Bloom Energy is well-positioned to serve AI data centers, but so is high-yield Brookfield Renewable.
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South Korean technology giant Samsung Electronics forecast Tuesday a massive 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.Frenzied global demand for advanced memory chips used in data centres for artificial intelligence has already helped South Korean semiconductor giants post record profits this year.
One of these two auto stocks could be in deep trouble, the other just isn't cheap enough yet to justify jumping aboard.
The leading AI model builders are relentless in their pursuit of power and compute.
Tech investor Dan Niles on Sunday said that the recent pullback in AI semiconductor stocks is a temporary setback rather than the end of the artificial intelligence rally, arguing that long-term demand remains intact despite growing investor concerns. AI Chip...
The software giant just had the best year in its history. Its stock has lost more than half its value since September.
These three stocks will reach $1 trillion valuations before Palantir.
The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp., Tesla Inc. and another U.S. housing market crash, had proved wrong after an X account challenged his investing...
Investing in space is no longer a dream or science fiction, but a trillion-dollar opportunity.
Nvidia and Palantir are teaming up to bring open AI models to government agencies.
Palantir Technologies has generated very large gains of about 7x over the past three years, yet its valuation checks now send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while earnings based multiples lean expensive. That tension sits against a backdrop of intense interest in Palantir’s role in secure AI infrastructure and a share price that has also seen periods of recent weakness. Over the past three years, Palantir’s share price has...
An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year
CrowdStrike stock has rocketed higher by 70% this year.
The memory maker recently posted the best quarter in its history. So why are the shares well off their peak?
Venture capitalist Jason Calacanis argued that Nvidia Corp is moving beyond its role as the world’s leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and Anthropic through its growing portfolio of open-weight AI...
MPLX LP's shrewd deal-making and Permian Basin exposure support a dividend that may be a cornerstone for equity income portfolios.
In recent weeks, IREN Limited has been identified as a leading contender for Anthropic’s reported A$22.00 billion, 1.40-gigawatt Australian AI cloud capacity tender, leveraging its Bundey campus and secured grid connections. This potential Anthropic contract, alongside IREN’s existing Microsoft and Nvidia agreements, highlights how its large powered land bank could underpin its AI cloud ambitions. We’ll now examine how Anthropic’s interest in IREN’s Australian footprint could reshape the...
Amazon Web Services announced that it will be investing $1 billion to implement forward deployed engineers in customer environments.
One of its rivals is apparently a suitor for a major auto retailing and distribution business.
SpaceX is finally public, but before you buy, understand the three ways it can now show up in your retirement portfolio.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC). That absence is baked into the fund’s mandate. What SMHX Actually ... This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
The chipmaker has had a monster year, but did it earn it?
Jim Cramer urges investors to buy Nvidia as the chipmaker disputes SemiAnalysis claims of AI rack delays to 2028.
Its proprietary trading index increased notably last month.
A new reinsurance deal should help the AI-driven insurer hit its profitability goals.
Meta Platforms has a bad track record of overspending on emerging technology.
CoreWeave stock holds competitive advantages that can solidify its business.
The company managed to increase the size of a credit facility by 50%.