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Investing.com -- Bank of America reiterated its Buy rating on Taiwan Semiconductor Manufacturing Co. in a note Friday following the chipmaker's technology symposium in Taiwan.

Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.

This security technology firm delivers AI-powered touchless screening systems for high-traffic venues and public facilities.

Applied Materials (AMAT) is expected to outperform the wafer fab equipment industry by more than 10

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

NY Empire State Manufacturing Index Jumps in May.

There's a lot to like about Madison Air Solutions, but investors should proceed with caution.

CNBC owner Versant Media Group has posted a strong Q1 release. Options data suggests VSNT shares will extend gains through the remainder of 2026.

Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...

The chip equipment maker now expects its semiconductor equipment business to grow more than 30% in calendar 2026

President Donald Trump says the US made great trade deals with China during his meeting with Xi Jinping. He says China will buy over 200 planes from Boeing and possibly 750 more, but he provided no specifics. Trump also said China is buying engines from General Electric. He spoke to reporters on Air Force One Friday.

Sezzle' rally, On-Demand growth, strong liquidity, and upbeat sales and earnings estimates raise the question of whether investors should buy now.

Wolverine tops Q1 earnings and revenue estimates as Merrell and Saucony fuel growth. The company raises its 2026 profit outlook.

Cathie Wood’s ARK Invest is staying true to its high-growth strategy. Two of its biggest funds snapped up Cerebras Systems on the heels of the chip maker’s impressive market debut, which saw the stock surge nearly 70%. A trading disclosure shows the flagship (ARKK) picked up 71,655 Cerebras shares on Thursday.

The world's largest artificial intelligence firms could earn $200 billion in revenue this year, more

The athletic footwear giant's shares are trading at a 12-year low, and the comeback timeline keeps getting pushed out.

Investing.com -- HSBC has upgraded Cisco Systems to Buy and raised its price target to $137 from $77, arguing that a stronger-than-expected AI infrastructure demand cycle has fundamentally reset the networking giant's growth profile.

For investors wondering whether Dow at around US$38.78 is still offering value or if most of the opportunity has already played out, this article walks through key signals to help you judge for yourself. The stock is up 3.9% over the past week, roughly flat over the past month with a 1.0% decline, and has returned 59.8% year to date and 38.5% over the past year. Longer periods such as 3 and 5 years show declines of 10.7% and 25.4%. Recent news flow around Dow has focused on how investors are...

GitLab delivers a unified DevOps platform to streamline software development for global enterprises and IT teams.

Boeing's 777-9 jet is taking flight, which could be a catalyst for the shares.

RGTI reports a 199% first-quarter revenue surge as demand grows for its quantum computing systems and cloud-based platforms.

Rising Treasury yields are pressuring global stocks and forcing investors to rethink expectations for inflation and Federal Reserve interest-rate cuts.

WPRT beats Q1 estimates as Cespira HPDI demand lifts revenues, but liquidity concerns remain after cash burn and FX losses pressured results.

May 15 (Reuters) - Global equity funds attracted inflows for an eighth straight week through May 13 as investors chased the AI-driven rally in technology stocks on optimism over strong chipmaker

Yahoo Finance’s Julie Hyman and Head of News Myles Udland discuss the Cerebras (CBRS) PO as shares pull back after surging 70% in the biggest IPO debut of 2026.

Yahoo Finance’s Julie Hyman and Head of News Myles Udland discuss Ford's (F) 20% jump over the past few days after its battery storage bet.

Pfizer (NYSE:PFE) at $25.75, Molina Healthcare (NYSE:MOH) at $186.80, and Halliburton (NYSE:HAL) at $41.29 trade at defensive, cash-generative valuations. Michael Burry purchased these shares for their real earnings and margin stability, and with inflation still pressuring margins across the market, names that generate cash, hold pricing power, and trade at sober multiples carry a structural ... Michael Burry’s Latest Buys Include a 6.66% Yielding Pharma Giant and an Oil Stock Up 46% This Year.

Does TW's Q1 revenue jump and $3.3T daily volume put it ahead of HOOD as investors weigh retail volatility vs institutional scale? Let's find out.

NVDA's Q1 results are expected to reflect strong momentum across the data center business amid growing chip demand from hyperscalers to handle AI workloads.

ALB, FORM and INSW are three 'momentum anomaly' picks as markets ride an AI-fueled tech rally despite a short-term pullback.