The next AI winners may come from the companies that help move data in AI data centers.
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Armstrong World Industries and Carlisle Companies are outpacing other building materials stocks.
Arm Holdings (NasdaqGS:ARM) has introduced its Arm AGI CPU platform, aimed at agentic AI workloads in data centers. Major cloud providers and hyperscalers, including Nvidia, are adopting the architecture, signaling broad industry support. Arm expanded its collaboration with Red Hat to deliver integrated AI hardware and software stacks for data center and hybrid cloud use. For investors watching AI infrastructure, NasdaqGS:ARM now sits at the center of a key shift as its designs gain...
Cannabis company Green Thumb is younger and in a different sector than consumer staples giant Procter & Gamble, but it's succeeding with similar methods.
A speculative but compelling AI biotech investment can be built around Absci and its attempt to rewire drug discovery itself.
Earlier in May 2026, Fortinet announced it is accelerating its FortiAIGate solution using NVIDIA’s AI platforms to secure real-time AI workloads across data centers and the cloud, with deployment options spanning on‑premises, hybrid, and edge environments. By combining NVIDIA’s GPU acceleration with FortiAIGate’s zero‑trust guardrails for large language models and autonomous agents, the partnership directly targets enterprises’ concerns around AI security, data sovereignty, and...
The critics have missed out on substantial returns.
Coherent (NYSE:COHR) announced a multi year partnership with NVIDIA that includes a planned US$2b investment. The agreement focuses on expanding optical component supply, research and development, and U.S. manufacturing capacity. The partnership is tied to growing AI driven demand for datacenter and communications products. Coherent operates in optical and laser technologies that are used in high speed communications, AI compute, and advanced manufacturing. The new agreement with NVIDIA...
Money has a way of finding the people building tomorrow's tools before the rest of us notice. That was true in the dotcom boom, in the smartphone era, and again in the social media land grab a decade later. The AI boom looks different, at least so far. For the last three years, almost every story ...
Are there significant gains ahead for one (or both) of these innovative biotechs?
JPMorgan is focused on the big picture, and you should probably do the same if you own the stock.
Veteran investor and Bitwise advisor Jeffrey Park has identified what he believes could become the next "NVIDIA,” highlighting growing investor appetite for the next breakout technology play. Park wrote a long X post on May 24, in which he pointed to crypto as a technology that is bound to surge, ...
It may be too late for Viking to take on the "dark horse" role in the GLP-1 wars.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 20, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang said the company has “largely conceded” China’s AI chip market to Huawei as U.S. export restrictions continue reshaping the global semiconductor landscape. Speaking to CNBC’s Sara […]
The stock looks cheap, but appearances can be deceiving.
The company's new platform uses AI to build AI.
Nvidia's dividend is going up by 2,400%.
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 22, 2026, Stifel raised the firm’s price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $210 from $140 and kept a Buy rating on the shares. Nvidia partnership and hyperscaler capex raises reinforce the […]
The efficacy of Eli Lilly's new, still-in-development GLP-1 drug is gaining attention, but don't forget its older GLP-1 drugs just yet.
Nvidia's smaller peers are expected to deliver stronger earnings growth amid fast-growing demand for inference-focused AI chips.
Palantir's stock has enjoyed a wild 2,000% run over these past few years, but the party may not be over.
The shift toward custom processors in AI hardware is opening the door for these stocks to challenge Nvidia's dominance.
Nvidia Corp.‘s record quarter handed the market a clear winner this week. It wasn’t Nvidia. Shares of Arm Holdings plc climbed 38% in three sessions, leapfrogging Micron Technology Inc. to claim second place in the year-to-date performance ranking of the...
Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst
Innodata is evolving from a behind-the-scenes data vendor into a strategic AI infrastructure player spanning enterprise and defense markets.
Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care. On CNBC’s Halftime Report Friday, one host captured the moment with a line worth holding onto: “The Fed is not the first or second or third sentence of ... Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About
Morgan Stanley’s Andrew Slimmon, who runs the firm’s Global Strategies group, delivered a contrarian message on Barron’s Streetwise podcast that cuts against the prevailing wisdom on Wall Street. The most common question he hears from individual investors right now: “I don’t get why the stock market is at an all-time high.” His answer reframes the ... The Anatomy of a Disconnect: How $4.35 Trillion in Corporate Profits Cleared the Way for Record Highs
Coca-Cola Consolidated and Costco are low-yield stocks with the potential for payout growth and significant share price appreciation.
Ackman's hedge fund now owns 5,654,078 shares of Microsoft.
Nvidia announced that it is raising its dividend from $0.01 to $0.25 in June.