Actualités

RKLB faces government spending, competition and supply-chain risks despite benefiting from a major Space Force award.

Bank of America (NYSE:BAC) is tightening its lending approach to data center projects as community opposition and permitting disputes increase. A senior infrastructure finance executive said local resistance and regulatory delays are now a key focus in financing decisions for data center deals. The shift comes as AI related data center construction faces growing scrutiny over land use, power demand, and local environmental impact. For a broader view on how the AI build out and rising...

Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...

J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.

Anniversary spotlight and what it means for JB Hunt stock J.B. Hunt Transport Services (JBHT) marked its 65th anniversary by ringing the Nasdaq Opening Bell in New York, putting fresh attention on a stock that has drawn strong interest over the past year. For investors, this anniversary moment highlights how a long operating history, a broad mix of transportation and logistics services, and ongoing investment in technology and supply chain solutions all sit behind the current share price. See...

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR

AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.

The bulls are back in control of Microsoft stock.

Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over the same period. In the first quarter, market volatility highlighted investment opportunities, […]

LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.

What is Berkshire's new CEO waiting for to put more cash to work?

Omada Health (NASDAQ:OMDA) highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships

The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.

In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

The Vingroup unit, established in November 2025, will fly its satellites on a SpaceX Transporter rideshare mission next year

Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.

See how one Nvidia put option plays out for buyer and seller, from a real quote through potential outcomes at expiration, including the cost and breakeven for each side.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Nvidia and major Wall Street firms are targeting more than $500 billion for AI infrastructure.

The deal will bring Resonant’s RF, sensing, mission systems and stealth capabilities under Joby, with Resonant becoming the company’s dedicated defense business following the expected 2027 closing.

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.

United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta’s leadership discussed the proposal as part of preliminary due diligence, but the talks never progressed, and both airlines moved […]

Sony will control the business and invest about $2.92 billion.

Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second quarter, the military conflict between the U.S. and Iran significantly influenced […]

A hydrogen fuel cell company trading near multi-year lows and a storage giant riding a hyperscaler wave are both surging before the bell Tuesday, but the reasons behind each move tell very different stories about where these rallies could go.

AST SpaceMobile posted a revenue backlog of roughly $1.3 billion in Q2 while Rocket Lab reported a record backlog of $2.36 billion.

The chipmaker upsized its equity raise by $5 billion as it funds an expensive AI and manufacturing push.