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The AI cloud provider is expanding at a blistering pace.

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Major U.S. indices ended Wednesday mixed, with the Dow Jones Industrial Average slipping 0.14% to 49,693.20, while the S&P 500 advanced 0.58% to 7,444.25 and the Nasdaq climbed 1.20% to 26,402.34. These are the top stocks that gained the attention of retail traders and investors through the day: Cisco Systems Inc. (NASDAQ:CSCO) Cisco’s stock climbed 2.60%, closing at $101.87 after reaching an intraday high of $102.01 and a low of $99.29. The stock’s 52-week range is between $60.84 and $102.01. I

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

President Donald Trump is set to meet Chinese President Xi Jinping in Beijing on Thursday after spending the night in the Chinese capital, as global markets edged higher on cautious optimism ahead of high-stakes U.S.-China talks. Markets Rise Ahead Of US–China Talks Late Wednesday, Dow futures rose 120.00 points, or 0.24%, to 49,912.00, while S&P 500 futures added 14.50 points, or 0.19%, to 7,484.00 and Nasdaq 100 futures gained 167.75 points, or 0.57%, to 29,647.00 as of around 8:29 p.m. EDT. I

One billionaire fund manager is sounding the alarm on a potential market correction -- and history points to one stock that thrives when others struggle.

<p>The Tema-run fund has pulled in $367 million since March 31 and is outperforming its peers by double digits.</p>

Earlier in May 2026, Boston Scientific filed a US$565.7 million shelf registration for up to 10,000,000 common shares tied to an ESOP-related offering, while shareholders also approved charter amendments eliminating supermajority voting and adding limited officer exculpation under Delaware law. Taken together with recent director equity and deferred stock awards, these developments highlight a stronger emphasis on ownership-based incentives and refreshed corporate governance at the...

Salesforce secured a $72 million U.S. Air Force agreement as part of a broader $5.6 billion Department of Defense contract. The deal brings Salesforce's Agentforce AI platform into Air Force and Space Force operations for personnel and workflow management. This is Salesforce's largest consolidated federal contract to date and expands its reach in highly regulated government cloud environments. For investors watching NYSE:CRM, this contract lands at a time when the stock is trading at...

HII’s Ingalls Shipbuilding division recently delivered the Flight III Arleigh Burke-class guided missile destroyer Ted Stevens (DDG 128) to the U.S. Navy, while continuing work on a large pipeline of additional Flight III destroyers. The company is also scaling a distributed shipbuilding model, outsourcing more than 2,500,000 labor hours in 2026, to boost throughput and meet growing Navy demand. We’ll now examine how HII’s distributed shipbuilding push and Flight III destroyer delivery...

Recent performance snapshot Nokia Oyj (HLSE:NOKIA) has drawn attention after a strong run in the stock, with the share price up 7.5% over the past day and 38.3% over the past month. See our latest analysis for Nokia Oyj. For context, Nokia Oyj’s recent surge sits on top of a strong run, with a 30 day share price return of 38.3% and a 1 year total shareholder return of 167.7%, which points to building momentum as investors reassess both growth prospects and risks. If this kind of move has you...

Cisco reported record revenue and surging AI demand while announcing job cuts affecting thousands as it repositions for an AI-driven future.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.

CoreWeave's outlook disappointed Wall Street even as revenue more than doubled year over year.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summi

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Ira

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

This earnings season’s big winners include makers of AI-oriented hardware, but the list also includes some surprises.

Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.

Moby summary of Protalix BioTherapeutics, Inc.'s Q1 2026 earnings call

Vertiv Holdings Co (NYSE:VRT) has acquired Strategic Thermal Labs to expand its liquid cooling and high-density thermal management offerings for AI and high-performance computing data centers. The company has also been named a key infrastructure partner for Hut 8's Beacon Point campus AI project. For investors tracking AI infrastructure, Vertiv sits at the intersection of power, cooling, and data center buildouts. The stock trades at $369.99, with very large 3 year and 5 year returns and a...

Richtech Robotics recently announced that at the 2026 National Restaurant Association Show it will showcase its ADAM humanoid robot preparing fresh noodles and its Matradee Plus autonomous delivery robot transporting samples, alongside an on-site seating and meeting area for guests, media, and partners. In a separate move, SoundHound AI announced a prospective partnership with Richtech Robotics to integrate voice-driven agentic AI into Richtech’s systems, highlighting how conversational...

Considering whether eBay at US$113.01 still offers value after a strong run, or if the easy money has already been made. The stock has recently posted returns of 4.5% over 7 days, 15.1% over 30 days, 29.8% year to date and 65.7% over 1 year, with 172.2% over 3 years and 106.3% over 5 years. These moves sit against a backdrop of ongoing interest in large consumer platforms and how they are priced relative to peers and broader equity markets. Investors are paying closer attention to how...

Toast (NYSE:TOST) has agreed to deploy its full restaurant technology suite across all Hungry Howie’s locations. The enterprise partnership will roll out Toast’s integrated and AI-powered tools across the pizza chain’s multi unit footprint. This agreement expands Toast’s reach into a larger, franchise heavy client and broadens its exposure beyond its core customer base. For you as an investor, this illustrates how Toast’s restaurant focused platform can appeal to bigger, multi location...