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Ark Invest's top investor continues to build up existing positions, including adding to a pair of broken IPOs on Wednesday.

Investors shouldn't expect a sharp post-earnings jump.

Nebius has no shortage of demand, but the speed and cost of turning new data center capacity into revenue could decide what happens next.

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter 2026 revenue of $215 million and non-GAAP diluted earnings per share of $1.06, with both figures exceeding management’s expectations. The company raised its outlook for the full year, now expecting mid-single-digit revenue growth after previ

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

Two investors who called the 2008 housing collapse agree the artificial intelligence trade has a dangerous weak spot. They disagree on whether it is time to bet against it. Michael Burry said Tuesday he is maintaining bearish positions against Nvidia...

While income investors keep circling the same REITs and MLPs, three finance-sector names with yields that dwarf typical dividend stalwarts have been hiding in plain sight, and the safety case for each one is stronger than the headline numbers suggest.

Chevron just posted record production, slashed debt by billions, and locked in a 20-year AI power deal with Microsoft, yet analysts see a surprisingly narrow path ahead for the stock.

A Goldman Sachs ETF running the same covered-call playbook as JEPI has quietly built a case that the most popular income fund in the category may no longer be the best version of its own idea.

The memory chip market continues to strengthen.

Adobe's revenue is hitting records and its AI metrics are tripling, yet the stock sits near multi-year lows. Our proprietary model pinpoints the exact date shares could cross a critical threshold, and the window may be shorter than most investors expect.

PepsiCo's dividend payout ratio has crept toward 100% of free cash flow, a number that would sink most income stocks. But something shifted in the earnings reports, and the case for the Dividend King suddenly looks very different.

AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of them fits every type of investor.

Semiconductor stocks took the brunt of AI spending skepticism.

CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.

Second-quarter earnings season shook loose some rare discounts on five high-yield dividend stocks that Wall Street analysts still rate as Buys, and income-focused investors may not get another shot at these prices.

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.

Rocket Lab has handed investors a 58% gain over the past year, then turned around and erased nearly 30% of its value in a single month. Where a $2.2 billion backlog, a looming Neutron debut, and a Golden Dome defense contract take the stock by December is a very different question.

Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising treatment before the opening bell.

Meta's capital expenditure budget continues to surge as the company dumps more money into its AI ambitions.

What comes next for this space infrastructure company?

Could the S&P 500 stumble this August? History suggests investors should expect turbulence, but not panic.

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

The top beverage stock is handily beating the market this year.

Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.

The winner has a key loyalty program differentiator.

Elon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>