Actualités

Chip prices can keep climbing, but which way will the stock move?

It posted a very convincing double beat on analyst estimates for its second quarter.

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia’s balance sheet. This positions BlackRock not only as an asset manager but also as a central architect of an emerging AI...

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

One of these companies earned $160 billion during that stretch. It isn't the one with the bigger gain.

Elon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.

A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.

He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

Its second-quarter net loss deepened considerably.

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

The government seeds your newborn's investment account with what looks like a nearly free S&P 500 ETF, but the fund fee is the smallest number on the bill. The real costs are buried in decisions the account made for you before your child took a first breath.

AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.

At a recent all-hands meeting, Elon Musk told SpaceX employees that the rocket business they work for is quietly transforming into something far more valuable, and he named a specific month when the shift becomes impossible to ignore.

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

A media company burning through cash, a flying taxi startup making a costly bet, and a sector-wide selloff converged on Wednesday to punish three small caps hard. Here is what drove each name lower and what traders are watching next.

The Russell 2000 is having a standout year, but IWM holders collecting less than 1% in yield are watching a weekly-paying rival nearly match the rally while depositing a very different kind of paycheck every Friday.

Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.

Moby summary of Liquidia Corporation's Q2 2026 earnings call

Moby summary of Amcor plc's Q4 2026 earnings call

Moby summary of Riskified Ltd.'s Q2 2026 earnings call

Moby summary of Annexon, Inc.'s Q2 2026 earnings call

Moby summary of LiqTech International, Inc.'s Q2 2026 earnings call

Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

The fast-casual chain's revenue is already rebounding from the Cyclospora scare.

Falling AI costs may favor companies with massive distribution

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. The chip designer ​is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a ‌dinner plate containing trillions of ⁠transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.