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Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion

Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over fundamentals. They are betting on very different things entirely.

Investors awaited earnings and key inflation data as the major indexes traded within reach of all-time highs.

The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.

SpaceX has struggled in recent weeks.

The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.

Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.

Burning more coins would tamp down supply inflation, but it might not be enough.

Don't let Trump's new tariffs hold you back from investing in global stock ETFs.

SpaceX posted strong momentum during the second quarter, but several questions loom.

The answer to who is funding the AI build-out could matter far more for cash-burning AI companies than for Nvidia itself.

(Bloomberg) -- Tencent Holdings Ltd.’s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Iran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300China Unleashes $28 Trillion Capital Markets to Challenge US in AILast month, the

The newly public companies offer investors a choice between the hot space sector and the emerging quantum computing market.

The market is unclear whether the Fed will hike interest rates at its September meeting.

The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.

The conglomerate's 16% jump looks impressive until you see which line did most of the lifting.

AdaptHealth delivered news to investors this week that crushed its share price.

Usana's second-quarter report arrived with some worrying news for investors.

A mixed macroeconomic picture is causing some investors to worry over a possible recession or stock market crash.

Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. (SKHY) is that ...

The evolution of Trumpflation points to a longer-lasting adverse impact on consumer prices.

AI agents are only getting more powerful.

The latest monthly jobs report could take the pressure off the Fed to hike rates.

The market is zooming in on SpaceX's high level of artificial intelligence-related spending.

Short-term notes tend to be highly influenced by the Federal Reserve. Long-term bonds have been responding to something else.

Three Fed officials recently voted to raise interest rates.

Warsh, the monetary hawk, has arrived amid the evolution of Trumpflation.

Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.

The leading home improvement retailer made key strategic moves to position itself for the next housing upturn.

The tech mogul is the world's third-richest person.