Actualités

Remember the ‘SaaSpocalyse,’ the period on Wall Street this year when traders panicked that AI would displace software companies? The move follows strong earnings results from Snowflake yesterday, during which the company issued better-than-expected annual guidance and said it is seeing increasing demand for its artificial intelligence tools. It's an example of how some software companies are adapting to the AI revolution.

Rocket One announced its entry into AMD’s AI Developer Program to gain access to AI development resources, technical training, and developer tools.

Based on the average brokerage recommendation (ABR), Toast (TOST) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

According to the average brokerage recommendation (ABR), one should invest in GE Vernova (GEV). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The average brokerage recommendation (ABR) for McDonald's (MCD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The average brokerage recommendation (ABR) for Johnson & Johnson (JNJ) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Based on the average brokerage recommendation (ABR), Freeport-McMoRan (FCX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

While the top- and bottom-line numbers for Best Buy (BBY) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Monolithic Power rides booming AI infrastructure demand as record revenue growth in data centers and optical networking fuels investor optimism.

Myriad Genetics trades near 0.4x sales as investors weigh cheap valuation against 2026 launch execution and uneven segment performance.

Block, Inc. (NYSE:XYZ) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. On May 26, 2026, Square, the commerce platform owned by Block, Inc. (NYSE:XYZ), was selected by clean beauty franchise Magnolia Soap & Bath Co. to power its operations across more than 50 locations in 17 states. Magnolia will utilize “Square for […]

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. Broadcom Inc. (NASDAQ:AVGO) renewed its partnership with London Stock Exchange Group (LSEG) on May 19, 2026, with a new five-year agreement. The deal expands LSEG’s deployment of VMware Cloud Foundation 9 across its complex infrastructure, adding strength to its multi-cloud strategy. […]

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. Credo Technology Group Holding Ltd (NASDAQ:CRDO) announced a partnership with the AI inference leader Rebellions on May 20, 2026, to build scalable, turnkey AI factories for enterprises. The partnership integrates the company’s ZeroFlap Active Electrical Cables (AECs) directly […]

Spotify Technology S.A. (NYSE:SPOT) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. On May 22, 2026, Spotify Technology S.A. (NYSE:SPOT), in partnership with Live Nation (LYV), announced the launch of “Reserved by Spotify,” a first-of-its-kind loyalty program that rewards superfans with early concert ticket access. The program uses daily music engagement data […]

Bath & Body Works beats Q1 earnings estimates as Consumer First Formula gains traction, with management targeting stronger momentum through 2026 and 2027.

LULU's Power of Three X2 leans on China, men's and digital gains, but soft North America demand and tariffs threaten margins.

Arm Holdings' AI-hyperscaler momentum meets China and valuation risks, while Synopsys grows fast but faces margin pressure. Which stock wins?

Snowflake (NYSE:SNOW) and Amazon Web Services have signed a multi year, $6b collaboration to expand AI products and infrastructure across global enterprises. The agreement focuses on deeper technical integration for agentic and generative AI, go to market coordination, and wider cloud infrastructure deployment. The deal was announced alongside Snowflake’s Q1 update, where the company also raised its full year outlook. For investors watching NYSE:SNOW, this AI focused AWS deal is a clear...

Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens of billions into AI infrastructure, both ride enormous ad engines, yet only one is showing investors a second growth pillar already paying off. Ads Power Meta. Cloud ... Meta vs. Alphabet: Which Stock Is The Better Buy Today

The Trump administration continues efforts to bolster its drone arsenal as the Pentagon discusses potential funding deals with companies.

Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just crossed $1 trillion in market cap, joining SK Hynix and Samsung in a memory club that suddenly looks unkillable. On a recent episode of The ... Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.

Shares of several U. S. drone manufacturers moved sharply higher Monday after a report from The Wall Street Journal said the Trump administration is considering funding agreements with domestic drone companies to strengthen U.

Broadcom Inc. (NASDAQ:AVGO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Broadcom Inc. (NASDAQ:AVGO) announced a partnership with Samsung Electronics to introduce a new broadband-focused reference platform for the global fixed wireless access (FWA) market. The platform combines Broadcom’s BCM6776 Wi-Fi 8 System-on-Chip (SoC) with […]

Snowflake stock jumped after a better than expected quarter driven by accelerating enterprise AI demand.

Eli Lilly and Company (NYSE:LLY) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 26, BofA raised the firm’s price recommendation for Eli Lilly and Company (NYSE:LLY) to $1,251 from $1,133. It reiterated a Buy rating on the shares. The firm said it expects Lilly’s future revenue […]

Best Buy (NYSE:BBY) shares surged nearly 10% in premarket trading after the electronics retailer reported first-quarter results that topped analyst expectations, supported by improved comparable sales and strength across several key product categories. Adjusted earnings per share came in at $1.

AI infrastructure firm Nebius Group's shares climbed over ‌10% in premarket trading on Thursday, ‌after Situational Awareness, a fund run by ​a former OpenAI employee named Leopold Aschenbrenner, became its biggest shareholder. The fund reported a 5.6% stake ⁠in Nebius, worth nearly $2.6 billion as of Wednesday. It is run by Aschenbrenner, who was previously part of the "Superalignment" team at OpenAI.

The Pentagon says the deal will reduce duplicate spending across agencies.

Expense ratios, yield, and sector breadth set these healthcare ETFs apart—see how their risk profiles and portfolio strategies compare.

Microsoft Bets Big on AI as Azure Growth Fuels Bullish Outlook