News

A new revenue model could lift returns on costly GPUs

The July jobs report suggests the labor market is weaker than many thought.

The website builder was on the opposite end of the AI trade, and finally saw some relief in its share price.

NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]

This risk is weighing on the stock.

Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.

AI isn't the threat that investors feared.

Investors were skittish about quantum stocks before a rebound this month.

Dutch Bros' stock is being punished, but its actual operations remain stronger than ever.

The quantum computing stock could head even higher over the next few years.

Get paid a healthy income now for a chance to own the AI leader at a price well below today's, an income you keep whether the stock soars or sinks.

The data mining and AI specialist continued its rapid rebound.

Spotify and Pinterest both beat Q2 estimates on revenue and earnings, yet both stocks sold off hard in the days that followed. The reason says everything about what investors are actually paying for right now.

Moby summary of Fluor Corporation's Q2 2026 earnings call

Moby summary of AdvanSix Inc.'s Q2 2026 earnings call

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

After 30 consecutive quarters of more than 30% top-line growth, investors need more from the bottom line.

Follow one Nvidia call option from the opening trade through expiration to see what call buyers and sellers gain, risk, and need to break even.

Moby summary of Global Partners LP's Q2 2026 earnings call

These supporting stocks often get ignored in favor of higher-profile names.

What is a rocket company worth once its fastest-growing business is selling compute?

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

Are the best days still ahead for Microsoft's cloud business?

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

This group of stocks tends to hold up well in downturns and keep up with the market during upswings.

In a recent edition of Breakfast News, we gave a five-year price target for SpaceX. Today, we'll delve deeper into some of our analysts' predictions.

The tech sector is chock-full of companies with high-quality earnings growth.

All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St

Investors are increasingly bearish on the adtech specialist.