
The AI boom is alive and well.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

The AI boom is alive and well.

Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.

Management continues to execute, making the stock look incredibly cheap after its sell-off.

Because of an international push, these two companies are poised for five years of growth.

Oracle shares have crashed on concerns over its AI infrastructure spending.

Freemium adoption crossed a milestone this quarter, but one Wall Street bank says that’s still not the metric that matters.

Sandisk is up more than 2,000% over the past year -- and it is still cheap.

Nvidia is still the top name in the AI space.

Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S

Jim Cramer put a precise number on what diesel is doing to every product you buy, and the math he laid out on CNBC has nothing to do with the inflation figure Washington reports. What it means for McDonald's, Walmart, and Target stocks depends on how long one critical cushion holds.

As management tackles key issues head-on, Bristol Myers Squibb stock offers a steady 4% yield, with further upside potential.

Shares of DraftKings Inc. (NASDAQ:DKNG) and Flutter Entertainment plc (NYSE:FLUT) soared on August 28 after the Ninth Circuit Court of Appeals ruled that sports-related contracts at issue were not ‘swaps’ under federal commodities law, clearing the way for Nevada to apply its gaming regulations to them and handing a significant victory to states seeking to shut […]

Reddit post for ref: https://www.reddit.com/r/personalfinance/comments/1w2pg8y/32_and_homeownership_feels_not_worth_it/ Assignment brief: Base this directly on the Reddit post about a debt-free, 32-year-old couple earning more than $200,000 a year who have roughly $150,000 in savings but question whether buying a home still makes financial...

Once again, earning season has left market watchers feeling upbeat. Across the S&P 500 index, revenues were up 16% year-over-year, and earnings growth came close to 52%. Profit margins are at or near record highs, and better yet, the gains are broad. Some 86% of reporting companies have beaten earnings expectations, a clear sign of a healthy bull market. While AI, semiconductors, and cloud computing are still powering the bullish trend, the breadth of the market gains means that investors can fi

Micron is expected to report another blockbuster set of quarterly financial results later this month.

Analysts are underestimating SK Hynix's growth potential, setting the stock up for a big jump.

Vita Coco's $175 million Copra acquisition could mark a major shift from asset-light growth to vertical integration.

Robotaxi growth is the future of EVs.

Both Medtronic and Abbott have raised their dividends for nearly half a century, but retirement investors with limited capital can only choose one. The case for each is stronger than most comparisons admit, and the tiebreaker comes down to a single question about your timeline.

Oil futures have been rising, but recently hit a peak. ConocoPhillips reported strong Q2 earnings on Aug. 6, and COP stock may be fairly valued. However, short-put plays are attractive to value investors.

For much of the past year, the “AI trade” has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)’s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to […]

Seeing a cryptocurrency succeed immediately after its launch is a sign for caution, not enthusiasm.

Revenue doubled in the latest quarter, and shares sit about 5% from their high. But today's price asks surprisingly little of the next three years.

Buffett's best lessons still apply to boring businesses that can compound without constantly needing new capital from shareholders.

Micron reports fiscal fourth-quarter earnings on Sept. 30.

One makes the tools; the other controls the bottleneck. Their vastly different risk profiles and valuations reveal why this isn't a simple choice.

The problem with buying bonds is that they can't keep up with inflation, but stocks with growing dividends can.

It's usually better to buy something unique rather than the flavor of the week.

The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.
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