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Shipment rankings tell only part of Micron's competitive story

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why.

Ameriprise Financial has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 14.8% to $557.69 per share while the index has gained 11.7%.

Strong AI growth fails to offset a sharp earnings miss.

Copper cables are choking AI clusters, and two optical companies just reported blowout quarters solving that problem in completely opposite ways. One bets on owning every layer of the stack, the other retreats to the single ingredient nobody else can replicate.

Azure gives Microsoft a profitable China-linked lifeline.

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.

One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.

Let’s face it: Nvidia (NVDA) can’t grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let’s learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire Bill Ackman. Ackman’s Buy: S&P Global (Down 15% YTD) Ackman disclosed […]

The latest wave of furious chip stock buying could put the semiconductor benchmark into bull market territory. The PHLX Semiconductor Sector, or SOX, was up 2.2% to 12,667.45. A bear market begins when an index falls 20% from a recent high.

The stock is cheaper as management raises its long-term outlook for data center demand.

Dell stock rallies as Lenovo's 43% revenue surge signals an AI infrastructure boom

Howmet (HWM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Halozyme Therapeutics (HALO) is well positioned to outperform the market, as it exhibits above-average growth in financials.

CSCO's fiscal Q4 earnings and revenues rise y/y as networking demand surges, fueled by AI infrastructure, data center switching and campus growth.

Masco currently trades at $75.17 per share and has shown little upside over the past six months, posting a small loss of 1.7%. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.

Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.

Oil snapped its run of recent gains, as limited progress over a deal to end the Iran war left traders parsing how much oil is crossing the Strait of Hormuz. Francisco Blanch, Head: Commodities & Derivatives Research at Bank of America, discusses the global energy crunch and commodity outlook.

Here is a way to get paid a meaningful income now on a stock you already own, cash you keep no matter what, in exchange for capping your gains at a higher price.

Space stocks are splitting into winners and losers Thursday, and the reason goes deeper than one earnings miss. What Intuitive Machines reported this morning set off a chain reaction that is hitting some names hard while leaving others untouched.

The company's CEO said a 5,014 BTC transfer was a custody move, not a sale, as the Tokyo-listed Bitcoin treasury company rolls out a fixed-rate debt program.

Ford expects to begin prototype builds of the Fathom EV in the first quarter of 2027.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the design software industry, including Unity (NYSE:U) and its peers.

Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap is more complicated than a simple earnings miss.

The satellite builder is still firing on all cylinders.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Intel (INTC) priced a $20 billion stock offering this week, one of the largest equity raises in the history of the chip industry. Shares fell nearly 4% when the deal was first announced, the kind of sell-off dilution almost always produces, according to CNBC. But at Bank of America, longtime ...

In this MoneyShow MoneyMasters Podcast episode, I sit down with Tom Bruni, director of community and content for the CMT Association, and Sid Mokhtari, executive director at CIBC World Markets, to break down the current market environment in the US and Canada — and where investors should focus next.

Tech billionaire’s $158.3bn deal an outlier in report showing widening gap of CEO to worker pay at top companies