
Bitcoin mining stocks are surging at a rate that dwarfs the coin itself, and the gap between equity gains and spot price raises a question the tape alone cannot answer.
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Bitcoin mining stocks are surging at a rate that dwarfs the coin itself, and the gap between equity gains and spot price raises a question the tape alone cannot answer.

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]
A massive financing package is putting Google's custom AI chips at the center of a new cloud buildout.

Stocks were rallying to kick off Thursday's session with support from easing oil futures and Treasury yields. The upswing marked a rebound from yesterday's selloff which followed an interest-rate increase from the Federal Reserve and remarks from Chairman Warsh. The S&P 500 gained 1.2%, and the Nasdaq Composite was up 1.6%.

Visa and American Express have also been readying their systems for agentic bots that shop on behalf of cardholders.

Securities regulators in the U.S. say they plan to move forward with regulations to govern cryptocurrencies as the ...

Ron Baron has $25 billion in SpaceX shares and a projection that Starlink alone hits $1 trillion in revenue, but the math holding that forecast together rests on a single unproven assumption about AI that deserves far more scrutiny than it has received.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Airbnb (NASDAQ:ABNB) and the rest of the consumer internet stocks fared in Q2.

Tesla just posted record deliveries and expanded Robotaxi to seven cities, yet the stock sits 20% in the red for the year. Something has to give, and one stacking set of catalysts could force Wall Street to completely rethink its math.

Based on the average brokerage recommendation (ABR), Visa (V) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

According to the average brokerage recommendation (ABR), one should invest in Abercrombie (ANF). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Based on the average brokerage recommendation (ABR), Synopsys (SNPS) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Based on the average brokerage recommendation (ABR), MongoDB (MDB) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

The market punished Arm as an AI stock — yet phones, not AI, are what actually drive its revenue today.

The average brokerage recommendation (ABR) for CRISPR Therapeutics (CRSP) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The leading tradfi giant JPMorgan Chase is no longer just eying the retail or institutional segment of crypto. It is still building out a new digital-assets organization inside its consumer banking business, months after the bank first began publicly hiring for the unit. The Consumer & Community Bank Digital Assets and Blockchain Solutions team first
A German court says Meta can be held responsible for fraudulent third-party ads because of how its platforms control what users see.

The preferred stock of Strategy (NASDAQ: $MSTR) is back near its par value of $100 U.S. per share following aggress...
The company once seen as vulnerable to generative AI now expects the technology to help carry revenue beyond Wall Street's forecast.

The company is partnering with mobility platform Bolt -- but no vehicle orders have been placed just yet.
Lucid (LCID) stock jumped on Wednesday after the electric vehicle maker signed a major partnership with European ride-hailing platform Bolt to deploy at least 25,000 autonomous vehicles across major European cities, extending Lucid's robotaxi push beyond the US for the first time.
A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

Hundreds of workers at memory chip giant Micron Technology rallied on Thursday, threatening a strike as they rejected the US company's bonus offer of 68 months' pay as insufficient.The unions are seeking a one-off bonus of 83 months' salary as well as a permanent system that allocates 15 percent of the company's operating profits to worker bonuses, distributed quarterly rather than annually.

GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.
Oracle Stock Rises as Massive AI Backlog Offsets Fresh Layoff Concerns

BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.

US stock index futures pointed to a sharply higher opening on Thursday as crude oil prices and Treasury yields retreated, following a late-session sell-off on Wall Street after the Federal Reserve’s latest interest-rate increase. The anticipated rebound follows a difficult Wednesday session in which the Dow Jones Industrial Average closed at a three-month low and the S&P 500 recorded its lowest closing level in more than a month.

CleanSpark Inc. is seeking to borrow roughly $2.23 billion through a junk-bond offering to fund artificial intelligence infrastructure tied to Meta Platforms Inc..
Key TakeawaysHome Depot paid $2. 3 billion in dividends during its fiscal second quarter, even as return on invested capital slipped to 24.
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