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Fortinet (NasdaqGS:FTNT) announced a major partnership with NVIDIA to integrate its FortiAIGate solution with NVIDIA's AI platforms. The integration targets real-time cybersecurity for AI workloads across data centers, cloud, and edge environments. The collaboration introduces GPU-accelerated zero-trust protection, AI runtime guardrails, and defenses against prompt injection and data leakage. The solution also supports scalable multitenant security using NVIDIA Multi-Instance GPU. For...

While many transportation companies struggle when fuel prices rise, FedEx and J.B. Hunt are positioned to benefit from pricing power, network efficiency, and shifting freight dynamics.

The Nasdaq fell as AI and chip stocks retreated, but they came off lows. Investors need sell rules for big AI winners such as Sandisk, Micron and Intel.

Yahoo Financed Tech Editor Dan Howley and Futurum CEO Daniel Newman join Asking for a Trend to discuss the chip trade and the AI trade.

Moby summary of Camtek Ltd.'s Q1 2026 earnings call

Moby summary of Solesence, Inc. Common Stock's Q1 2026 earnings call

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

Moby summary of Ducommun Incorporated's Q1 2026 earnings call

Moby summary of Vestis Corporation's Q2 2026 earnings call

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

The world’s largest reinsurer just printed a €1.7 billion (about $2 billion) profit while holding the line against a softening market and the private credit crunch.

The companies worth holding for a decade are rarely the ones getting the most headlines right now.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 7.2% in the afternoon session after the company, along with Nvidia, signed a major contract with energy firm TotalEnergies to build a new supercomputer.

US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Tuesday's market close as the Nasdaq Composite drops by over 1%, pushed lower by declines in chip stocks. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market reaction to the April Consumer Price Index (CPI) report released this morning.

The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up roughly 441% year to date, dwarfing the gains posted by Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) over the same window. On Tuesday afternoon, AAOI ... Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

The Iran war is already having a significant impact on prices.

Alibaba Group Holding Limited (NYSE:BABA) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. Since the US government has made it impossible for Chinese companies to buy top-tier Nvidia chips, Alibaba has tackled this issue by using local alternatives, positioning itself as a leader in China’s rush to build and own […]

This factor presents a massive long-term opportunity.

A bumper agriculture quarter sent shares up 6% against a falling market, but the Roundup litigation saga enters its most critical phase yet.

Cerebras' IPO is expected to happen on Thursday, May 14.

By Nichola Groom LOS ANGELES, May 12 (Reuters) - U.S. prosecutors cast prominent short seller Andrew Left as an opportunist who profited by scaring retail investors, while his defense said Left

On a recent episode of The Compound and Friends, hosts Josh Brown and Michael Batnick sat down with former Janus analyst Matt Ancrum to discuss his study of 100-bagger stocks. He found that 100-bagger stocks came from all different sectors, but there were some industries that accounted for a lion’s share of the world’s 100-baggers. ... New Study Finds These Sectors Produce the Most 100-Bagger Stocks

The stock market is perking up a little in afternoon trading. The S&P 500 was down 0.6%; it had marked a loss as large as a percent earlier. The tech-heavy Nasdaq was extending its losses, down 1.4%. The Dow was flat.

With the United States zeroing in on domestically sourced rare-earth elements, this company is emerging as a major winner.

The company's growth opportunities are an embarrassment of riches.

Let me cut to the chase. McDonald’s (NYSE:MCD) just posted a clean Q1 2026 beat, but the stock is trading near its 52-week low and roughly 1% below its 52-week high only because of how this past year played out. Our 24/7 Wall St. price target for McDonald’s is $329.64 over the next 12 months, ... McDonald’s Looks Undervalued Despite Stock Pressure This Year

The bull case for Vanguard Information Technology ETF (NYSEARCA:VGT) right now rests on a single uncomfortable observation: tech has already run hard, and the people calling for another leg up are the same people watching liquidity expand while volatility collapses. VGT has gained roughly 22% in the past month, closing Thursday around $110, and the ... Trump’s Bull Market Could Cause VGT to Rise Another 20% in 30 Days