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Silicon Motion crushed earnings and opened up 34%. Then investors remembered the stock had already tripled this year.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Booking's 20% net margins and $9.1 billion free cash flow contrast sharply with Shopify's 30% revenue growth but higher valuation multiples.

IBM Takes Another Step in Quantum Computing

AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.

VLO Q2 earnings surge on stronger refining margins and gains in renewable diesel and ethanol, which lift profits and cash flow.

Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August.

Broadcom and Eaton stand out as August picks, as July's selloff resets growth stock valuations while AI and infrastructure demand support the outlook for 2026.

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

TeraWulf surges after securing massive 20-year Anthropic contract

Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.

Coinbase (COIN) stock enters Q2 earnings after Citi cut its target 41%. See what analysts expect and how traders are positioned.

Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.

Just because the company hasn't reported any news doesn't mean a catalyst to drive its stock higher doesn't exist.

TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.

Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.

Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.

Strategy, the biggest bitcoin whale, hasn't bought any of the cryptocurrency in more than a month. It has even unloaded some bitcoin to pay preferred stock dividends as the company has raced to raise cash to stem an investor crisis of confidence. Strategy may be ready to dive back into bitcoin accumulation now that it has raised $3.75 billion in cash, calming investor fears.

SCHD built its reputation on strict dividend screening, but that same rulebook quietly locked out the stocks that dominated the last five years. One Fidelity fund found a way around that constraint, and the performance gap it opened may change where your next contribution lands.

Crocs (CROX) shares were slumping Thursday after the footwear maker issued a downbeat third-quarter

Aehr's record bookings, AI-driven backlog and expanding burn-in portfolio give it the edge over FormFactor for long-term growth.

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

Better-than-expected earnings sent Chipotle Mexican Grill past a buy point Thursday while Yum Brands seemed to be overcoming a lettuce-linked illness that hurt its Taco Bell chain. Starbucks showed signs its turnaround was taking effect. Chipotle shares jumped more than 12% to the highest level since early February.

The market backdrop has become far more challenging than it was during the AI-led rally of the past few years. While the broader bull market remains intact, volatility has picked up as investors contend with elevated valuations, geopolitical uncertainty, questions surrounding the Federal Reserve’s policy path, and growing questions about whether the hundreds of billions of dollars being invested in AI infrastructure will generate sufficient returns. As a result, earnings reports have become far

Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.

SoFi delivered strong member growth in the second quarter.

Rocket Lab has bounced back from yesterday's rout.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.