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A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.
Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.
Sandisk stock surged as Wall Street digested the flash memory maker's bullish long-term growth targets.
Wall Street cheered the company's latest update.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]
Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market
NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.
ALB's 28% slide reflects weak lithium prices and near-term margin pressure, but project ramp-ups and cost savings offer support.
SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst targets and current share price tells a story worth reading.
Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.
Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku.
Bloom Energy's stock has skyrocketed over the past three years.
U.S. drone stocks are climbing premarket after the White House said it would levy tariffs on drones deemed to pose a national-security threat. Among the stocks taking off is a company backed by Donald Trump, Jr. President Trump imposed 100% tariffs on drones with a maximum takeoff weight of more than 25 kilograms as well as those with thermal imaging capabilities and some critical components.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Enovix Corporation recently reported second-quarter 2026 results, posting US$9.02 million in sales with a reduced net loss of US$43.06 million, and issued third-quarter revenue guidance of US$9.0 million–US$10.0 million while confirming completion of its US$58.29 million share repurchase program. The company underscored growing commercial traction, including rising Smart Eyewear orders, an expanded US$180 million drone and defense pipeline, and continued progress toward qualifying its...
Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the answer changes how you think about the entire AI memory trade.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
The clearance of Zenbexus is the first for a group of protein-degrading “CELMoD” medicines that could help Bristol Myers rejuvenate a key drug franchise.
Plan is to deploy over 2,000 robotaxis in Europe.
While Eli Lilly isn't a perfect technical setup, it's still a fundamental powerhouse that could be worth considering.
Coinbase's future growth prospects make a "buy the dip" strategy attractive.
Kard links merchants and financial institutions through verified transaction data and merchant-funded rewards.
The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter
Investing.com -- Citi believes the backdrop for gold is improving as U.S. front-end rates roll over, but the bank said in a note on Friday that it is holding off on adding exposure after a rapid run higher.
Nvidia stock has dropped after six earnings since 2024, and TSMC absorbed every hit better. Before August 26, analysts see 27% upside.
Investing.com - U.S. stock futures were little changed on Friday, pointing to a muted open after the S&P 500 closed at a record high in the previous session, while investors weighed a fresh batch of corporate news and analyst actions.
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