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SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing to do with GPU contracts, and everything to do with where SpaceX is actually headed.

Latest filings show the Bill & Melinda Gates Foundation Trust opened a new position in Home Depot (NYSE:HD), worth about $353 million, during the second quarter. The stock is down about 15% over the past year. What’s plaguing HD? High mortgage rates and inflation pressures are causing lower new home construction and renovation projects. This […]

PENN Entertainment delivered results for Q2 that met Wall Street’s revenue expectations and produced a significant upside in non-GAAP earnings per share, prompting a positive market reaction. Management emphasized the strength of the retail casino segment, highlighting record revenues driven by recently completed property development projects and increased demand from mid- and high-value customers. CEO Jay Snowden cited broad-based momentum, noting, “Our best-in-class property level management t

Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...

Cisco just posted a networking super cycle quarter while Broadcom reported AI semiconductor numbers that border on absurd, and the two stocks now sit at nearly the same valuation multiple despite wildly different growth trajectories.

The $515 price target for Alphabet stock represents a significant upside potential from its recent closing price.

Restaurant Brands’ second quarter results reflected steady execution across its multi-brand portfolio, with particular strength from Burger King and international markets. Management pointed to Burger King’s same-store sales outperformance and ongoing operational improvements as key drivers for the quarter. CEO Josh Kobza emphasized the company’s alignment with franchisees and highlighted strong performance in international markets such as Germany, Spain, and China. Kobza noted, “Our results hig

Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every one of them handed early believers a painful lesson.

SoftBank Group Corp. has reported past first-quarter 2026 results, with sales rising to ¥2,019.59 billion while net income eased to ¥347.33 billion, alongside disclosures of a new stake in Capital One and a sale of 71.5% of its Taiwan Semiconductor Manufacturing holding. The combination of higher revenue but lower per-share earnings and a sharp portfolio shift toward U.S. financials and away from a major semiconductor holding gives investors fresh insight into how SoftBank is reshaping its...

Warner Bros. Discovery’s Q2 results reflected a mixed performance, with revenue falling short of Wall Street expectations but GAAP profit surpassing analyst forecasts. Management attributed the quarter’s positive aspects to ongoing strength in its global streaming segment, particularly HBO Max, which delivered accelerated subscriber revenue and improved profitability. CEO David Zaslav highlighted that new and returning HBO series, such as "The Pitt" and "House of the Dragon," drew large global a

Bank of America (NYSE:BAC) agreed to acquire up to a 49.9% stake in Jio Credit Limited for about US$1.9b, expanding into India’s consumer finance market. The bank also introduced a Critical Infrastructure Finance Initiative that commits US$250b to U.S. infrastructure projects over the next 18 months. These capital commitments extend Bank of America’s reach across Indian consumer credit and U.S. energy, transport and digital infrastructure sectors. Readers looking for more ideas connected to...

Cathie Wood, chief of Ark Investment Management, often locks in gains when her favorite tech stocks surge. That's what she's doing with Palantir Technologies (PLTR), trimming her position after the stock jumped more than 30% over the past month, fueled by a sharp post-earnings rally. Last year, the ...

They may be young, but many of them are off to a solid start. Even if you're not keeping pace, however, there's plenty of time to do something about it.

Everspin Tech (NASDAQ:MRAM) outlined plans to expand its MRAM memory product portfolio, manufacturing footprint and revenue base during an Oppenheimer presentation, with management targeting more than $100 million in annual revenue by fiscal 2029. President and CEO Sanjeev Aggarwal said Everspin de

With investor sentiment improving and multiple growth catalysts in place, ServiceNow stock has room to run further.

Applied Materials beat Q3 estimates and raised guidance, but shares fell 6% as sequential growth slowed and gross margin guidance stalled at 50.4% for Q4.

Shares of the social media company jumped double digits on the news. Decades of research say the pop is usually the whole prize.

ConocoPhillips delivered second-quarter results that exceeded Wall Street’s expectations, driven by a mix of operational achievements and strategic portfolio actions. Management highlighted record production in the Permian Basin and strong execution on asset sales, which contributed to robust free cash flow and increased shareholder distributions. CEO Ryan Lance, in his final quarter before retirement, emphasized progress on the company’s cost reduction program and the successful completion of i

The CEO of SpaceX is never shy about making projections.

Social media turned sharply bearish on memory stocks like SanDisk and Micron last weekend, and some analysts were calling time on the sector. Then something happened that flipped the entire trade on its head.

The New York financier at the center of the case, Andrew Spaventa, denied the allegations on Friday, and said he planned to defend himself.

Citi sees improving momentum across the industrial sector after organic growth reached 6. 9% in the second quarter of 2026, substantially exceeding the bank’s 4.

Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.

SpaceX and Micron each have unique characteristics.

Goldman Sachs expects corporate share repurchases to remain a powerful source of demand for U. S.

The S&P 500 CAPE ratio nears historic highs. Here is what stretched equity valuations could mean for Bitcoin.

Elon Musk is buying land in Grimes County, Texas. Now, residents want out, but it’s proving difficult to find buyers.

Space Exploration Technologies (NasdaqGS:SPCX) has completed a $60b all stock acquisition of AI coding startup Cursor. The deal is the second largest venture backed acquisition on record, according to the companies. Cursor will be integrated into SpaceX's xAI division to support developer focused AI tools and services. The acquisition is intended to expand SpaceX's reach in AI infrastructure and services, including its orbital compute ambitions. Consider widening your watchlist to other...

Barrick Mining (TSX:ABX) has appointed Sebastiaan Bock as Chief Executive Officer, Rest of World, to oversee all operations outside North America. The new role consolidates leadership for Barrick’s international gold and copper assets under a single executive. Bock’s responsibilities include operational execution, portfolio delivery and engagement with regional stakeholders across multiple jurisdictions. The appointment comes during a period of portfolio changes and a pending North American...

Bristol Myers Squibb (NYSE:BMY) is facing a revived US$6.7b lawsuit after a federal appeals court reinstated claims tied to its Celgene acquisition. Plaintiffs allege the company deliberately delayed FDA approval of certain drugs to avoid paying contingent value rights owed to former Celgene shareholders. The appeals court decision brings renewed legal and financial uncertainty related to how the Celgene transaction was structured. For more context on how legal and regulatory risks can...