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Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.
AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.
The bulls are back in control of Microsoft stock.
Analyst Edison Lee cut his price target to $263.66, suggesting roughly 16% downside from Apple's most recent close
Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over the same period. In the first quarter, market volatility highlighted investment opportunities, […]
A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.
LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.
What is Berkshire's new CEO waiting for to put more cash to work?
Omada Health (NASDAQ:OMDA) highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships
The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.
Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.
In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.
The Vingroup unit, established in November 2025, will fly its satellites on a SpaceX Transporter rideshare mission next year
Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.
One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.
See how one Nvidia put option plays out for buyer and seller, from a real quote through potential outcomes at expiration, including the cost and breakeven for each side.
The deal will bring Resonant’s RF, sensing, mission systems and stealth capabilities under Joby, with Resonant becoming the company’s dedicated defense business following the expected 2027 closing.
Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."
Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.
United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers. United CEO Scott Kirby personally called Delta CEO Ed Bastian to pitch the idea. Delta’s leadership discussed the proposal as part of preliminary due diligence, but the talks never progressed, and both airlines moved […]
Sony will control the business and invest about $2.92 billion.
Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to 11.57% (net). During the second quarter, the military conflict between the U.S. and Iran significantly influenced […]
(Bloomberg) -- Nasdaq Inc. agreed to buy off-exchange stock-trading venue LeveL Markets to expand its role in the equity market, according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets
The automaker is recalling more than 20,000 vehicles over headlights that may be too bright for oncoming drivers.
A hydrogen fuel cell company trading near multi-year lows and a storage giant riding a hyperscaler wave are both surging before the bell Tuesday, but the reasons behind each move tell very different stories about where these rallies could go.
AST SpaceMobile posted a revenue backlog of roughly $1.3 billion in Q2 while Rocket Lab reported a record backlog of $2.36 billion.
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