Actualités

The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.

Wall Street has officially moved to underwrite artificial intelligence infrastructure as a sovereign-grade asset class. A consortium comprising Apollo Global, Blackstone, BlackRock Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR is reportedly assembling a $500 billion funding package in partnership with Nvidia. This massive capital mobilization, intended to cover the full stack of […]

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Rivian’s latest earnings and capital decisions Rivian Automotive (RIVN) drew fresh investor attention after its 30 July 2026 earnings update, which combined higher sales, reduced net losses, and a decision to defer major capital spending to preserve near term flexibility. See our latest analysis for Rivian Automotive. Rivian Automotive’s recent results and raised delivery guidance have arrived alongside a mixed share price pattern, with a 90 day share price return of 14.7% but a year to date...

The tech giant says its AI infrastructure will bring prosperity to small towns. But communities are asking whether the economic windfall is worth the environmental and taxpayer costs.

Shares of Celsius are down more than 40% this year.

Snowflake stock has delivered a 116.2% return over the past three years, yet the valuation picture is split because an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade below that estimate, while market based multiples point to a richer price and the broader checks lean expensive. Over the past three years Snowflake has returned 116.2%, which puts extra focus on whether today’s price still leaves room relative to intrinsic value...

The Meta Platforms CEO shared his vision for AI. Here's how his company can also profit.

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

Take-Two Interactive Software (TTWO) fiscal Q1 results were stronger than expected, while management

State Street, the issuer of the world's most famous S&P 500 ETF, quietly sells a second version of the same fund at a dramatically lower cost. Before your next contribution lands, here is what the fee structure buried in the fine print actually costs you over time.

Take-Two Interactive Software's (TTWO) unchanged full-year guidance could prove to be conservative f

While IWF investors have spent 2026 watching the Magnificent 7 sputter, one overlooked Vanguard fund running the opposite playbook has quietly outpaced nearly every major ETF on the market this year.

Even if AI demand stalled, the new capacity could support its existing cloud business

DoorDash (NASDAQ:DASH) released its second quarter 2026 financial results on August 5, and the headline numbers moved in the right direction almost across the board. Total orders climbed 27% year over year to 970 million, marketplace gross order value rose 36% to $33.1 billion, and revenue jumped 36% to $4.5 billion. Adjusted EBITDA came in […]

Take-Two Interactive Software Inc (NASDAQ:TTWO) remains a top pick at Wedbush, which reiterated its ‘Outperform’ rating and $300 price target following the video game publisher’s fiscal first quarter results, with the firm highlighting the upcoming launch of Grand Theft Auto VI and the company’s...

“In the end, the value of American corporations depends, to a large extent, on the work and spending of the American people. While productivity gains could lift all boats, stock prices are unlikely to continue to soar unless the fortunes of American consumers and American workers see broader improvement.

The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

SE's OpenAI partnership could expand Shopee's AI-powered discovery, seller tools and automation as it works to improve engagement and efficiency.

The price target implies 40.8% upside despite lower forecasts, with Rosenblatt assigning most of MARA’s prospective value to AI/HPC capacity expected in 2027 and 2028.

Bitdeer Technologies Group (BTDR) reports 47% revenue growth and a landmark 16-year lease with Volta, positioning AI infrastructure as a core growth pillar despite ongoing margin pressure.

Sandisk's AI-driven storage growth, pricing power and strong margins fuel its rally. See why SNDK could have more room to run.

The market sold a raised outlook, then bought part of it back a session later, and the disagreement is about memory prices and counter-drone hardware.

Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can […]

Investors are weighing peak-cycle fears against booming demand

Coupang Inc. (NYSE:CPNG) reported results on August 4 for the quarter ended June 30, and its two headline numbers point in opposite directions. Net revenues rose 4% year over year to $8.9 billion, or 10% on a constant currency basis, while the company swung to an operating loss of $556 million from a profit a […]

Wood added shares during both the 13.6% selloff and Friday's rebound.

“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

Custom silicon could reshape Microsoft's AI cost structure

Archer Aviation stock soars as the company acquired three Boeing subsidiaries. Here’s how investors should play ACHR shares at current levels.