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The downgrade questions whether Apple has enough product and AI momentum to support its premium expectations.

Energy stocks were edging lower Wednesday afternoon, with the NYSE Energy Sector Index and the State

Microsoft's custom processors could reduce AI costs, but they also require substantial investment before delivering meaningful scale.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Business is going great at Astronics right now -- but what about the stock price?

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an “otherworldly” second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why This Beat Hit So Much Harder than Most Revenue rose 93% […]

Morgan Stanley said the valuation gap could narrow as SpaceX provides more evidence that Grok and Cursor can work together as part of a broader strategy.

TDS earnings surge on spectrum gains as faster fiber deployment and stronger tower metrics reshape the company's growth outlook.

Goldman Sachs Group Inc (NYSE:GS, XETRA:GOS) will acquire exchange-traded funds provider Neos Investments in a deal valued at up to $2.25 billion, the bank said Wednesday, deepening its push into the fast-growing derivative income ETF market. The Connecticut-based ETF issuer manages roughly...

Consensus growth takes only a modest slice off the multiple, and the company has not yet set the instrument pricing that lands inside those two years.

Two media organizations on Wednesday sued President Trump over his namesake company’s real-time feed of top Truth Social accounts, arguing that selling preferential access to the president’s statements is unconstitutional. The Intercept news organization and nonprofit Freedom of the Press Foundation alleged that Trump Media’s Truth API, which delivers a machine-readable feed of top Truth Social posts within milliseconds, violates the First and Fifth Amendments. Trump Media said this week that more than 10 customers have signed up for the recently launched API service.

Dell Stock Jumps as AI Server Demand Gets a Major Boost From Super Micro

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass.

Google raises Pixel 11 prices by $100 as rising memory costs put pressure on smartphone makers

AI cloud demand pushes contracts above $40 billion.

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV rose. Actively traded Inv

FLY's Q2 call puts a $1.5B backlog, spacecraft scale, and Alpha's production ramp in focus, as 2026 revenue guidance remains at $420M-$450M.

The bank's 18-month initiative targets data centers, semiconductors, power generation and transportation infrastructure.

Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.

AI is likely a bigger piece of your investment portfolio than you realize. Here’s what to do about it

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

AI servers drive a 35% profit jump.

Acquiring NEOS would expand Goldman's active-ETF assets to $80 billion and strengthen its recurring asset-management business.

Micron investors are feeling bullish thanks to new demand indicators and other factors.

Two veteran executives will divide operating and financial responsibilities until Ted Decker's expected return.

Lumentum stock surges after 109% revenue growth and bullish outlook

About 20 million barrels of petroleum liquids pass through the Strait of Hormuz every day. That is roughly 20% of global oil consumption moving through a waterway just 21 miles wide at its narrowest point. Iran sits on one side of it. That geography has given Tehran one of the most powerful pieces ...

Absci (ABSI) is back in focus after releasing early Phase 1 data for its lead antibody ABS-201 and securing a US$40 million investment and development support from Eli Lilly tied to the program. See our latest analysis for Absci. Absci’s recent early Phase 1 ABS-201 update and Eli Lilly’s US$40 million commitment arrive after a sharp run, with the share price delivering a 77.55% 90 day return and a 160.66% year to date share price return, alongside a very large 3 year total shareholder...

Northrop Grumman stock has returned 69.3% over the past 5 years, yet current checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples that both screen as undervalued. A 69.3% return over 5 years indicates Northrop Grumman has already rewarded patient shareholders, which makes any remaining valuation upside especially important to understand. New systems such as the Raid Hunter air defense solution and...

TDS weighs accelerating fiber growth against negative free cash flow, higher capex and legacy declines as investors assess its next move.