News

Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.

A leader in the No. 2-ranked alternative energy group, the AI energy play will join the S&P 500 index.

Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle looks like.

Big issues are being decided in September, but that might not justify a rushed investment.

Moderna just surged 8% on a morning when its closest cancer-vaccine peer barely budged and its own pipeline partner slipped into the red, and no announcement, trial readout, or analyst call explains why.

Amgen is profitable and paying a growing dividend, while Revolution Medicines is burning cash to fund what could be one of the most important cancer drug launches in years.

Bloom Energy's S&P 500 addition triggered mechanical buying pressure, but rival fuel cell stocks with no connection to the rebalance are surging alongside it, pointing to a second, more powerful force at work in the sector.

According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.

Apple pays Samsung about $250 per iPhone Duo screen under a three-year exclusive deal with no rival supplier.

Wednesday's 319 million-share release leaves billions more on the unlock calendar.

Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.

Home builder stocks have been battered by rising mortgage rates, but a valuation signal has historically preceded strong returns for the sector.

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.

One company is generating billions in revenue and raising its dividend. The other is burning cash in pursuit of a scientific breakthrough that could change how diseases are treated.

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

Several Dividend Aristocrats, including Johnson & Johnson (JNJ), Coca-Cola (KO), and Exxon Mobil (XOM), are trading near all-time highs, reflecting bullish momentum driven by strong results or favorable operating conditions.

QUALCOMM Incorporated (NASDAQ:QCOM) has struck a long-term partnership with Amazon.com, Inc. (NASDAQ:AMZN) under which Amazon could purchase as much as $60 billion of Qualcomm’s AI data-center chips and related products. As part of the agreement, Qualcomm has granted Amazon warrants worth roughly $4 billion, allowing Amazon to purchase Qualcomm shares at $161.26 per share, with […]

The precision-engineering group climbed after Bank of America jumped from bearish to bullish, arguing that semiconductor, electronics and aerospace demand is running well ahead of expectations.

Investors rushed into China's latest AI-chip listing. Now the fundamentals have to catch up.

Dell Technologies Inc (NASDAQ:DELL) shares hit an all-time high above $562, up 11% on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC's initiation cited enterprise demand for AI investments, compute modernization, storage expansion...

GameStop's CEO is buying stock with his own money, and investors noticed.

About $665 million in crypto positions were liquidated over the past 24 hours, including roughly $400 million in short positions.

Rackspace Technology joined the Nvidia Cloud Partner Program to deliver and manage Nvidia-powered AI computing infrastructure.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

One company is scaling revenue rapidly but burning cash; the other is pioneering gene therapy with minimal sales and massive losses.

Robotaxis could become a $10 trillion global industry.

Cantor Fitzgerald just doubled its price target on a crypto treasury stock sitting on millions of Ethereum tokens, and the timing of Friday's rally raises a question every holder needs to answer before the U.S. close.

Northland upgraded Intel to “Outperform” with a $120 target on Sept. 8, citing turnaround progress and tight server-CPU supply after shares jumped nearly 15% over five sessions.