Anthropic plans to deploy up to 2 gigawatts of AMD's MI450 chips starting in the first half of 2027.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nuclear energy stocks offer compelling long-term upside as global energy demand soars.
Red Cat Holdings (NASDAQ:RCAT) stock is down 26% over the past month and down 8% today to $7.86, putting the drone maker at the heart of a broader shakeout in defense-tech names. The question is whether the group is out of fuel or simply cooling off after a large run higher. The answer looks mixed across ... Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be...
The asset manager argues that AI software capable of paying for things autonomously will need blockchain rails to work—and that most investors aren't positioned for it.
Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.
The big banks' success should trickle down to the smaller banks.
AMD looks poised to be a big winner in the next phase of AI.
Buffett missed out on hundreds of billions of dollars in gains by selling early.
Retirees living off a portfolio care about one thing above all: when the checks show up. The five names below all pay monthly, and the anchor of the group, Realty Income (NYSE:O), has now declared unbroken monthly payments documented back to at least 1999, an income streak few dividend stocks on any US exchange can ... The Super-High-Yield Retirement Stocks That Turn a Nest Egg Into a Monthly Paycheck
Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US
IDC sees AI infrastructure market approaching $500 billion this year
AT&T just posted its fifth straight earnings beat while accelerating buybacks to $10 billion, but the stock still sits nearly 20% below its 52-week high. Whether that gap closes depends on two risks that bulls keep brushing aside.

AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.
A disappointing report from Pegasystems weighed on ServiceNow.
AT&T just posted its fifth straight earnings beat while adding over a million new accounts, yet its stock sits near a multiyear low as Starlink looms. CEO John Stankey says satellite competitors are decades too late to matter, but Wall Street analysts are not so sure.
When her employer paused the 401(k) match to fund AI tools, she had three ways to respond and most people on her retirement forum got the answer wrong for the same overlooked reason.
Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.
Michael Saylor built Strategy's reputation on one relentless idea: raise money, buy Bitcoin, repeat. But for the second straight week, the company sold shares without buying a single coin, and the reason why changes everything investors thought they knew about the trade.
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.
Will an announcement on Meta's earnings call lead to a surge in the stock price?

Nvidia (NVDA) CEO Jensen Huang defended open-source Chinese AI models, like DeepSeek. Yahoo Finance Technology Editor Dan Howley explains what happened.
Even after a 40% rally, could this automaker be an excellent opportunity?
Meta is taking on more debt that isn't reflected yet in the company's quarterly balance sheets.
Brookfield is simplifying its listed infrastructure and renewable energy entities.
Taiwan Semiconductor Manufacturing is trying to balance demand implications without getting too ahead of itself.
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.
GE Vernova had a great quarter. Investors didn't care.