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Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.
US equity futures were mostly flat pre-bell Tuesday as the US and Iran remained at a stalemate regar
The space company posted $234 million in second-quarter revenue, up 62% year over year, but a per-share loss that missed analyst estimates
IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia systems, the companies said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs and weigh concerns about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process of running trained AI models to generate responses, has become one of the largest drivers of demand for computing capacity, prompting cloud providers and chipmakers to spend billions of dollars expanding AI infrastructure.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
Curative expanded its AI-built software strategy beyond CRM after dropping a roughly $600,000-a-year Salesforce, Inc. contract, saying internally developed systems cut administrative costs, while Salesforce warned that running secure and compliant software at scale remained a major challenge. Curative Looks...
Asking for a Trend Host previews what investors should watch on Tuesday, August 11th, including earnings from CoreWeave (CRWV) and eToro (ETOR), fresh consumer spending data, the latest small business optimism index, and existing home sales.
Three businesses have quietly turned patient shareholders into millionaires over multiple decades, and the competitive moats that drove those returns are facing their biggest tests yet in 2026.
Joby Aviation is buying defense contractor Resonant Sciences in a $500 million deal.
Argus Research upgrades Sandisk stock to Buy. Here’s why analyst Jim Kelleher sees significant further upside in SNDK shares.
Gold, space, defense and silver-mining ETFs soared last week as weak jobs data eased Fed rate-hike fears and boosted risk appetite.
Laffer Tengler Investments CEO and CIO Nancy Tengler shares her thoughts on Palantir (PLTR) stock and why it's a buy.
The GPU giant's stock price has soared since its last split.
Scott Melker explains how Mastercard (MA) is boosting stablecoin infrastructure. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Ahead of the bell The Nasdaq is expected to lead a tentative recovery on Wall Street when trading gets underway, with investors on edge ahead of the release of July CPI data tomorrow. Nasdaq futures point to a 0.3% gain, S&P 500 futures are up 0.2%, and Dow futures are 0.1% higher. The...
Despite its recent weakness, McDonald’s still has some support on Wall Street, with analysts maintaining a generally positive view of the stock’s longer-term prospects.
Users in the UK will be able to trade more than 50 cryptocurrencies on the platform.
Investing.com -- Barclays shook up its ratings across several U.S. apparel retailers on Monday, downgrading Under Armour and Gap while upgrading Abercrombie & Fitch, as the bank recalibrated its views on brand momentum, promotional activity and tariff exposure heading into the back half of the year.
The Economics of Scale Starting at the end of July 2026, Cisco is deploying personalized AI agents to its entire 90,000-person workforce. This is not a pilot program; it is a standardized infrastructure shift intended to change how the company produces work. To manage the massive volume of requests from 90,000 users, Chief Product Officer […]
Larry Fink, the man who helped turn the home mortgage into a global financial product, has a new obsession. He recently compared the latest Nvidia-led consortium to the birth of mortgage-backed securities in the 1970s. It is a comparison that should make any investor sit up straight, not because it promises a golden age of […]
Some names to play for 'chipflation'.
Apple just posted its strongest June quarter ever, yet the stock sits 7% lower and traders put even odds on it closing August above $310. Here is why that tension could matter more than the headline numbers.
For the first time since Ronald Reagan was in his first term, the U.S. Strategic Petroleum Reserve has collapsed below a threshold that one analyst says renders it effectively gone, and the infrastructure meant to refill it may be too broken to matter.
Insider reduced equity holdings by 25% through indirect trust structure under pre-established Rule 10b5-1 trading plan adopted five months prior.
NuScale is still too speculative for me.
The chipmaker priced 210 million shares at $95 each, up from a $15 billion offering announced the day before
Despite trailing the broader market over the past year, News Corp continues to command strong Wall Street conviction, with analysts largely bullish on the stock’s growth prospects.
Investing.com -- Goldman Sachs said the surge in artificial intelligence spending may be crowding out other business activity, though it found only limited evidence of that effect so far.
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