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Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...

J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.

Why RTX stock is back in focus after fresh missile defense contract RTX (RTX) is drawing renewed investor attention after its Raytheon business secured a US$745 million Missile Defense Agency contract for Standard Missile-3 Block IIA interceptors, along with expanded U.S. production capacity. See our latest analysis for RTX. The fresh missile defense contract arrives at a time when RTX's share price has shown firm momentum, with a 30 day share price return of 14.39% and a year to date share...

Anniversary spotlight and what it means for JB Hunt stock J.B. Hunt Transport Services (JBHT) marked its 65th anniversary by ringing the Nasdaq Opening Bell in New York, putting fresh attention on a stock that has drawn strong interest over the past year. For investors, this anniversary moment highlights how a long operating history, a broad mix of transportation and logistics services, and ongoing investment in technology and supply chain solutions all sit behind the current share price. See...

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR

Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.

Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.

AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.

The bulls are back in control of Microsoft stock.

Analyst Edison Lee cut his price target to $263.66, suggesting roughly 16% downside from Apple's most recent close

Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over the same period. In the first quarter, market volatility highlighted investment opportunities, […]

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.

What is Berkshire's new CEO waiting for to put more cash to work?

Omada Health (NASDAQ:OMDA) highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships

The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.

In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

The Vingroup unit, established in November 2025, will fly its satellites on a SpaceX Transporter rideshare mission next year

Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.

See how one Nvidia put option plays out for buyer and seller, from a real quote through potential outcomes at expiration, including the cost and breakeven for each side.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Nvidia and major Wall Street firms are targeting more than $500 billion for AI infrastructure.

The deal will bring Resonant’s RF, sensing, mission systems and stealth capabilities under Joby, with Resonant becoming the company’s dedicated defense business following the expected 2027 closing.

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.

United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta’s leadership discussed the proposal as part of preliminary due diligence, but the talks never progressed, and both airlines moved […]