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NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

SpaceX is on course to burn $50 billion this year. That's a surprise.

Base Power founder & CEO Zach Dell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss how the AI boom is reshaping energy demand and what differentiates Base Power from competitors, including Tesla (TSLA). This following company's $1 billion Series D funding round, which values the company at $13 billion post-money.

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

AbbVie's blockbuster drugs are surging while a major acquisition looms, but a trailing P/E of 71 and one model pricing the stock nearly $50 below current levels raises a real question about whether the rally has room left to run.

Seth Klarman spent four decades building a reputation for buying almost nothing, so when Baupost quietly planted a nine-figure flag in a payment network last quarter, the choice of which rail he picked over the obvious favorite deserves a close look.

The company's capital expenditures soared like a rocket this past quarter, and investors weren't impressed.

Eli Lilly just posted one of the most impressive quarters in pharmaceutical history, but the drug powering those numbers may not be what defines the company a decade from now. A billion-dollar bet on artificial intelligence could change everything.

Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to react to AMD's projections and its growing competition with Nvidia (NVDA).

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.

Americans are buying THC seltzers at Total Wine while Congress debates re-criminalizing them. RYTHM’s blowout quarter shows who’s winning.

This rock-solid dividend ETF proved it can deliver durable income over time.

Stock Market Today: The Dow Jones index rises Wednesday after surprise jobs data. AMD stock and SpaceX plunge on earnings.

Investors are growing impatient with unprofitable companies.

Investors are waiting for a potential Anthropic IPO in the coming months, but buying Micron and Nvidia could be a smarter bet.

Shares fell nearly 9% after strong results failed to clear increasingly ambitious expectations.

Soft jobs numbers like these used to start the rate-cut conversation, but this Fed is already looking to raise, and soon

Lynch's run from 1977 to 1990 is viewed as one of the best ever.

Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Tesla has the bigger name, but I think Rocket Lab is the smarter long-term innovation stock to own today.

The company plans to use Nvidia’s DSX platform for future sites and is targeting the deployment of multiple gigawatts of capacity by 2030.

SanDisk shares have rocketed over 400% this year and traders are piling in ahead of a make-or-break earnings report, but the pre-announcement surge may have already priced in the good news.

Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.

Toy Story 5 cleared $1 billion, ESPN held up, and the CFO used his airtime to needle Universal

Superintelligence is a form of artificial intelligence that can surpass the cognitive abilities of humans.

Brian Niccol walked into a struggling Starbucks with a deceptively simple plan, and the numbers are starting to prove the skeptics wrong. Here is what a $10,000 bet at the 2011 logo rebrand looks like today, and whether the rally has more room to run.

While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's own mechanics could turn a celebration into a collapse.

The Supreme Court forced Washington to return over a hundred billion dollars in tariff money, but Treasury Secretary Scott Bessent made a bold prediction about where that cash would actually land. Six months later, the numbers are in.

SpaceX's first-ever earnings call gave Nvidia bulls a number so large that one top analyst ran the math and came back with a scenario that rewrites the entire revenue ceiling for the AI chip giant.