News

Shares fell to $502.59 as rising bond yields raised the return bar for Microsoft's massive AI infrastructure investments.

Nvidia CEO Jensen Huang says AI infrastructure spending remains in the early stages as demand from hyperscalers, enterprises and governments continues to expand.

GE Vernova's diversified approach is paying off for shareholders.

The Information reported on Tuesday that SpaceX has replaced several leaders of its data-center team with executives from its rocket and Starlink operations.

They could be attractive buys on the dip.

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were lower. Actively tr

VRT's AI infrastructure demand, margin gains, and upbeat outlook support growth, but execution risks, supply-chain volatility, and premium valuation remain risks.

Apple jumped 3% on its first day under a new CEO, and the market fell anyway. When a rising trillion-dollar stock can't lift the indexes, look at the bond market.

A global bond selloff is carving a precise line through fintech, punishing two lenders while leaving one brokerage almost untouched, and the reason why reveals exactly how rate exposure separates winners from losers in this sector.

Brent crude climbs as U.S.-Iran tensions escalate, fueling a broad bond sell-off and inflation concerns today, Sept. 1, 2026.

Iran’s President, Masoud Pezeshkian, has addressed the economic hardships his nation is experiencing due to U.S. sanctions. In a recent interview with state media, he underscored the necessity of national unity to overcome these challenges. In an interview with Tasnim...

A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure. Oracle (NYSE:ORCL) sits at the front of that queue, and its stock is repricing on the higher cost of the borrowing that funds its buildout. Oracle stock is […]

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

Accenture's stock has risen 60% from its 2026 lows and yields 3.4%. While the dividend yield looks attractive, it would be prudent to take some profits off the table here.

CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.

Although Uber Technologies has lagged behind the technology sector over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Market Catalyst Host Julie Hyman welcomes Maxim Group managing director and senior consumer internet analyst Tom Forte to set the stage for Apple's (AAPL) incoming CEO John Ternus, the challenges that await him, and how much grace period he suspects Ternus will have.

NIO Inc (NYSE:NIO) shares fell after the Chinese electric vehicle maker posted second-quarter revenue that missed Wall Street expectations, even as the company narrowed its losses and pointed to improving margins. Revenue rose 69.1% year-over-year to RMB32.14 billion ($4.74 billion), falling...

Nvidia plans to spend $267 billion on supply and capacity through fiscal 2029.

NIKE has considerably underperformed the Dow over the past year, but analysts are cautiously optimistic about the stock’s prospects.

If sales growth were everything, Rezolve stock would be a winner today.

Apple (NasdaqGS:AAPL) has filed a lawsuit against OpenAI and a former engineer over alleged theft of confidential circuit schematics and related trade secrets. The complaint accuses the former Apple employee of misappropriating proprietary hardware designs and integrating them into OpenAI projects. Apple is seeking damages, a preliminary injunction, and court orders to destroy any materials that allegedly contain its protected technology. The case adds fresh scrutiny to how major AI players...

In recent weeks, Walmart has expanded its offer with new brands and partners, from HallPass low-sugar candy and Bluevua water systems to Purpose Toys’ Naturalistas dolls and the Scenario women’s fashion line, while also marking its 100th company-owned EV fast-charging site and rolling out Morgan’s Repellent and a limited Duke Cannon–Mountain Dew collaboration at Walmart and online. At the same time, Walmart reported higher second-quarter revenue of US$187.94 billion, continued share...

The Department of Defense launched new AI capabilities with SpaceX Starshield AI's Grok, OpenAI ChatGPT. NASA delays SpaceX, International Space Station mission.

Something unusual is happening across drone stocks this Tuesday morning, and the pattern of declines reveals exactly what kind of market day this is and who gets hurt most when risk appetite vanishes from speculative defense names.

Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.

Sellas is gaining Wall Street’s attention as clinical progress, upcoming catalysts, and positive analyst sentiment strengthen the case for further upside.

Cathie Wood keeps trimming Roblox while pivoting ARK's capital toward a surprising corner of the energy market, and the pressure on RBLX stock is compounding from a direction most investors are not watching.

Palo Alto stock doubled in a year. Will it fall after earnings?

STRL's CEC acquisition is accelerating its mission-critical push, with surging revenues, backlog gains and E-Infrastructure growth ahead.