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Alibaba recently unveiled its Zhenwu V900 AI accelerator, described as China’s most powerful AI chip, and committed more than US$53.00 billion over three years to expand data center capacity for Alibaba Cloud by 2032. This push into homegrown AI infrastructure positions Alibaba as a key domestic alternative to foreign chip suppliers and could materially influence how it competes in China’s rapidly evolving cloud and AI market. We’ll now examine how Alibaba’s Zhenwu V900 chip launch and...

Figma has seen a steep share price reset, and the central issue now is whether the current market value still lines up with the cash flows investors expect the design platform to produce. With the stock under pressure, the focus naturally shifts to what the underlying cash generation can support over time. Over the past year the share price has fallen 62.5%, which puts the spotlight squarely on whether the underlying cash flows justify where Figma trades today. The business model is built...

IonQ (IONQ) just inked a multi-year alliance with South Korea based SDT Inc., focused on delivering its Superion 256 quantum computer and SiV memory, and on building a dedicated quantum manufacturing hub in Gumi. Set against a 1-day share price return of 0.57% and a 7-day share price gain of 9.96%, IonQ’s recent SDT deal and Superion 256 launch come after a tougher stretch where the 90-day share price return fell 23.99% and the 1-year total shareholder return declined 45.78%, even though the...

When the Federal Reserve lifts interest rates and projects higher borrowing costs for years, fragile balance sheets feel the strain first. Stronger companies with solid finances often gain an edge as weaker rivals struggle with pricier debt and tighter credit. That creates an opening for investors who want stability over drama. This article highlights three low risk leaders that combine financial resilience with staying power. The stocks covered below are a sample of that foundation. The full...

Ouster (OUST) drew fresh attention after INTERGEO 2026, where it showed its digital lidar inside Flyability’s Elios 3 drone and introduced Rev8, a native color lidar pitched for industrial reality capture. Investors have responded quickly to Ouster’s INTERGEO 2026 presence, with a 1-day share price return of 5.59% and a 7-day share price return of 22.75%. This adds to a year-to-date share price gain of 72.23% and a 3-year total shareholder return of roughly 7x, even though the 5-year total...

S&P Global (SPGI) is in focus after highlighting rapid uptake of its AI tools, with 500 customers using model context protocol connectors and a very large jump in data usage through APIs and large language model calls. S&P Global’s recent AI push comes at a more challenging time for the stock, with the share price down 6.7% over the past month and 21.5% year to date. A 1-year total shareholder return decline of 13.6% contrasts with a positive 3-year total shareholder return of 19.7%, which...

Sandisk Corporation (NASDAQ:SNDK) has locked in buyers for roughly half of its output this fiscal year and two-thirds of next year’s. The long-term contracts carry floor prices, and the company says its margins stay attractive even at the floor. That is meant to protect it when the next memory downturn comes. The shares have gained […]

Microsoft’s advice for saving your work turns it into something you can’t change

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]

Strategy CEO Phong Le says unexpected leverage sank STRC to $75 and explains why buybacks beat a dividend hike.

Bitcoin shrugged off a Senate rejection and a Fed rate hike to close above a key technical level for the first time in nearly a year, and now analysts are mapping out exactly what it needs to keep climbing.

Nvidia's shares trade at less than 17 times forward earnings, signaling growing Wall Street skepticism about its long-term sustainability.

AI valuations could dwarf the last 45 years of IPOs.

The Vanguard Total Stock Market ETF promises broader diversification than the S&P 500, but a decade of returns tells a different story about what those extra 3,000 tickers actually deliver to your portfolio.

Firefly's $1.4B backlog and government ties offer a cheaper entry point, but SpaceX's Starlink dominance and scale present a different growth thesis.

Gary Black said that legacy OEMs will build unsupervised autonomy themselves because it is “table stakes” for remaining in the auto business.

Investment grade broadens financing access, but Tesla's physical-AI buildout will consume substantial liquidity.

The move to go after more incremental revenue through the defense business is encouraging, but there's more for investors to cheer about.

Micron revenue jumped to $41.46 billion last quarter from $9.3 billion a year earlier.

Persistent issuance--not default anxiety--is widening financing costs around the data-center expansion cycle.

Anthropic is becoming a central driver of Broadcom’s AI growth story.

SB Energy’s planned public listing is turning into a stress test for the financing side of the AI buildout. The SoftBank-backed developer has slowed preparations for an IPO that had been discussed around a $50 billion valuation, according to a September 22 Financial Times report, while a $4.9 billion debt package has faced weak demand […]

Medicare coverage opens the obesity pill market to millions more Americans.

His nationalization argument distinguishes frontier laboratories, but Palantir discloses AI liability of its own.

The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...

Higher-for-longer rates are reshaping bullion's investment case

Rocket Lab Corporation (RKLB) closed the most recent trading day at $71.98, moving +2.99% from the previous trading session.

Superior Group (SGC) closed the most recent trading day at $12.62, moving +2.27% from the previous trading session.

TXO Partners LP (TXO) reached $14.25 at the closing of the latest trading day, reflecting a -1.04% change compared to its last close.

The latest trading day saw Onto Innovation (ONTO) settling at $283.81, representing a +2.84% change from its previous close.