Actualités

The recent rout knocked down both AI-chip leaders -- but only one looks like the better value now.

This particular timeless Buffett quote seems appropriate today given how bullish market sentiment has gotten.

A blowout quarter and a $50 billion outlook make the case that AI memory demand isn't peaking. But what does it mean for the broader AI trade?

SpaceX stock has big ambitions, but its valuation limits its upside.

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

Micron’s stellar third-quarter results that beat Wall Street expectations by a mile helped boost U.S. stock futures higher overnight.

Contract electronics manufacturer Jabil's growth rate is accelerating due to the increasing contribution from its AI-related businesses.

A revamped executive team has investors excited.

One of the market's defining AI winners has been struggling recently. Is now finally the time to buy?

TMC The Metals Company is the epitome of a speculative small-cap mining stock, but it could reward risk-tolerant investors.

There's a reason that American Express is one of Warren Buffett's favorite stocks.

If you had invested that much in the chipmaker 10 years ago and held on, your stake would be worth more than $4 million today.

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.

The biotech is floating a relatively sizable secondary share issue.

The company's top executive is departing.

Has the market finally handed long-term investors a discount on the streaming leader?

The home construction leader is adopting a more lucrative business model.

SpaceX went public June 12 and already is more valuable than Tesla.

The semiconductor specialist's blistering growth has reached new heights.

Qualcomm doubles its non-handset revenue outlook for fiscal 2029.

The Department of Energy announced a splashy new program to encourage build-outs of nuclear power generation assets in this country.

Tony Bancroft, portfolio manager at Gabelli Funds and head of the firm’s commercial aerospace and defense ETF, argued in a recent CNBC segment that U.S. missile and aircraft production is on the cusp of a multi-year trend. His thesis rests on two pillars: immediate replenishment of arsenals depleted in recent conflict, and longer-term rearmament against ... Top National Security Investor: Missile Production Is About to Explode as U.S. Rebuilds Arsenal

High levels of optimism about a company's future can lead to risky valuations in the present.

Peggy Johnson, a former Microsoft and Magic Leap executive who is now the CEO of Agility Robotics, used a CNBC segment to announce that her company is going public through a SPAC merger with Churchill Capital Corp., a deal she describes as the first pure-play humanoid robotics company to tap public markets. The company, a ... Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public

Don't expect a quick rebound for the Redwire stock price.

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

The chipmaker looks expensive on today's numbers, but the honest question is what you are paying for the earnings of tomorrow.

The Baron First Principles ETF has quickly asserted itself as the primary ETF proxy on SpaceX stock.

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. SharonAI Holdings Inc (NASDAQ:SHAZ) ranks #9 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $18,095,535 (NEW) SharonAI rents out AI chips. If you need massive computing power to train models but don’t want to spend billions building a […]

Wall Street analysts are wrong, and Conoco's earnings will grow faster than you think.