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Small-cap stocks are surging, but how you own them matters more than most investors realize.

U.S. stocks rose and the S&P 500 closed at a record high after a report of moderated wholesale inflation eased interest-rate fears.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

<p>At a gathering of 50 investment wonks, AI presented a paradox.</p>

SCHD and VIG both promise dividend income but take opposite approaches to delivering it, and with the 10-year Treasury pressing near 4.7%, the gap between their strategies has never mattered more for income investors heading into 2026.

Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.

Wayfair stock has rebounded over the past few years, yet investors now face a split verdict on value, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a large discount while market based multiples suggest the shares are not cheap. Wayfair shareholders have seen the stock decline 63.3% over the past 5 years, which keeps long term returns under pressure even after the more recent recovery. The recent lift in higher end brands and store expansion can support...

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.

Private equity firm Silver Lake is reportedly in discussions to acquire cloud software pioneer Workday in what could become one of the largest tech buyouts ever.

Workday stock soared on Thursday a report that private equity firm Silver Lake is in talks to buy the human resources software maker.

Workday stock surged after a report of a possible takeover by private equity firm Silver Lake.

Sandisk Stock Jumps as New Forecast Points to Strong Growth and Cash Flow

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

Micron and Sandisk are primed to skyrocket.

Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.

Investor Day targets 50% free-cash-flow margins.

CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.

Strong AI demand may already be priced in.

Fidelity's broad, low-cost index approach goes head-to-head with an actively managed, mission-driven healthcare fund.

Investing.com -- Workday (NASDAQ:WDAY) shares surged 25% Thursday afternoon following a Reuters report that private equity firm Silver Lake is in talks to acquire the company.

Best Buy (NYSE: BBY) appointed Anne Bramman as Chief Financial Officer as part of a broader leadership reshuffle. The move follows an interim period when CEO Corie Barry also served as acting CFO. The announcement comes during Best Buy’s ongoing transition to incoming CEO Jason Bonfig. Consider looking at other companies going through leadership transitions alongside 19 top founder-led companies. NYSE:BBY 1-Year Stock Price Chart Best Buy operates as a specialty retailer of technology...

Citizens JMP Securities upgrade of Okta points to growing demand for securing AI agents as a key near-term catalyst ahead of the company’s Aug. 26 earnings report.

IREN shares surge after Microsoft accepts first Texas AI cloud installation

Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.

Coherent recovered from an early decline as accelerating data-center sales and stronger margins reinforced its role in AI connectivity.

The stock's valuation isn't all that high given its growth and dominance in the streaming industry.

Oracle shares rally as Amazon partnership targets growing AI workloads

Norway's sovereign wealth fund valued its Alphabet position at 499 billion kroner, placing Google's parent above Microsoft and Amazon.

Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...