Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Massive voting control gives CEO Elon Musk the power to do what he wants with SpaceX, without worrying about a shareholder revolt.
NVIDIA recovered from an early decline while investors assessed AI spending ahead of its August 26 earnings report.
Joby Aviation shares have been cut nearly in half over the past year, yet analysts are quietly upgrading their outlooks ahead of a catalyst window packed with international launches, defense contracts, and a pivotal earnings report that could reset the stock's trajectory.
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.
Thirsty for passive income? This dividend-paying dynamo can quench your thirst.
The healthcare stock is up over 300% in five years and has a market cap of around $1 trillion.
Leopold Aschenbrenner called AI correctly, built a $20 billion fund, and still watched his entire public portfolio get seized by Citadel to cover margin calls. The reason his fund survived at all reveals a strange quirk in how hedge fund performance actually gets measured.
Alphabet might remain free cash flow positive in 2026 -- but what about 2027?
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.
It's time to double down on the stock.
Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.
Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.
Applied Optoelectronics just cleared the hardest gate in optical networking, and the move that followed may be the smallest gain investors see all year. Here are the three structural forces now pushing AAOI toward a potential billion-dollar revenue year.
SpaceX is about to face Wall Street for the first time since its record-shattering $85.7 billion IPO.
Nvidia (NASDAQ:NVDA) just closed a loop that sounds almost recursive. On July 26, the company said its Vera CPU is now being used inside the electronic design automation workflows that will produce Nvidia’s own next-generation CPUs and GPUs, with early testing on Cadence and Synopsys tools showing up to 1.5x faster verification and simulation performance. […]
Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.
The Nvidia CEO has maintained an optimistic outlook despite recent downturns.

AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?
Microsoft soundly beat expectations when it posted its Q4 numbers last week.
The market wasn't impressed by Robinhood's Q2 report, even though it looked quite strong. Is it time to sell the stock?