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A modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.
Nvidia's path to $1 million faces a critical growth limitation.
PLTR surged 29% over the past week, while NVDA climbed 15% and CAT gained 11%, outperforming the broader market.
Nvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...
Earnings are exploding, but the stock is priced as though the boom were nearly over. Is the market right?
It doesn't matter that Micron has almost tripled this year. It's still undervalued, especially right now.
After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.
Nearly three quarters' worth of new business landed in eight days. But the two contracts run on different clocks.
So far, it's not off to a great start.
Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha
The investment is starting to pay off.
Investors didn't seem to get a clear read on Axon's latest earnings report.
Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix are set to hold a combined $263 billion in net cash by year-end, more than double the estimated $102 billion of AI bellwether Nvidia and exceeding the combined cash of the other six "Magnificent Seven" U.S. technology companies, LSEG data and Reuters calculations showed.
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in the stock has become another buying opportunity.
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.
GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.
Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.
A grey divorce at 60 can cut your retirement savings in half and leave you with a compressed timeline that punishes the wrong investment choices. Here is how three ETFs can rebuild both the growth and the income you lost.
Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.
At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings
Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.
Applied Materials has surged 22% off its July lows, yet still sits nearly $200 below its recent peak with a binary earnings event days away that could either justify the bulls or hand the bears their moment.
Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.
SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.
A leveraged ETF promising twice NVIDIA's daily returns is somehow trailing the stock it tracks, yet a single $100 bet placed five years ago ballooned into something extraordinary. The math behind that contradiction will change how you think about leverage forever.
That multiple only makes sense if the AI boom's best years are already behind it. Are they?
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