High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The Federal Reserve may pivot to interest rate increases this year, a move that has often led to stock market corrections.
Micron stock could nearly double by late 2027 as the memory chip shortage continues.
BlackBerry isn't a smartphone maker or a meme stock anymore, and the truth behind the company can produce market-beating returns.
Stocktwits data showed retail sentiment remained ‘bullish’ on SPY and QQQ.
Amid a 60% pullback, Oracle appears increasingly oversold.
Warsh's hardline stance on inflation is a wake-up call for the second-priciest stock market in history.
Microsoft stock looks like a bargain heading into its upcoming quarterly earnings report.
The backlog is enormous. So are the losses and the capital bills behind it.
This industry-leading business can quench investors' thirst for a dependable income stream.
New arrivals on the stock market often generate plenty of early hype. Their average early returns are less exciting.
Two catalysts could send the iPhone maker higher.
Taiwanese chipmaker TSMC will invest an additional $100 billion in the US state of Arizona, the company said Thursday, as it reported a record quarterly net profit on the back of massive demand for AI hardware. TSMC will spend an additional $100 billion building "four or more" fabs in Arizona, taking the company's total investment plans in the United States to $265 billion.
Broadcom's prospects continue to improve.
Alphabet would be the one stock I'd own if I could own only one.
Taiwanese chipmaker TSMC reported a record net profit for the second quarter on Thursday, fuelled by massive demand for artificial intelligence hardware. This has turbocharged business for chipmakers such as TSMC, creating shortages and sending prices soaring.
The asset management giant's second-quarter report was about much more than a big round number.
The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
TSMC, the world's largest contract chipmaker, posted a 77% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a record, riding the wave of surging global demand for its artificial intelligence processors. Taiwan Semiconductor Manufacturing Co, whose customers include Nvidia and Apple, saw April-June net profit rise to T$706.6 billion ($21.99 billion). The profit handily beat a T$632.6 billion LSEG SmartEstimate, which is weighted toward forecasts from analysts who are more consistently accurate.
Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.
TOKYO, July 16 (Reuters) - Nvidia said on Thursday it was partnering with Japanese companies including Fanuc and Yaskawa Electric to advance the development of robotics and AI.
Nvidia announced on Wednesday that leading Japanese enterprises, startups, and research institutions are building industry-specialized AI models and applications using its Nemotron open models, data, and libraries.
Only one company has ever touched the mark, and the iPhone maker is about 4% away.
Investors didn't seem to think so after the company published it.
The technology giant's AI strategy is emerging.
An 8-gigawatt portfolio would ensure CoreWeave's path to a $1 trillion valuation, but financial realities can foil those plans.
The parent company of the University of Phoenix published its third-quarter results.
If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.
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