
There’s a winner-take-all fallacy in certain industries, says a hedge-fund manager.
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There’s a winner-take-all fallacy in certain industries, says a hedge-fund manager.

U.S.-listed Nokia shares rise after the company announces it has extended its relationship with Microsoft to advanced AI operations for telecom providers.

Adobe has globally launched Student Spaces in Acrobat for free, providing students a trusted, AI-driven study platform that leverages decades of Adobe's document expertise. Initially released in beta in April 2026, the platform rapidly gained traction with more than 1 million monthly users, offering tools like adaptive flashcards, citation generation, and study guide creation to optimize learning. The latest features aim to enhance learning efficiency, ensure information authenticity, and...

The pace of artificial intelligence (AI) development might be set for a slowdown.

Two Dividend Kings with 50-plus years of consecutive raises have reported earnings, and one of them is funding its payout in a way that should raise eyebrows. The question is whether that really makes it the riskier bet.

CoreWeave (NASDAQ:CRWV) has reported signing new computing capacity contracts at higher prices since 30 June 2026, as the company expands its commitments to customers requiring artificial intelligence infrastructure. During the third quarter of 2026, CoreWeave entered into short-term customer agreements lasting approximately three to six months, with pricing equivalent to around $40 million per megawatt.

Micron Technology stock was back on the rise early Thursday. A warning from the head of Intel about soaring memory prices looks to be reminding shareholders of the company’s profit potential. Micron shares were up 2% at $945.40 in premarket trading.

Generac stock surged more than 40% after Amazon secured rights to buy up to 1.69 million shares tied to data center generator deliveries
Surf Air Mobility has signed its first commercial OperatorOS agreement with Sprintbach Aviation, creating a revenue-sharing arrangement tied to flights managed through the software.

Novo Nordisk (NYSE:NVO) has published results from its phase 3b FRONTIER5 study of investigational treatment denecimig in the Journal of Thrombosis and Haemostasis, reporting safety, laboratory and patient-experience findings in people with haemophilia A. The study examined whether patients could switch directly from emicizumab to denecimig without requiring a washout period or an initial loading dose.

On Tuesday, the U.S. National Highway Traffic Safety Administration ordered Tesla Inc. to answer 21 detailed questions by Sept. 30 on how it self-certified its Cybercab robotaxi as compliant with federal safety standards. According to the order, NHTSA’s Chief Counsel,...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift means for where the stock goes next.
Moby summary of Aeluma, Inc.'s Q4 2026 earnings call

Scott Melker and Coinbase (COIN) CEO Brian Armstrong discuss how big banks fumbled the Clarity Act by getting caught up in stablecoin rewards, potentially leaving themselves worse off as crypto brokers continue operating as usual. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
CoreWeave said it signed short-term third-quarter compute contracts at roughly $40 million per megawatt.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Oak Ridge, IonQ, and NVIDIA used generative AI to cut quantum circuit compilation from 11 minutes to 28 seconds, a milestone with implications for IONQ and NVDA investors.

Goldman Sachs Dynamic Bond Fund, Pimco Income Fund and Invesco Global Strategic Income Fund offer diversified exposure to bonds.

Wing production constraints at Boeing's Renton factory are slowing the path to 47 jets per month, putting free cash flow guidance at risk

Barrick Mining Corporation (NYSE:B) shares gained 1. 2% to $43.

Axon (AXON) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

The market could be underestimating Toast stock right now.

Rock-bottom prices don’t always mean rock-bottom businesses. The stocks we’re examining today have all touched their 52-week lows, creating a classic investor’s dilemma: bargain opportunity or value trap?
Investing.com -- CoreWeave (CRWV) shares edged up just 1% on Thursday, caught in a direct clash between red-hot AI compute demand and the heavy gravitational pull of looming dilution. CoreWeave proved exactly how starved the AI market is for capacity. The company revealed it secured short-term Q3 contracts at a staggering $40 million per megawatt in annualized revenue. On top of that premium pricing, CoreWeave racked up over $25 billion in net new customer commitments early in Q3 and expanded it

Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the trailing month due to balance sheet stress, equity dilution fears, and sector rotation. The central tension remains execution: can Nebius convert its massive backlog into revenue before heavy capital commitments squeeze liquidity.
Investors are still eyeing memory chip inflation.

The insider trimmed his direct stake by 24% but still retains 15,651 shares.

Speaking at Morgan Stanley’s Laguna Conference, RTX CEO Chris Calio highlighted a $289 billion backlog that could support the company’s growth for years.

All of China's AI models combined generate only about 10% of OpenAI's revenue, yet several Chinese startups carry higher valuation multiples than their U.S. rivals
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