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Thursday Recap: Stocks Rally, Shaking Off Fed’s Rate Hike
The Wall Street Journal1d agobullish
Thursday Recap: Stocks Rally, Shaking Off Fed’s Rate Hike

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. Chip stocks rallied. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices.

Investing.com2d agobullish
Generac stock surges 18% on $8B Amazon supply deal

Investing.com -- Generac Holdings (NYSE:GNRC) shares rose 18% in after-hours trading following the announcement of a long-term supply agreement with Amazon.com to provide backup power generators for Amazon data centers.

Want in on Anthropic Before the IPO? Buy These 8 Stocks
Benzinga7d agobullish
Want in on Anthropic Before the IPO? Buy These 8 Stocks

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...

Investing.com11d agobullish
Qualcomm stock surges 9.5% on Amazon AI deal & 25M share warrant

Investing.com -- Qualcomm Technologies (NASDAQ: QCOM) shares spiked 9.5% following the announcement of a multi-generational collaboration with Amazon to build customized silicon and ultra-fast optical connectivity solutions for AI data centers. Under the agreement, Qualcomm will issue a warrant to Amazon to purchase up to 25 million shares of QCOM common stock, signaling a deep, long-term alignment between the two tech giants. The partnership centers on heavy-duty AI inference workloads and opti

The Stock Market Rally Is About to Face Its Biggest Test
Barrons.com19d agobullish
The Stock Market Rally Is About to Face Its Biggest Test

The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.

Trump Tariff Refunds Supercharge Q2 Earnings; These 3 Stocks Surge
Investor's Business Daily23d agobullish
Trump Tariff Refunds Supercharge Q2 Earnings; These 3 Stocks Surge

Several closely watched corporations far surpassed their earnings forecasts this summer, and some have billions of dollars in Trump tariff refunds to thank for padding their results. Where's your refund? Studies show consumers indirectly ate much of the cost through rising prices, but these refunds instead flow to the companies that directly paid the Trump administration's import taxes, regardless of...

Investing.com23d agobullish
Amazon and Nvidia expand AI partnership with 2 million GPUs

Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out
Bloomberg23d agobullish
Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking efforts.

Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com24d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

FedEx, Stock Of The Day, Eyes Buy Point — And A High-Margin Pivot
Investor's Business Daily25d agobullish
FedEx, Stock Of The Day, Eyes Buy Point — And A High-Margin Pivot

FedEx is IBD Stock Of The Day after streamlining its parcel delivery and logistics businesses. Intraday, FDX stock eased near a buy point. In 2026, the Memphis-based company has shifted away from consumer parcel delivery to target higher-margin, business-to-business segments.