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The sector remains one of the top sources of meaningfully reliable cash flow for your portfolio.

NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027.

KB Financial (KB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Does Phillips 66 (PSX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Planet Labs PBC (PL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

AeroVironment posts record Q1 revenue, backlog as demand for drones and counter-drone systems soar. AVAV stock jumps, analysts lift targets.

XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.

CLS and GLW are tapping the AI infrastructure boom from different parts of the data-center ecosystem.

Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]

Super Micro Computer stock rallied throughout August on strong order book and Cisco Nvidia partnership.

The digital payments provider faces formidable challenges.

StoneX analyst Mark Palmer upgraded Block to ‘Buy’ from ‘Hold’ and set a $105 price target, citing progress from the company’s AI-focused reorganization.

Nasdaq is investing $100 million in the parent of crypto platform Kraken, in the stock exchange's latest step to expand to round-the-clock trading.

A market veteran says the AI infrastructure winner still has room to run even after a massive 5-year run.

OpenAI is deepening its ties with Samsung Electronics Co. Ltd. to co-develop next-generation chips, in a move to advance its enterprise AI services. “Our joint production and research on the next-generation chips we are developing is one of the areas...

Meta stock is a buy after the strong initial reaction to its Muse AI app, according to analysts at JPMorgan.

Changes to Reddit’s ads manager model are expected to produce roughly a 20% reset in reported audience size, according to Piper Sandler data cited by Investing.com.

The past six months have been a windfall for Penguin Solutions’s shareholders. The company’s stock price has jumped 175%, hitting $51.12 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

August Revenue Snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) posted August 2026 consolidated net revenue of NT$514.81 billion, roughly US$16.35 billion, up 53.3% from August 2025. To be precise on labeling: this is monthly revenue for August, disclosed in a 6-K filed September 10, 2026 under Taiwan Stock Exchange rules. It is a reported actual, and it […]

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.

Chewy fell 11% yesterday as the once-strong growth story seems to be falling apart.

Since March 2026, RLI has been in a holding pattern, posting a small return of 0.8% while floating around $61.22. The stock also fell short of the S&P 500’s 13.1% gain during that period.

Lowe's Companies (LOW) trades at $198, down about 26% over the past year while the S&P 500 (SPY) returned about 19%. The tape reads like a retailer stuck with a cautious DIY customer and a housing market management expects to recover only gradually. Its own numbers say something stranger: per-share earnings compounded higher over the past three years while revenue shrank.

Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.

Vistra's hedging, long-term PPAs, diversified generation fleet and improving earnings outlook support growth, though high debt may warrant a better entry point.

This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.

Archer Daniels stock's 50.5% year-to-date rally is backed by stronger crushing and ethanol margins, improving Nutrition profits and favorable biofuel economics.

Two compelling reasons support the SMCI stock investment case while one risk poses a challenge.

Hewlett Packard Enterprise's 26% three-month gain masks a discounted valuation as AI, cloud and networking demand fuel growth and stronger profitability.