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OpenAI's IPO target is colliding with SoftBank's 2027 deadline.
VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.
BofA sees server CPUs topping $210 billion by 2030.
Samik Chatterjee expects core growth to accelerate in the half ending January
Margin pressure overshadows stronger guidance.
Visa Stock Edges Higher as Ackman Backs Network Durability
Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.
Coherent recovered from an early decline as accelerating data-center sales and stronger margins reinforced its role in AI connectivity.
The stock's valuation isn't all that high given its growth and dominance in the streaming industry.
Virgin Galactic Shares Sink as Commercial Flights Slip to 2027
Oracle shares rally as Amazon partnership targets growing AI workloads
Pershing Square argues that cloud acceleration and faster retail volumes provide financial support for Amazon's elevated data-center investment.
The world's largest sovereign wealth fund holds Nvidia shares worth 612 billion kroner, exceeding every other company in its portfolio.
Options traders brace for Aug. 20 results.
Four Dividend Kings - Becton, Dickinson and Company (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH) - reported earnings last week.
Michael Burry targets Nebius, Micron and Oracle with bigger bearish bets
Investors need to pay close attention to LMT stock based on the movements in the options market lately.
One revenue opportunity may be much larger than expected
OranjeBTC, a Bitcoin (BTC) treasury company based in Brazil, announced that it is going to launch a new exchange-traded fund (ETF) in early September. Called DIGY11, the fund provides Brazil traders access to the perpetual preferred shares of Bitcoin companies through an ...
Pershing Square's new position centers on an exchange operation generating nearly 70% of earnings and controlling the leading Brent contract.
The Vanguard Information Technology ETF has more than doubled the gains of the S&P 500 thus far in 2026.
Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...
Novo argues that differentiated treatments--not a single dominant drug--will determine its position against Eli Lilly.
Strong guidance is colliding with a difficult execution record
Active management and concentrated bets drove a 42% one-year return, though the lower-cost Invesco alternative offers broader diversification across 60 healthcare stocks.
Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside
Private equity firm Silver Lake is in talks to acquire Workday, which has a market value of about $43 billion, in a deal that would rank among the largest software buyouts in history, according to people familiar with the matter. Silver Lake and the human-resources and financial management software company have held discussions about a potential deal in recent months, the people said. The talks are ongoing and there is no guarantee a deal will materialize, said the sources, who spoke on condition of anonymity because the discussions are confidential.
The chipmaker has big plans for its growing cash pile.