
Amazon and Alphabet are both seeing strong returns on their AI infrastructure investments.
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Amazon and Alphabet are both seeing strong returns on their AI infrastructure investments.

IonQ is leading the accuracy segment of the quantum computing race.

Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.

Nvidia CEO Jensen Huang says the AI cybersecurity scare sells products. Crypto attack data tells a harder story.

Occidental Petroleum isn't just a high oil price story, and that's a good thing for investors.

Alight stock has been hit with a huge valuation pullback in 2026.

China's homegrown AI chips were supposed to make NVIDIA irrelevant in the world's second-largest market, but a supply crisis is quietly dismantling that argument and reshaping the competitive math in ways Beijing did not anticipate.

Venture capitalist Bill Tai explains why AI could transform the global economy by reshaping work

Results that looked good on the surface still spooked investors.
OpenAI’s $122 billion capital raise, finalized at an $852 billion post-money valuation on March 31, 2026, signals a definitive transition. The company has moved beyond the experimental model lab phase to become a foundational infrastructure utility. This round validates the compute landlord thesis, where value accrues not to the most elegant algorithm, but to the […]

Everybody on Wall Street knows everything there is to know about popular mega-cap stocks, right? Matt Fruhan, a top fund manager of Fidelity Mega Cap Stock Fund, disagrees.

Zacks.com users have recently been watching Nvidia (NVDA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]

The cybersecurity stock should benefit from fascination with AI doomsday scenarios.

NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.
Retail orders ran to more than 6,000 times the shares available

Tesla is down on the year, yet two ETFs that both own the stock are having completely opposite experiences in 2026. The reason has nothing to do with the stock itself and everything to do with a single number buried in each fund's filing.

Step 1: Launch rocket. Step 2: Go public. Step 3: Beat SpaceX?

Veda Partners managing partner and director of economic policy Henrietta Treyz outlines the type of policy shifts that could affect investors most if the Republicans end up "wiping out" in the midterm elections.
Huang reiterated his expectation that the size of the AI market will reach $3 trillion to $4 trillion by 2030.
Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.

The cryptocurrency industry's original meme token recently fell to its lowest level since 2023.

The chipmaker's second run at the data center starts with something its first never had.

Digital asset treasury companies are helping to keep a floor under the price of Ethereum.

Nvidia just backed a smaller cloud’s bet that regulated buyers care less about scale and more about who owns the outcome.

Both Nvidia and Broadcom forecast huge growth next year.

Annaly Capital Management has been a yield trap in the past.

Within three hours on Wednesday morning, the same decade was sold to Wall Street as a golden age of prosperity and a potential extinction event, and the market had a surprisingly decisive reaction to both.
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