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Microsoft (MSFT) has spent over $100 billion on its partnership with OpenAI, including investments,

Ford Motor’s stock soared Wednesday as Wall Street cheered the automaker’s increased focus on using batteries once meant for electric vehicles as stationary energy-storage systems. Morgan Stanley analysts cited the company’s new Ford Energy subsidiary in a note Wednesday as an “underappreciated” competitive advantage. Energy storage systems are large stationary batteries, which have emerged as an alternative business strategy for carmakers who invested heavily in electric vehicle battery plants.

With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.

Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Investors can now buy this Buffett favorite for less than what the former Berkshire CEO paid.

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

Two cloud giants just delivered some of their strongest quarters in years, but their valuations are catching up with the story.

NVIDIA (NasdaqGS:NVDA) is working with Fortinet on FortiAIGate, a new AI security gateway built on NVIDIA AI and powered by Blackwell and Hopper GPUs. Red Hat is expanding its Red Hat AI Factory with NVIDIA, adding confidential computing, lifecycle auditing, and governed model-as-a-service features. Together, these launches aim to provide end to end security, policy control, and confidential compute for production scale AI agents across cloud, edge, and on premises environments. For anyone...

Colgate-Palmolive (NYSE:CL) is exactly the kind of name investors hunt for when the macro picture gets murky. Low beta, a 63-year dividend streak, and a portfolio of brands that sell whether the economy expands or contracts. With shares at $87.44 and tariffs creating fresh margin pressure, the question is whether the defensive premium is already ... Prediction: Colgate-Palmolive Will Jump 20% This Year

(Updates prices.) Gold edged higher midafternoon Wednesday even as the dollar rose after a repor

Ford shares surged on Wednesday after Morgan Stanley said Ford's new energy business could be a winner for the automaker, based on a big competitive advantage it has with battery tech.

Over the past six months, Torrid has been a great trade, beating the S&P 500 by 30.2%. Its stock price has climbed to $1.57, representing a healthy 37.3% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Datadog's growing portfolio of artificial intelligence products is experiencing explosive demand.

U.S. stocks traded mixed midway through trading, with the Nasdaq Composite gaining over 1% on Wednesday. The Dow traded down 0.24% to 49,638.96 while the NASDAQ gained 1.18% to 26,395.66. The S&P 500 also rose, gaining, 0.60% to 7,445.55. Leading and Lagging Sectors Communication services shares jumped by 1.6% on Wednesday. In trading on Wednesday, utilities stocks fell by 1.4%. Top Headline Alibaba Group Holding Ltd. (NYSE:BABA) shares gained around 6% on Wednesday after the e-commerce and clou

Shares of Palantir Technologies (NASDAQ:PLTR) are trading near $130 in midday action on Wednesday, down 4% on the day. That extends a punishing year for the AI software name, which is now off roughly 26% in 2026. The contrast with the broader market is stark. The SPDR S&P 500 ETF (NYSEARCA:SPY) is up 9% year-to-date ... How Can Palantir Be Down 26% in 2026 When Stocks Are Near All-Time Highs?

Ford Motor Co (NYSE:F) shares are skyrocketing Wednesday. Morgan Stanley released new research arguing that the company's energy storage ambitions are far more valuable than the market currently recognizes, putting the stock on pace for its best session since March 2020. Here’s what you should know. Ford Motor stock is among today’s top performers. What’s behind F gains? What’s Pushing Ford Higher? Morgan Stanley analyst Andrew Percoco reiterated an Equal‑weight rating and kept a $14 price targe

Tech stocks ripped higher on Wednesday despite a sharply hotter-than-expected April Producer Price Index reading that rekindled inflation anxieties and rate-hike fears, as strength in semiconductors fueled investor sentiment. Nvidia Corp. (NASDAQ:NVDA) rallied for the sixth straight session to above $226 per share, with the company’s market cap soaring above $5.5 trillion ahead of next week’s highly awaited earnings report. Speaking via Truth Social shortly before landing in Beijing, Trump told

Cisco earnings are coming after the close. Memory costs have been surging, and that’s hurt tech hardware companies’ margins.

Akamai Technologies Inc (NASDAQ:AKAM, XETRA:AK3) was upgraded to 'Buy' from 'Neutral' by Bank of America analysts, who said the company is increasingly being viewed as an artificial intelligence infrastructure play rather than a legacy content delivery network provider. The firm also raised...

If you are asking whether Texas Instruments at US$295.17 is still a good deal or already pricing in a lot of optimism, you are asking the right question before looking at any charts or headlines. The stock has recorded returns of 5.0% over the last 7 days, 37.5% over the last 30 days, 66.3% year to date, 61.2% over 1 year, 97.2% over 3 years, and 90.2% over 5 years. This naturally raises questions about how much future upside or risk is now reflected in the price. Recent price moves have...

UUUU posts Q1 2026 revenues of $35.8M, up 112% YoY, driven by uranium sales and higher average realized price.

Nearly 90% of its revenue is from its subsea division, which includes underwater production machinery and undersea robotics.

ASML Holding NV (NASDAQ:ASML) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 5, together with six other technology companies headquartered in Europe, ASML Holding NV (NASDAQ:ASML) cosigned a piece calling for swift government action across Europe. In the opinion piece, the technology companies urge governments […]

CAVA has been on fire lately. In the past six months alone, the company’s stock price has rocketed 61.3%, reaching $79.45 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

NVIDIA Corporation (NASDAQ:NVDA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 9, NVIDIA Corporation (NASDAQ:NVDA) announced that its board has appointed Suzanne Nora Johnson to join as a director and audit committee member, effective July 13, 2026. The move expands the board from ten to […]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered April revenue figures that affirmed strong demand for artificial intelligence chips. The company’s April revenue was up 17.5% year over year to $13.08 […]

The U.S.-listed electric vehicle complex is catching a coordinated bid in Wednesday’s midday session. Lucid Group (NASDAQ:LCID) shares are up 9% to around $6.57, NIO (NYSE:NIO) stock has rallied 7% to $6.52, and Tesla (NASDAQ:TSLA) shares have climbed 4% to roughly $450. The move spans geographies, with Lucid representing the U.S. luxury EV story, NIO ... Lucid Jumps 9%, NIO Rallies 7%, Tesla Rises 4% as EV Stocks Get Charged Up

Masco’s 15.8% return over the past six months has outpaced the S&P 500 by 8.7%, and its stock price has climbed to $71.74 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

The eVTOL maker could soar higher if it overcomes its near-term challenges.

Rivian Automotive Inc (NASDAQ:RIVN) shares rose 4.2% on Wednesday after its spinout Mind Robotics, an artificial intelligence-driven industrial robotics company, closed a $400 million funding round that valued the startup at $3.4 billion. The May 2026 round was led by Kleiner Perkins and also...