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Earlier this week, Corning announced a multiyear commercial and technology partnership with NVIDIA to build three advanced U.S. plants that will massively expand domestic optical connectivity manufacturing for next-generation AI data centers. By moving to replace thousands of copper cables inside NVIDIA’s rack-scale AI systems with Corning’s high-performance fiber, the deal targets one of AI infrastructure’s biggest bottlenecks: how fast and efficiently data can move between...

It could offer incredible opportunities down the line.

Meta Platforms is trading at a relatively low forward P/E ratio.

SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh

Fastenal (NASDAQ:FAST) is a stock built to be owned for decades, because it sells the boring, essential consumables that keep American industry running, and it has quietly compounded capital through every cycle without ever asking for attention. The case for putting it in a retirement portfolio and leaving it alone rests on three pillars: a ... Fastenal (FAST): The Quiet Compounder Nobody Talks About Is a Buy-and-Hold-Forever Stock

TotalEnergies has unveiled plans for its next-generation Pangea 5 supercomputer, a €100 million investment designed to increase the company’s computing power sixfold while lowering energy consumption.

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Artificial intelligence, with $1 trillion per year spent on the technology, has become a massive growth business for the world's biggest companies.

Elon Musk’s SpaceX is going to make history this year as it looks to touch down with a blistering-hot IPO that might match the heat of its rocket fuel. Of course, the price of admission into what could be a $2 trillion titan could have the potential to be off the charts. And for that ... Beyond SpaceX — Firefly Is the Space Stock You Can Actually Buy Today

NVIDIA (NasdaqGS:NVDA) and Corning have agreed a multi-billion-dollar partnership to expand U.S. optical connectivity manufacturing for AI infrastructure. The deal includes three new advanced manufacturing plants in North Carolina and Texas and is intended to increase Corning's domestic optical capacity tenfold. More than 3,000 jobs are expected to be created, with NVIDIA investing US$500 million via rights and warrants for Corning shares as part of the multi-year agreement. The partnership...

Alphabet posted a blockbuster Q1 last week, and the stock responded by closing out its best month since October 2004. That has put Alphabet within $230 billion of Nvidia for the title of the world’s largest company, with prediction market traders now pricing a real chance the crown changes hands by June. CEO Sundar Pichai told investors the company’s edge over rivals is that it “owns the silicon.” Pichai’s Full-Stack Pitch On the April 29 Q1 earnings call, Pichai said, “The fact that we own fron

MP Materials' shares are up more than 168% over the past year. How much more momentum does the stock have?

The chip designer posted its best quarter ever. Its results are about to get much stronger.

Investors often move like lemmings in the short term, giving long-term investors an opportunity to buy great companies.

The ubiquitous pharmacy retailer crushed first-quarter analyst estimates.

Arista Networks delivered a strong Q1 report, but its stock still lost ground.

Exploring the Latest 13F Filing and Investment Shifts

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.

The quantum company reported a far better first quarter than many analysts and investors expected.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

Or is it just a value trap?

AI-fueled earnings from chipmakers and easing tensions in the Middle East helped power fresh U.S. stock records, today, May 6, 2026.

Consumer goods companies don't typically get the headlines. But May 2026 is giving investors some of the clearest reasons in years to pay attention.

AMD’s data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.

Vistra and Quanta Services will benefit from soaring energy demand.

In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple

Uber (UBER) and Maplebear (CART) (Instacart's parent company) both reported quarterly earnings on Wednesday. BNP Paribas US large-cap internet equity analyst Nick Jones joins Yahoo Finance's Josh Lipton to discuss the key differences between the two companies and why he thinks Uber has much more room to run.

These tech behemoths are seeing impressive gains from their artificial intelligence (AI) investments.

International equities have quietly outrun the U.S. market over the past twelve months, and the Fidelity Enhanced International ETF (NYSEARCA:FENI) has ridden that wave hard. The fund returned roughly 32% over the year ending May 1, 2026, with 8% of that coming year-to-date. It makes U.S. investors look up from their S&P 500 index funds ... The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year