High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Accelerating inflation has made interest rate increases more likely, and they have historically been bad news for the stock market.
Based on Meta Platforms' growth rate, its stock is looking cheap.
There's been progress in its recovery, but not enough to please the market.
The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.
Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.
Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher
On the prospect of a potential buyout, an analyst tracking the company upgraded his recommendation.
Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.
An analyst cut his price target on the power producer.
The memory chip giant's market cap has doubled in a little over a month.
These two chipmakers have two different investment profiles.
Some institutional investors have been increasing their positions in Lucid stock.
Paysign handily beat Wall Street analysts in the first quarter but didn't raise guidance. The stock looks cheap.
For the first time since the dot-com bubble, Intel is back at the top. The chipmaker's stock just hit a fresh all-time high of $133. That milestone capped a run that few on Wall Street would have predicted even a year ago, allowing Intel's stock to finally push above its August 2000 peak. Intel ...
Investors got bad news on the inflation front for the second day in a row.
Most technology stocks should do well enough for the foreseeable future, but a handful are still nowhere close to their peak valuations.
The quantum computing pure play has a clear roadmap to putting up 10x returns.
Space could be a $1.8 trillion opportunity, and these two companies are positioning themselves to grab a big piece of the action.
With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.
Investors can now buy this Buffett favorite for less than what the former Berkshire CEO paid.
Intel (NASDAQ:INTC) shares have gone vertical. The stock is up roughly 442% over the past year and 210% year to date, trading at $122.25 after touching a 52-week high of $132.75. If you watched Intel lift off from the high teens last summer and never pulled the trigger, you are not alone, and the question ... Intel’s Run Has Gone From Strong to Surreal. Now, the Profit-Taking Debate Is Heating Up
Datadog's growing portfolio of artificial intelligence products is experiencing explosive demand.
These stocks are well positioned for the next wave of AI.
After topping estimates during the first quarter, Ford isn't resting and plans to drive traffic through promotional activities.
Did Ford Motor just turn into an energy stock? Or even an AI stock?
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