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Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia systems, the companies said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs and weigh concerns about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process of running trained AI models to generate responses, has become one of the largest drivers of demand for computing capacity, prompting cloud providers and chipmakers to spend billions of dollars expanding AI infrastructure.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
U. S. stock futures traded close to unchanged on Tuesday as investors monitored renewed Middle East tensions, higher oil prices and developments across the artificial intelligence sector ahead of key inflation data later this week.
The Fed chair and his Federal Open Market Committee (FOMC) colleagues can influence lending rates without formally changing the federal funds target rate.
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.
Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, with one noting the capital raise could be a "double-edged" sword for Nvidia.
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.
Rumble (NASDAQ:RUM) reported second-quarter revenue of $40.4 million, up 61% from $25.1 million a year earlier, as the company completed its acquisition of Northern Data and reorganized under the new parent-company name RUM Group Inc. Founder, Chairman and CEO Chris Pavlovski said the June 17 closi
With shares now trading at a steep discount, is this a generational buying opportunity?
Fed chair Kevin Warsh is focused on getting inflation to 2%.
Strategic buyers are chasing scarce real-time AI technology
By Jamie McGeever ORLANDO, Florida, Aug 10 (Reuters) - Wall Street wobbled and oil prices leaped 5% on Monday, as hopes of a U.S.-Iran peace deal and reopening of the Strait of Hormuz faded, while
Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...
The healthcare stock is now up more than 130% this year.
Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.
The stock's 6.4% yield is attractive, but it comes with risk.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...
Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth
Initial public offerings won't unlock instant wealth for retail investors.
CPI Card Group is the bargain-priced credit card stock you've never heard of.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud
NuScale Power now has a market cap under $4 billion.
By no means does SpaceX's stock come cheap.
The stock is up just 8% this year and could prove to be an undervalued buy.
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