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Mira Murati's startup just launched its first open-weight model with a 1-gigawatt Nvidia partnership behind it, and the timing puts serious pressure on closed-source labs riding high on premium pricing.
M&T Bank's earnings came in better than analysts expected.
Three numbers are quietly making Costco one of the most compelling setups for retirement portfolios, and the obvious competitor does not come close to matching them.
Costco just pulled back from a 52-week high while still putting up double-digit comp growth and a 90% membership renewal rate. Whether that dip is a warning sign or a rare entry point depends on which force wins out.
Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday’s early trading, leading a broad rebound across global chip stocks. Advanced Micro Devices (NASDAQ:AMD) stock is up 3% to $514, Intel (NASDAQ:INTC) stock 2% higher at $97.25, and NVIDIA (NASDAQ:NVDA) stock is up 2% to $206. The bounce follows a brutal stretch for ... SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks
Jensen Huang sees global data center spending climbing sharply by 2030.
You can't buy Anthropic yet, but these two companies are already cashing its multibillion-dollar AI checks -- and could be smart ways to invest before the IPO.
FEATURE Nvidia stock was gaining early on Monday. The chip maker has steadied above $200 a share but could do with Big Tech companies reaffirming their commitments to spending big on its artificial-intelligence processors to spark a rally.
Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.
Prediction markets are quietly pricing a cascade of risks into MicroStrategy's bitcoin-heavy balance sheet, and the odds on margin calls, index removal, and the one-million BTC milestone tell a very different story than Wall Street analysts are projecting.
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
Tilray will release its year-end numbers next week, which could have a significant impact on the stock.
Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.
Bill Ackman believes the high AI spending will yield meaningful profits for patient investors.
GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.
Its technology and equipment aren't necessarily better. It's just that SpaceX shares are carrying an awful lot of baggage.
Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia to support its use of artificial intelligence across its drug discovery and development operations. The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.
The stock market could be entering shaky territory.
Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.
July 20 (Reuters) - Hut 8, a crypto-mining turned AI data center company, said on Monday it has signed a second 15-year lease worth $9.8 billion with an existing investment-grade customer, fully
Global defense spending is surging, and these three cash-rich contractors look best positioned to capitalize.
Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.
Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.
The memory chip specialist stock appears incredibly cheap.
Federal debt just crossed a threshold not seen since soldiers were coming home from World War II, and the math shows spending cuts cannot close the gap. Elon Musk says only one force in the world is large enough to prevent national bankruptcy.
The Fed seems to be deciding that rate hikes are necessary after all.
If Tom Lee is right, Ethereum could be headed to $250,000 and Bitcoin could be headed to $2 million.
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