
The chipmaker got a boost from its upcoming inclusion in a high-profile benchmark.
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The chipmaker got a boost from its upcoming inclusion in a high-profile benchmark.

The two pipeline giants will both benefit from the AI boom.

Investors are upgrading cybersecurity and authentication companies amid growing concern over AI agent swarms.

Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts. There is a quieter company already collecting royalties from every challenger lining up to take that crown.

Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.

AI data centers will need upgrades over the long run, and that's great news for Nvidia investors.

Four straight delivery updates, four down days for the stock -- and the next report may face the electric-car maker's toughest bar yet.

South Korea's stock market is outperforming all other nations this year.

Free cash flow is Alphabet's biggest problem, but this analyst isn't worried at all.

Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.

Cybersecurity is having a moment amid fears of artificial intelligence hacking.

The conglomerate's new CEO is bullish on the hottest technology trend ruling the economy and markets.

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

These companies may perform well in any market environment.

A growing number of risks are threatening the bull market in stocks.
The latest forecast pushes back against AI slowdown fears

All signs seem to point to an affirmative answer to that question.

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

Micron Technology will soon release its fiscal 2026 results, which could give the stock a nice shot in the arm.

A quarter-point move carries a price tag, and the company previously disclosed it.

CoreWeave (NASDAQ:CRWV) shares fell over 4% Thursday after the AI infrastructure company announced plans to raise $3 billion through convertible debt, with an option for another $500 million. The fresh financing comes as new research mapping $3.6 trillion across the...

Nvidia, Alphabet, and AMD have already bought most of the high bandwidth memory that will be manufactured next year.

Big things are in store for this rare-earth stock in one firm's estimation.

The AI Energy Management Alliance wants flexible data centers that can reduce grid demand in exchange for faster interconnection approvals

We may not be in for a repeat of the last decade, but the odds of further gains are good.

In the long run, the infrastructure powering the AI boom could become commoditized, with more of the value going to the businesses creating applications.
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