Two trading sessions reached opposite conclusions about the same report. One of them had the better argument.
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Only Nvidia looks like a buy at the moment.
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.
Can Bitcoin really solve America's debt crisis? Coinbase CEO Brian Armstrong thinks so, but the math tells a different story.
Nvidia has already handed investors a 14,797% return over the past decade, yet the forces driving that run show no sign of exhausting themselves. Whether the next leg holds depends on a few fault lines most bulls are not watching closely enough.
The company's turnaround efforts should be tracked through a few key metrics.
Apple customers may start upgrading more frequently, and the company providing the financing could be the big winner.
SoFi crushed revenue estimates and raised its top-line outlook, yet shares cratered 10% anyway as sellers zeroed in on one number management refused to budge on.
The Tim Cook era was a highly profitable one for Apple shareholders.
Oracle stock has fallen 38% so far this year, and further sell-offs could be in store.
Flex (NASDAQ:FLEX) reported first-quarter fiscal 2027 results that included 21% revenue growth, expanding margins and record adjusted earnings per share, while management said the company remains on track to separate its Cloud and Power Infrastructure business into an independent company in the firs
Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance. The move flipped Tuesday’s pre-earnings selloff, when Bloom Energy shares fell 13% amid short-seller pressure from Hunterbrook. However, BE stock soon retreated to $173.29, up 4% ... Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.
First-half revenue passed 100 trillion won for the first time
Nvidia's AI Expansion Raises a New Debate. This Time It Isn't About Chip Demand
Qualcomm said on Wednesday it has signed a long-term deal to supply chips for German luxury automaker BMW's future digital cockpit and advanced driver-assistance systems through the next decade. The agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The deal includes Qualcomm's Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which the companies said would establish the hardware basis for BMW's AI-led platforms.
Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, said on Wednesday it had raised $145 million in venture funding at a $1 billion valuation. Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, according to Santa Clara, California-based Eliyan. The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.
Both IBM and Verizon carry decades of unbroken dividends and trade at a discount to the broader market, but the gap between them on the metrics retirement investors actually care about is far larger than their shared label suggests.
Rare-earth stocks are heating up as the U.S. races to loosen China's grip on the industry, but not every company in this high-stakes trade is a buy.
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.
Investing.com -- Capital Economics told clients in a note Wednesday that the recent selloff in AI-linked tech giants is being driven by fear rather than hard evidence, and it expects the rally to resume, at least for now.
Worried that U.S. large-cap stocks won't keep up their winning streak? Diversify with this global value stock ETF that pays impressive dividends.
JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole comparison, and whether it costs you or pays you depends on where your money actually sits.
The largest Bitcoin treasury company is still navigating the ongoing cryptocurrency bear market.
Archer Aviation has gone from retail darling to distressed asset trading near multi-year lows, and a short list of corporate giants already has the motive, money, and strategic logic to make a move before someone else does.
SK Hynix just posted the most explosive profit growth any chipmaker has seen in years, yet investors responded by selling the stock below its IPO price. The reason reveals something unsettling about where the AI memory boom may be headed.
FDA calendars are stacking up fast, obesity Phase 3 data is closing in, and three biotech names spanning the risk spectrum are quietly positioning for a pivotal back half of 2026.
Its collaboration platform works well enough. But it's not the only name in this increasingly competitive business.