News

Bank of America materially raised its semiconductor equipment outlook as stronger memory demand and server investment reshape the industry’s capital-spending cycle, according to Investing.com.

GSK (GSK) agreed to acquire global rights to an experimental T-cell engager therapy for multiple mye

This once-boring utility stock has grown almost ninefold in five years.

Morgan Stanley says white-collar workers facing the greatest exposure to artificial intelligence could also capture some of its biggest economic benefits. High-income, college-educated and city-dwelling workers could benefit from AI through productivity-driven wage growth, new job creation, wealth gains and...

A $75 price target is intriguing, but Nike's challenges still loom large.

Waystar (NASDAQ:WAY) shares rose 3. 3% to $25.

GameStop's CEO just bought $20.4 million in company stock.

Energous (NASDAQ:WATT) shares rose 1. 4% to $11.

This technology giant has an uncertain road ahead.

Alphabet has one of the strongest AI positions in the world, but the competition is becoming far more interesting.

The 10-year yield hits its highest level in more than 19 years, summing up investors’ worries about a flurry of Fed interest-rate hikes.

OpenAI CEO Sam Altman said late Sunday that artificial intelligence (AI) labs owe the world confidence that they will develop increasingly capable systems responsibly and that the cost of building in safety is worth paying no matter how intense the...

The company’s new chief financial officer presented his view of stablecoins, growth and acquisitions at an investment bank conference last week.

​📈 Follow our live markets data and coverage. Stock investors had better hope the Federal Reserve raises rates tomorrow. Good news could be bad news if it increased the odds of a hike, which was seen as a drag on stock prices—especially rate-sensitive tech companies.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

September S&P 500 E-Mini futures (ESU26) are down -0.14%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.13% this morning, trimming most of their earlier losses as a retreat in oil prices from session highs eased pressure on Treasuries.

According to Bank of America’s traffic data, Alphabet Inc. (NASDAQ:GOOG) is holding its position despite growing competition from a range of AI challengers. Visits have increased, mobile users are growing, and the company’s share remains stable even as Claude and Gemini have recorded triple-digit growth. That stability may initially look like a positive sign for […]

Consumer staples are considered safe havens in turbulent markets due to their inelastic demand profiles. On the other hand, they usually underperform during bull runs, and this paradigm has rung true over the past six months as the sector’s -2.4% decline paled in comparison to the S&P 500’s 14.2% gain.

Style Box ETF report for DVY

Sector ETF report for IGM

Sector ETF report for IHE

It's not necessarily a sell signal.

Nvidia stock was steadying after President Donald Trump had a public phone call with CEO Jensen Huang pushing back against an AI slowdown.

CrowdStrike has ambitious long-term growth goals for its business, but its current valuation complicates the outlook for the stock.

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. Furthermore, supportive sentiment has created ideal market conditions, a trend that has enabled the industry to return 18.2% over the past six months. At the same time, the S&P 500 was up 14.2%.

Galaxy Digital (NasdaqGS:GLXY) named Taylor Reinhardt as Head of Investor Relations, reflecting a shift in its capital markets outreach. Reinhardt joins from large financial institutions, bringing prior experience in investor communications and capital markets advisory roles. Jonathan Goldowsky transitions into the role of Co-Head of Europe, expanding Galaxy Digital's senior leadership presence in the region. The leadership reshuffle around Taylor Reinhardt's appointment may only be one part...

Kraft Heinz has been working through a mix of pressures on its core brands and shoppers' budgets, while the share price has drifted rather than surged. That combination puts a sharp focus on whether the current US$24.27 price is adequately backed by the packaged food giant's sales base. Over the past 3 years the stock has fallen about 14%, which puts the spotlight on whether the business now generates enough revenue to support even this lower share price. Management is trying to repair sales...

Bank of America raised its growth forecast for the US semiconductor industry, projecting an 18% compound annual growth rate between 2026 and 2030, compared with its previous estimate of 14%. The bank attributed the revision primarily to higher expectations for memory chips and server-related components, with data centres expected to contribute to industry demand.

AI infrastructure investors now have two simultaneous reasons to think about the cost of money. Goldman Sachs and JPMorgan expect the Federal Reserve to raise rates 25 basis points this week, with futures pricing roughly a 90% probability. At the same time, AI safety warnings are testing assumptions about future compute demand. CoreWeave, Inc. (NASDAQ:CRWV) […]

The addition of Lowes.com and Marketplace to a purview that includes retail media, loyalty and personalization speaks to the evolution of the marketer role.