
Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.
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Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?

AI-driven efficiencies are an underappreciated catalyst for the fintech company.

The digital bank just topped $1 billion in quarterly profit for the first time. So where does growth come from when most of a country already banks with you?

Everything depends on creating long-term shareholder value.

Tencent Music served up solid Q2 results, but that wasn't enough for investors.

A 2015 check cut for $900 million in SpaceX’s series F round has grown about 100x to $94 billion.

DraftKings’ second quarter results were met with a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the performance to a sharp increase in customer acquisition—driven by major sporting events like the NBA Finals and the World Cup—and robust engagement on the new Predictions product. CEO Jason Robins noted, “Customer acquisition grew nearly 75% year-over-year as interest in the NBA Finals and the World Cup surged,” emphasizing that the

Tesla's stock has bounced, but beneath the rally sit three structural problems that a rising share price cannot fix. Here is what the numbers actually say about where the company is headed.

SCHG, VUG, and QQQ each take a different structural approach to large-cap growth, and those differences compound into a significant performance gap over ten years. One fund has a defensible claim as the best vehicle for the AI era, but the case involves real tradeoffs most investors overlook.

If you’re anxious about the stock market, you’re not alone. Here are three things that could make you more vulnerable than most other investors.

Verizon Communications (NYSE: VZ) and Lockheed Martin are collaborating on NetSense Airspace Awareness-as-a-Service, using AI and 5G to support unmanned aircraft systems detection and critical infrastructure protection. The partners are working with additional technology providers to connect sensor data over Verizon's 5G network for real-time monitoring of UAS activity. The initiative includes planned pilot deployments and potential future commercialization aimed at enterprise and government...

Fresh earnings expectations put TJX Companies (TJX) in focus, with Wall Street projecting quarterly earnings of $1.18 per share and US$15.14b in revenue, offering investors a timely read on the retailer’s current operating momentum. See our latest analysis for TJX Companies. The TJX Companies share price has eased in the very short term, with a 1-day share price return of 1.11% and a 7-day share price return of 5.73%. However, the 1-year total shareholder return of 16.10% and 5-year total...

Unusual Machines stock has surged over the past year, and the broader valuation checks now lean toward the shares looking expensive rather than like an obvious bargain. Unusual Machines has returned 244.7% over the past year, which puts extra focus on whether the current price already reflects very optimistic expectations. Investor enthusiasm around rapid revenue expansion and government drone program demand can support a rich valuation, while ongoing losses and the need to fund growth...

After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself quietly identified as the target.

BlackRock's Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed's 2% target. He argues the economy is now "in the ballpark" and that raising overnight rates may not be the most effective way to bring inflation lower. The bigger issue for markets may be the long end of the yield curve, where fiscal deficits, heavy treasury issuance and AI-related financing push real rates higher.

The end of 2026 could be a wild ride for investors.

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

Jensen Huang dropped four words at GTC 2026 that could expand NVIDIA's addressable market far beyond AI chips, and the company is already building the product stack to back up that claim.

Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.
Hut 8 (HUT) CEO Asher Genoot compares AI compute buildout to historical infrastructure booms like railroads and steel, projecting $1.75 billion in annual net operating income as new data centers come online.

These companies have different business models, but share strong AI tailwinds.

Tom Gardner talks with CEO Michael Miebach on security, stablecoins, and agentic commerce.

Oscar Health’s second quarter saw results well above Wall Street’s expectations, yet the market response was notably negative. Management credited disciplined pricing, technology-driven cost efficiencies, and strong execution in the individual health insurance market for driving year-over-year revenue and margin improvement. CEO Mark Bertolini highlighted that “disciplined pricing, differentiated consumer products and a scalable technology platform” fueled growth, with membership up 46% and admi

World of Warcraft and Star Wars are coming to a Dungeons & Dragons table near you.

On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion. The adjusted EBITDA rose 58% to $1.61 billion at an 84% margin, while the net income reached $1.27 billion. AppLovin also confirmed that the SEC had ended its inquiry, which was initiated in October 2025, […]

IYF has delivered stronger 5-year returns despite higher fees, while FNCL offers broader diversification.

Elon Musk, as always, has an ambitious plan for his company.

If you’re a certain age, it can impact your payments.

Figure Technology Solutions stock has fallen about 28.1% year to date, yet still screens as expensive on the broad valuation checks. That combination raises questions about whether the recent share price still builds in optimistic expectations that the fundamentals have not clearly backed up. Year to date, the share price is down 28.1%, which suggests the market has cooled on the story after earlier optimism. The investment case can benefit if Figure Technology Solutions converts its...
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