Corning (GLW) is back on many investors’ screens after announcing a multi year partnership with NVIDIA that links its fiber optics business directly to hyperscale AI data center buildouts across the United States. See our latest analysis for Corning. The stock’s recent momentum has been strong, with a 22.81% 1 month share price return and 49.31% 3 month share price return, alongside a very large 1 year total shareholder return and multi year gains above 5x. This acceleration has coincided...
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ServiceNow (NYSE:NOW) used its Knowledge 2026 conference to roll out Project Arc with NVIDIA, targeting secure autonomous AI agents across enterprise workflows. The company expanded its AI Control Tower for stronger AI governance and introduced ServiceNow Otto, a conversational AI spanning the full platform. New partnerships with Lenovo, Microsoft, FedEx and others focus on unified AI workflow automation, device lifecycle, regulated data and supply chain use cases. Following the Armis and...
A clutch of analysts weighed in with new, bullish takes on the coffee shop operator.
Exploring the Strategic Moves of Sands Capital Management in Q1 2026
The business fundamentals and valuation are slowly converging on each other.
Moby summary of Strawberry Fields REIT LLC's Q1 2026 earnings call
On next week’s IPO menu: a manufacturer that churns out AI chips the size of a dinner plate and hopes to rival Nvidia. Chips made by Cerebras take up the entire surface of the silicon wafer on which dozens of microchips are typically etched.
Moby summary of PPL Corporation's Q1 2026 earnings call
Dow Jones futures: The stock market hit fresh highs this past week with U.S.-Iran news and the Trump-Xi summit in focus. Apple, Nvidia, Boeing are in buy areas.
At the upcoming Trump-Xi summit, American cattle ranchers want Washington to lobby for them and ask Beijing to restore export licenses.
The world is facing a growing oil supply shortfall.
Cloud revenue is just one part of the story for both tech giants.
The credit card giant is still an evergreen investment.
A partnership with an AI leader has investors excited.
Innodata just posted its best quarter ever. Here's why Wall Street is suddenly paying attention.
Nebius is a high-risk, high-reward AI infrastructure play with massive contracted demand and explosive growth potential -- if it can deliver.
Some companies don't need a story. They provide goods that are used every day by people in 180 countries who hardly think twice about their brand loyalty.
Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.
How big will the CPU market get?
The stock got pummeled after the company warned of supply constraints.
Neoclouds like CoreWeave borrow billions against chips that lose value fast, and the financing structures are unlike anything in traditional credit
Exploring Baillie Gifford (Trades, Portfolio)'s Recent 13F Filing and Investment Adjustments
This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.
Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?
AI is playing a key role in Shopify's growth.