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Serve Robotics erased its Grubhub rally in a single session after a shocking guidance cut spooked investors, but the company insists robot delivery demand is accelerating even as its biggest delivery partner quietly backs away.
A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout can actually support current chip valuations.
Treasury yields near multi-decade highs are punishing pre-revenue battery stocks in a way that has nothing to do with their technology, and the gap between deteriorating share prices and intact fundamentals is growing harder to ignore.
BofA Sees Nvidia Trading at a Deep FCF Discount Despite Rising AI Risks
Caterpillar just posted the first $20 billion quarter in company history, and its backlog is growing faster than it can build. Whether that momentum carries the stock to new highs or stalls out depends on a few risks most investors are overlooking.
Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...
The company's latest court case could have significant implications for the future.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
Could SpaceX really become the first company to generate over $1 trillion in annual revenue?
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.
Walmart's spring surge stalled hard, sending shares well off their highs as fuel costs and a free cash flow swing spooked investors. Whether the $140 level is a ceiling or a checkpoint depends on forces most analysts are only now starting to price in.
SB Energy Co-CEO Rich Hossfeld told CNBC that competing interest in the project came from leading hyperscalers, cloud providers, and frontier AI companies.
A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.
Moby summary of Eltek Ltd.'s Q2 2026 earnings call
A Wall Street Journal report on hidden tech commitments just triggered a brutal midday selloff in memory stocks, and the sheer size of the drops exposes exactly how crowded this trade had become.
Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.
The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.
It's already outpacing Elon Musk's company.
Ray Dalio built the world's largest hedge fund by spotting generational bubbles before they burst, and right now he sees a specific mechanical pattern in AI valuations that appeared only twice before in modern history.
The Chinese search leader's AI investments aren't paying off quickly enough to pick up the slack for its slowing legacy business.
Nike has shed nearly half its value in a year while executives quietly sold millions in shares, yet one analyst team is holding a price target that would make the stock the biggest winner in its peer group. The gap between that call and reality raises a question worth answering.
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.
If you're looking for passive income you don't have to babysit, these three consumer staples stocks are worth a closer look.
After years of price hikes to offset inflation, McDonald's is now struggling to move traffic in the right direction.
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