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Both companies are in a heated race to build out AI computing capacity.

Meta is pouring an almost incomprehensible sum into a single Louisiana parish, and the ratio of dollars to permanent jobs raises a question every state chasing AI investment should be asking.

The S&P 500 closed at an all-time high for the 27th time this year on Thursday, with retail sales data due before the open

Circle is positioning cirBTC as neutral wrapped Bitcoin infrastructure, arguing it has no competing exchange, DEX, or lending protocol. cirBTC remains tiny, with about 40 ...

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

Wall Street looks set for a calm end to the week, with US stock futures drifting close to flat on Friday. That comes after the S&P 500 powered to a fresh record high on Thursday, buoyed by softer-than-expected inflation figures and receding worries about further Federal Reserve interest...

The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed.

The booming digital bank continues to see robust demand for its various lending products.

Find insight on Korea Electric Power, China Aviation Oil, Orsted and more in the latest Market Talks covering energy and utilities.

When Andrew asked his AI assistant to grab him a spot in a gym class, the agent found a shortcut he never approved. Now lawyers in multiple countries are arguing about who exactly committed a crime.

Memory has emerged as the newest bottleneck in the AI semiconductor value chain.

Bill Ackman just made his boldest portfolio move in years, adding Mastercard to his biggest funds at a moment when the stock is quietly losing ground to the broader market. Whether that gap makes it a bargain or a warning sign depends on what you believe about the future of payments.

In SEC crypto news today, the Securities and Exchange Commission canceled its August 14 open meeting, which had been scheduled to consider whether to propose new crypto-related rules. An SEC spokesperson said the meeting would be moved due to an unforeseen scheduling issue, and no replacement date was announced. What ...

Shares in Reddit Inc (NYSE:RDDT), the social media platform, surged 12.45% in extended trading on Thursday after S&P Dow Jones Indices announced the business will join the S&P 500. The company will enter the prominent equity index before the US market opens on August 18. The stock...

Plus, Justice Department maps out priorities for fraud probes, and Polestar dealer claims automaker ‘orchestrated’ U.S. ban in lawsuit

Cuban says index fund investors back insurers that 'underpay, delay, deny.' Here's how to check your holdings.

Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept

Enovix (ENVX) just reported second quarter revenue of US$9.02 million, alongside guidance for third quarter revenue of US$9.0 million to US$10.0 million, highlighting continued traction in Smart Eyewear and drone or defense orders. See our latest analysis for Enovix. Despite the upbeat Q2 revenue and guidance, Enovix’s share price has been under pressure, with the latest close at US$4.43 and the year to date share price return down 43.9%, while the 1 year total shareholder return has fallen...

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

Amgen (NasdaqGS:AMGN) announced the opening of a new Science and Innovation Center in Genome Valley, Hyderabad, expanding its global research and development presence. The Hyderabad center is designed to integrate scientific capabilities with data and digital tools to support discovery and development of new medicines. This expansion adds another research hub to Amgen's global footprint and increases its geographic diversification in Asia. Amgen is not the only healthcare stock investing in...

Intuitive Machines stock has delivered a very strong 247.0% return over the past three years, yet its valuation checks and market multiples suggest the shares now lean expensive rather than clearly cheap. A roughly 2.5x gain over three years highlights how quickly sentiment has shifted in favor of Intuitive Machines, which raises the bar for what needs to go right from here. Large contract wins and an expanding backlog can support confidence in future revenue, but the stock still faces...

Roku (ROKU) is back in focus after reporting second quarter 2026 results that showed revenue of US$1,354.69 million and net income of US$164.22 million, alongside higher analyst earnings estimates. See our latest analysis for Roku. Roku's share price has shown firm upward momentum in 2026, with a 30 day share price return of 7.51% and a year to date share price return of 41.72%. The 1 year total shareholder return of 70.65% and 3 year total shareholder return of 94.30% point to strong longer...

Newmont (NEM) is back in focus after a series of Nevada deals, including a fresh earn-in on Headwater Gold’s Jupiter Project and a formalized joint venture at Spring Peak that deepen its exploration pipeline. See our latest analysis for Newmont. These Nevada agreements sit against a backdrop of a share price that has risen 20.52% over the past month and 12.81% year to date, while Newmont’s 1 year total shareholder return of 68.52% and 3 year total shareholder return above 200% point to strong...

Tesla (NasdaqGS:TSLA) announces plans for a US$10.1b "Project Crystal Sun" solar cell manufacturing facility in Texas, with thousands of new jobs flagged. The company outlines an ambition to build vertically integrated domestic solar production that feeds into its existing energy and storage products. Elon Musk proposes equipping all Tesla vehicles with Starlink satellite connectivity for global internet access on the move. The combined solar and connectivity plans point to potential new...

The S&P 500 is on track to end the week close to a record high after a boost from slowing inflation and some AI-related stocks. On Thursday, the S&P 500 closed at an all-time high for the 27th time this year. The latest leg-up for stocks came from two inflation readings that appeared to reduce pressure on the Federal Reserve to raise interest rates in September.

U.S. futures were flat lower after climbing in the previous session on soft inflation data.

Wall Street futures pointed modestly higher pre-bell Friday, as the waning earnings season and the a

Marathon Petroleum, Phillips 66 and Valero Energy throw off record profits and cash. But other names may be more actionable.

Texas Gov. Greg Abbott went from being one of the biggest boosters of data centers to becoming the second governor to impose a data center moratorium, on Aug. 3. Last November, Abbott announced a $40 billion investment in Google parent Alphabet. Recent polls show a close race for governor against state Democratic Rep. Gina Hinojosa, who has seized on public opposition to data centers.

Target’s improving sales trends are giving investors more reason to believe the retailer’s turnaround is taking hold, but Bank of America still sees a difficult setup for the stock heading into second-quarter earnings. Target (TGT) is scheduled to report results on Aug. 19, and expectations have ...