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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

MP Materials' shares are up more than 168% over the past year. How much more momentum does the stock have?

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

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.

The quantum company reported a far better first quarter than many analysts and investors expected.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

Or is it just a value trap?

The quantum computing company raises its full-year revenue guidance on the heels of its latest quarter.

AI-fueled earnings from chipmakers and easing tensions in the Middle East helped power fresh U.S. stock records, today, May 6, 2026.

Consumer goods companies don't typically get the headlines. But May 2026 is giving investors some of the clearest reasons in years to pay attention.

AMD’s data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.

Vistra and Quanta Services will benefit from soaring energy demand.

In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple

Uber (UBER) and Maplebear (CART) (Instacart's parent company) both reported quarterly earnings on Wednesday. BNP Paribas US large-cap internet equity analyst Nick Jones joins Yahoo Finance's Josh Lipton to discuss the key differences between the two companies and why he thinks Uber has much more room to run.

These tech behemoths are seeing impressive gains from their artificial intelligence (AI) investments.

International equities have quietly outrun the U.S. market over the past twelve months, and the Fidelity Enhanced International ETF (NYSEARCA:FENI) has ridden that wave hard. The fund returned roughly 32% over the year ending May 1, 2026, with 8% of that coming year-to-date. It makes U.S. investors look up from their S&P 500 index funds ... The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year

The problem started right here in the Hoosier State.

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

Sometimes the best buying opportunities don't announce themselves. They show up dressed as a near-term disaster.

It seems Alphabet can do no wrong right now.

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates