
Management's commentary is putting the wind in investors' sails.
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Management's commentary is putting the wind in investors' sails.

Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who gets left holding the debt when the cycle turns is aimed squarely at the investors still rushing in.

Moby summary of Genesco Inc.'s Q2 2027 earnings call

Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.

Warsh wants change, but inflation still dictates Fed policy.

Broadcom (AVGO) reported quarterly earnings on Wednesday that only modestly beat Wall Street's expectations. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on Broadcom's earnings print, highlighting what it signals about the broader semiconductor industry.

The cloud-based data storage and analysis specialist got a lift from artificial intelligence (AI), delivering accelerating growth and a classic "beat and raise."

Investors need to start thinking about what's next in 2027.
A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is reading a very different map of where a trillion dollars in AI spending actually lands.

Nvidia (NVDA) will be buying open-source AI company Hugging Face for $12.9 billion. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on the significance of this deal and on Nvidia's overall strategy.

The highly awaited IPO could happen later this month. Here are the latest details.

Don't be fooled by guidance -- or by the sell-off. Broadcom stock remains fairly priced.

NVIDIA (NasdaqGS:NVDA) faces progressing legal action from Winamp Group in U.S. federal court over alleged unauthorized use of musical content in AI development, with a hearing now scheduled. The case is viewed as a potential test for how copyright rules apply to AI training data and could influence practices across the sector. NVIDIA is also reportedly in advanced talks to acquire AI startup Hugging Face for up to US$14b. If completed, a deal for Hugging Face would expand NVIDIA's reach in...

September is historically the poorest-performing month in the stock market.

NuScale Power investors may face ongoing share dilution.

Yahoo Finance Senior Business Reporter Ines Ferré joins Yahoo Finance Executive Editor Brian Sozzi to report on Nvidia's $12.9 billion acquisition of Hugging Face, the company's bet on open AI models, and now accounting for 8% of the S&P 500 market cap.

Yahoo Finance Executive Editor Brian Sozzi takes a second look at Broadcom's (AVGO) price performance, which is stumbling despite revenue surging 86% year over year, and why the company has more to offer than to worry about.

Nvidia will pay roughly $13 billion to acquire the open-weight AI platform Hugging Face, the company confirmed on Thursday.

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Shareholder dilution is one of the major differences between Rivian and Lucid, and investors should note how it looks going forward.

The mean of analysts' price targets for Nvidia (NVDA) points to a 44.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

They can be lucrative, income-paying pieces in your portfolio.

Huang highlighted Hugging Face’s 18 million developers, 200,000 enterprise customers, and more than three million models, as well as competition from other bidders.

Nvidia (NVDA) will be buying open-weight AI company Hugging Face for $12.9 billion. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and BD8 Capital Partners, LLC CEO Barbara Doran to discuss what this means for Nvidia's standing in the AI ecosystem as it aims to become more than just a chip supplier.

Semiconductor stocks have soared as the AI build-out marches on.

Nvidia announced a deal to buy AI developer platform Hugging Face for $12.93 billion in the company's largest acquisition. Nvidia stock rose.

S&P 500 Q3 earnings are expected to surge 23%, with broad sector growth and Alphabet, Micron and Nvidia driving Tech gains.

Rivian and Lucid share many things in common, but the former has drastically improved its gross profitability, while Lucid has been stuck in neutral.
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