The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.
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The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.
Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.
AppLovin outperformed the broader SaaS sector.
Palantir's first quarter was nothing short of astounding. But does it live up to its sky-high valuation?
The Nvidia CEO seems to feel that claims of AI's job-killing potential have been greatly exaggerated.
A recovery in the broad market and some reassurance about the private market lifted the stock.
ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service
(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi
Both companies offer attractive dividends and long histories of annual increases. But under the surface, the cash backing those payouts looks quite different.
CoreWeave (NasdaqGS:CRWV) has expanded its long term AI infrastructure agreement with Meta Platforms, extending contracted visibility through 2032. The deal includes deployments of NVIDIA’s Vera Rubin platform and multi year cloud capacity commitments focused on large scale AI inference. This agreement increases CoreWeave’s revenue backlog and deepens its concentration in AI hyperscaler customers. For investors, the key context is how quickly CoreWeave has moved into the center of large...
V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re
This fast-growing business has quietly grown to more than $70 billion in trailing-12-month revenue.
Apple is hitting on all cylinders, positioning itself for a seamless transition in the executive suite this fall.
Alphabet will start selling custom AI chips, presenting a challenge to the leader in data center AI-enabling chips, Nvidia, and its graphics processing units (GPUs).
The social media giant just posted its fastest top-line growth in years, but its 2026 spending plan keeps creeping higher.
Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.
But it might be too late soon if the stock sustains its recent momentum.
Eli Lilly's valuation looks far more attractive now than it did even a year ago.
FLXR is a Los Angeles-based ETF targeting high current income with a flexible, multi-sector strategy and daily liquidity for investors.
Market crashes are a time when Wall Street is filled with fear, which is a great time for level-headed investors to buy well-run companies.
Even though the stock suffered a big sell-off today, Napco is still up 67% over the last year.
Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Futurum chief market strategist Shay Boloor joins Yahoo Finance to discuss the results.
Concerns about the Federal Reserve's independence and strategy is likely to result in investors loading up on silver again.
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly’s Q1 2026 earnings report backs that up. Lilly’s Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%
But is the stock a buy on the dip?
Broadcom and Alphabet are both great long-term plays on the generative AI boom.