High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors. Speaking at the Goldman Sachs Communacopia + Technology Co
Every investor knows Nvidia won the chip race, but the physical layers that actually keep AI data centers alive belong to a different set of companies, and three of them are quietly outpacing the trade everyone is already crowded into.
Moby summary of Vince Holding Corp.'s Q2 2026 earnings call
Three indexes, one identical decline. Oil above $105 is casting heavy shadows over Wall Street.
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Nvidia and Palantir Unleash New AI System for Critical Supply Chains
Shares of SolarEdge Technologies (NASDAQ:SEDG) are down 4% to $33.73 in Thursday’s midday session, sliding as management hosts its Analyst Day and after the company published a joint 800 VDC power architecture framework with a leading AI chipmaker. The move stands out because listed solar peers are catching a bid at the same time. Meanwhile, […]
The sector remains one of the top sources of meaningfully reliable cash flow for your portfolio.
SpaceEx stock is on the move Thursday as investors sort through a number of headlines affecting the rocket-and-satellite company.
SpaceEx shares are on the move Thursday, as investors sort through a number of headlines affecting the rocket-and-satellite company.
NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027.
The drone maker is putting challenges from early this year in the rearview mirror.
No one can predict the future perfectly, but the stock appears to be considerably undervalued.
The DSW parent is delivering impressive margin expansion.
NVIDIA (NASDAQ:NVDA) and Palantir (NASDAQ:PLTR) unveiled a jointly developed sovereign AI stack aimed squarely at the industrial supply chain, with NVIDIA becoming customer zero. The system pairs NVIDIA’s open Nemotron models and cuOpt optimization software with Palantir Foundry, AIP, and the Palantir Ontology to coordinate materials allocation from wafer to first token. The scope is […]
The digital payments provider faces formidable challenges.
Treasury Secretary Scott Bessent walked to the microphones this month with a line lifted from a poker table: “I am the house now.” The message to bond traders was blunt. Washington and Tokyo would jointly defend the yen, the Treasury would step up buybacks of longer-dated debt, and anyone shorting the long end of the […]
The new bullish call rests on a much more aggressive AI growth path than the stock has seen before.
Demand for the company's traditional server line continues to impress, with revenue growth more than doubling.
Chewy fell 11% yesterday as the once-strong growth story seems to be falling apart.
Associated British Foods tumbled around 10% as weak European Primark trading and a worsening sugar outlook outweighed the retailer’s long-awaited move into home delivery.
This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.
Demand for NAND isn't going away -- it's actually going higher as "AI-enabled" devices proliferate.
Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to understand what changed and what he is still telling them to buy.
After GPT-6 launched, Cramer came to CNBC’s “Morning Meeting” with a very specific opinion.
Archer Aviation stock has declined as the company advances toward getting FAA certification to begin commercial operations.
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.
JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.
Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges everything the bull case assumes.
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