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While DoorDash has lagged behind the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.
A surprise equity filing sent Corning to the bottom of the S&P 500 and pulled the entire AI optical sector down with it, raising a pointed question about whether a stock that surged 67% this year just flashed a warning sign for the broader hyperscaler buildout trade.
Extraordinary margins magnify the earnings stakes if memory pricing loses momentum.
The bank sees limited value capture in MARA’s capital-light Starwood venture, preferring AI/HPC operators that control data-center development and operations.
What goes down fast can go back up just as quickly when sentiment recovers.
Data-center expansion is substantial, but pricing contributed more than volume to the latest sequential increase.
Tech stocks fell sharply on Monday after AI companies called for a slowdown in the development of the technology.
Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
More than half its disclosed gas-equipment pipeline consists of slot reservations rather than equipment backlog.
The companies moved to dismiss claims that Apple illegally shut out rivals by integrating ChatGPT into its devices, but will continue pursuing OpenAI
The division's 15% operating margin includes traditional servers, networking and storage--not just AI systems.
The foundry's process schedule and next-generation lithography schedule target different milestones.
Nvidia fell, Microsoft rose, and both moves trace back to the same weekend essay. Meanwhile, oil prices are soaring again.
Zacks recently highlighted that the US oil and gas exploration and production industry has entered a more constructive phase, citing stronger commodity fundamentals and efficiency gains that support companies like APA Corporation with cash-generating core assets and a robust project pipeline. For APA, the combination of cost reductions, anticipated organic oil growth, and longer-term opportunities in Suriname, Alaska, and Uruguay underscores how operational discipline and international...
Lithium Americas (TSX:LAC) has been under pressure recently, with the share price down about 14% over the past month and roughly 35% over the past 3 months, sharpening investor focus on its fundamentals. Momentum has clearly cooled for Lithium Americas, with the share price at CA$4.04 after a 1-day share price return of down 3.58%, a 30-day share price return of down 14.04%, and a year-to-date share price return of down 38.32%. The 1-year total shareholder return of down 8.18% shows the...
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Oracle stock slumped after Chairman Larry Ellison canceled plans to sell billions worth of his stake.
INOD stock's 47% slide contrasts with strong AI demand and rising profits, but customer concentration and a premium valuation cloud the recovery path.
A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.
A fresh sell rating with a price target nearly half the current stock price just landed on one of Wall Street's favorite power plays, and it is dragging the entire grid infrastructure sector down with it.
Coinbase stock jumped 8% on a bearish analyst's upgrade, days after Morgan Stanley warned the market could crack in 30 days.
Investors are worried about an AI slowdown.
Welcome to "GO in the Know," our daily rundown of some of the top financial stories out there.
Amodei, Altman and Musk all called for slowing capability development this weekend
The decision follows a Miami accident that killed five people and remains under investigation.