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Investors can gain exposure to the space boom through established defense contractors benefiting from Golden Dome spending without relying on SpaceX alone.

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...

The consumer price index in June fell 0.4% on the month, bringing the annual inflation rate to 3.5%.

Chinese large language model (LLM) developer DeepSeek is reportedly preparing for an IPO later this year or in 2027. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.

Moby summary of Citigroup Inc.'s Q2 2026 earnings call

Moby summary of Wells Fargo & Company's Q2 2026 earnings call

Inflation cooled faster than expected in June, but Fed Chair Kevin Warsh isn't ready to declare victory.

Every good party has one guest who starts eyeing the door while the music is still loud. They are not trying to spoil anything. They have just seen how these nights tend to end. Wall Street has its own version of that guest, and right now the speakers are cranked. The S&P 500 keeps closing at ...

Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?

Two defense giants are betting on opposite sides of naval warfare, and one of them just posted negative free cash flow while the other is sitting on nearly two billion dollars of it. The question is whether a $3.45 billion sensor acquisition can close that gap before program charges do further damage.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

WASHINGTON, July 14 (Reuters) - A top U.S. official told Congress on Tuesday that "very few" Nvidia H200 chips to date have been shipped to China or Hong Kong.

Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.

Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.

July 14 (Reuters) - AI startup Reflection said on Tuesday it has signed a more than $1 billion deal to secure computing capacity from Nebius, including access to Nvidia's latest chips.

Main Street Capital's combined dividend payments current exceeds its quarterly distributable net investment income.

US stock futures traded mixed on Tuesday as investors weighed renewed geopolitical tensions between the United States and Iran ahead of a week packed with major earnings releases, key inflation data and fresh signals from the Federal Reserve. Markets are preparing for the unofficial start of the second-quarter earnings season with results from the largest US banks, while the latest Consumer Price Index (CPI) report and testimony from Federal Reserve Chair Kevin Warsh are expected to influence ex

Stocktwits data showed retail sentiment improved to ‘bullish’ on QQQ, and declined to ‘neutral’ on SPY.

Investing.com - U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran kept investors on edge ahead of a pivotal week for markets.

An expected decline in headline inflation for June doesn't tell the full story.

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

The space company is bulking up with a company that just signed a major deal with NASA.

SEOUL, July 14 (Reuters) - South Korea's ruling party is seeking to make it easier for chipmaker SK Hynix to set up ventures to build factories with outside investors — a move that follows a

Nvidia has more than halved the number of Asian customers ‌authorized to buy its AI chips ‌after creating a new "white list" of companies that have ​passed tougher compliance checks aimed at preventing the products from reaching China, the Financial Times reported on Monday. Nvidia did ​not immediately respond ​to a Reuters ​request for comment outside ‌regular business hours. Under a renewed review, over half of Nvidia's previous customers, especially neo-cloud providers, were excluded, the report said, adding that companies that failed the initial review could ‌make changes and reapply.

TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven ‌by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre ‌process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...

Q2 bank earnings kick off Tuesday with the biggest names on Wall Street reporting at once, and one senior analyst thinks the results could shock even the optimists. But his most interesting call has nothing to do with JPMorgan or Goldman.

It's pushing into an adjacent market that's quite promising.

AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a cooling AI trade.