News

Nvidia has more than halved the number of Asian customers ‌authorized to buy its AI chips ‌after creating a new "white list" of companies that have ​passed tougher compliance checks aimed at preventing the products from reaching China, the Financial Times reported on Monday. Nvidia did ​not immediately respond ​to a Reuters ​request for comment outside ‌regular business hours. Under a renewed review, over half of Nvidia's previous customers, especially neo-cloud providers, were excluded, the report said, adding that companies that failed the initial review could ‌make changes and reapply.

JPMorgan upgraded American Express (NYSE:AXP) to Overweight, naming it its preferred sector pick. The call highlights American Express’s card business and revenue model during a period of geopolitical tension involving the US and Iran. The upgrade comes as concerns build around a cooling consumer outlook and pressure on household spending. American Express remains closely tied to global consumer and business spending, from premium charge cards to corporate travel and expense services. In a...

Investors backed strong catalysts, including analyst upgrades, biotech trial results and improving freight outlooks.

Earlier this week, Jefferies upgraded Deckers Outdoor to Buy from Hold, arguing the company’s growth slowdown and operational missteps are already reflected in the valuation and could ease as HOKA product innovation and marketplace management improve. Other analysts, including Stifel and Zacks, echoed confidence in Deckers’ ability to sustain revenue growth and margins, highlighting the importance of HOKA’s product pipeline and execution for the company’s medium-term outlook. We’ll now...

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

Credo Technology Group Holding (CRDO) has moved into the spotlight after analysts highlighted the company as a top semiconductor pick and pointed to its focus on AI connectivity solutions as a key part of the story. See our latest analysis for Credo Technology Group Holding. The recent analyst attention has come after a sharp run, with Credo Technology Group Holding’s share price up 48.5% over the past 90 days and a 1 year total shareholder return of 140%. However, the stock has pulled back...

This Block insider executed a sale under a pre-arranged Rule 10b5-1 trading plan adopted in March.

A number of stocks jumped in the afternoon session after the U.S. launched a new wave of military strikes against Iranian targets, as President Donald Trump announced a 20% U.S. toll on cargo transiting the Strait of Hormuz.

For investors seeking dividend dependability in the energy patch, Oneok is one of the best stocks to consider.

Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.

NIO Inc. reported past delivery results for June and the second quarter of 2026, with 40,597 vehicles delivered in June and 107,658 in the quarter, bringing cumulative deliveries to about 1.19 billion vehicles as of June 30, 2026, and showing very large year-over-year growth rates. Analysts at Goldman Sachs responded to this acceleration in deliveries by upgrading their view on NIO, highlighting stronger volumes from new premium SUV models and a clearer path toward operating...

Retirees chasing yield often hand a significant slice of their income straight to the IRS, but the account where you hold a fund can matter just as much as the fund itself.

Walmart and Costco both just posted quarters that screamed safe haven, but their paths to getting there look nothing alike, and only one of them is rebuilding its cost structure from the ground up.

This stock thrives on volatility.

Earlier this month, The Siam Commercial Bank became the first client to go live with Citigroup Inc.’s integrated 24/7 USD Clearing and Citi Token Services, using a private blockchain and tokenized deposits to enable always-on cross-border payments across more than 50 markets. This early adoption not only accelerates Thailand’s digital financial infrastructure but also highlights how Citi’s tokenized deposit network could reshape institutional payment operations across banks and...

Over the past six months, West Pharmaceutical Services has been a great trade, beating the S&P 500 by 21.8%. Its stock price has climbed to $353.68, representing a healthy 30.1% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

(Updates with index/price moves, analyst comments, and geopolitical news from the first paragraph.)

<p>Year-to-date inflows topped $1.1 trillion as fixed income led categories and SOXX led individual funds.</p>

Renewed tensions in the Strait of Hormuz are rattling markets again.

(Updates with market moves at the end of the day.) Equities on Wall Street fell Monday, snapping

Lumen Technologies recently announced Lumen Defender Advanced Managed Detection and Response (AMDR) for Palo Alto Networks Cortex XSIAM, combining its managed detection and response capabilities and Black Lotus Labs network-embedded threat intelligence with Palo Alto Networks’ AI-driven SOC platform to help enterprises modernize security operations and respond more effectively to complex threats. A key differentiator is the use of network-level threat intelligence from Black Lotus Labs,...

Wall Street Turns More Bullish on Shopify as AI Strategy Gains Momentum

SK Hynix's historic Nasdaq debut finally gives U.S. investors direct access to the world's AI memory leader, but is the opportunity still worth buying after its record run?

Jefferies has upgraded Shopify Inc (TSX:SH., NYSE:SHOP) to Buy from Hold and bumped its price target up to $160, pointing to strong early signs for the second quarter, a reworked partner program, and what it thinks is a price increase on the way. The firm's 2026 earnings-per-share estimates...

IXUS offers broader global diversification with higher returns, while SCHE targets emerging markets at lower cost. Which aligns with your investment goals?

Google maintained steady user and traffic growth in June while rivals Claude and Gemini extended sharp gains, according to a new note from Bank of America. BofA reiterated its Buy rating on Alphabet Inc (NASDAQ:GOOG), pointing to comments from Google executives describing an "expansionary...

The decision marks a major shift in how patients can begin therapy for early Alzheimer’s disease.

Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.