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According to Tesla’s online configurator, new custom orders for the base Model 3 Rear-Wheel Drive now show estimated delivery in the first quarter of 2027, while the Cybertruck base variant shows a wait time for sometime next year.
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.
Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.
Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.
Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the chipmaker ahead of its upcoming earnings report. Last year, the flagship Ark Innovation ETF gained ...
Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
The government seeds your newborn's investment account with what looks like a nearly free S&P 500 ETF, but the fund fee is the smallest number on the bill. The real costs are buried in decisions the account made for you before your child took a first breath.
Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit above analysts' expectations, betting on strong demand for its data center and communications products. Shares of the company, however, slipped 4% in extended trading. They have risen nearly 93% so far this year.
One relies on steady cash flows and competitive scale; the other burns billions chasing luxury EV growth.
Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.
A covered-call ETF on the Nasdaq-100 sounds like a way to collect income without sacrificing much growth, but a $300,000 position tells a more complicated story about what that monthly check actually costs during a bull market.
AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.
Virgin Galactic (SPCE) delivered earnings and revenue surprises of +3.33% and +34.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Enovix Corporation (ENVX) delivered earnings and revenue surprises of +7.14% and +6.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
“Customers know that if they pause or slow down they run the risk of being way behind,” Chief Executive Chuck Robbins said.
Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.
Spire (SPIR) delivered earnings and revenue surprises of -14.82% and +3.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Cisco (CSCO) delivered earnings and revenue surprises of +4.27% and +2.36%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The cloud-computing company’s stock jumped 19% and lifted other shares tied to the artificial-intelligence build-out.
Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem.
Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle’s ecosystem.
Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and rising competitive pressure from Johnson & Johnson and Chinese robotic surgery platforms. See our latest analysis for Intuitive Surgical. The Q2 surprise arrives after a tough stretch for Intuitive Surgical, with the share price down 28.6% year to date and the 1 year total shareholder return declining 16.1%. The recent 7 day...
Nelson Peltz's Trian Fund Management is preparing a takeover offer, sending shares up 14.70% on deal optionality, today, Aug. 12, 2026.
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
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