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Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On May 1, Rothschild Redburn initiated coverage on Lumentum Holdings Inc. (NASDAQ:LITE), giving the stock a Buy rating and setting the price target at $1,270. The research firm said that Lumentum Holdings Inc. (NASDAQ:LITE) core business focuses on […]
They have historically beaten the market, and they aren't done.
GameStop is looking to acquire a much larger company than itself.
Is Pfizer a yield trap? No way.
Nvidia may surprise investors in such a scenario.
Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.
Berkshire Hathaway's first-quarter operating results revealed another big clue that Abel is continuing to pare down the Oracle of Omaha's former No. 2 holding.
Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.
Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
Nebius stock has been red-hot lately, and its tremendous backlog points to further upside.
In late April 2026, Oklo Inc. reported that the U.S. Nuclear Regulatory Commission approved the Principal Design Criteria topical report for its Aurora powerhouse advanced reactor in Idaho, while also advancing a collaboration with NVIDIA and Los Alamos National Laboratory on AI-enabled nuclear research and nuclear-powered AI facilities. This combination of regulatory progress and high-profile partnerships highlights Oklo’s attempt to position its compact fast reactors as a dedicated,...
Most companies now offer stock purchase plans to employees. It can be great for retirement, but it pays to know the pros and cons.
Earlier this week, Corning announced a multiyear commercial and technology partnership with NVIDIA to build three advanced U.S. plants that will massively expand domestic optical connectivity manufacturing for next-generation AI data centers. By moving to replace thousands of copper cables inside NVIDIA’s rack-scale AI systems with Corning’s high-performance fiber, the deal targets one of AI infrastructure’s biggest bottlenecks: how fast and efficiently data can move between...
It could offer incredible opportunities down the line.
SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh
Fastenal (NASDAQ:FAST) is a stock built to be owned for decades, because it sells the boring, essential consumables that keep American industry running, and it has quietly compounded capital through every cycle without ever asking for attention. The case for putting it in a retirement portfolio and leaving it alone rests on three pillars: a ... Fastenal (FAST): The Quiet Compounder Nobody Talks About Is a Buy-and-Hold-Forever Stock
TotalEnergies has unveiled plans for its next-generation Pangea 5 supercomputer, a €100 million investment designed to increase the company’s computing power sixfold while lowering energy consumption.
A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.
Artificial intelligence, with $1 trillion per year spent on the technology, has become a massive growth business for the world's biggest companies.
Elon Musk’s SpaceX is going to make history this year as it looks to touch down with a blistering-hot IPO that might match the heat of its rocket fuel. Of course, the price of admission into what could be a $2 trillion titan could have the potential to be off the charts. And for that ... Beyond SpaceX — Firefly Is the Space Stock You Can Actually Buy Today
NVIDIA (NasdaqGS:NVDA) and Corning have agreed a multi-billion-dollar partnership to expand U.S. optical connectivity manufacturing for AI infrastructure. The deal includes three new advanced manufacturing plants in North Carolina and Texas and is intended to increase Corning's domestic optical capacity tenfold. More than 3,000 jobs are expected to be created, with NVIDIA investing US$500 million via rights and warrants for Corning shares as part of the multi-year agreement. The partnership...
Alphabet posted a blockbuster Q1 last week, and the stock responded by closing out its best month since October 2004. That has put Alphabet within $230 billion of Nvidia for the title of the world’s largest company, with prediction market traders now pricing a real chance the crown changes hands by June. CEO Sundar Pichai told investors the company’s edge over rivals is that it “owns the silicon.” Pichai’s Full-Stack Pitch On the April 29 Q1 earnings call, Pichai said, “The fact that we own fron
The chip designer posted its best quarter ever. Its results are about to get much stronger.
Investors often move like lemmings in the short term, giving long-term investors an opportunity to buy great companies.
The ubiquitous pharmacy retailer crushed first-quarter analyst estimates.
Arista Networks delivered a strong Q1 report, but its stock still lost ground.
Exploring the Latest 13F Filing and Investment Shifts
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