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Nvidia Stock Surge Points To 3 AI Chip Equipment Stocks Worth Watching
Simply Wall St.8d agobullish
Nvidia Stock Surge Points To 3 AI Chip Equipment Stocks Worth Watching

Nvidia has just raised the stakes for artificial intelligence hardware, with CEO Jensen Huang talking about selling twice as many chips next year and management targeting about $673b in revenue by fiscal 2028. That kind of ambition can reset expectations across everything tied to AI chip manufacturing. This article walks through 3 stocks exposed to that same wave, helping you judge where the potential reward still justifies the rising bar. The three stocks covered next are just a starting...

Asian shares mostly rise, cheered by a US rally and easing oil prices
Associated Press8d agobullish
Asian shares mostly rise, cheered by a US rally and easing oil prices

Asian shares mostly rose in early Friday trading, getting a lift from a rally on Wall Street as well as declining oil prices. Japan's benchmark Nikkei 225 gained 0.8% in early trading to 64,662.11, as the Bank of Japan ends a two-day monetary policy meeting to decide on interest rates. Hong Kong's Hang Seng edged up 0.8% to 24,766.66, while the Shanghai Composite added nearly 0.8% to 3,905.34.

FIS (FIS) Stock May Look Reasonable Despite Record Banking Wins
Simply Wall St.8d agobullish
FIS (FIS) Stock May Look Reasonable Despite Record Banking Wins

Fidelity National Information Services has seen its share price fall sharply in recent years, even as it continues to win large banking technology contracts. The question for investors is whether the current US$36.43 price fairly reflects what the company is earning today and what those earnings can support over time. The stock has declined 65.9% over the past 5 years, which puts the focus squarely on whether the underlying earnings justify such a large reset in expectations. Record core...

Uber (UBER)’s $15 Billion Delivery Hero Buyout Clears a Key Hurdle
Insider Monkey8d agobullish
Uber (UBER)’s $15 Billion Delivery Hero Buyout Clears a Key Hurdle

On September 2, 2026, Delivery Hero’s management and supervisory boards formally recommended that shareholders accept Uber Technologies, Inc. (NYSE:UBER)’s takeover offer, Reuters and Bloomberg reported. It moves the roughly $15 billion deal for the German food-delivery platform a step closer to completion. Under the agreement, Uber will pay €41.50 per share, implying an equity value […]

MACOM (MTSI) Stock May Be 43% Above Fair Value After Earnings Surge
Simply Wall St.8d agobullish
MACOM (MTSI) Stock May Be 43% Above Fair Value After Earnings Surge

MACOM Technology Solutions Holdings has turned a long run of strong share-price gains into a live question about what its current valuation really asks you to pay for its future cash flows. After a powerful multi year move, set against some recent share price weakness, the issue is whether the cash the business can generate over time lines up with where MACOM trades today. Over the past 5 years the stock has returned about 295.6%, which puts a lot of investor expectations on the line if its...

Washington Tells Ford (F) its Chinese Partnerships are a National Security Problem
Insider Monkey8d agobullish
Washington Tells Ford (F) its Chinese Partnerships are a National Security Problem

On September 9, 2026, Reuters reported that U.S. Transportation Secretary Sean Duffy sent a letter to Ford Motor Company (NYSE:F) CEO Jim Farley criticizing the automaker’s business relationships with Chinese battery maker CATL and Chinese automakers Geely and BYD as raising “profound concern.” It specifically flagged Ford’s licensed CATL battery technology at its Marshall, Michigan […]

StockStory8d agobullish
Why Is Centrus Energy (LEU) Stock Soaring Today

Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) jumped 7.1% in the afternoon session after the company and Antares Nuclear announced a definitive multi-year supply agreement for High-Assay Low-Enriched Uranium.

Why Are Lucid (LCID) Shares Soaring Today
StockStory8d agobullish
Why Are Lucid (LCID) Shares Soaring Today

Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) jumped 6.8% in the afternoon session after the company announced a strategic partnership with European shared mobility platform Bolt to develop and deploy autonomous mobility services across Europe.