
Long-term Nvidia shareholders have been richly rewarded for their patience.
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Long-term Nvidia shareholders have been richly rewarded for their patience.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Tech stocks were mixed late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
Healthcare stocks were edging lower late Tuesday afternoon, with the NYSE Healthcare Index and the S

Over the last six months, Teledyne’s shares have sunk to $597.22, producing a disappointing 7.5% loss - a stark contrast to the S&P 500’s 14.2% gain. This might have investors contemplating their next move.

Micron Technology (MU) trades near $924, up more than 500% over the past year and still about 24% below its three-year high. The easy read on a $1 trillion memory maker is that the run is over. But Micron has signed 16 strategic customer agreements that commit customers to buy set volumes, the largest at prices held between a contracted floor and a ceiling set at the June-quarter market price. A three-year scenario on Micron's own numbers shows what is still in front of you.
The beverage giant is committing billions to U.S. production even as its shares edge lower.

The bond market has hit a long-awaited but unfortunate milestone. After flirting around the 5% level on Monday, the 10-year Treasury yield closed at 4.995% on Tuesday. That's half a basis point or 0.005% short of the 5% level.

Kirby trades at $137.53 per share and has stayed right on track with the overall market, gaining 10.6% over the last six months. At the same time, the S&P 500 has returned 14.2%.
Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index and the State St

Applied Materials (AMAT) stock fell 7.1% in its latest session, to about $424. It sits 41% below the high it set within the past year, after a twelve-month run in which it returned 151% against 17% for the S&P 500. It did not fall on a bad quarter, and that is what makes the next leg hard to size.

The European Investment Bank is ramping up investment in small modular nuclear reactors, or SMRs.

Walmart has made bold moves to win over customers.

Kimball Solutions has been treading water for the past six months, recording a small return of 2.9% while holding steady at $23.94. The stock also fell short of the S&P 500’s 14.2% gain during that period.

Axon stock sinks as management announced $1 billion debt offering. But should you buy the dip in AXON shares today? Let’s find out!
Bank of America sees the semiconductor market entering a growth phase that extends well beyond today's AI spending cycle.
AI demand is not the constraint anymore; assembling enough irreplaceable EUV systems is.

Steel and materials markets fluctuated between rallies and pullbacks as the US-Canada trade relationship shifted from near agreement to open dispute. Nucor Corporation (NYSE:NUE) and Cleveland-Cliffs Inc. (NYSE:CLF) rose on August 25, after discussions between the two countries broke down, a turnaround from the week before, when several of the same stocks fell on hopes that […]
Monday's chip selloff may be missing a bigger trend

Boeing has been treading water for the past six months, recording a small loss of 1.5% while holding steady at $210.29. The stock also fell short of the S&P 500’s 14.2% gain during that period.

Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.

HYPE could gain more steam if the CFTC brings it to the U.S. market as a regulated token.

Stockbridge Capital Group acquired a huge Amazon warehouse in Romeoville, plus more top transactions in Chicago this week.

Intuit has a key date ahead, with its Investor Day poised to shed light on its growth reset, AI strategy, and broader priorities.

One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.
Tesla is staging a Roadster reveal nearly nine years after reservation holders paid full price for a car that still does not exist, and this time the audience has already stopped believing in promises.

Inquiring about Walmart Inc. (NASDAQ:WMT) on September 10, a caller asked if they should “keep it.” Mad Money host Jim Cramer replied: I got to tell you, this one is a short and long-term, okay? Short-term, I think I know what Walmart’s doing. I think that they’re letting their customers have a big break. They’re […]

Nvidia's third-quarter revenue guidance already looks aggressive, but its recent execution and changing revenue mix suggest there may still be room for upside.

DLocal (NasdaqGS:DLO) said it is partnering with risk platform Oscilar to upgrade anti money laundering controls across its network. The collaboration introduces AI driven compliance checks across more than 60 markets where DLocal processes cross border payments. Oscilar's tools will be configured to match local regulatory rules and specific payment types used within DLocal's merchant base. The Oscilar partnership on anti money laundering and compliance is only one part of the broader DLocal...

Bloom Energy has turned into one of the market’s more extreme rides, and the latest surge has pushed investors to ask a blunt question about the stock. Do the company’s future cash flows support where Bloom Energy trades today, or has the share price raced ahead of what the business can realistically generate? Over the past 3 years the stock has delivered a very large gain of about 17x, which puts pressure on the underlying cash flow story to carry that move. Joining the S&P 500 and gaining...
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