Super Micro Computer stock climbs. AI server demand gives the stock a lift
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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Guests can now enjoy their favorite PepsiCo beverages while enjoying a meal at The Great Greek Mediterranean Grill. The two companies announced their partnership, making PepsiCo the official provider of soft drinks for the fast-casual restaurant brand. Rolling out nationwide through 2026, the partnership brings The Great Greek Mediterranean Grill a best-in-class beverage platform designed […]
Purchase-linked warrants align Amazon with its generator supplier as data-center resilience becomes a strategic constraint.

In recent days, General Dynamics was upgraded to a Zacks Rank #2 (Buy) after analysts raised their full-year earnings estimates by 2.3% over the past three months, signaling greater confidence in the company’s earnings outlook. This shift in analyst sentiment comes as General Dynamics’ year-to-date return has outpaced the broader Aerospace group, suggesting its mix of defense and aerospace businesses is being viewed as relatively resilient within the sector. We’ll now examine how this...

Lenovo is expanding Saudi Arabia's sovereign edge AI push with MemryX, pairing ThinkEdge servers with local AI processing and services opportunities.

Arista Networks and Synopsys offer two unique ways to invest in AI infrastructure.
Cloud-managed security can simplify payment infrastructure, but pricing and customer commitments remain undisclosed.
The manufacturing agreement protects future supply, but neither volume nor contract economics were disclosed.

GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints. Speaking at a Morgan Stanley conference, Ghai

Should you short stocks right now? That’s a good question, and it’s one with no clear answer. There’s still a bullish feeling in the air, but volatility is rising, and there’s no guarantee the bulls will keep running. In a market like this, it can be tempting to bet against stocks. Shorting a stock can be a fast track to profits, but it’s also a fast track to risk. A short seller borrows shares and sells them, hoping to buy them back later at a lower price. If the stock rises instead, the short

Expect a downturn before a market rally.

The GPU giant looks primed to skyrocket again.

The yoga and athleisure apparel maker faces existential challenges.

Bullish comments from Arm Holdings’ chief executive last night are helping its stock rank among the Nasdaq’s top gainers today.

The FCC just handed Rocket Lab a procedural win on its Iridium acquisition, but the stock's 18% slide over the past month and a rival already flagging concerns inside the docket suggest the hard part is still ahead.

After the Senate blocked the CLARITY Act, Bitcoin, Strategy, Coinbase, and Circle fell, yet institutional buyers accumulated shares as blockchain projects like Circle's Arc launched regardless.

Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.

Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Micron Stock Pops as India Plant Begins Bigger Push Into AI Chip Demand

Recent news reports read across well for the technology company that's all-in on AI.

According to a Reuters report on Thursday, Xpeng could offer its electrical and electronic vehicle architecture, smart cockpit systems, Turing AI chips and advanced driver-assistance software.

A House vote targeting data center power costs sent Oklo and NuScale Power surging past the broader nuclear complex, but the way uranium miners sat out the rally tells a more complicated story about what the market actually believes.

BlackBerry and Mobileye are surging together while their closest hardware peer sits frozen, and that split tells you something important about who is actually buying and why.

Four automakers with nothing in common are surging in lockstep Thursday morning, and the reason behind that unusual uniformity tells investors something important about whether the gains will stick.

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

Venmo's expanded NIL campaign targets college audiences as PYPL pushes the platform beyond P2P payments and builds higher-value engagement.

SOFI's cross-buy rate climbs to 51% as record member and product growth boosts engagement and expands revenue diversification.

Crispr stock, alongside other gene-editing equities, pulled a bullish move Thursday — bounding for a breakout from a cup-with-handle base.

Renasant trades at $40.53 per share and has stayed right on track with the overall market, gaining 14.8% over the last six months. At the same time, the S&P 500 has returned 12.9%.
