Oracle's credit-default-swap cost substantially exceeds other AI-linked issuers as investors question returns from debt-funded infrastructure.
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Blackbaud's Q2 report arrived with some big things for investors to be excited about.
Problems in Europe weighed on profits.
Sandisk can deliver impressive gains over the next couple of years due to strong NAND flash pricing.
Investors greeted the news with a shrug, a pop, and then a full refund of that pop
Alphabet stock plummeted last week after its earnings release.
Shipment delays and limited shareholder-return detail overshadowed a sixfold operating-profit increase and strong AI-memory demand.
Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month. IREN (NASDAQ:IREN), TeraWulf (NASDAQ:WULF), and Applied Digital (NASDAQ:APLD) are all down more than 30% over the trailing month, and the selling has continued into Wednesday afternoon trading. IREN stock is ... IREN, TeraWulf, and Applied Digital Are All Down 30% in a Month. Is More Pain Coming for Data Center Stocks?
A new Korean regulation could have unintended consequences for Micron investors.
The deal with Uber is an early test for Rivian that can unlock a wave of new revenue opportunities through robotaxis.
Nvidia (NVDA) is no longer willing to only sell the gear behind the artificial intelligence revolution. The chipmaker has taken a stake in Safe Superintelligence, the secretive AI lab set up by ex-OpenAI chief scientist Ilya Sutskever, in a long-term strategic relationship disclosed July 27. Nvidia ...
Sandisk stock is still up massively over the last year, but it's now down 55% from its high.
Most S&P 500 investors assume they own the market, but one overlooked mechanism quietly determines how much cash actually flows back to shareholders, and ignoring it this year has carried a measurable price.
Second place in AI chips sounds like a consolation prize until you see who is writing the checks to keep it alive. Here is why the challenger seat looks more attractive than the throne right now.
A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that even the bond market seems reluctant to absorb, and the ripple effects could reach far beyond Silicon Valley balance sheets.
Bank of America and American Express both crushed Q2 earnings, but the market rewarded only one of them while punishing the other. The gap between their stories reveals something important about where financial stocks are actually headed.
Lemonade is facing a brutal sell-off despite posting strong sales growth in Q2.
AbbVie still looks like a compelling buy at its all-time high.
Investors should monitor SpaceX's lock-up periods.
Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Private credit is a fast-growing business for large asset managers like Blackstone.
Most investors park short-term cash in money market funds without realizing they could be handing a slice of every distribution straight to their state government. A newer ETF category changes that calculation in a way most people have overlooked.
Israel Englander's Millennium Management has significant options exposure to the iShares Russell 2000 ETF, but investors need to examine why that's the case.
Coke just raised guidance twice this year while Pepsi watches its biggest snack unit stumble, yet one of these stocks may be a far more compelling buy heading into the second half of 2026.
Meta has fallen in the last nine trading sessions, but the streak looks ready to come to an end.
The KOSPI Composite Index (^KS11) rout continues, prompting South Korea's Finance Minister to apologize for introducing leveraged ETFs. Yahoo Finance Markets and Data Editor joins Julie Hyman on Market Domination to break down how these high-risk funds work, why they're fueling concern, and the key risks investors should understand.
SoFi's stellar second-quarter numbers aren't enough to impress investors.
Robotaxis are projected to maintain a 71.9% CAGR through 2034, but the field is getting more crowded.
The company reported a 557% annual increase in operating income in the second quarter.