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Investors aren't happy with high-spending companies that don't turn a profit.

Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud

SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]

The memory shortage behind the run was laid out in Micron's own supply disclosures long before the price caught up.

Chevron's got a cash windfall coming, and investors can cash in on that today.

NuScale Power now has a market cap under $4 billion.

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

By no means does SpaceX's stock come cheap.

Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target.

The stock is up just 8% this year and could prove to be an undervalued buy.

DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54.

ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.

The shareholder-friendliness of these companies often floats under the radar.

If you are buying stocks with 10% yields, you have to make sure you appreciate the risks you are taking on.

The cannabis stock has struggled despite Tilray achieving solid growth in its most recent fiscal year.

Archer Aviation holds an Olympic air taxi contract, a stack of blue-chip AI partnerships, and a clear FAA certification timeline, yet its shares sit closer to a 52-week low than a high. Something has to give, and the catalyst timeline is tighter than most investors realize.

AI's biggest opportunity could also be its biggest hidden risk. Here's what investors need to know before the next shakeout.

The deal values Lancium, which owns the first operational Stargate site in Abilene, Texas, at around $10 billion

Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion

Both Tesla and SpaceX have achieved considerable growth in recent years, but their stocks carry significant risk and uncertainty.

Rocket Lab just ripped 27% in a single week and has a packed August catalyst stack, while SpaceX trades on a scale narrative with almost no near-term triggers. These two space names are playing completely different games right now.

Past performance is no guarantee of future results, but it certainly suggests what's likely.

Dividends have become a smaller component of the S&P 500's total return, but that hasn't always been the case.

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast.

TSMC Sales Soar to $14.5 Billion as AI Spending Keeps Accelerating

The tech giant got a huge boost from earnings recently.

Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.

Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.