Actualités

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

Famed "Big Short" investor Michael Burry buys new out-of-the-money puts on Palantir and adds to his Zoetis stake.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

Boeing is exchanging three autonomous-aircraft businesses for a substantial position in Archer and continued access to their technology.

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies.

After plunging on Friday, shares are starting this week on an auspicious note.

Archer Aviation, the San Jose-based air taxi startup, announced Monday it was taking control of Boeing's Wisk Aero as well as the air traffic software provider SkyGrid.

Healthcare stocks were higher late Monday afternoon, with the NYSE Healthcare Index rising 1% and th

Intel Stock Falls as Chip Giant Unveils $15 Billion AI-Focused Funding Plan

Expro has been treading water for the past six months, recording a small return of 2% while holding steady at $17. The stock also fell short of the S&P 500’s 10.9% gain during that period.

Consumer stocks declined late Monday afternoon, with the State Street Consumer Staples Select Sector

BlackRock (NYSE: $BLK), the world’s largest asset manager, has launched a new exchange-traded fund that provi...

For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics.

SK hynix rules AI memory with a 58% share, but Micron just posted better margins and is closing in fast. Both feed Nvidia's chips. Here's which memory stock is the smarter buy in the HBM supercycle.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

The company is fighting to protect itself from liability in multiple cases of social media addiction and a potentially crushing wave of payouts.

The healthcare stock is now up more than 130% this year.

Its travel rivals moved a fraction as much in the same session, which points most of the explanation back inside Airbnb's own product.

Trump Media's crypto ambitions just hit a wall.

AMD added support for Meta's Muse Glimmer 30B model.

Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...

BMO raised its target after stronger results but retained a neutral rating and a valuation below Airbnb's current share price.

CoreWeave reports second-quarter results Aug. 11.

The rally added about $562 billion to its market value.

Netflix nearly doubled ad commitments at its 2026 Upfront.

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.

JPMorgan highlighted Microsoft's cloud growth and backlog while raising its S&P 500 earnings and year-end forecasts.