AMD closed at $611.76 on September 30, giving it a market value of about $998.68 billion, against trailing fre…
24/7 Wall St. set a $531.86 price target on Taiwan Semiconductor Manufacturing, about 16.53% above its $456.41…
A developer behind the Japan-equity platform ALPHA FORGE published a Three.js 3D simulation of its pipeline, w…
The Motley Fool predicts Taiwan Semiconductor Manufacturing will be the biggest AI chip stock winner of 2027…
A fund manager claims the economic gauges investors trusted for decades stopped working the moment ChatGPT lau…
Iren's five-year Microsoft deal is worth $9.7 billion and covers 200 megawatts at its Childress facility
NVIDIA acquired Hugging Face, the platform for AI developers building open models, after CEO Jensen Huang flag…
A Qiita tutorial shows how to pull Apple (AAPL) price data with yfinance, generate buy and sell signals from S…
NVIDIA shares reached their highest level since May, lifted by AI demand and the company's own share buybacks
Goldman Sachs says AI is making the stock market a "stock picker's market," a shift from the passive investing…
The Motley Fool picked SpaceX over Palantir as the better AI buy, noting xAI revenue grew 213% year over year…
Morgan Stanley reinstated Nvidia as its Top Pick in semiconductors after meetings with CEO Jensen Huang and CF…
Bank of America shares fell about 1.3% to $53.72 on October 1 after Reuters Breakingviews raised the possibili…
GE Vernova expects to raise gas-turbine production from about 20 gigawatts a year today to 24 gigawatts in 202…
Marvell Technology affirmed a quarterly dividend of US$0.06 per share
Nikkei reported that Japan-based Toshiba plans to double production capacity for hard-disk drives used in data…
Barron's reported that Seagate and Western Digital shares tumbled as investors worried the AI-driven shortage…
Texas Instruments CEO Haviv Ilan cited 'continued growth in industrial and data center' and Q2 revenue rose 23…
Vertiv Holdings Co is drawing investor scrutiny over a growing backlog of US$15b in signed but unshipped AI da…
An AI-based stock prediction highlighted Renesas and Disco as it named 20 Japanese stocks viewed as "winners"…
Nomura Securities strategists said the AI and semiconductor rebound may last longer than expected, citing shri…
Elon Musk lowered his expectation for SpaceX Starship launches next year, and he and Nvidia CEO Jensen Huang d…
Morgan Stanley says AI shopping agents could turn car buying into a contest of best offers, with brand names a…
SpaceX stock rose 6.1% through 11 a.m
AI skeptic Ed Zitron called private credit funding the AI data-center boom a "brewing crisis," and Amazon is c…
Google Cloud revenue grew 82% to $24.77B on Alphabet's TPU-powered stack, while NVIDIA's revenue rose 105.8% a…
An investor gave AI agents $500 each and the same daily prompt—'Make as much money as you can'—and they bought…
Palantir partnered with Armada to expand its sovereign AI strategy from software into physical computing infra…
Nvidia is this analyst's top AI stock pick for October
SoftBank shares posted their first monthly gain in four months in September, rising 24% in four weeks, after O…
Prime Capital Financial's Will McGough urged investors to look past NVDA's market cap and focus instead on its…
Broadcom plans to lend Anthropic up to $42 billion to lease its chips, Reuters reported, a chipmaker financing…
Bloomberg reported that Anthropic's IPO is expected in mid-November or later, pushing back the timing of the A…
Intel's stock is up 34.3% over the past 30 days and 205.3% year to date, with a 1 year total shareholder retur…
Applied Materials reported record revenue for its fiscal third quarter on Aug
Wells Fargo upgraded Consolidated Edison (ED:NYSE), framing the utility as a buffer against rotation out of th…
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60,000+ monthly readersMarvell Technology trades at 25.1 times sales versus 3.0 times for the S&P 500, with 79% of fiscal Q2 2027 rev…
Berkshire invested an additional $10 billion in Alphabet via private stock purchase, buying $5 billion of Clas…
Sell ratings are 13.1% of 61 analyst recommendations on Tesla — the lowest share since April 2023, down from a…
Amphenol's second-quarter sales of $8.8 billion rose 55% year over year, adjusted EPS of $1.35 jumped 67%, and…
MarketWatch published a list naming Meta and ServiceNow among nine tech stocks that could lead the next leg of…
Meta's Muse shopping agent reached 560,000 daily active users in 11 days, Truist cut price targets on Booking…
Vertiv Holdings agreed to acquire Utility Innovation Group for about US$1.45 billion in cash plus up to US$1,1…
A stock screener highlighted Western Digital (US$12.9b HDD revenue, US$163.6b market cap) and Lumentum Holding…
Credo Technology Group reported FY 2026 revenue of nearly $1.3 billion, up roughly 205.7%, while Arm's FY 2026…
Nvidia reported $96.22 billion in revenue, up 105.8%, while CoreWeave posted $2.58 billion revenue, a $104 bil…
Pershing Square sold its entire Alphabet stake and topped off Microsoft while it sat about 20% below its Q2 hi…
Bull Theory said in an X post on Wednesday that a Republican loss in the November midterms could be the "trigg…
Three Berkshire holdings — Coca-Cola (9.8%), Alphabet (10.2%), and Apple — now represent 41.7% of the conglome…
KLA shares closed at $196.53, up 3.89% in a day and 11.96% over 30 days, after a 26.17% drop over 90 days
Seeking Alpha published an analysis of KLA Corporation (NASDAQ:KLAC) arguing that the company has strong AI ex…
Analog Devices issued US$3.00 billions of unsecured senior notes in four maturities in September 2026, with co…
Finbold's AI powered prediction tool averaged a Boeing stock price target of $184.83 for October 31, a 1.55% d…
Simply Wall St's DCF model estimates Corning is about 22% undervalued versus its $158.71 share price, using tr…
HPE raised its guidance, and its stock has surged 165% in 2026, helped by merger synergies with Juniper and AI…
Micron (MU) reported a Q4 earnings beat
Micron Technology said on September 30 that revenue for the September-November 2026 quarter is expected to be…
Rosenblatt raised its Amazon price target to $360 from $335, kept a Buy rating, and called concerns that AI sh…
Gabelli Dividend Growth Fund started a 1.2% position in Microsoft Corporation (NASDAQ:MSFT) near its 52-week l…
Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google over…
BofA lifted its NetApp price target after attending INSIGHT 2026, per TheFly, assigning a higher valuation mul…
Oracle invoked "force majeure" to delay payment on its Project Jupiter data center, and its 2056 bonds then tr…
Palantir Technologies' DCF model puts its $186.97 share price broadly in line with estimated intrinsic value…
Warby Parker shares jumped 10.4% in the afternoon session, extending a run driven by its partnership with Goog…
A writer tested TypeSafe AI's Jev, a judgment model that returns choices, scores, or Yes/No probabilities in 0…
Investor's Business Daily named Amphenol (APH) its Stock of the Day, citing a 59% gain, a 98/99 Composite Rati…
Simply Wall St's infrastructure-focused AI screener named Arista Networks, Lumentum Holdings and Vertiv Holdin…
Insurify blocked Meta's Muse AI agent from its comparison platforms on Sept
Corning stock is soaring, and Barron's links the rally to AI data demand
The author names GE Vernova his top AI power stock, citing a backlog that grew 37% year over year to $176.3 bi…
The Dow Jones index dropped Tuesday, and the Nasdaq finished in the red, as oil prices slid and Treasury yield…
Palantir's stock fell as CEO Alex Karp entered Washington's fight over AI guardrails
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