The Dow Jones index rose Thursday after surprise inflation data, while Nvidia, Micron and AMD sold off on AI f…
Anthropic said third-quarter revenue grew more than threefold versus the first three months of the year, and T…
An unnamed early Anthropic investor told Fortune he expects the IPO priced near $1.8 trillion, then a trading…
TSMC said July–September 2026 revenue rose 50.9% year on year to NT$1.4942 trillion (¥7.32 trillion), while ne…
TSMC's July-September net profit rose 68.7% year-on-year to a record NT$763.1 billion, beating analyst estimat…
ByteDance is reportedly closing in on a pact with MediaTek for AI data center chips, a deal that would put the…
The Nikkei 225 fell more than 5% Thursday, hitting a low of 64,092.74
Anthropic reported quarterly revenue of $16.8b and moved into profit, and the piece flags Broadcom and ACM Res…
The Dow, S&P 500 and Nasdaq declined on Wednesday as red-hot inflation data, triggered by soaring energy price…
Caterpillar stock sits 30% below its record, Quartz reports, weighed down by concerns over oil, rates and AI
Barclays downgraded Dell, HPE and NetApp to the equivalent of a hold from buy, saying it hasn't seen a "meanin…
According to Bloomberg.com, Caterpillar shares could be heading for a 30% slump, as indicated by the title "Ca…
CoreWeave stock slumped, and the same worries hit GE Vernova and other AI plays, Barron's reported
Broadcom CEO Hock Tan said AI growth faces a capital hurdle and described a "casino" element in AI investing
Vertiv's second-quarter 2026 net sales rose 24% year over year with a 22.6% adjusted operating margin, while A…
The Nikkei average fell nearly 2,000 points, with AI semiconductor stocks facing selling pressure
The Fed's staff estimated AI-related demand contributed +1.18% to US real GDP growth in Q1 2026, 56.2% of the…
A new report says Nvidia's share of AI chips in China's data center market fell 34% in the first half of this…
The stock market tested key levels on Federal Reserve and AI fears
Nebius' Q2 revenue rose 454% year over year, and analysts expect Q3 and Q4 growth of 519% and 540% year-over-y…
ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx
A Market Hang panel including Gerber Kawasaki CEO Ross Gerber, Yahoo Finance's Julie Hyman, Business Insider's…
Meta stock is riding the wave of excitement over Muse
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60,000+ monthly readers24/7 Wall St. rates Broadcom a BUY with a $429.85 target, implying 18.89% upside from its $361.54 close and 90…
ASML's CEO said AI demand would outstrip supply for years to come, after Europe's most valuable company report…
Wells Fargo's Ohsung Kwon says combined revenue growth at OpenAI and Anthropic is slowing even as token usage…
Thiel Macro, Peter Thiel's investment company, holds 42% of its portfolio in two AI stocks: Amazon at 28% and…
ASML raised its sales forecast for a third time, but Q3 revenue missed expectations, sending the stock lower a…
NVIDIA may expand its stake in Reflection AI, an open-weight AI startup, a step linked to NVIDIA pushing furth…
ASML and TSMC report results this week, after chip stocks fell for six straight days
SoftBank promised its highest-ever yields in a record $11 billion junk-bond offering, adding to a surge in cor…
A Qiita tutorial shows how to pull stock data with yfinance, clean news text with nltk, classify sentiment wit…
Coherent returned 135.4% in the twelve months to October 12, 2026, versus 17.3% for the S&P 500
Bloomberg reports that Blackstone's AI Data Center Deals Are Looking Shaky
BofA Securities said Amphenol should post Q3 revenue of $9.62 billion and EPS of $0.73, above consensus of $9.…
Barron's published a piece arguing that Marvell's stock, which has been on a bad run, can revive on Microsoft'…
UBS analysts found Walmart was often the "default answer for everyday consumption" in AI tools, and a Gartner…
Terafab, Musk's proposed Texas chip facility for Tesla and SpaceX, has $16.8 billion committed for phase one
Fast Retailing (Uniqlo) set a record profit, lifted by double-digit sales growth in Europe and the US, cementi…
The stock market edged lower Tuesday, but Meta and AMD led five buys
Micron and Western Digital shares dropped for a second straight day
Cathie Wood sold Meta shares in her portfolio, a surprising move that came as Mark Zuckerberg launched new AI…
Dan Ives named Nvidia, Microsoft, Palantir, Apple and CrowdStrike his top tech picks for 2027, all rated Outpe…
Inan Dogan, Insider Monkey's cofounder and research director, says he added Bumble (BMBL) to the newsletter's…
Alphabet guided 2026 capex of $175 billion to $185 billion and Amazon plans roughly $200 billion; Google Cloud…
Tech stocks fell on concerns the historic surge in AI-related shares may be turning, as investors questioned f…
Tesla closed at $382.70 on Oct
South Korea's Kospi index sank more than 5% amid a sell-off in semiconductor shares
Gerald Yin, chairman and general manager of Advanced Micro-Fabrication Equipment (AMEC), warned of a potential…
Navitas introduced a 24 kW Nvidia AI power board aimed at 97% efficiency, a new power system for AI data cente…
Micron and Nvidia stock led the AI trade lower Monday
On October 8, the Financial Times reported OpenAI's annualized revenue was about $50 billion, roughly $20 bill…
Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan said at a Singapore financial conference that access to capital…
An analyst rated Alphabet the better 2026 buy over Meta, citing its latest quarter's 24% revenue growth and Go…
Analysts frame Ciena as a prime AI infrastructure beneficiary, citing aggressive cloud provider and neo-scaler…
Citi named Constellation Energy the top retail electricity company positioned to handle potential AI-driven di…
In early October 2026, venture capitalist Paul Kedrosky called Oracle financially exposed to an AI downturn, p…
BofA analyst Tal Liani double-upgraded Salesforce to buy from underperform and set a price target of 285, as t…
Analog Devices shares gained 80.16% over the last 12 months, beating Texas Instruments' 67.85% and Microchip T…
A Simply Wall St Discounted Cash Flow analysis, using roughly $4.7b in trailing twelve-month free cash flow an…
Amphenol, a supplier of components used in AI infrastructure, just hit a new all-time high in its stock price
Bank of America analyst Tal Liani upgraded Salesforce to Buy from Underperform and raised his price target to…
Seeking Alpha published a piece titled "Charles Schwab Earnings And Long-Term AI Tailwinds (NYSE:SCHW)" coveri…
Bank of America said an AI pivot will drive Salesforce shares higher
Navitas Semiconductor announced a strategic collaboration with Nvidia to develop a 24-kilowatt power delivery…
Shopify's shares rose after Deutsche Bank said the company stands to win big from agentic commerce over the lo…
In September, ASML announced expanded collaborations with Intel Foundry, Samsung, and TSMC for its High-NA EUV…
AMD has multi-gigawatt, multi-generation Helios rack-scale AI system commitments from large customers includin…
A columnist argues Microsoft's 4% drop from its 52-week high is a chance to buy more, pointing to Azure demand…
Amazon is reportedly nearing a $7 billion deal to acquire AI startup Decart AI, after Anthropic walked away fr…
Qualcomm's stock rose 40% over the past five years, while Nvidia rallied about 1,000% and Broadcom 630%, yet Q…
On the September 28 Mad Money episode, Jim Cramer pointed to Advanced Micro Devices' roughly 13% gain the prio…
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