High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Ford's stock over the past decade will make you want to cover your head with a pillow, but here's why the automaker could make the next decade far more rewarding.
Corning (NYSE:GLW) has signed a major multiyear fiber optics supply agreement with Amazon. The deal ties Corning directly to U.S. data center expansion and AI infrastructure buildout. Corning is also working with companies such as Nvidia and Meta and ramping manufacturing capacity for optical products. For investors watching Corning, the new Amazon agreement comes alongside a sharp move in the stock. NYSE:GLW last closed at $205.83 and is up 17.3% over the past week, 6.1% over the past...
Micron's hot streak continues.
One actively managed ETF has taken a huge position in SpaceX. Unfortunately, that damages the fund's investment case.
A look at the day ahead in European and global markets from Ankur Banerjee High-stakes earnings from Micron more than delivered by outlining strong demand for its memory chips and that was enough to
It's not much of a contest.
These two under-the-radar infrastructure leaders are already powering the physical AI revolution happening today.
STOCKS Asian equity markets were mostly higher after memory-chip maker Micron’s blockbuster results eased artificial-intelligence fears and oil slumped toward prewar levels as Middle East tensions continued to ratchet down.
The recent rout knocked down both AI-chip leaders -- but only one looks like the better value now.
This particular timeless Buffett quote seems appropriate today given how bullish market sentiment has gotten.
A blowout quarter and a $50 billion outlook make the case that AI memory demand isn't peaking. But what does it mean for the broader AI trade?
SpaceX stock has big ambitions, but its valuation limits its upside.
Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...
Contract electronics manufacturer Jabil's growth rate is accelerating due to the increasing contribution from its AI-related businesses.
A revamped executive team has investors excited.
One of the market's defining AI winners has been struggling recently. Is now finally the time to buy?
TMC The Metals Company is the epitome of a speculative small-cap mining stock, but it could reward risk-tolerant investors.
There's a reason that American Express is one of Warren Buffett's favorite stocks.
If you had invested that much in the chipmaker 10 years ago and held on, your stake would be worth more than $4 million today.
South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology's quarterly results and forecast beat expectations, boosting optimism over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK Hynix's announcement on Wednesday of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, as it seeks to capitalise on strong investor appetite for AI stocks.
The biotech is floating a relatively sizable secondary share issue.
The company's top executive is departing.
Has the market finally handed long-term investors a discount on the streaming leader?
The home construction leader is adopting a more lucrative business model.
SpaceX went public June 12 and already is more valuable than Tesla.
The semiconductor specialist's blistering growth has reached new heights.
Qualcomm doubles its non-handset revenue outlook for fiscal 2029.
The Department of Energy announced a splashy new program to encourage build-outs of nuclear power generation assets in this country.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
