Investor's Business Daily's stock screener identified a dozen names near buy points, including four notable st…
BlackRock's head of global technology, Tony Kim, returned from his 13th annual tech tour across San Francisco…
On theCUBE Pod, analysts Dave Vellante and John Furrier debated whether artificial intelligence spending repre…
Groq, an AI inference startup, raised $350 million at a $3.5 billion valuation in a round led by Disruptive an…
Bank of America downgraded Broadcom's bonds after the chipmaker, alongside Apollo Global Management and Blacks…
Brookfield Asset Management CEO Bruce Flatt told CNBC this week that the constraint on AI infrastructure is no…
Nvidia is reportedly providing $105 billion in financing for an OpenAI data center
Anthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, a sharp jump from the $47 billio…
AI infrastructure providers CoreWeave and Nebius are commanding higher prices for GPU capacity as demand conti…
Meta and BlackRock's roughly $14 billion data center project in El Paso, Texas has potential insurance coverag…
Advanced Micro Devices Inc
Wells Fargo upgraded Okta to Overweight from Equal Weight with a $180 price target
Nvidia is in talks to invest as much as $3 billion in SB Energy, a SoftBank subsidiary building a large data c…
Vertiv posted Q2 revenue of $3.27 billion (up 24.1% YoY) with adjusted operating margin expanding 410 basis po…
Micron Technology reported $41.5 billion in total revenue for Q3 fiscal 2026, up 346% year over year, driven b…
Netlist filed a complaint at the International Trade Commission naming Super Micro Computer, Micron, Hewlett P…
HIVE Digital Technologies signed a five-year, $350 million GPU cloud services agreement through its BUZZ High…
Tiger Global, a major investment firm led by Chase Coleman, sold stakes in Nvidia, Microsoft, and Alphabet whi…
Berkshire Hathaway dramatically expanded its Alphabet stake in a single quarter, prompting 24/7 Wall St
Nvidia announced a $1.5 billion investment in SB Energy, a data center developer backed by SoftBank and OpenAI…
OpenAI signed a 20-year lease with SoftBank subsidiary SB Energy for the "PORTS-Pike" campus in Ohio, providin…
Ennoconn, an industrial PC supplier, reported second-quarter revenue of NT$48.38 billion (approx
Meta Platforms is using residual value guarantees—a financing structure that keeps certain liabilities off its…
Super Micro Computer shares jumped about 25% last week after the company forecast fiscal 2027 revenue of $65 b…
Oracle closed Q4 FY2026 with $638 billion in Remaining Performance Obligations (contracted, committed revenue)…
HIVE Digital Technologies' subsidiary BUZZ High Performance Computing signed a five-year agreement valued at a…
Semiconductor companies have collectively participated in startup funding rounds valued at over $250 billion s…
Zacks Equity Research named EMCOR Group, Inc
Stanley Druckenmiller's Duquesne Family Office sold 23,400 shares of Micron Technology and 411,400 shares of I…
EMCOR Group, an electrical and mechanical contractor, posted a strong beat-and-raise second quarter at the end…
Nvidia and OpenAI are finalizing a deal to finance a data center in Ohio, with Nvidia's financial guarantee re…
Nvidia is in discussions to invest up to $3 billion in SB Energy, a SoftBank-backed firm building a data cente…
Palantir Technologies trades at roughly 150 times earnings, with shares near $174 valuing the company at $418…
Anthropic and OpenAI are both posting sharp growth, gaining enterprise customers, and preparing for potential…
Dan Niles, a prominent AI investor, stated that the rally in AI infrastructure spending will continue for at l…
Nvidia signed memorandums of understanding with six major Wall Street firms—Apollo Global Management, Blacksto…
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30,000+ monthly readersA Wall Street Journal analysis reveals that major technology companies' disclosed AI capital expenditures unde…
AMD priced a $4.75 billion bond offering—the chipmaker's largest-ever U.S
Unique Opto-Electronics reported first-half 2026 profitability above 2025 levels, driven by stronger demand ti…
Solomon Technology Corporation posted record quarterly profit in Q2 2026, driven by a surge in orders for AI v…
An AI-driven software company has achieved a Rule of 40 score comparable to Palantir Technologies, while tradi…
Elon Musk committed SpaceX exclusively to NVIDIA GPUs, set a target of 10 gigawatts of AI compute by end of 20…
Advanced Micro Devices (AMD) faces a restructuring server CPU market driven by AI computing demand, with signi…
CrowdStrike expanded its Project QuiltWorks program to small and mid-sized businesses worldwide through major…
Arista Networks (ANET) stock rose 4.4% on August 12, 2026, following the company's August 4 release of second-…
S&P Global stock rose approximately 1.7% Thursday after Pershing Square disclosed a new position, arguing that…
Three AI healthcare companies—Pfizer (market cap US$152.7b), Tempus AI (US$9.4b), and Stryker (US$130.1b)—have…
Micron Technology announced the Micron Ventures Paradigm Fund, a $250 million investment vehicle designed to p…
Lam Research announced plans to invest more than $3 billion over the next five years to expand its global rese…
Morgan Stanley strategists report that 87% of S&P 500 companies beat earnings expectations in the second quart…
Caterpillar, the heavy equipment manufacturer, is experiencing strong demand tied to what the company describe…
Broadcom and AMD have both outpaced the S&P 500 year to date, with AMD delivering 50% year-over-year revenue g…
Bill Ackman's Pershing Square hedge fund has disclosed a new position in Mastercard
Citi and Goldman Sachs both raised their price targets for Palo Alto Networks (PANW), citing strong demand for…
Microsoft reported that its Azure cloud business generated $100 billion in annual sales for the first time in…
Meta spent $30 billion on capital expenditures last quarter and plans to spend $130 billion to $145 billion fo…
The Valkyrie Bitcoin Miners ETF (WGMI) has gained 97% over the past year even as bitcoin itself lost 46% of it…
Stanley Druckenmiller's Duquesne Family Office disclosed new positions in Broadcom (roughly 195,955 shares wor…
Alphabet increased its full-year capital expenditure guidance to as much as $205 billion and reported that Goo…
Major cloud providers are reporting accelerating revenue growth
The article compares three dividend ETFs—FDVV, DGRW, and BALI—that all hold major AI stocks (NVIDIA, Microsoft…
Apple is taking a focused approach to AI by integrating Apple Intelligence into existing products rather than…
Nvidia, Micron, Taiwan Semiconductor, Broadcom, and AMD have all posted gains of 300% or more over the past th…
Newsmax reported its first profitable quarter as a public company, with net income of US$2.9 million, alongsid…
Strategist Dhaval Joshi argues the AI market is experiencing rapid boom-and-bust cycles across sectors rather…
Amazon Web Services posted 37% revenue growth in the third quarter, up from roughly 20% in prior years, outpac…
Analysts have raised price targets for Amazon to the US$320 to US$365 range, citing strong AWS (Amazon Web Ser…
Brookfield Corporation has completed acquisitions that expand its life and annuity insurance operations and an…
Parnassus Core Equity Fund sold its Salesforce holding in Q2 2026, citing declining conviction in horizontal a…
AppLovin reported a net income margin of 66% for the quarter ended June 30, 2026, and second-quarter revenue o…
Gilead Sciences announced a collaboration with Nucleai, which uses AI-powered tissue analytics for antibody dr…
Verizon Communications signed a more than $1 billion agreement with Google under which Google will use Verizon…
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