High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Amazon (AMZN) has spent years establishing one of the most formidable cloud businesses in the world, but the artificial intelligence explosion is requiring every big cloud provider to face a tougher question. No longer is it enough to rent out computational power. Customers are now looking for ...
The database giant's stock dropped after capital spending came in well above its own forecast. But that spending is revenue for the companies filling its data centers.
Shares are 30% off their record, so it's a good time to take a closer look.
Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday. Andrews served as chipmaking rival Intel's government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
It's a long road to disrupt the nuclear energy industry, but this upstart company just took a notable step forward.
Crocs recently got an analyst upgrade from Baird.
A revitalized apparel assortment is resonating with consumers.
SpaceX finally goes public on June 12 with a $1.77 trillion valuation and a $135 offer price -- but that's not the price you'll pay.
A group led by investment firm KKR (KKR) is devoting $10 billion into a new AI data center venture, Helix Digital Infrastructure, headed by former Amazon Web Services (AMZN) CEO Adam Selipsky. Selipsky sits down with Julie Hyman to talk more about this investment into AI infrastructure. in the latest bid by an alternative asset manager to solve an energy supply crunch slowing big tech's AI ambitions."
The private equity firm, alongwith Nvidia and Vistra is opening a one-stop shop for AI data center hyperscalers.
Investing.com -- S&P Global Ratings raised its long-term issuer credit rating on NVIDIA Corporation (NASDAQ:NVDA) to "AA" from "AA-," citing insatiable market demand for artificial intelligence systems. The upgrade reflects the chipmaker’s sustainable competitive advantage and massive cash flow generation within the rapidly expanding data center ecosystem. The ratings agency now forecasts Nvidia’s revenue to surge 82% in fiscal 2027 to $394 billion, followed by a 38% increase to $544 billion the
Taiwan Semiconductor and Dycom are near their 10-week moving averages along with Rocket Lab on Thursday.
UnitedHealth Group has rebounded from a bad 2025.
Moby summary of Vera Bradley, Inc.'s Q1 2027 earnings call
The world's top Bitcoin hoarder is buying more Bitcoins again.
The Fed might nix its policy easing bias at next week's meeting.
DRAM and NAND prices could both triple through the end of 2026 -- then keep rising.
Would-be investors need to look past the hype and learn what they'll actually be buying.
Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm’s Executive VP of the Edge AI Business Unit, announced that the newly unveiled NVIDIA RTX Spark is set to redefine personal computing for the agentic era. As AI shifts from traditional application-based […]
Can a ban on foreign drone parts make Unusual Machines stock a winner?
The cybersecurity giant has announced a 4-for-1 stock split that will take place at the beginning of July.
The space stock has faced setbacks in recent months and has had to push back its ambitious launch goals.
Amphenol (NYSE:APH) is a stock built to be owned for decades, because every meaningful electronics megatrend of the next twenty years (AI infrastructure, defense modernization, vehicle electrification, factory automation) physically depends on the connectors, sensors, and cables it sells. For a retirement-focused investor who wants to stop watching the screen, Amphenol is the rare industrial ... Got $1,500? This Invisible Megatrend Makes 1 Serial Compounder a Clear Buy Right Now
A decade-old renewable energy dispute has collided with the biggest sporting event on earth, putting Madrid's logistical footprint under federal scrutiny.
The data is very clear about what the near term could look like.
XRP's network will become faster and more efficient, but will that upgrade move the needle?
The AI server maker's record orders came with a $7 billion bill for shareholders.
Shares of SanDisk (NASDAQ:SNDK) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs. Both moves arrive alongside a broader rebound across the memory ... SanDisk Jumps 14%, Western Digital Climbs 6% as Memory Stocks Rebound on SK Hynix’s Capacity Plan
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