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The company reveals how big AI infrastructure is getting

Archer is gearing itself up to become a highly profitable eVTOL company.

Dell's torrid revenue growth bodes well for the semiconductor leader.

It's hard to make predictions, especially about the future.

The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.

This solid-state battery maker's technology provides benefits to both the electric vehicle and artificial intelligence sectors.

The stock of Coca-Cola's archrival and the behavior of a prominent shareholder strongly indicate it is a hold.

The hype and buzz around DOGE appear to be fading, making it a clear pitfall for investors.

Eli Lilly's total return topped 367% over the past five years, largely thanks to enthusiasm for its GLP-1 offerings.

The stock that crashed 83% designs the reactors -- the companies selling the fuel and the power are still getting paid.

AMC Entertainment's stock has had a wild ride -- and it's on the upswing now.

Amazon stock has underperformed the S&P 500 over the last five years, but the company has incredible strengths.

Intuitive Surgical's flywheel isn't selling new surgical robots, its selling parts and services to support the ones it has already sold.

ASML's monopoly is more established.

SK hynix (NasdaqGS:SKHY) stock moved after reports of new tariff talks between South Korea and the U.S. on chip investment and market access. The news drew attention to the company’s AI-focused memory manufacturing plans. Over the past month SK hynix has seen a 1 month share price return of 17.2%, building on a 7 day share price return of 9.9% and leaving the stock with a more modest year to date share price return of 5.4%. Recent gains have come as investors react to AI data center demand,...

Aptiv PLC recently announced it is supporting NVIDIA’s Jetson Orin Nano 2 platform, extending their collaboration to deliver production-ready edge AI solutions for drones, robotics, and other autonomous systems using Aptiv’s sensing, software, and lifecycle support capabilities. This move highlights Aptiv’s role as a systems integrator that can combine its PULSE sensing suite, Gen 8 radar, and robotics compute solutions with NVIDIA’s edge hardware to help customers build more capable...

Both companies are delivering impressive revenue growth.

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]

Fundamentals, not a stock split, will determine whether the bull case for Eli Lilly continues.

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia’s 0.8% move. The stocks do not sell accelerators. They sell the process-control and fabrication equipment required to produce more advanced logic, memory, and packaging capacity. KLA Corporation (NASDAQ:KLAC) and Lam Research Corporation (NASDAQ:LRCX) therefore test whether investors are shifting from […]

Ternus will introduce Apple's new iPhones (as well as some other products and services) on Sept. 9.

Speculation that Chevron is about to close two major oil-field deals in Venezuela "trumps" White House knocks on the company.

Broadcom shares dipped despite strong fiscal Q3 results and a clear line of sight to huge future growth.

Amid rising Treasury yields, Schwab Bond ETFs are attracting billions in investments.

Ares Capital's non-accrual rate is rising.

These companies have already recorded billions in profits from their Anthropic stakes.

Abel is finally deploying Berkshire's growing capital.

Massive demand for electricity has led to a nuclear renaissance, but it really hasn't hit the U.S. just yet.

Jerome Powell’s successor has flipped the script on inflation.

Kraken Robotics stock has fallen out of favor. Is this a buying opportunity?