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Microchip Technology (NasdaqGS:MCHP) has introduced its MD-990-0011-B timing modules for data centers and 5G vRAN servers. The plug in modules are developed in collaboration with Intel and are designed to provide high precision synchronization. The new timing solution targets distributed AI, real time applications, and next generation telecom infrastructure that depend on low latency performance. For Microchip Technology, a long time supplier of microcontrollers and embedded solutions, this...

Recent moves in Palo Alto Networks may have you asking a simple question: is the current share price offering good value, or are you paying up for quality? Over the last week the stock returned 2.4%, with a 30 day return of 8.1%, while the one year return sits at a 2.6% decline and the three and five year returns are 86.3% and 240.3% respectively. This frames how much the market has already priced in. Recent headlines around Palo Alto Networks have focused on its role as a large cyber...

Lifevantage (NASDAQ:LFVN) reported fiscal third-quarter 2026 results that reflected a sharp year-over-year revenue decline, as management pointed to weaker demand for its MindBody GLP-1 System and fewer active accounts. On the call, the company also highlighted a leadership transition, ongoing techn

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported a first-quarter 2026 performance that management said significantly exceeded its internal forecast, driven by strength across several product lines and supported by what CEO Eric DeMarco described as an expanding U.S. and global defense

The ONE Group Hospitality (STKS) delivered earnings and revenue surprises of -266.67% and -2.55%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

StoneX Group (SNEX) delivered earnings and revenue surprises of +29.38% and +14.86%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Redwire Corporation (RDW) delivered earnings and revenue surprises of -16.13% and -6.29%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Fastly (FSLY) delivered earnings and revenue surprises of +62.50% and +0.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

TotalEnergies has unveiled plans for its next-generation Pangea 5 supercomputer, a €100 million investment designed to increase the company’s computing power sixfold while lowering energy consumption.

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Artificial intelligence, with $1 trillion per year spent on the technology, has become a massive growth business for the world's biggest companies.

Amazon.com (NasdaqGS:AMZN) has launched Amazon Supply Chain Services, opening its logistics, fulfillment, and delivery network to external businesses across sectors such as healthcare, automotive, manufacturing, and retail. The new offering targets large enterprises and brands, with early users including Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters. This move positions Amazon as a direct competitor to global logistics providers by offering its freight, warehousing, and...

With Meta Platforms trading at around US$612.88, this breakdown focuses on what investors are paying for the business today and whether it still appears to be a solid opportunity or if much of the easier upside may already have been realized. The stock has been volatile recently, with a 7 day return of an 8.4% decline, a 30 day return of 7.0% and a year to date return of a 5.8% decline. This comes even as the 1 year return sits at 3.0% and the 3 year return is described as very large. Recent...

Intel (NasdaqGS:INTC) has hired former Qualcomm executive Alex Katouzian to lead its newly formed Client Computing & Physical AI Group. Katouzian brings decades of experience in mobile, compute, and AI hardware, including work on devices and platforms at Qualcomm. The move highlights Intel’s intent to push beyond traditional PC chips into AI hardware for robotics, autonomous systems, and next generation devices. For you as an investor, this role change comes as the chip industry focuses...

To figure out whether Leidos Holdings is attractively priced, you need more than a quick glance at the share price or a single valuation metric. Recently, the stock has been volatile, with a 7.5% 7 day return decline, a 15.4% 30 day return decline, a 26.5% year to date return decline, but still a 74.5% 3 year return and a 41.7% 5 year return. News around the company has kept it on investors' radar, adding context to these sharp short term moves in the share price. This makes it important to...

Visa (NYSE:V) is piloting stablecoin settlement with Wealthsimple in Canada, bringing digital dollar infrastructure into local payment flows. The company is also expanding its Visa Destinations experience-led travel benefits program across key Asia Pacific markets. These initiatives extend Visa's global stablecoin work and aim to deepen cardholder engagement beyond traditional payment services. For readers tracking how large payment networks are working with fintechs, NYSE:V sits at the...

There is a quiet confidence in Morgan Stanley's latest note on Applied Materials. Not the loud kind that makes bold promises. The measured kind that says, "We have seen this before, and we think we know how it ends." The bank raised its price target on Applied Materials (AMAT) to $454 from $432, ...

On Tuesday, Airbus announced that AirAsia would order 150 A220-300s in a new 160-seat cabin configuration for $19 billion. This marks the largest order for the aircraft series and pushes its total lifetime order count past 1,000 amid questions of its fate. 1,000 might not feel like a huge number, ...

IonQ, Inc. has reported past first-quarter 2026 results showing sales rising to US$64.67 million from US$7.57 million a year earlier, with net income shifting to US$805.36 million from a US$32.25 million loss as earnings per share turned positive on both a basic and diluted basis. Ahead of and around this earnings release, IonQ expanded its quantum platform by commercially launching millimeter-precision Interferometric Synthetic Aperture Radar services and advancing quantum-safe networking...

In recent days, Micron Technology began shipping its 245-terabyte Micron 6600 ION SSD for AI, cloud, enterprise, and hyperscale data centers, while reporting very large year-on-year net income growth and benefiting from AI-driven memory shortages. This combination of record-capacity SSDs, tight supply, and strong earnings is reinforcing Micron’s role as a core infrastructure supplier to the AI ecosystem. We’ll now examine how the launch of the 245-terabyte 6600 ION SSD may influence...

Expedia Group has appointed Derek Andersen, former Snap Inc. CFO and longtime Amazon finance leader, as its new Chief Financial Officer, succeeding Scott Schenkel, who is leaving after supporting margin expansion and strengthening the company’s financial foundation. Andersen’s background in finance leadership across social media, streaming, ecommerce, and digital media platforms introduces a tech-centric perspective to Expedia’s global finance organization under CEO Ariane Gorin. We’ll now...

NVIDIA (NasdaqGS:NVDA) and Corning have agreed a multi-billion-dollar partnership to expand U.S. optical connectivity manufacturing for AI infrastructure. The deal includes three new advanced manufacturing plants in North Carolina and Texas and is intended to increase Corning's domestic optical capacity tenfold. More than 3,000 jobs are expected to be created, with NVIDIA investing US$500 million via rights and warrants for Corning shares as part of the multi-year agreement. The partnership...

Alphabet posted a blockbuster Q1 last week, and the stock responded by closing out its best month since October 2004. That has put Alphabet within $230 billion of Nvidia for the title of the world’s largest company, with prediction market traders now pricing a real chance the crown changes hands by June. CEO Sundar Pichai told investors the company’s edge over rivals is that it “owns the silicon.” Pichai’s Full-Stack Pitch On the April 29 Q1 earnings call, Pichai said, “The fact that we own fron

MP Materials' shares are up more than 168% over the past year. How much more momentum does the stock have?

James Robert Anderson: Thank you, Paul, and thank you, everyone, for joining today's call. Coherent, Inc. is a global leader in photonic technology, which is foundational to the performance and scalability of AI data centers and critical to many important industrial applications.

Every revolution has its starting point. For aviation, it was Kitty Hawk, a beach town in North Carolina, where the Wright Brothers made the first controlled, powered airplane flights on December 17, 1903. Orville Wright flew for 12 seconds and more than 120 feet at nearby Kill Devil Hills, ...

The AI rally that’s driven the S&P 500 and Nasdaq to all-time highs has felt like it was hitting a crescedo for three years straight. But as hyperscalers push their own capital expenditure commitments higher and higher (Meta just raised their 2026 capex estimates to $145), and new entrants like Elon Musks’s SpaceX are expected to ... 2 Top AI Stocks To Put On Your Shortlist

(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services Task