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Washington just put AI and defense infrastructure back under a spotlight, with plans for an "AI Force" and an AI tsar signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand. That shift could reshape where capital flows next and it creates both openings and risks for investors watching AI-related equities. This article unpacks 3 US-listed large caps exposed to this policy theme and explains how each stock connects to the AI and defense spending...

Tesla, Inc. (NASDAQ:TSLA) has once again set a deadline for its second-generation Roadster. This time, the automaker says October 1 is real, and it’s accompanied by rocket-launch visuals and a technology package sourced directly from Elon Musk’s other company, SpaceX. A Nine-Year Wait The Roadster was first exhibited as a prototype in November 2017, with […]

Investing.com -- Apple Executive Chair Tim Cook described Australia’s restrictions on social media as "world-leading" during a meeting with Prime Minister Anthony Albanese at the company’s California headquarters, Reuters reported on Sunday.

Most retirees write four estimated tax checks a year without realizing the IRS offers a completely different accounting treatment for one type of December payment that retroactively satisfies every quarterly deadline they missed.

Fairshake is sitting on $193 million to shape the midterms, but one crypto donor contributed for reasons far more personal than the others, betting the entire future of its business on what happens November 3.

TotalEnergies (ENXTPA:TTE) agreed a $1.8b infrastructure partnership with Global Infrastructure Partners, a BlackRock unit, focused on African oil and gas assets. The transaction centers on midstream infrastructure, giving TotalEnergies additional access to capital tied to its African energy projects. Management presented the deal as a way to crystallize value in existing assets while refining how future projects are funded and managed. The $1.8b GIP partnership may reshape how TotalEnergies...

Freeport-McMoRan is back in focus as analysts refresh their models, with several price targets now sitting in the US$70 to US$82 range. These revisions are tied closely to updated Street commentary that weighs copper and Grasberg execution against tariff risk, nickel uncertainty, and broader sector pressures. In the sections ahead, you will see how this evolving narrative fits together so you can track what matters most for Freeport-McMoRan. Stay updated as the Fair Value for Freeport-McMoRan...

Coinbase CEO Brian Armstrong was at the center of a protracted fight over the role of digital assets in mainstream finance.

The Federal Open Market Committee (FOMC) just raised interest rates for the first time in three years.

The language learning platform provider reported a notable insider sale as its stock plunged 47% over the past year.

Microsoft Corp. AI chief Mustafa Suleyman has criticized Anthropic’s approach to training Claude to consider questions around AI consciousness and welfare. Concerns Over Claude’s AI Consciousness Training In a Tuesday interview with Reuters, Suleyman argued that teaching an AI system...

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

EOG Resources (EOG) has drawn investor attention after a recent share price pullback, with the stock down 2.1% over the past week and 3.5% over the past month. That recent dip comes after a strong run, with a 90-day share price return of 10.96% and a year-to-date share price gain of 34.46%. Total shareholder return over five years of 133.86% points to momentum that has built over a much longer stretch. Compare how EOG Resources stacks up against other energy names showing strong momentum and...

Rockwell Automation has delivered a strong multi year share price run, yet the current US$415.62 tag raises a simple question for you as an investor. Do the company’s underlying cash flows support that valuation, or has the stock moved ahead of what the business is presently generating in hard dollars? Rockwell Automation has returned 55.2% over the past 3 years, which puts real pressure on its cash flows to justify how far the share price has come. The firm’s work with Anthropic’s Project...

Coinbase CEO Brian Armstrong quietly slashed his Bitcoin price target by 60% while keeping his 2030 deadline intact, and the math behind his new number reveals just how narrow the path to getting there actually is.

Brookfield Asset Management (NYSE:BAM) used its 2026 Investor Day to outline plans to double fee-bearing capital by 2031, supported by fundraising across flagship funds, complementary strategies, insurance capital and private wealth products. Management also emphasized the July acquisition of the re

Investing.com -- Concerns about artificial intelligence are shifting from hypothetical extinction scenarios toward evidence that increasingly capable models can already be used for weapons development and cyber operations, according to Yardeni Research.

Surging corporate earnings, a robust GDP, and widespread pessimism are the perfect cocktail for an explosive upside move in equities.

Comparing this relatively small part of Berkshire's business to its publicly traded counterparts illustrates just how enormous the conglomerate has become.

NVIDIA (NasdaqGS:NVDA), Google, and Emerald AI have created the AI Energy Management Alliance to coordinate electricity use in AI data centers. The alliance has started building what it calls the first purpose-built power-flexible AI data center, designed to adjust consumption with grid needs. AEMA plans to publish shared frameworks for grid-responsive data centers with input from utilities, regulators, and large AI infrastructure users. The formation of AEMA and the power-flexible data...

Recent commentary on Novanta (NOVT) has focused on its revenue growth profile and projected demand pickup, with solid gross margins drawing new attention to how the stock’s recent returns compare with those fundamentals. Short term trading pressure has been clear, with the share price down 9.2% over the past week and 14.3% over 90 days. Yet Novanta’s year to date share price return of 19.8% and 1 year total shareholder return of 16.1% point to momentum that has cooled rather than...

XPeng has already held its G9L China Launch Event in Beijing, unveiling its next‑generation AI flagship SUV in both BEV and REEV versions, with production set in Guangzhou and at Magna’s plant in Graz for eventual rollout across 64 global markets. The G9L fuses XPENG VLA 2.0 smart‑driving software with the same Turing AI chip used in its IRON humanoid robot and meets four major five‑star safety protocols, highlighting how XPeng is blending advanced AI and global safety standards in a single...

WisdomTree's DGRW distributes cash to shareholders every single month, yet its largest holdings read like a growth fund roster rather than an income portfolio. Whether that contradiction works for or against dividend investors depends entirely on what you actually need from a dividend ETF.

XRP ETFs have stalled well short of a key milestone, and three straight weeks of slowing inflows raise a pointed question: was August the peak, or can something still shake fund investors back into action?

One fuel cell stock is chasing AI power demand with billions in backing. Another is staying out of the race entirely.

Two investors hold the exact same dividend ETF and receive identical distributions, yet one quietly hands thousands more to the IRS each year. The account they chose made all the difference.

BlackRock (BLK) has put retirement design back in focus after unveiling LifePath Solutions, a customizable target date framework that blends public and private markets, guaranteed income options, and participant level analysis for workplace plans. Against this backdrop, BlackRock’s shares trade at US$1,069.78, with a 1 day share price return of 1.50% following a recent 30 day share price decline of 7.69% and a 90 day share price gain of 1.88%. This sits alongside a 3 year total shareholder...

Bank of New York Mellon Corporation (NYSE:BNY) has been replaced as depositary for Kazia Therapeutics Limited’s American Depositary Receipt program. Kazia Therapeutics has appointed JPMorgan Chase Bank, N.A. as the new depositary for its ADRs, according to the company’s latest update. The shift away from Bank of New York Mellon Corporation in Kazia’s ADR program highlights a change in a visible client mandate for BNY’s capital markets services. The replacement of Bank of New York Mellon...

Iovance Biotherapeutics (IOVA) shares have been active after the company reported record second quarter revenue of nearly US$100 million and a 56% margin, alongside broader plans for its tumor infiltrating lymphocyte platform. Iovance Biotherapeutics has seen momentum build quickly, with a 90-day share price return of 162.15% and a year-to-date share price gain of 306.75%. The 1-year total shareholder return of 400% contrasts with a 5-year total shareholder return that remains down...

Power Solutions International (PSIX) has drawn fresh attention after recent share price moves, with the stock up around 26% over the past month and about 14% over the past 3 months. Even after the recent 26.4% 1 month share price return and an 8.9% move over the past week, Power Solutions International is still down about 25.5% on a year to date share price basis. The 1 year total shareholder return has fallen 58.3%, despite a very large 3 year total shareholder return and strong 5 year total...