News

Demand for NAND isn't going away -- it's actually going higher as "AI-enabled" devices proliferate.

Palantir announced expanded partnerships with Nvidia and Fujitsu at AIPCon 11 and touted its "sovereign AI" strategy.

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.

Stocks were down on Thursday as investors watched for stress signs in the bond market as long dated bond yields as oil prices remain elevated .

The AI build-out is still going at full strength.

August PPI landed on consensus at 0.4%, but the annual rate hit 5.4% and diesel jumped 24% in a single month

Investors are worried that artificial intelligence will eventually have its dot-com bubble moment.

The famous investment manager is concentrating his AI chip bets on just a few names.

Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways that matter.

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]

Its own disclosures sketch the three-year range -- and one assumption matters most.

Nvidia Stock Under Pressure as DOJ Probes Groq Deal Structure

Australia's current computing capacity stands at 1.6 GW, meaning the buildout could more than double the country's AI compute

The partnership starts inside Nvidia and could expand into critical supply chains.

It pays out at a chunky 6%-plus these days.

NVDA, CAT, TER and LRCX use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Nvidia, AMD, and Broadcom look like stocks to buy this month.

Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR. What CEO Jim Burke is actually assembling underneath all of it is something the headline deals alone do not reveal.

By Tharuniyaa Lakshmi and Niket Nishant Sept 10 (Reuters) - Futures tracking the Dow and the S&P 500 indexes attempted a recovery after a three-day slide, as investors cautiously returned to equities

NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything good ahead is the question every investor needs to answer before November.

Micron, Cisco, and Texas Instruments have helped lead value stocks as a class higher.

A century-old tax provision buried in the IRS code lets wealthy investors hand over a portfolio of appreciated stock, receive fund shares in return, and walk away without triggering a single dollar of capital gains tax that day. The question is whether anything close to it exists for everyone else.

The deals build on Palantir's broader push to position Foundry, AIP and Ontology as the operating layer connecting different AI models, infrastructure and enterprise data.