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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.

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Sta

BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.

Brian Niccol has brought fresh energy to Starbucks, but a recovering brand still faces a relentless army of rivals and a stock that trails the broader market by a wide margin over five years. Can momentum alone close that gap?

AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.

Bitcoin is down 48% from its highs. Here's how to add crypto to your portfolio without opening a separate exchange account.

Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.

Supermicro's update was great news for other names, too.

Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, discuss the importance of cybersecurity in the AI age, especially in light of OpenAI's (OPAI.PVT) recent hack.

Morning Brew Daily’s July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest analyst on the show argued that ... From $91B to $2.3B: The Catastrophic Collapse of America’s EV Industry

Netflix just posted its biggest buyback quarter ever, beat earnings, and still watched shares crater 12% in two days. Something about that math demands a closer look before you decide what to do with your position.

It's been mostly downhill for young EV companies in recent years after initial hype drove large IPOs and soaring stock prices. But here are three reasons Rivian could be a long-term winner.

NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become nearly impossible to compete with or abandon.

Nvidia trades at a valuation not seen in seven years, yet the market keeps pricing it like a company past its prime. Here is why that bet looks dangerously wrong.

Meta, Snap, and Reddit all sell attention for a living, yet their financials tell three completely different stories about who survives the next wave of social media disruption and who gets left behind.

Berkshire may have a new CEO, but it would likely be run similarly if Buffett were still in charge.

The Taiwan-based manufacturer's Fort Worth facility is the first U.S. site to mass-produce Nvidia's GB300 Grace Blackwell Ultra Superchip

Investing.com -- In a major move aimed at loosening Nvidia’s stranglehold on the AI chip market, Advanced Micro Devices has sealed a blockbuster deal with Anthropic worth tens of billions of dollars for next-generation artificial intelligence servers. The agreement—first reported by The Wall Street Journal—briefly gave Wall Street an early spark. Shares of AMD spiked in pre-market trading on the news before quickly surrendering those gains, trading down 3% as a broader tech slump continues to we

Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her decade in charge actually did to a modest $10,000 stake will make you rethink every stock you ever sold too soon.

The market's skepticism regarding the development of data centers is presenting contrarians with a great buying opportunity.

Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) retreated 0.4%, and the actively

Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the biggest money sees opportunity right now.

The Texas facility will help expand domestic production of Nvidia's latest AI systems.

It reported a blowout quarter, but it wasn't enough to send the stock higher.

New Texas facility targets tens of thousands of server boards monthly

Yahoo Finance has launched options data for AlphaSpace, allowing users to access an entirely new set of tools powered by real-time data from Unusual Whales.