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.
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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.
One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.
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The 20-year deal to supply 191 megawatts is reportedly with Anthropic
(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. 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 DimSto
Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever.
Investors may be better off choosing the steadier, diversified growth of Coca-Cola and PepsiCo over betting on Celsius's uncertain turnaround.
Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.
Wall Street analysts are nearly unanimous in their bullishness on Bank of America even as the stock presses record territory, yet retail investors have largely sat out the entire run. The reason for that disconnect may be more telling than either side realizes.
Sea Limited (NYSE:SE) shares climbed 8. 91% in pre-market trading on Tuesday after the Singapore-based technology group delivered stronger-than-expected second-quarter revenue and highlighted continued momentum across its Shopee, Monee and Garena businesses.
DOV, KLAC and TPC recently announced dividend hikes, offering income as market volatility persists and uncertainty weighs on investors.
ACHR's Boeing-backed expansion, stronger revenue and eVTOL progress drove a 12% stock surge despite ongoing losses.
CNC and BEN have surged 61.7% and 40.3%, respectively, year to date, while disciplined execution and attractive valuations support their outlook.
AI-driven semiconductor demand is boosting LRCX and AMKR, with strong results, growth prospects and upside potential supporting both stocks.
Until the price of Bitcoin recovers, Strategy is going to have a hard time attracting new investors.
NTR's Q2 sales topped estimates as potash gains and stronger benchmark prices helped offset lower volumes and higher sulfur costs.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
Joby Aviation is buying defense contractor Resonant Sciences in a $500 million deal.

Argus Research upgrades Sandisk stock to Buy. Here’s why analyst Jim Kelleher sees significant further upside in SNDK shares.
NuScale is still too speculative for me.
Plug Power is moving in the right direction, but profitability could still be challenging.
The telehealth company posted a net loss of $86.3 million in the second quarter while raising its full-year revenue outlook to $3.1–$3.3 billion
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
Elbit (ESLT) delivered earnings and revenue surprises of +12.20% and +2.71%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Zeta Global (NYSE:ZETA) executives outlined the company’s strategy to consolidate marketing technology tools, expand adoption of its artificial intelligence products and pursue joint-selling opportunities through partnerships during KeyBanc’s Technology Leadership Forum in Park City, Utah. Chris Gr
Singapore's Sea Ltd beat estimates for quarterly revenue on Tuesday, powered by growth at its e-commerce business led by Shopee and rising demand for its financial services. U.S.-listed shares of the company were up 7.6% in premarket trading. Shopee has grown into Southeast Asia's leading e-commerce platform through a combination of aggressive discounting, gamified shopping features and a broad logistics network.
Cramer’s Case for the Semiconductor Equipment “Troika” During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as […]
(Bloomberg) -- GO Residential Real Estate Investment Trust, backed by a group of investors including Blackstone Inc., has agreed to buy H&R Real Estate Investment Trust in a cash and unit deal valuing the equity of the Canadian owner of apartment buildings at C$3.4 billion ($2.44 billion).Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimFiv