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The most anticipated public debut ever comes from a company that has drawn incredible investor enthusiasm.

Oklo crashed from nearly $200 to a 52-week low while its operational milestones kept piling up, creating a gap between price action and reality that our model says the market has badly mispriced.

Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.

It may not seem like a lot of money, but over time, it could have a huge impact.

Nvidia stock hit an all-time high on May 14, 2026. Since then, it has lost roughly $1 trillion in market value. The stock is down about 16% from that peak, trading around $204, while the broader market has mostly moved higher. For investors who bought in during the spring run-up, it has been a ...

AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.

After a brutal year that sent shares sliding nearly 40%, Netflix is posting numbers that have Wall Street scrambling to explain how a business this large is still accelerating. The question now is whether the market is finally catching up or still getting it wrong.

In recent days, Lam Research has been swept up in a broader rebound in semiconductor and AI infrastructure stocks, helped by reports that China may ease restrictions on advanced Nvidia AI chip imports and by strong institutional interest in AI-focused chip offerings such as SK Hynix’s oversubscribed US ADR. This sector-wide enthusiasm, reinforced by analysts tying Lam’s tools to the buildout of AI data center capacity and custom chips at hyperscalers like Meta, highlights how macro policy...

The major indexes barely budged Friday, but a $26.5 billion IPO stole the show. The AI chip battle just got a lot more interesting.

King Yuan Electronics could invest up to $1.4 billion as chip production expands closer to U.S. customers.

Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his argument are harder to dismiss than you might expect.

Coinbase and MicroStrategy both reported ugly Q1 numbers amid a brutal bitcoin drawdown, but the reasons behind each loss reveal a fundamental split in how these companies are built to survive a crypto winter.

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Moby summary of Delta Air Lines, Inc.'s Q2 2026 earnings call

A Korean memory giant just pulled off the biggest foreign U.S. listing ever and blew past the year's most hyped debut on its first morning of trading, leaving investors to decide whether the AI hardware frenzy priced into this deal can actually survive contact with reality.

Rapidus hopes to mass-produce 2 nm chips in 2027.

Ciena's optical networking systems became essential AI infrastructure in 2026. But the rally came with a hefty dose of valuation risk.

Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are getting wrong right now.

SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.

These companies sport recent dividend yields of 5.1%, 5.6%, and 6.6%.

The social media maven is making waves with its AI progress.

The chipmaker is maintaining its dominant market share and continues to achieve rapid revenue growth.

American Express is down by 10% this year, but second-quarter earnings can provide the exact catalyst it needs to stage a comeback.

G7 central banks are quietly war-gaming kill switches for AI trading systems, and regulators in three countries have already admitted the rulebook cannot contain what their own firms have deployed. The window to act may be shorter than markets realize.

Vanguard's factor ETF lineup doesn't get a lot of attention. Its track record of market-beating returns suggests it should.

The S&P 500 barely yields 2%, yet four stocks hiding in plain sight across airlines, semiconductors, PCs, and consumer electronics are paying well above 4% with the cash flow to back it up. Most dividend investors never think to look here.

Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above expectations. Data Center and AI revenue grew 22% year over year to $5.05B, Foundry grew 16%, and 18A is in high-volume manufacturing. Can Intel double from here ... Price Prediction: Can Intel Double by 2030?

This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.

Jim Cramer is calling on Wall Street analysts to act before Monday's open, and the pressure he is putting on the SK Hynix syndicate reveals exactly how fragile the biggest Nasdaq IPO in years could become at the starting gate.

Everyone is celebrating Broadcom's win, but it benefits Apple, too.