IREN after the company signed a roughly US$5.50 billion, five-year partnership with Nvidia tied to its fast-growing AI cloud services platform. This shift, alongside IREN's decision to wind down Bitcoin mining and expand vertically integrated AI infrastructure, marks a material redefinition of its core business model. Next, we'll examine how the Nvidia partnership and AI cloud transition reshape IREN's investment...
The battle against persistently elevated inflation is just getting started.
There was notable progress in a Texas power plant project that the company will supply.
Sept 16 (Reuters) - Snap on Wednesday announced partnerships with companies including Salesforce, Nvidia and Amazon Web Services to integrate workplace tools into its Specs augmented-reality glasses,
Dr. Michael Burry became famous as one of the few investors to bet against the housing market before its collapse during the Great Recession.
Rexford has increased its dividend for 12 consecutive years.
An analyst initiated coverage of the stock.
J.B. Hunt shares dropped more than 13% after CFO Brad Delco told a Morgan Stanley investor conference that Q3 earnings would fall 5% to 10% from Q2.
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