Actualités

Treasury yields are climbing as traders position for the Kevin Warsh appointment to the Federal Reserve, with markets pricing in a more growth-friendly path that could steepen the yield curve and reprice fixed-rate bank assets at higher levels. The 10Y-2Y spread sat at 0.47% on May 14, 2026, with the 2-year yield rising 0.12% over ... Prediction. The Warsh Fed Trade Is Just Getting Started and These 3 Bank Stocks Under $55 Have the Most to Gain

The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

Demand is exploding for Micron's high-bandwidth memory, thanks to artificial intelligence.

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

Analog Devices makes the chips that ensure electricity reaches global processing units without melting the rack.

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

These two big oil giants go head-to-head.

FEATURE Cerebras Systems was falling early Friday after recording huge gains on its first day of trading. Investors might want to think twice before backing the chip company at current levels.  Cerebras shares were down 2.

Argentum AI has signed a deal worth around $2.5 billion with ‌cloud gaming firm Boosteroid and real ‌estate company DL Invest Group for a 300-megawatt data ​center in Europe, the artificial intelligence infrastructure provider told Reuters on Friday. Under the deal, Argentum said it will deploy graphics processing unit ‌infrastructure in a ⁠data center, with the company expected to use tens of thousands of ⁠next-generation GPUs, including Nvidia's Blackwell systems in the future. The deal will be one of ​the largest ​independent AI infrastructure ​projects in the region. ‌It comes as the tech industry rushes to secure compute capacity to meet soaring demand, leading to the emergence of independent infrastructure providers such as Argentum.

By Lewis Krauskopf NEW YORK, May 15 (Reuters) - Two themes critical to the U.S. stock market -- the artificial intelligence boom and inflation-pressured consumer spending -- will come under the

SPAN.IO CEO Arch Rao sits down with Asking for a Trend Anchor Josh Lipton how much it will cost American homeowners to install AI data center into their homes — powered by unused energy from the grid — highlighting the benefits and biggest challenges of scale around this endeavor.

By Laurie Chen and Casey Hall BEIJING/SHANGHAI, May 15 (Reuters) - With red-carpet treatment, selfies and culinary diplomacy, America's richest and most powerful executives - from Tesla's Elon Musk to

The future of the market is uncertain, but that doesn't have to be a bad thing.

Investing.com -- Global semiconductor stocks fell Friday, dragged lower by a sharp selloff in South Korean equities and mounting geopolitical uncertainty as U.S.-Iran talks showed no signs of progress.

Most Wall Street analysts view Meta Platforms and Shopify as deeply undervalued.

Recent trends in the artificial intelligence space point to a strong upcoming report from Nvidia.

Nvidia stock is finally breaking out in a big way. It has recorded seven consecutive days of gains, rising 20% over the period, although the stock was down 1% in premarket trading Friday. UBS analyst Timothy Arcuri raised his target price on Nvidia to $275 from $245 in a research note previewing the report, maintaining a Buy rating.

AMD and Broadcom could outperform Nvidia in the coming years.

Space stocks have been rallying since news of SpaceX's IPO dropped in March. Which of these two stocks is worth a look while you wait for SpaceX to go public?

IREN is accelerating its AI infrastructure push with NVIDIA partnerships, secured power capacity and a $10 billion revenue backlog.

Wendy's signed an agreement to open up to 1,000 locations in China over the next decade.

MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.

Joby and Archer are neck and neck. But one looks like a clear winner.

By Stella Qiu SYDNEY, May 15 (Reuters) - Asian shares dived on Friday as investor euphoria over tech stocks gave way to inflation fears that saw Treasury yields spike to one-year highs and rising bets

The market's rediscovery of Teva Pharmaceuticals remains ongoing.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

A look at the day ahead in European and global markets from Stella Qiu Is the penny finally dropping for investors in stocks?

Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.