News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nvidia can still deliver multibagger returns over the next five years.
While cloud computing is its biggest breadwinner, the company hasn't forgotten its roots.
Bloomberg's Mike Shepard said President Trump's opposition to AI guardrails is another instance of his anti-regulation position across all industries, as well as his closeness with Nvidia CEO Jensen Huang who recently pushed back on fears about AI safety. Shepard said that President Trump is also looking to his meeting with China's President Xi and wants no obstacles around AI heading into that conversation.
Gas isn't the only hot commodity flowing through pipelines these days.
Apple may be ready to get back into the server business.
Meta CEO Zuckerberg Sends Fresh Signal for Nvidia Stock and AI Spending
AMD stock wins another endorsement from Piper Sandler.
Joby has a much lower price-to-sales ratio than Archer.
The Fed is about to raise rates for the first time in three years. The dot plot matters more.
Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.
The interface expands agent distribution, but consumption pricing makes productive usage the revenue gate.
Strategy is back to buying Bitcoin after a summer of sales. The headlines matter more than the coins.
Broadcom's previous ambitious guidance turned out to underestimate its AI chip growth.
Is Worthington an under-the-radar data center play?
Don't worry about this stock sale. Worry more about the high stock price at Webull.
These two tech giants position Berkshire to prosper in AI.
Moby summary of LuxExperience B.V.'s Q4 2026 earnings call
These two independent power producers are both benefiting from the AI boom.
Dell Technologies has delivered incredible returns to investors in 2026, and it isn't done soaring yet.
Salesforce stock dipped ahead of an investor briefing after the market close and reports of a global system outage.
AMD is the IBD Stock Of The Day as the chipmaker rises on renewed hopes for continued heavy spending on AI data centers.
On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA’s newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson Thor platform. The move puts Aptiv squarely inside the buildout of “physical AI,” the term for machines like drones, robots, and industrial systems that need to sense and […]
Three new names are entering the S&P 500, swapping out brewers and homebuilders for fuel-cell technology and genomics, but whether that trade actually benefits VOO holders depends on a math problem most investors overlook.
It’s the latest free trade agreement India has signed as it looks to diversify away from the U.S.
OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing are only beginning to surface.
Discourse has been circulating recently on AI safety, fears, and regulation, with commentary from Nvidia (NVDA) CEO Jensen Huang, Anthropic (ANTH.PVT) CEO Dario Amodei, and even President Trump. Autodesk (ADSK) president and CEO Andrew Anagnost sits down with Market Catalysts host Julie Hyman to share his thoughts on the importance of holding Big Tech accountable.
Investors just got some encouraging news about Cipher's Texas data centers.