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The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

Back in 2025, when Cisco Systems (CSCO) was trading around $66, key support, recommending it felt like a contrarian bet. The stock had spent years in the slow lane - a legacy networking name that the market had largely written off while flashier AI plays grabbed the headlines. Fast forward to now, ...

Target impressed in its first-quarter earnings report.

GitLab helps companies manage how software moves from idea to release. As AI agents enter that process, Duo could strengthen GitLab’s role to teams that need speed without losing control.

Tammy Kiely, senior managing director in technology investment banking at Evercore Inc., and Wally Cheng, Morgan Stanley's head of global technology M&A, discuss the outlook for dealmaking in the artificial intelligence sector. They speak with Dani Burger on ``Bloomberg Deals.''

Wendy's (WEN) said Wednesday it appointed quick-service restaurant industry veteran Robert Wright as

If you are choosing between Vanguard 500 Index Fund ETF (NYSEARCA:VOO) and iShares Core S&P 500 ETF (NYSEARCA:IVV), the index is the same. Both track the S&P 500. Both charge 0.03% in expenses. Yet over the past year, IVV returned 32.22% while VOO returned 32.12%. Over ten years, the gap flipped the other way: VOO ... IVV Beat VOO by 10 Basis Points Last Year and Securities Lending Is the Reason Most Investors Miss

Rare earth stocks recovered on Wednesday as analysts concluded that the Trump administration announcement of Chinese concessions amounted to very little. Both USA Rare Earth and Critical Metals rose by more than 10%. MP Materials saw more modest gains, possibly because it somewhat less focused on the heavy rare earths that are subject to Beijing's most restrictive export controls.

Investing.com -- JPMorgan has reinstated ratings and price targets on 14 large-cap biotechnology companies, describing the sector as being at a critical “inflection point” as pipeline successes increasingly translate into profitable commercial franchises.

On Tuesday, 19 ADRs hit 52-week lows, including Suzano, a major Brazilian pulp producer. The stock marked its 11th such low in 12 months and its lowest point in three years. The name makes sense for value buyers.

Last year, Apple and Google told employees on visas to not leave the U.S. to avoid the risk of getting stranded in another country.

Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s central paradox is that the very supply constraint holding NVIDIA (NASDAQ:NVDA) back is keeping AI infrastructure spending from tipping into a classic capex ... NVIDIA Could 10X Sales If It Weren’t for This One Bottleneck

Costco Wholesale (COST) is expected to deliver a strong fiscal Q3 update and ease investor concerns

Home improvement retailer Lowe’s (NYSE:LOW) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on ... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research

MongoDB has had the kind of year that tests investor conviction, patience, and all sorts of psychological barriers. The stock is down 20% year-to-date according to Yahoo Finance. That’s a painful stretch for a company that returned 77% over the past twelve months and sits at the center of ...

The geothermal company had the biggest clean energy IPO in history.

Hasbro (HAS) CEO Chris Cocks sits down with Yahoo Finance Executive Editor Brian Sozzi for a conversation on what's perpetuating consumer spending on toys and collectibles while gas prices (RB=F), grocery bills, and the costs of eating out remain so elevated. The toy company is best known for brands like Transformers, My Little Pony, Magic: The Gathering, and Dungeons & Dragons.

What recent performance signals about ServiceNow stock ServiceNow (NOW) has seen mixed share performance recently, with the stock down about 31% year to date and about 50% over the past year, despite positive annual revenue and net income growth. For context, the company reports annual revenue of US$13.96b and net income of US$1.76b. These results are supported by its workflow software platform across IT, customer service, HR, and security use cases in multiple regions. See our latest...

If you are wondering whether Mobileye Global's current share price lines up with its underlying value, or if the stock is being mispriced by the market, this article will walk through that question step by step. Recently, the stock has risen 4.7% over the past week and 22.7% over the past month, yet it remains down 14.0% year to date and has fallen 39.8% over the past year. This can change how investors think about both risk and potential opportunity. Recent headlines around Mobileye Global...

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be announcing earnings results this Wednesday after market hours. Here’s what to look for.

Booking (NASDAQ:BKNG) Holdings CEO and President Glenn Fogel said the online travel company remains focused on long-term product investment and market-share gains, even as the travel industry faces near-term uncertainty from geopolitical conflict and macroeconomic concerns. Speaking at an investor

Scott Melker discusses Morgan Stanley's (MS) new crypto push for Solana staking ETF (MSOL-USD). “The Daily Wolf with Scott Melker” airs on Yahoo Finance every day at 12:00 p.m. Tune in for your daily dose of all things crypto.Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Zscaler (ZS) shares have a positive setup into next week's earnings as expectations look manageable,

Target Corp (TGT) reports a robust 6.7% increase in net sales and unveils strategic initiatives to drive future growth amid a challenging economic environment.

Off-price retail company TJX (NYSE:TJX) will be reporting results this Wednesday before market open. Here’s what to expect.

Roivant Sciences Ltd (ROIV) strengthens its financial position with a $2.25 billion Moderna settlement and prepares for key drug launches amidst mixed study results.