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Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic genius or a self-funded threat?
Alphabet was a popular buy among some successful funds in Q2.
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change. Her warning lands the same night Nvidia reports earnings that Wall Street expects to beat.
Moby summary of Donaldson Company, Inc.'s Q4 2026 earnings call
Moby summary of Williams-Sonoma, Inc.'s Q2 2026 earnings call
Plug Power (NASDAQ:PLUG) stock is down 5% to $2.16 in midday trading Wednesday, leading a pullback across the fuel cell pure plays. There’s no fresh company release driving the slide, and Plug Power’s official news wire sits empty today. Meanwhile, Bloom Energy (NYSE:BE) shares are down 1% to $214.97, thus holding up better than PLUG ... Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?
Investors and Ford consumers should cheer that the Bronco is expected to get a truck and luxury Lincoln version.
SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
Costco's membership business is compounding at a rate Wall Street continues to treat as a sideshow, and that gap between perception and reality is exactly where the opportunity lives.
Kevin Warsh came in as the Fed chair Wall Street hoped would ease up on rates, but the latest inflation report is making that narrative extremely uncomfortable for the White House.
Defiance ETFs chief investment officer Sylvia Jablonski explains why exchange-traded fund (ETF) investors are pouring back into the tech trade.
Eli Lilly looks like a strong long-term investment thanks to its booming obesity drugs and Alzheimer's treatment, and to Billionaire Ken Griffin's investment.
Nvidia (NVDA) reports second quarter earnings results after the closing bell on Wednesday. Bloomberg Intelligence head of technology research Mandeep Singh explains what markets need to see in the earnings print.
AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets on where the next wave of capital flows.
Citi says the bad news is priced in -- and now it's time to buy Oracle stock.
This strategy provides healthy gains without the guesswork.
Shapiro recommends trimming AI positions ahead of Nvidia earnings and uncertainty around future data-center spending. Sosnick explains why investors shouldn’t let potential tax bills prevent sensible rebalancing.
The price of Meta (META) ticked up before paring gains after the company agreed it would pay $16.68 billion to settle a social media addiction case with a group of state attorneys general. Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about the company's future and how it will approach monetizing AI.
Two separate youth-safety legal events are hitting the social media group in the same Wednesday morning session, and the market reactions are moving in opposite directions. One name is buying certainty at a price it can absorb, while the other is picking up fresh exposure with the smallest balance sheet in the group. Snap (NYSE:SNAP) ... Snap Sinks 7% as Pennsylvania Sues Snapchat, Meta Holds Flat After a $16.7B Settlement
Investors should look past the recent earnings report.
EchoStar turned a massive spectrum sale into a SpaceX windfall and a stronger balance sheet, but angry creditors are now asking whether a bankrupt subsidiary was drained to make that transformation possible.
While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one critical technology bet.
Par Pacific and HF Sinclair have outpaced NVIDIA this year as war-driven fuel disruptions tighten supply and keep U.S. refining margins strong.
Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about Nvidia's (NVDA) performance ahead of its earnings report and the surging cost concerns surrounding AI infrastructure.
Stanley Druckenmiller just turned on his former protégé Scott Bessent in a public op-ed, accusing the Treasury Secretary of silencing the one market signal Congress cannot ignore, and the bond market is already reacting.
From a universe of thousands of choices, these are the income stocks I'd consider adding to my personal portfolio next.
Nvidia Corp. (NASDAQ:NVDA) reports earnings after the bell Wednesday, with Wall Street expecting quarterly revenue of about $92.2 billion, nearly double a year earlier. But for Adam Curran, portfolio manager of the Yorkville-advised Truth Social God Bless America ETF (NYSE:YALL),...
Dell stock has surged over 260% this year on the back of a booming AI server business, but a specific set of conditions must align before shares reach the next major milestone. Here is what the numbers actually require.
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