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One crucial difference separates today's rally from dot-com era
Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
CoreWeave (NASDAQ:CRWV) shares jumped 19% to about $108 on Wednesday after the AI infrastructure provider reported second quarter results that topped Wall Street expectations, with analysts at Wedbush and Jefferies highlighting strong demand and the company's expanding backlog. CoreWeave...
Vanguard has plenty of great ETFs for investors seeking long-term growth, and these three are some of the best.
One is a profitable travel platform generating substantial cash. The other is a high-growth gaming company still burning through it. Their financial profiles could not be more different.
Fast food chains are looking for an energized P&L.
Archer Aviation's 49.2% rally reflects Midnight's commercialization progress, expanding production and advances in autonomous VTOL and aviation AI.
While Costco Wholesale has lagged behind the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Shares of Super Micro Computer are surging after the AI server maker’s profits blew past estimates.
One inflation print could decide whether the rally continues
USDC circulation hit $73.3 billion as Arc blockchain prepares for mainnet launch.
The company received a delisting warning from Nasdaq in March when its shares had traded below the $1 threshold for 30 consecutive business days.
APP stock dropped almost 6% after a downgrade raised doubts about its 30% growth goal. Here's what the company said on its earnings call.
Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…
The AI infrastructure trade has split investors into two camps: those who see a generational buildout of compute capacity, and those who see a debt-financed race that could end badly for the companies footing the bill. Few stocks capture that tension better than the so-called neoclouds — specialized providers that rent out GPU horsepower instead ... CoreWeave Bulls Just Got What They Wanted. But Its Massive Debt Problem Isn’t Going Away
Uber stock sits near a 52-week low while posting record free cash flow and guiding for up to 35% earnings growth, a contradiction that points to a rare mispricing in one of the most widely watched names on Wall Street.
SanDisk has already outrun nearly every stock in large-cap tech this year, yet analysts keep raising their targets. The question is whether the AI storage cycle driving this run has enough structural fuel left to justify chasing it now.
Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Analog Devices (ADI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TJX (TJX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Webull Corporation (BULL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lowe's (LOW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.
Super Micro Computer sees fiscal 2027 revenues of $65-$72 billion as it balances AI-driven growth with enterprise mix, DCBBS expansion and profitability discipline.
Sea Limited keeps Shopee's 25% GMV growth outlook and $1B-plus EBITDA goal intact while expanding monetization, fulfillment, Monee and Garena.
OPEN's cost cuts and acquisitions support long-term growth, but housing weakness and capital intensity keep profitability under pressure.
Conservative capital spending by upstream players is adding uncertainty to the Zacks Oil and Gas - Production and Pipelines industry's outlook. KMI, WMB and MPLX are surviving the industry challenges.
Google debuted its Pixel 11 line of smartphones on Wednesday.