Analysts have lifted Western Digital's fair value estimate from $584.79 to $662.13, reflecting stronger expect…
Honeywell reported strong order momentum across regions and announced multi-year financial targets centered on…
As AI innovation accelerates, data centers are moving away from traditional copper wiring to faster, more ener…
AMD lifted its 2025 revenue guidance after posting strong quarterly results driven by artificial intelligence…
Mastercard announced a series of initiatives in recent weeks, including an expanded Emburse collaboration, a F…
Caterpillar delivered Q2 2026 earnings and revenue that surpassed expectations, with revenues of $20.5B (up 23…
On August 11, Eli Lilly committed to deploying Veeva Vault CRM globally
Salesforce surged over 4% Thursday after JPMorgan analyst Samik Chatterjee initiated coverage with an overweig…
Amazon and Alphabet both posted strong profits, driven by cloud computing revenue tied to AI workloads—revenue…
SK Hynix, a Korean semiconductor giant historically traded on South Korean exchanges, has emerged as the domin…
Goldman Sachs is in talks with banks, asset managers, insurers, and private credit firms to channel capital in…
Dell Technologies has been selected to provide a secure research platform for a Texas academic initiative focu…
AMD revealed a stake of roughly 3.3 million SpaceX shares worth more than $565 million in mandatory 13F filing…
SanDisk's strategic focus on AI storage solutions has driven significant trading activity in the Tradr 2X Long…
Nvidia and Broadcom are providing what's called "residual value" support — financial backstops that don't appe…
The Shiller P/E ratio has reached 42, its highest level since the dot-com boom, driven by AI stocks
AMD revealed a roughly 3.3 million share stake in SpaceX worth more than $565 million through August 13F filin…
Cisco reported $17.3 billion in Q4 FY2026 revenue (August 12) with networking segment growth of 28% YoY and Q4…
Nvidia's filing disclosed a SpaceX stake worth roughly $21 billion at the end of the second quarter
Taiwan Semiconductor Manufacturing (TSMC) is positioned to capitalize on surging AI chip demand by manufacturi…
Nvidia is reducing its financial guarantee for OpenAI's data center project from the originally planned $250 b…
Anthropic reported preliminary second-quarter revenue of more than $11.5 billion, up from $787 million in Q2 2…
An investment analyst has identified three AI-related semiconductor stocks—Nvidia, Micron Technology, and SanD…
Alphabet (NASDAQ: GOOG) and Oracle (ORCL) are the third- and fourth-largest cloud infrastructure companies glo…
Block reported second-quarter adjusted earnings of $1.02 per share on Aug
Hut 8 CEO Asher Genoot has drawn a parallel between the current buildup of AI computing capacity and historica…
Super Micro Computer reported more than $60 billion in new orders during its fiscal fourth quarter (up more th…
Taiwan Semiconductor Manufacturing Company (TSMC) has surged nearly 80% over the past year, pushing its valuat…
SpaceX reported 247% revenue growth in its AI segment in Q2, driven by cloud services deals with Alphabet and…
Elon Musk has admitted he was wrong about Anthropic's potential in AI, after calling the startup unlikely to l…
Amkor Technology's board approved a quarterly cash dividend of US$0.08352 per share, payable September 22, 202…
Heartflow, a medical diagnostics company, raised its full-year 2026 revenue forecast to $246 million–$250 mill…
Applied Digital (NASDAQ:APLD) stock rose 5.4% in afternoon trading after the company reported strong earnings…
JFrog reported Q2 2026 revenue of US$163.77 million with a sharply smaller net loss and raised full-year guida…
Meta's fair value estimate was trimmed from approximately US$828.80 to approximately US$754.10 in updated anal…
Nvidia has reduced its planned financial backstop for an OpenAI data center project in Ohio to less than $120…
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30,000+ monthly readersMicrosoft, Amazon, Alphabet, and Meta reported roughly $170 billion in combined capital expenditures this earn…
On the August 12 episode of Mad Money, Jim Cramer highlighted CoreWeave's "monster quarter" as proof that olde…
Researchers released The Commons, an experimental framework testing whether language-model agents can inherit…
Polen Capital Management highlighted GE Vernova (NYSE:GEV) as a new position in its Q2 2026 investor letter, c…
BigBear.ai, an AI software provider to U.S
Dell's latest earnings results demonstrate robust demand for AI hardware, signaling continued strength in the…
SanDisk stock topped the S&P 500 today, with analysts rallying behind the company's expansion into artificial…
Applied Materials reported Q3 2026 earnings that exceeded expectations, driven by strong demand for semiconduc…
Goldman Sachs analyst Jessica Rindels estimates U.S
Bank of America flagged that Broadcom's chip-financing vehicle could reach $370 billion of senior debt by mid-…
Broadcom's stock price dropped 6% amid concerns about $370 billion in AI-related debt and its impact on the co…
S&P Global, the financial data and analytics company, is characterizing concerns about AI disintermediation —…
Amphenol's IT datacom business, which accounted for 43% of second-quarter 2026 sales, grew 89% year over year…
AppLovin reported $1.9 billion in Q2 2026 revenue but saw its stock drop to a 52-week low of $303.17 on August…
AppLovin reported Q2 2026 revenues of $1.9B, up 52.82% year-over-year, driven by its AI-powered recommendation…
An investment analysis identified Corning, Eaton, and Amphenol as three large-cap stocks positioned to benefit…
The article identifies Amazon, Tesla, Honeywell, and Intuitive Surgical as Nasdaq-100 companies leveraging AI…
Aoris International Fund highlighted Amphenol Corporation (NYSE:APH), a manufacturer of electrical and fiber o…
Corning stock rose 4.4% on August 14, 2026, rebounding after a sharp selloff that followed the company's late-…
NVIDIA announced a financing initiative involving Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, an…
Nvidia CEO Jensen Huang convened partners including BlackRock, Apollo, and Blackstone for a new $500 billion i…
Nvidia CEO Jensen Huang convened partners including BlackRock, Apollo, and Blackstone for a new $500 billion i…
Semiconductor and AI equipment stocks jumped after Super Micro Computer reported earnings per share 84% higher…
Shares in Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA Corporation jumped in afternoon tra…
The Dow Jones index fell on Friday following soft economic data
Broadcom Inc. fell about 5.5% on Friday as investors pulled back from technology stocks after the S&P 500 reac…
Broadcom stock fell 6% to $390.69 after Bank of America flagged a $370 billion estimate for the company's off-…
Comfort Systems USA, an engineering and construction contractor specializing in plumbing, HVAC, and electrical…
NVIDIA unveiled a roughly $500 billion compute financing plan to support AI infrastructure buildout, according…
IBM announced a partnership with OpenAI and a multi-year US$240 million agreement with Together AI to deploy N…
Space Exploration Technologies Corp (SpaceX) has entered the top five of Robinhood's Investor Index (ranked No
Micron's quarterly revenue jumped from $11.3 billion in Q4 2025 to $41.5 billion in Q3 2026, driven by soaring…
Steve Eisman, the investor known for shorting subprime mortgages, told CNBC that OpenAI and Anthropic represen…
OpenAI's annualized revenue run rate has passed $40 billion, roughly doubling from late 2025, according to Blo…
OpenAI's annualized revenue is set to top $40 billion, according to Bloomberg, positioning the ChatGPT maker f…
Anthropic is pursuing an initial public offering at a reported $2 trillion valuation—equivalent to Amazon's cu…
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