High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...
Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.
The AI memory boom may last longer than past cycles, but history warns investors not to mistake it for a permanent supercycle.
The streaming stock recently hit a new 52-week low.
Micron and Sandisk have tumbled since the calendar flipped to July.
The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...
The facility begins partial operations as Z.AI expands AI infrastructure and targets enterprise growth.
China's AI startup plans global expansion after a record funding round valued above $50 billion.
Coca-Cola is winning today, but PepsiCo's higher dividend, cheaper valuation, and turnaround catalysts could make it the smarter long-term buy for income investors.
Drugmaker deploys NVIDIA DGX SuperPOD with Vera Rubin systems to accelerate medicine discovery.
Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved. Buy quality companies when fear crushes the stock. Hold while fundamentals stay solid. Wait for fear to fade. Then profit. Despite market fears about AI, […]
The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...
The software maker's own numbers keep contradicting the fear that crushed its stock.
A former highflier now trades like a value stock. The path back doesn't require heroic assumptions.
In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]
It's not the best situation, but there are ways to salvage it.
IREN Ltd. snapped a seven-day losing streak on Monday, surging as much as 21 percent in intra-day trading to $40.77, as investors drew excitement from its higher annualized run-rate revenue (ARR) target of $4 billion. Initially targeted at $3.7 billion, IREN Ltd. (NASDAQ:IREN) said that the increase followed the bagging of $2.8 billion worth of […]
The stock market is reacting as expected, but things might be different moving forward.
The billionaire investor believes the appetite for gambling, rather than investing, is high right now.
The airline is being stress-tested in very difficult conditions and is demonstrating resilience.
Here comes the market for CEO collectibles!
Anthropic is reportedly setting up meetings with investors, a sign that its IPO could be coming soon.
With Tesla's earnings days away, options desks are flashing an unusually bearish signal, and a credible new rival is arriving just in time to complicate the story for bulls still betting on the Elon Musk premium.
These three industrial stocks have years of contracted AI infrastructure work already lined up, giving investors a chance to buy before their biggest growth phase fully shows up in the numbers.
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-end.
Jim Cramer took a bullish stance on Alibaba despite its brutal year-to-date slide, pairing the call with two steady compounders he thinks belong in every long-term portfolio. Here is what he told one caller sitting on a sizable BABA position.
Some retirees are quietly bypassing Treasury yields and money market accounts by targeting a forgotten corner of the dividend world where payout streaks stretch back more than half a century, but the safety story on a few of these picks is far more complicated than the headline yields suggest.
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