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Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.
Korea Electric Power (NYSE:KEP) reported preliminary consolidated operating income of KRW 4.91 trillion for the first half of 2026, while net income totaled KRW 2.80 trillion, according to management’s second-quarter earnings conference call. First-half revenue rose 0.3% year over year to KRW 46.32
Jumia Technologies (NYSE:JMIA) reported second-quarter 2026 results marked by higher order volumes, expanding gross profit and a narrower adjusted EBITDA loss, while supply disruptions in electronics, fuel surcharges and weaker purchasing power in Ivory Coast weighed on GMV growth. Chief Executive
T1 Energy, formerly FREYR Battery (NYSE:FREY), reported higher solar-module production and improved gross margins in the second quarter of 2026 as it continued construction of its planned U.S. solar-cell factory in Rockdale, Texas. Chairman and CEO Dan Barcelo said the company is pursuing its goal
A new training program is designed to support skilled workers across the U.S. even as community sentiment about data center development wanes.
One fund targets pharma exclusively and surged 63% in a year, while the other diversifies across healthcare with lower volatility.
Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or set up the most interesting buying opportunity in the sector.
Goldman Sachs (GS) is buying exchange-traded fund (ETF) provider NEOS Investments for $2.3 billion, following the firm's acquisition of Innovator ETFs in April. In the backdrop, over 900 ETFs have launched in the US so far this year — nearing record levels. Strategas Asset Management's chief ETF strategist, Todd Sohn, discusses the larger ETF space and explains the reasoning behind Goldman's ETF strategy.
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Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 2.5% in the afternoon session after the company announced its target systems were successfully used in a joint missile defense exercise with the U.S. Missile Defense Agency (MDA) and the Japan Maritime Self-Defense Force (JMSDF).
Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS’s own security teams are already using them to find and fix vulnerabilities faster. It’s the latest step […]
Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a specific month.
July inflation came in exactly as expected, and stocks rallied for about half an hour. Here's what actually moved the market after that.
Energy stocks were mixed Wednesday afternoon, with the NYSE Energy Sector Index 0.1% higher and the
Perma-Fix Environmental Services (PESI) said Wednesday it has been awarded a master indefinite deliv
Schwab offers broader diversification with 121 holdings and lower costs, while State Street diversifies away from REITs and delivers higher income at 3.2%.
NIKE, Inc. (NYSE:NKE) raised its quarterly dividend from $0.40 to $0.41 in November 2025, a roughly 3% increase. That marked the company’s 24th consecutive year of dividend growth. As of August 12, 2026, Nike’s latest dividend declaration, made on May 4, 2026, remained at $0.41 per share. Bull Case: Nike Could Raise the Dividend Again […]
WhiteFiber expects its 40 MW NC-1 deployment to reach full run-rate billing in August, while new cloud agreements add more than $540 million of contract value.
They’re being evacuated and new ones are being stopped from entering the filter drums, but jellyfish have caused enough chaos to shut down three reactors
Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.
Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...
Financial stocks were mixed in Wednesday afternoon trading, with the NYSE Financial Index up 0.3% an
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
CoreWeave's CEO just made a claim that challenges one of the biggest bear cases against the stock: that aging NVIDIA hardware will drag margins down as newer silicon arrives. The reality unfolding in CoreWeave's contracts tells a very different story.
Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, the Delta SkyMiles and United MileagePlus loyalty programs could each be worth $30 billion or more, which would be a significant chunk of each airline’s market values, Jefferies analyst Sheila Kahyaoglu wrote after the sale.
Consumer stocks were mixed Wednesday afternoon with the State Street Consumer Staples Select Sector
Its capital spending has multiplied as a share of revenue while its free-cash-flow margin has thinned, which changes what a holder is underwriting.
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