News

AI-driven memory shortages are pushing DRAM prices higher as Micron, SK Hynix and Samsung face rising scrutiny.

Bloom Energy says its filings are accurate and it has scandium oxide supply visibility for 25 GW of annual fuel cell production.

BWX (BWXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

UPS (UPS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Johnson & Johnson (JNJ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

ATI (ATI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Verizon (VZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Nextpower (NXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

MARA Holdings vaulted Thursday after signing a deal for a new Texas data center site. AI, crypto plays surge. Bitcoin price rises.

Axon (AXON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Block (XYZ) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Does Wayfair (W) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.

Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at the company, the memory trade, and more.

Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Oracle stock got a boost as OpenAI touted the performance of its GPT 5.6 Sol model. ChatGPT is a key partner to Oracle.

Michael Burry has taken a short position in NVDA.

nLIGHT has secured a defense contract to provide the U.S. government with laser systems.

AMD stock hit a high of $558.67 at 10:04 am ET, taking its market capitalization to $910.63 billion.

BofA analysts believe Figma is an AI beneficiary, while its rival Adobe will struggle due to tough competition.

COHR's AI-driven datacenter demand, record backlog and stronger balance sheet support its growth case despite a premium valuation.

Accenture's 200M euros NATO deal to build a secure cloud-enabled digital network could strengthen its defense technology credentials.

CNBC’s Leslie Picker walked Squawk Box viewers through one of the most mechanically consequential trading events of 2026: the rebalance that will force index funds to absorb billions in SpaceX (NASDAQ: SPCX) stock, whether their managers like the valuation or not. Picker’s framing was blunt: “Index funds tracking the Nasdaq-100 will have to start buying ... SpaceX Added to Nasdaq-100 and Could Trigger $4.3B in Forced Passive Buying

Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?

Datadog joins three other Internet stocks positioned for AI-led growth as cloud demand, enterprise adoption and platform innovation gather pace in 2026.

Meta stock fell while shares of Broadcom climbed following a report that the social media company is making AI chip progress.

Tvardi Therapeutics stock jumps this week as phase I data for TTI-109 highlight improved tolerability, target engagement and support plans for mid-stage development.

MARA said the Matagorda County acquisition would more than double its potential power capacity to approximately 4.8 GW across its portfolio.

This Berkshire Hathaway holding should reward patient investors.