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One of Wall Street's most closely watched semiconductor analysts just moved his price target ahead of an earnings report that could define how the AI chip trade is valued for the rest of the summer. The note he published does more than raise a number. It lays out a specific projection for one ...

President Donald Trump has put together an exclusive group of CEOs, representing the best the U.S. has to offer, to join his key summit with China’s Xi Jinping.

A major analyst just made a bold bull case for memory. Micron Technology (NASDAQ:MU) stock picked up one of the most dramatic price target hikes a large-cap semiconductor has seen this cycle, as Bank of America raised its target to $950 from $500, while maintaining a Buy rating. The catalyst: an updated calendar 2030 AI ... BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger

Space company Intuitive Machines (NASDAQ:LUNR) looks to continue its momentum and stock gains when the company reports first-quarter financial results Thursday before market open. Here are the earnings estimates, analyst ratings and key items to watch. Intuitive Machines Q1 Earnings Estimates Analysts expect Intuitive Machines to post first-quarter revenue of $204.63 million, up from $62.52 million in last year's first quarter, according to data from Benzinga Pro. The company has missed analyst

The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble

Siemens AG (SIEGY) reports robust order growth and strategic advancements, despite facing geopolitical and market headwinds.

Martha Claire Bennett, EVP & Chief Marketing Officer at nVent Electric (NYSE:NVT), reported acquisition of company stock options on May 12, according to a new SEC filing. What Happened: Bennett, EVP & Chief Marketing Officer at nVent Electric, engaged in a derivative transaction according to a Form 4 filing on Tuesday with the U.S. Securities and Exchange Commission. This involved the acquisition of stock options for 2,457 shares of NVT, providing the right to purchase the company's stock at an

Aravind Padmanabhan, EVP & Chief Technology Officer at nVent Electric (NYSE:NVT), reported acquisition of company stock options on May 12, according to a new SEC filing. What Happened: Revealed in a Form 4 filing on Tuesday with the U.S. Securities and Exchange Commission, Padmanabhan, EVP & Chief Technology Officer at nVent Electric, strategically acquired stock options for 15,942 shares of NVT. These options empower Padmanabhan to buy the company's stock at a favorable exercise price of $33.43

AXT (NASDAQ:AXTI) has outperformed the market over the past 5 years by 53.87% on an annualized basis producing an average annual return of 66.24%. Currently, AXT has a market capitalization of $8.57 billion. Buying $1000 In AXTI: If an investor had bought $1000 of AXTI stock 5 years ago, it would be worth $12,563.03 today based on a price of $131.00 for AXTI at the time of writing. AXT's Performance Over Last 5 Years Finally -- what's the point of all this? The key insight to take from this arti

The former Goldman CEO's warning about AI leverage isn't about killer robots. It's about the mundane terror of being too slow to catch a mistake.

Strategy's huge bitcoin treasury and strong capital raises support growth, but accounting losses and rich valuation cloud the near-term outlook.

Mind Robotics, the startup founded by Rivian Chief Executive RJ Scaringe, raised an additional $400 million from investors on Wednesday, the latest bet on an AI-powered bot revolution in manufacturing. The startup has now raised more than $1 billion to pursue its plan to develop industrial robots for vehicle production and beyond. Mind Robotics, founded late last year, is teaming up with Rivian to train and deploy hundreds of smart robots in the carmaker’s factory in Normal, Ill., with the goal of eventually becoming a supplier to broader manufacturing sectors.

Micron wiped out roughly $100 billion in market value at Tuesday's low, and chip bulls still bought the dip.

Can MTZ capitalize on expanding demand for transmission, renewable energy and digital infrastructure projects?

Micron Technology is on pace to close above the $900 billion market value for the first time, according to Dow Jones Market Data. The semiconductor company, whose stock is up 4.8% today, is on pace to become the 11th largest U.S. company by market cap.

Fervo Energy (FRVO) is making its Nasdaq debut on May 13, following its IPO that raised $1.89 billion. The company aims to deliver carbon-free power by accessing geothermal energy, utilizing drilling techniques from the oil and gas industries. Fervo Energy co-founder and CEO Tim Latimer speaks with Julie Hyman about the provider's geothermal projects and partnership with Google (GOOG, (GOOGL).

AI data centers in space are looking like a thing after all. Tuesday, The Wall Street Journal reported that Alphabet’s Google and SpaceX were in talks to launch Google’s orbital data centers in space.

Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) will be announcing earnings results this Tuesday after market hours. Here’s what you need to know.

The University of Michigan recently became one of the most unlikely winners of the AI boom. The school’s endowment invested $20 million in OpenAI during a very early fundraising round, well before Microsoft‘s (NASDAQ:MSFT) $1 billion investment in 2019 and before most people had heard of the AI lab. That stake is now expected to be worth ... University of Michigan’s $20M OpenAI Bet Is Now Worth $2 Billion

TPR's international growth accelerates as China, Europe and the Asia-Pacific fuel rising demand, market share gains and a stronger 2026 outlook.

Q beats Q1 earnings estimates, as AI-related demand and strong interconnect growth lift sales 18% y/y and drive a higher 2026 outlook.

Shopify (NASDAQ: SHOP) provides the e-commerce infrastructure for a diverse merchant base, including brands such as Skullcandy, Daily Harvest, and Carrier. Despite this established market position, the stock has faced significant selling pressure recently, declining 38% year-to-date and reaching a 52-week low of $97 in May 2026.

Dollar General has underperformed the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.

BAC is expanding branches and AI tools, betting that its hybrid model will win customers, deepen relationships and drive deposit growth.

SGU's Q2 earnings rise y/y, driven by colder weather, higher home heating oil and propane margins, and acquisitions.

Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

A 50-year-old woman says divorce completely changed how she thinks about money, retirement and financial independence after watching her retirement accounts get “decimated” during the split. Posting on Reddit’s r/FinancialPlanning forum, she said that she had spent most of her...