Vertiv Holdings is set to acquire Utility Innovation Holdings for up to $2.6 billion, a deal that may support…
Barron's published a stock-picking piece naming CrowdStrike and Palo Alto Networks among five cybersecurity st…
The Motley Fool's analyst said he would prioritize SK Hynix over Advanced Micro Devices for 2026, pointing to…
Nvidia CEO Jensen Huang now shapes how President Trump talks about regulation, export fees, and China trade, a…
Caterpillar's power & energy segment grew 17% year over year in Q2, and construction revenue rose 35%, leaving…
A prediction piece says Anthropic's IPO is expected to value it at $2 trillion, with Amazon holding an approxi…
Anthropic is reportedly pushing its IPO from October to November 2026, with advisors saying it wants strong Q3…
Washington revived its AI and defense infrastructure push, with plans for an "AI Force" and an AI tsar
This comparison of Arm Holdings and SK Hynix concludes SK Hynix is the better stock to buy
Yardeni Research says the AI risk debate has moved from hypothetical extinction scenarios to evidence that cap…
In fiscal 2026, Aehr posted $50.0 million revenue (down 15.2%), a $7.1 million net loss, and negative $5.4 mil…
Yahoo Finance compared Nvidia and Micron and picked Micron as the better AI stock for 2027, citing Micron's ma…
Citi forecasts HBM bit demand rising 62% to 75.2 billion gigabits in 2027 and another 69% to 127.0 billion gig…
Lam Research posted record fiscal 2026 results with higher margin targets and richer dividends
Berenberg lifted its Lam Research price target to $420, flagging wafer fab equipment spending rising toward $1…
On September 15, Tigress Financial reiterated its Buy rating on Intel and raised its price target to $145 from…
KLA says demand is rising for its AI-focused process control tools as chipmakers invest in 2 nm, EUV, HBM and…
At Citi’s 2026 Global TMT Conference in New York, Amphenol said its AI-related revenue run rate is roughly $10…
Simply Wall St's DCF model puts Arista's latest twelve month free cash flow at about $5.2b and its 2030 projec…
Vertiv Holdings, ticker VRT, is seeing a booming business, per Motley Fool contributor Parkev Tatevosian's Sep…
Jim Cramer issued an unmistakable 2026 must-buy call on an AI stock, as reported by thestreet.com
Corning signed a multibillion-dollar fiber deal with Verizon, covering AI and broadband
Nebius Group, DataMEDS AI, Boeing, Generac Holdings and Delixy Holdings are the five companies named in the ar…
Dario Amodei, who leads Anthropic, called for slowing the pace of AI development, and Kioxia Holdings shares b…
simplywall.st reports that OpenAI's postponed IPO is casting doubt on the bull scenario investors had built fo…
Energy Transfer and Kinder Morgan are supplying gas to AI data centers and power producers, and a roughly $141…
JPMorgan Chase analyst Richard Choe upgraded Iren from a sell equivalent straight to buy, skipping hold, and r…
SpaceX raised nearly $86 billion and reached a $2.7 trillion valuation at its IPO, then fell below its $150 op…
Ray Dalio said in August on The Diary of a CEO that AI shows "classic signs" of a bubble, citing the S&P 500 C…
A Yahoo Finance article says news that Google's Gemini can autonomously hack real companies moves cyber insura…
Broadcom reported record quarterly revenue of $29.6 billion for its fiscal Q3 ended Aug
A contributor compared Aehr Test Systems and Super Micro Computer and picked Super Micro, whose FY 2026 revenu…
Broadcom CEO Hock Tan told Jim Cramer on Mad Money that demand for AI compute infrastructure for development a…
Netskope shares rose nearly 19% this week, helped by an overweight rating and $21 per share target from Stephe…
Twist Bioscience signed an agreement to provide antibody characterization data and services to Eli Lilly's AI/…
International Business Machines trades at US$237.75, below its discounted cash flow value, as an investigation…
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60,000+ monthly readersThe RTX 5090, launched at $1,999, now costs over $6,000 at US retailers, with third-party listings above $9,00…
Morgan Stanley boosted its revenue outlook for Tempus AI, and the company's stock climbed roughly 30% this wee…
Amphenol's IT datacom reached 43% of Q2 2026 sales, up 89% year over year, with AI revenue at a roughly $10.5-…
CrowdStrike and SailPoint each gained 15% since Monday, Palo Alto Networks rose 10%, Okta added 9%, and the Fi…
The Motley Fool predicted Arista Networks and Synopsys are the AI stocks to buy and hold for the next decade…
Morningstar raised its fair value estimate for Keyence to JPY 77,000, citing another AI-boosted earnings cycle…
The Zacks Research Daily featured new reports on AMD, Linde and Amgen, whose shares have outperformed their in…
Tigress Financial Partners analyst Ivan Feinseth reiterated a Strong Buy rating and raised his Alphabet price…
Brad Gerstner, founder of Altimeter Capital, said leading AI labs must raise their combined annualized revenue…
Meta Platforms shares are up 24.34% over the past month, as Muse became the #1 app in the App Store one week a…
Broadcom, Meta Platforms, and Microsoft are all trading around breakeven for the year
Anthropic CEO Daniel Amodei called for slowing the pace of AI development, and Kioxia Holdings shares briefly…
Abel more than tripled Berkshire's Alphabet stake in the first quarter and added another $17 billion in the se…
CoreWeave launched a US$3 billion convertible bond sale, letting buyers turn those bonds into shares, as it sh…
Leaders of Anthropic, OpenAI, SpaceX and Google DeepMind called for self-regulation checks that give AI models…
Palantir Technologies drew fresh focus after AI-focused partnerships with Method Security, NVIDIA and Nebius…
Morgan Stanley analyst Matthew Cost began covering Booking Holdings with an Overweight rating and a $230 price…
Dell reported Q2 FY27 revenue of $46.97 billion, up 57.75%, AI-Optimized Server revenue doubled to $16.40 bill…
OpenAI revealed six incidents it called 'concerning', Barron's reported, as shares of Marvell and other AI sto…
On Nvidia's fiscal second-quarter earnings call, CFO Colette Kress said the company sees "extreme pricing cond…
Ibiden, whose shares rose tenfold in a year and a half and which holds nearly 100% share of Nvidia GPU package…
PayPay Securities said Kioxia Holdings ranked #1 among domestic stocks by trading value bought on its platform…
Renesas, whose DRP-AI accelerators span 0.5TOPS to 80TOPS, partnered with autonomous-driving software maker ティ…
Iwai Cosmo Securities senior analyst Kazuyoshi Saito dismissed bubble fears in AI and semiconductor shares, sa…
Camtek, which holds about 60% market share in advanced packaging inspection and metrology, said CEO Rafi Amit…
Rosenblatt Securities analyst Sajal Dogra raised his Broadcom price target to $600 from $500 with a Buy rating…
Bloomberg reported that Crux AI, Blackstone and Alphabet's cloud venture, is set to receive $22 billion in chi…
According to the S&P 500's Shiller Price-to-Earnings (P/E) Ratio, this is the second-priciest stock market in…
Fed Chair Kevin Warsh told reporters that hyperscalers 'out in the market raising funding' are part of why the…
NBIS stock rallied after the neocloud operator hiked its prices, and peers IREN and CRWV jumped as well
Dell took almost $61 billion in AI server orders last quarter and ended with a $95 billion backlog
Alphabet is Berkshire's growth pick — nearly 106 million shares bought across its two tickers, lifting its por…
Dell Technologies and Axelera AI announced a collaboration on the new Europa AI Processing Unit architecture f…
Western Digital fell 4% despite its AI storage pitch; Seagate dropped 5%, Micron held steady
On September 13, Anthropic CEO Dario Amodei urged adjusting the pace of cutting-edge AI development so safety…
On September 13 Anthropic CEO Dario Amodei urged adjusting the pace of AI development so safety measures can c…
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