News

The Direxion Daily Semiconductor Bull ETF will incur massive downside if semiconductor stocks don't get their acts together.

Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.

The stock market tends to do well under presidents of both parties.

The Meta CEO is siding with Nvidia's Jensen Huang as Silicon Valley argues over whether AI development should slow down.

The bank says the numbers behind the semiconductor boom are still moving in the opposite direction of an AI slowdown.

Japan is set to fund the three gargantuan natural-gas plans in Ohio, Pennsylvania, and Texas. Sizing up the opportunities and the obstacles.

Everyone buying TSMC stock is watching the wrong number. The real reason to own shares hides one layer beneath the AI headlines, inside a bottleneck so tight that even TSMC's own customers cannot get enough of it.

CoreWeave Advances AI Expansion With Nvidia Rubin Rollout, Shares Jump

By Niket Nishant and Tharuniyaa Lakshmi Sept 16 (Reuters) - The Nasdaq Composite and the S&P 500 edged higher following a two-day slide, as lower oil prices offered some relief during a tense wait for

Here's a check of the markets in the first few minutes of trading.

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]

This beauty yields 5.5% at the moment.

Independent AI research firm SemiAnalysis argues making increasingly powerful models safer may itself consume substantial computing power, which may calm fears that Nvidia Corp. (NASDAQ:NVDA) may face the fallout from slower artificial intelligence development. Safety Work Eats Compute Speaking on...

Anthropic CEO Dario Amodei and Nvidia (NVDA) CEO Jensen Huang laid out their visions for AI development during remarks at Salesforce’s Dreamforce conference in San Francisco, with Amodei focusing on setting industry standards and fostering global cooperation. Later, Huang emphasized prioritizing safety and product quality in companies over new regulations.

Every time the overpriced chorus grows louder on Nvidia, one investor adds more shares, and the reasoning behind that move cuts against almost everything the skeptics keep quoting.

Broadcom's market position is perfect for the coming AI specialization.

The White House's top economist built a statistical case that inflation is already dead, presented it as a hypothetical dissenter's argument, then handed it to no one. Whether the Fed agrees tomorrow determines what the next chapter looks like for equity investors sitting on double-digit gains.

AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.

SK Hynix stock jumped following a report that the memory maker is exploring a deal with Intel.

Nokia stock is surging while rivals Ericsson and NVIDIA barely budge, and the reason comes down to a single announcement that reframes who actually wins when AI moves into mobile networks.

NuScale's recent breakthrough moved its small modular reactor one step closer to commercial deployment.

Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the Day

Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.

This beaten-down growth stock could still produce incredible earnings growth at an attractive valuation.

After Nvidia's Stand, Zuckerberg Fires Back at AI Slowdown Efforts

The CAPE ratio is near a level last seen during the dot-com bubble.

Intel and SK Hynix tie-up talk jolts memory sector, Nvidia CEO is now Trump's AI whisperer, and more news to start your day.

With crypto prices rebounding, there are already a few leaders pulling ahead of the pack.

Shopify leads in its niche, but it may not necessarily compare well to all the tech giants.

Bear markets are inevitable, but they don't have to be frightening.