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Bernstein says a shift from AI training toward real-time inference could leave CoreWeave more exposed than rivals.

GE Vernova shares sank Monday morning along with the AI market.

AI stocks plummeted today, following Anthropic CEO Dario Amodei's calling to “pace the frontier." We unpack what that actually means vis-a-vis an AI slowdown, plus why Oracle Executive Director Larry…

The social media giant and Snapchat creator reported a notable insider sale as the stock has struggled in 2026.

Broadcom expects another surge in AI-chip sales, making Monday's selloff a direct test of infrastructure-spending confidence.

GE Vernova stock sinks on a bearish GLJ research note. Here’s why analyst Gordon Johnson warns of massive downside in GEV shares.

Oklo investors should prepare for ongoing shareholder dilution.

U.S. stocks fell after Anthropic CEO Dario Amodei called for a slowdown in artificial-intelligence development and as another increase in oil futures triggered interest-rate worries.

Investors may be pulling out of equities, but that isn't necessarily a sell signal.

Energy stocks fell Monday with the NYSE Energy Sector Index dropping 1% and the State Street Energy

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

The Danish drugmaker is shortening its name to Novo, but it will take more than a lean rebrand to win back Wall Street.

Corning is selling stock on a tough day for AI infrastructure.

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.

The aerospace business has been a shining light for industrials, but Melius analyst Scott Mikus says the good times may be ending.

Investors are questioning the AI spending cycle just as Marvell prepares to showcase its data-center portfolio.

Texas Instruments (NASDAQ:TXN) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging its own chip sector. The gain puts Texas Instruments among the year’s strongest large-cap analog winners, even after a soft Monday session in the semiconductor group. The […]

Samsung rejected a massive electricity prepayment proposal as Korea confronts the power demands of expanding semiconductor production.

Dell Shares Fall As Wall Street Weighs Risk Of Slower AI Capital Spending

ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.

Calls for slower AI development challenge sentiment, but they do not establish that customers have canceled orders.

Bank of America CEO Brian Moynihan said at a conference on Monday that sales and trading revenue for the fiscal third quarter will be flat.

The pilot expands distribution beyond Amazon's properties, but commercial terms and financial contribution remain undisclosed.

The canceled trading plan removes potential supply, but it is neither a corporate buyback nor a new investment.

High-NA adoption strengthens the technology roadmap, but customers must justify a much larger equipment bill.

The reported improvement concerns architecture development, not a sevenfold increase in quantum-computer performance.

Consensus estimates beyond the third quarter look aggressive, Komp says

The apparel stock is trading at multi-year lows.

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

While DoorDash has lagged behind the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.