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Investing.com -- Artificial intelligence is moving beyond text generation into scientific research, creating investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities, according to UBS Wealth Management.
NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.
In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...
Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.
Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.
One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.
The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.
MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.
Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.
HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.
Cloud-managed security can simplify payment infrastructure, but pricing and customer commitments remain undisclosed.
Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Jim Cramer just called Nokia a strong buy, which would be great news except for one uncomfortable fact that long-suffering NOK shareholders know all too well about his track record.
A Goldman Sachs options gauge just flashed a signal so rare it has appeared only four other times in two decades, and the timing of each previous instance tells a striking story about where tech stocks headed next.
Marvell expanded its multi-year agreement with GlobalFoundries to secure additional SiGe manufacturing capacity for next-generation optical connectivity products.
AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.
Nokia Data Suite and Microsoft Fabric will be combined to help telecom operators access network data in minutes instead of weeks
Nokia shares were 6.3% higher—taking their year-to-date rise to nearly 70%—after it said it would partner with Microsoft to expand its data offering to telecommunications providers.
The increase rewards shareholders while Microsoft continues funding a rapidly expanding cloud and AI platform
Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.
Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.
Azure's revenue milestone may have helped spark a recovery.
Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.
President Donald Trump said the U.S. shouldn’t slow its AI development, arguing that “whoever wins with AI wins” and that maintaining America’s lead over China matters more than added regulation, even as Microsoft Corp. CEO Satya Nadella and other industry...