With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.
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With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.
Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal
ARK Invest CEO Cathie Wood and Robinhood Markets Inc. (NASDAQ:HOOD) CFO Shivaram Rajgopal made the case for opening private markets to retail investors, arguing that everyday investors are increasingly locked out of the biggest wealth-creation opportunities in tech. Shifting Landscape In an interview session, on Tuesday the discussion centered around ARK's venture-focused interval fund and Robinhood's newly launched closed-end private markets fund. Both are designed to give retail investors expo
Investors can now buy this Buffett favorite for less than what the former Berkshire CEO paid.
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
The S&P and Nasdaq notched new intraday highs Wednesday as tech stocks pushed the market higher. The S&P 500 was up 0.8%, topping a previous intraday high of 7428.97. The Nasdaq was up 1.5%, beating its intraday high of 26,359.31.
Many fast-casual dining brands built their business by offering higher-quality food for higher prices. Chipotle, for example, charges more than Taco Bell, but few would argue that its better product isn't worth paying more. These brands use a quick-serve model to save money by not having servers, ...
Goldman Sachs has a new call on Aevex, and the firm sees the recently public defense-technology company as a way for investors to get exposure to one of the military’s fastest-growing priorities. In a Goldman Sachs note given to TheStreet, analyst Noah Poponak initiated coverage of Aevex (AVEX) ...
Investing.com -- SAP shares are down 4.7% on Wednesday to their lowest level in over two years, even as the German software giant used its annual Sapphire conference to lay out an ambitious artificial intelligence roadmap, with investors apparently wanting more immediate evidence of monetization.
Cathie Wood‘s ARK Invest joined Kalshi’s $1 billion Series F last week at a $22 billion valuation, slotting the prediction market behind only SpaceX and OpenAI in the ARK Venture Fund. Wood called prediction markets “a powerful new layer of financial infrastructure.” Kalshi will be hoping this prediction is more accurate than many of her previous ones. A Decade Of Big Calls That Did Not Land Morningstar analyst Amy Arnott labeled the ARK fund family the worst wealth destroyer of any U.S. fund gr
The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks
Energy Transfer is a stable way for income-seeking investors to profit from higher oil prices.
Qnity Electronics Inc (NYSE:Q) on Tuesday delivered a stronger‑than‑expected fiscal first quarter and boosted its full‑year 2026 outlook. Qnity posted adjusted EPS of $1.08, topping the 92 cent estimate, on revenue of $1.32 billion that came in ahead of the $1.27 billion consensus. Qnity increased its full‑year 2026 outlook to net sales of $5.23 billion to $5.38 billion, adjusted operating EBITDA of $1.54 billion to $1.63 billion, adjusted EPS of $3.80 to $4.14, and adjusted free cash flow of $5
Blackstone (NYSE:BX) is in the process of raising money for its third private equity fund. The new fund, which will hold assets for longer than usual, will seek to invest in 8 to 10 companies, with cheque sizes totaling $800 million to $1 billion, Bloomberg reported. Sources familiar with the topic told Bloomberg that the firm has told investors that it will make a more formal fundraising pitch for its core private equity fund sometime this year. Read Also: Anduril Climbs To $61 Billion Valuatio
In some quiet corner of Omaha, Nebraska, there sits the largest private collection of Treasury bills ever assembled in the history of capitalism. If it were physical, and in the highest denomination ever made to the public ($10,000 bill), it would weigh nearly 84,000 pounds – requiring a logistic operation on par with the national mint. However, for the last four decades, T-bills have been stored in a book-entry system, which is lucky for Greg Abel, Berkshire Hathaway's (NYSE:BRK) new CEO. They'
Rocket Lab stock is blasting higher as investors bet on the growing demand for Neutron launches, which could position it as a serious competitor in the medium-lift rocket market.
GameStop Corp. (NYSE:GME) CEO Ryan Cohen is making his clearest case yet for why he wants eBay Inc. (NASDAQ:EBAY), framing the proposed deal as a chance to transform one of the largest e-commerce platforms in the U.S. under an owner-operator model. GME stock is moving. See the chart and price action here. Cohen joined Anthony Pompliano on the "From the Desk of Anthony Pompliano" podcast and explained why he wants to acquire eBay. FULL INTERVIEW: @ryancohen explains his plan to acquire eBay.He un
Intel (NASDAQ:INTC) shares have gone vertical. The stock is up roughly 442% over the past year and 210% year to date, trading at $122.25 after touching a 52-week high of $132.75. If you watched Intel lift off from the high teens last summer and never pulled the trigger, you are not alone, and the question ... Intel’s Run Has Gone From Strong to Surreal. Now, the Profit-Taking Debate Is Heating Up
ASML trades above its 50-day SMA as AI-driven chip demand supports strong guidance and a solid order backlog, despite a premium valuation.
Two cloud giants just delivered some of their strongest quarters in years, but their valuations are catching up with the story.
NVIDIA (NasdaqGS:NVDA) is working with Fortinet on FortiAIGate, a new AI security gateway built on NVIDIA AI and powered by Blackwell and Hopper GPUs. Red Hat is expanding its Red Hat AI Factory with NVIDIA, adding confidential computing, lifecycle auditing, and governed model-as-a-service features. Together, these launches aim to provide end to end security, policy control, and confidential compute for production scale AI agents across cloud, edge, and on premises environments. For anyone...
Why Analog Devices stock is on investors’ radar Analog Devices (ADI) has attracted attention after a strong year-to-date share move and reported revenue and net income figures, prompting investors to reassess what they are paying for this semiconductor stock. See our latest analysis for Analog Devices. The recent 30 day share price return of 19.85% and 90 day share price return of 24.53% suggest momentum has been building, while the 1 year total shareholder return of 87.95% points to a strong...
The U.S. government has opened an inquiry into Brazil's PIX instant payments system over concerns it bypasses global card networks like Mastercard. The investigation, led by the U.S. Trade Representative, focuses on whether PIX creates unfair competition for companies that operate international credit and debit networks. The review raises fresh questions about how fast-growing, government-backed payment rails could affect cross-border transaction volumes for Mastercard. For Mastercard...
How Deere’s recent performance frames the stock today Deere (DE) has climbed 26.2% year to date, with a 19.7% total return over the past year. The stock is down 2.6% over the past month and 3.8% in the past 3 months. See our latest analysis for Deere. At a share price of $589.19, Deere’s recent 1-week share price gain contrasts with its 1-month and 3-month share price declines. The 3-year total shareholder return of 69.4% shows how much earlier investors have been rewarded overall. If Deere’s...
Hedge fund billionaire Daniel Loeb reshuffled his exposure in the construction & engineering industry at Third Point LLC in the fourth quarter of FY25. The investor opened a new position in APi Group Corporation (NYSE:APG), acquiring 3,000,000 shares in the quarter. Also, the fund boosted its position in MasTec, Inc. (NYSE:MTZ) by 200,000 shares, bringing its total to 925,000. View more earnings on APG Meanwhile, as of Dec. 31, 2025, the fund slashed shares in Comfort Systems USA, Inc. (NYSE:FIX
Energy stocks were lower Wednesday afternoon, with the NYSE Energy Sector Index decreasing 0.4% and
KEYS heads into fiscal Q2 earnings with strong revenue growth expectations, driven by product launches, collaborations and segment strength.
Apple Inc (NASDAQ:AAPL) shares are moving up on Wednesday. The company plans to update its iPhone software, including a fully customizable Camera app, a rebuilt Siri and broader user interface changes across core apps. Here’s what you should know. Apple stock is challenging resistance. Why are AAPL shares at highs? Apple is redesigning its Camera app, letting users choose their own layout and controls, a shift that appeals to both everyday users and professionals, Bloomberg reported. Key Feature
Every spring, Wall Street recycles its favorite piece of advice: “Sell in May and go away.” It’s tidy, it rhymes, and for a lot of traders, it’s gospel. But here’s what it leaves out — the actual data. And right now, the data is telling a very different story. The “sell in May” rule was born in a slower era, when summer trading volumes dropped, desks sat empty, and the broad indexes drifted. That market no longer exists. Today’s market moves in sectors, rotates aggressively, and doesn’t wait for
Vishay Precision Group Inc (NYSE:VPG) shares are surging on Wednesday. The company reported better-than-expected first-quarter results and issued guidance above estimates on Tuesday. Earnings Snapshot Adjusted EPS of 7 cents beat the analyst estimates of 4 cents. Revenue rose 17.6% year over year (Y/Y) to $84.35 million, also exceeding the $77.08 million consensus estimate. This is driven by broad-based strength across its business segments. The company posted a book-to-bill ratio of 1.21, with