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Palomino Laboratories has completed its acquisition of Vega Links, positioning itself as a key player in the next-generation AI interconnect field. This strategic move significantly expands Palomino's addressable market to over $60 billion and accelerates its capabilities in AI infrastructure. With the integration of Vega Links’ expertise in high-speed AI and memory connectivity, Palomino aims to enhance AI interconnect technologies that improve bandwidth, latency, and power efficiency...
Oklo could survive an AI bust, but its valuation probably couldn't.
After years of burning cash and testing investor patience, Clover Health just posted results that bulls have been waiting for. But with medical costs creeping up and the stock already priced for perfection, the real question is whether this milestone is a turning point or a trap.
Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.
Trump's Truth Social posts already move markets, and now a product exists that lets Wall Street pay for faster access to them before the rest of the world sees a single word. The legal, ethical, and financial implications have Washington scrambling for answers.
SpaceX may be getting a lot of media attention, but it has a relatively small impact on the Nasdaq-100 at the moment.
A well-regarded stock market strategist says that something worrisome is happening with semiconductor stocks and AI hyperscalers.
A drawdown this deep has turned a modest payout into a 3%-plus yield. The arithmetic behind it is worth checking.
Apple's memory chip challenges show no signs of slowing down.
Bloom Energy stock has surged, then sold off. Here's what's real in the AI power story and what could make patient investors wait for a better entry.
Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected.
Diversification is the name of the game for this billionaire investor.
Micron, NVIDIA and TD SYNNEX have been highlighted in this Screen of The Week article.
This company just reported stellar quarterly operating results, driven by its artificial intelligence-related efforts.
A 3% yield near a 52-week low is tempting -- but the new guidance explains why I'm waiting.
The Oracle of Omaha's understudy cut Berkshire Hathaway's Chevron stake by 35% in favor of a company with a foundational sustainable moat and serious artificial intelligence (AI) ambitions.
Micron investors have every reason to be bullish on the stock.
Crypto and the traditional financial sector are continuing to merge together.
The recent pullback is an incredible opportunity for investors.
Ciena and Boston Beer have been highlighted as Zacks Bull and Bear of the Day
Microsoft's earnings report was a big win for bulls.
A Fed divided against itself cannot stand.
Amazon has trailed the market, but retains a strong position in a growth area.
Meta just hinted at a new cloud business -- and it could be worth billions.
This billionaire investor is betting big on a revolutionary approach in treating pancreatic cancer.
The chipmaker's entire valuation rests on a single segment's revenue. That figure gets updated this week.