News

APPS scales alternative app distribution as new partnerships, AI-driven demand and mobile growth lift its fiscal 2027 outlook.

The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure money belongs right now.

Nvidia Stock Falls as AI Server Prices Rise. Memory Costs Are to Blame

Earlier this month, Netflix named former Google Global Product Lead Breno Barcelos as Head of Market Activation for Latin America, while continuing to roll out initiatives such as a low-priced ad-supported tier and sports streaming to broaden engagement. At the same time, hedge fund manager Bill Ackman, via Pershing Square Capital Management, increased his institutional stake, reinforcing investor interest in Netflix’s push to diversify and deepen its revenue streams. We’ll now examine how...

Zoox is putting its fully autonomous vehicles on San Francisco streets.

The company is eyeing global leadership in AI.

Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather than a warning.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

Warren Buffett famously quipped that a time traveler should have shot Orville Wright down at Kitty Hawk to save investors from airlines. So why did Buffett's handpicked successor just pour billions into one?

The long-awaited scaling up of Tesla’s robo-taxi service might be close. The Nevada Transportation Authority has approved autonomous vehicle applications for Tesla, Alphabet’s Waymo, and Aviari, an Uber platform. Tesla will be allowed to deploy up to 5,000 robo-taxis over the coming 12 months.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

Tesla will unveil the production Cybercab at a launch event in Austin, Texas, on Sept. 3. This comes as Tesla ramps up its self-driving efforts — key to the company's big growth plans.

Tesla will unveil the production Cybercab at a launch event in Austin, Texas, on September 3rd. This comes as Tesla ramps up its self-driving efforts, key to the company's big growth plans.

Hugging Face has reportedly been fielding acquisition offers that would value the company at around $13B. But with the founders' feeling of responsibility to community, doubts arise as to whether a sale will happen.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

The increases will apply to systems containing Vera Rubin and Grace Blackwell chips and take effect on shipments early next year

The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want to pay close attention before the opening bell that morning.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

Analysts are arguing that Google's Marvell expansion does not destroy Broadcom's deeply embedded custom-chip advantage.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

The long-awaited scaling up of Tesla’s robo-taxi service might be close. Tesla will be allowed to deploy up to 5,000 robo-taxis over the coming 12 months. Waymo and Aviari are authorized for 1,000 fully autonomous vehicles.

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

Micron, Alphabet, Amazon and Nvidia have been highlighted in this Earnings Preview article.

AI stocks have put the market in a precarious position. Here's how to prepare.

Apple's 33.54x P/E premium raises valuation concerns, even as strong iPhone sales, Services growth and AI prospects support its outlook.

Nvidia still remains a leading way to play the AI infrastructure boom, driven by strong data-center growth, its full-stack ecosystem, pricing power, and massive AI demand.

The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.