Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.
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Meta (META) unveiled several new products at its Meta Connect event on Wednesday, including a handheld Muse AI agent device, virtual reality (VR) glasses, and more. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss more in the video above.

MU's strong revenue growth, surging profits and record free cash flow raise the prospect of greater shareholder returns.

AMZN is expanding agentic AI across seller tools, advertising and AWS, but heavy AI spending raises questions about when monetization will catch up.

Hut 8 (NASDAQ: $HUT) has won a bid for bankrupt crypto miner Poolin's two Texas data centre facilities.

Since March 2026, Omnicom Group has been in a holding pattern, floating around $75.49. The stock also fell short of the S&P 500’s 18.4% gain during that period.

One generates $7.5B in free cash flow with a lower valuation multiple; the other is riding an AI boom but commands a premium price.

Sept 24 (Reuters) - Wall Street's main stock indexes opened lower on Thursday as simmering Middle East tensions lifted oil prices and Treasury yields, while investors also exercised caution ahead of a

Redwire and Planet Labs expand satellite capabilities through advanced communications, spacecraft manufacturing and space infrastructure.
Oracle took steps to shield itself financially from hefty costs at a controversial data center site in New Mexico.

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

Taiwan Semiconductor offers plenty of upside potential with little risk.

The stock market extended losses on Thursday with all three major indexes opening lower as Treasury yields continued to rise. The S&P 500 fell 0.5%. The Nasdaq Composite dropped 0.8%. The Dow Jones Industrial Average was down 0.
Meanwhile, Darden Restaurants (DRI) missed on earnings by a penny.

Walmart, Target and Dollar General are scaling retail media through ads, customer data, e-commerce and stores, each taking a distinct path to growth.

Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Bentley (VWAGY) debuting its first electric car, the Torcal, an SUV with an estimated starting price of $250,000.

After one of the most jaw-dropping runs among large-cap tech names this year, Intel shares are pulling back hard this morning alongside AMD and the broader chip sector, raising a question every holder needs to answer right now.

Swiss bank UBS (NYSE: UBS) is bullish on Hut 8 (NASDAQ: $HUT) stock.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.
Energy stocks were rising premarket Thursday, with the State Street Energy Select Sector SPDR ETF (X

Lagging behind the S&P 500 Index over the past year, analyst confidence towards Carvana remains somewhat bullish.

SEZL's stronger liquidity, lower borrowing costs and rising GMV position it for growth, while newer products are likely to lift funding needs.

Caterpillar just hit $20 billion in quarterly sales for the first time ever, while Exxon pumped out $23.6 billion in operating cash flow. Both companies raised their dividends, but their very different balance sheets tell a story about which payout has genuine room to run.

Barry Diller just pulled a blockbuster buyout offer for one of Las Vegas's biggest casino operators, and the market is punishing the stock hard while leaving rivals completely unscathed. Find out what his next move signals for MGM shareholders.

Doximity (DOCS), which calls itself the leading digital platform for U.S. medical professionals, has seen its stock fall steeply over the past year. Even after a rise over the past three months, the shares sit about 65% below their 52-week high. Management continued its repurchase program, allocating approximately $401 million over the latest twelve months. The test is whether it can keep that up through what it calls its AI investment year.

CrowdStrike's Next-Gen SIEM ARR surpasses $695 million, as platform adoption and tool consolidation drive larger security deals.
Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its massive artificial intelligence data center in New Mexico. Facing fierce local opposition and regulatory setbacks, the tech giant has issued a force majeure notice to the project’s developer, a unit of Blue Owl Capital Inc., in an attempt to suspend payments should the facility fail to meet its 2028 launch date.
Jodee Kozlak, a veteran of major multinational corporations, will join UnitedHealth this coming Monday to modernize and align the healthcare behemoth’s operations across its various businesses.