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The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

If you want to know the tech sector's priorities, follow the money.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

The stock has a lot riding on the company's second-quarter report.

Moby summary of Citigroup Inc.'s Q2 2026 earnings call

Moby summary of Wells Fargo & Company's Q2 2026 earnings call

Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?

Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.

Main Street Capital's combined dividend payments current exceeds its quarterly distributable net investment income.

Stocktwits data showed retail sentiment improved to ‘bullish’ on QQQ, and declined to ‘neutral’ on SPY.

Q2 bank earnings kick off Tuesday with the biggest names on Wall Street reporting at once, and one senior analyst thinks the results could shock even the optimists. But his most interesting call has nothing to do with JPMorgan or Goldman.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

The benchmark US equity measures were pointing lower before the opening bell Monday amid rising tens

The group's fortunes come down to a short list of numbers -- and interest rates sit right at the top.

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

Moby summary of Delta Air Lines, Inc.'s Q2 2026 earnings call

After earnings failed to lift Micron's shares, a stock split may be in order.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.

The company also topped analyst estimates, but that clearly wasn't good enough for Mr. Market.

Micron's growing list of long-term supply agreements could make its business more predictable and give investors an early read on future demand ahead of earnings.

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

Moby summary of PepsiCo, Inc.'s Q2 2026 earnings call

TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.

With PepsiCo (NASDAQ:PEP) set to report Q2 2026 earnings before the market opens on July 9, 2026, investors are asking whether to buy the beverage and snacks giant ahead of the earnings report. Our 24/7 Wall St. price target for PepsiCo is $171.20, implying 18.09% upside from $144.98. Our recommendation is a buy, with a ... PepsiCo Price Prediction: Is The Stock a Buy Before Earnings?

Recently, analysts at Oppenheimer issued a surprising set of downgrades on a slew of large-cap bank stocks.

The airline kicks off earnings season Friday. Is the stock worth buying ahead of it?

Can anything slow the memory giant down?

Shares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally

The streaming leader keeps growing, yet the stock keeps sliding. Its next report could break the standoff.

Bank stocks have enjoyed a nice run overall, and valuations are now fairly elevated.