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Shares of both SanDisk and Micron are rallying as investors cheer on artificial intelligence (AI) memory and storage.
Federal Agricultural Mortgage Corporation supports rural lenders with secondary market access and loan securitization solutions.
The company recently reported better-than-expected results, and investors are hoping for more positive news at the end of the month.
These companies are stable industry leaders, but they have continued growth opportunities.
The stock market keeps rolling along as if nothing can stop it. The S&P 500 recently hit another all-time high, unemployment remains low at 4.3%, and payroll growth has continued to beat expectations, according to the latest Bureau of Labor Statistics report. President Donald Trump has pointed to both as proof the economy remains on ... What Saudi Aramco’s CEO Just Said Has Huge Implications for the Trump Bull Market
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD) ranks #3 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $551,414,664 Advanced Micro Devices Inc (NASDAQ:AMD) does not need to beat Nvidia to be a winner. It can do very well simply by […]
Wall Street has spent the past two years climbing a wall of worry. Sticky inflation, elevated interest rates, recession fears, and geopolitical tensions all failed to stop the market’s advance. The S&P 500 has still pushed to fresh highs, powered largely by artificial intelligence spending, resilient consumer demand, and surprisingly durable corporate earnings. Now investors ... Will Fed Chair Pick Kevin Warsh Kill the Trump Bull Market? 1 Decision Matters More Than Anything Else
The stock market is doing what bull markets do best — climbing a wall of worry. The S&P 500 recently pushed to another all-time high, AI stocks continue pulling massive amounts of capital into the market, and the latest jobs report showed employers added 115,000 jobs in April versus expectations for 65,000. Unemployment held steady ... This Indicator Just Did Something It Hasn’t Done in 75 Years. Is It the Biggest Risk to the Bull Market Before Midterms?
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of
The giant chipmaker is scheduled to report first-quarter earnings on May 20.
History has not-so-good news for investors.
Citigroup (NYSE:C) executives used the company’s 2026 Investor Day to outline a multi-year plan for higher returns, continued business investment and additional capital returns, with Chair and CEO Jane Fraser saying the bank has “rebuilt the engine” after several years of restructuring. Fraser said
Coherent (COHR) is back in focus after reporting record third quarter fiscal 2026 results, with US$1.81b in revenue, stronger margins, and a US$2b equity investment from NVIDIA related to AI data center optics. See our latest analysis for Coherent. Despite a 7.39% decline in the latest session, the stock has strong momentum, with a 30-day share price return of 25.12% and a 90-day share price return of 40.19%, underpinned by record results, the NVIDIA deal, and sector wide profit taking. Over...
Blue Origin's New Glenn rocket is twice the size of the SpaceX Falcon 9, and already flying -- unlike Starship.
Back in October, Nvidia invested $1 billion into Nokia.
Nvidia is reportedly linked to a $2.5b smuggling scheme involving Super Micro servers and Nvidia GPUs allegedly diverted to China via Thailand. Major Chinese tech firms are cited as end customers, raising questions about how US export controls on advanced chips are being enforced. The situation could attract regulatory and geopolitical attention to Nvidia’s hardware distribution channels and partners. Nvidia (NasdaqGS:NVDA) sits at the center of the global AI hardware market, and this...
Anthropic has partnered with SpaceX to significantly expand the computing power behind its Claude AI models, prompting Elon Musk to praise Nvidia Corp's latest GB300 systems as "the best AI computer." Anthropic Expands Claude AI With SpaceX Data Center Deal...
The chipmaker has a strong market opportunity in the near future.
Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...
Nvidia is currently a $5 trillion company, but certain analysts see triple-digit upside in the coming years.
In late April 2026, LiveRamp announced that it had upgraded its clean room architecture with native support for NVIDIA AI infrastructure, enabling AI partners and brands to train and deploy sophisticated models up to 15x faster while keeping data and model weights secure. This move potentially strengthens LiveRamp’s role as a neutral, privacy-focused hub for AI-driven marketing by removing technical friction for GPU-optimized model deployment and collaboration. We’ll now examine how this...
The chipmaker's stock has more than doubled already in 2026. Have shares become overvalued, or is it a buy?
Investors who sit tight during the current market conditions could make more money than those who try to time the market.