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Investors want proof that massive demand can produce cash flow

Strategic buyers are chasing scarce real-time AI technology

Two robot ETFs now compete for the same investor thesis, but their portfolios tell completely different stories about where humanoid money actually flows when production lines start moving.

Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index’s nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and shares fell more than 4% in early trading. That marked a […]

Nvidia confirmed on Monday that it will partner with some of the world's largest financial companies on a $500 billion financing effort to build out artificial intelligence infrastructure. Nvidia will work with Apollo Global Management, Blackstone and Goldman Sachs "to mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time," a news release said.

This was the month when many investors discovered software stocks were not so toxic.

By Jamie McGeever ORLANDO, Florida, Aug 10 (Reuters) - Wall Street wobbled and oil prices leaped 5% on Monday, as hopes of a U.S.-Iran peace deal and reopening of the Strait of Hormuz faded, while

Chip designers have one distinct advantage.

Nvidia and a group of blue-chip Wall Street firms are collaborating to provide a half-trillion-dollar bankroll to the AI chipmaker's customers.

Dow Jones Futures: Surging oil prices sparked stock market losses Monday. SpaceX rival Rocket Lab tumbled on earnings late.

AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.

Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...

Fresh buying reveals where Wood sees better risk-reward

The oilfield services leader delivered an exceptional performance despite ongoing conflict in its key markets.

Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasi

After plunging on Friday, shares are starting this week on an auspicious note.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

The healthcare stock is now up more than 130% this year.

Trump Media's crypto ambitions just hit a wall.

AMD added support for Meta's Muse Glimmer 30B model.

While IWF investors have spent 2026 watching the Magnificent 7 sputter, one overlooked Vanguard fund running the opposite playbook has quietly outpaced nearly every major ETF on the market this year.

Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can […]

Wood added shares during both the 13.6% selloff and Friday's rebound.

Lucid's CEO put rumors to rest, and an additional investment from a Saudi prince spurred investor optimism.

Custom silicon could reshape Microsoft's AI cost structure

Palantir's fantastic quarter wasn't enough to set a new all-time high.

The company reported another major milestone.

Trade Desk stock is sliding again while its ad tech peers barely flinch, and the reason behind that split says something uncomfortable about where the programmatic giant stands right now.

The beverage giant is trading at 26 times its trailing earnings, which may be a bit pricey for the modestly growing business.

Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.