Key PointsSK Hynix dominates AI's highest-margin memory niche, but Micron is narrowing the competitive gap.Sandisk benefits from AI storage demand, though NAND remains far more cyc

TradingKey - On August 4, Eastern Time, SpaceX ( SPCX) held its first earnings conference call since listing. SpaceX CEO Elon Musk revealed the latest progress in its AI business during the call: firs

Key PointsSpaceX's capital expenditures reached $18.4 billion in the quarter.Elon Musk said demand for memory chips was growing by 200% per year.Based on his comments, memory price

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Key PointsThe big three cloud providers, Amazon, Microsoft, and Alphabet, are all seeing huge growth.Meta Platforms is seeing rapid growth, while its stock remains cheap. 10 stocks

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TradingKey - SpaceX ( SPCX )'s first quarterly earnings report after going public was overall better than Wall Street expectations. The rapid growth of its Starlink satellite internet and AI computing

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Key PointsBackblaze is winning new customers and earning more business from existing clients.AI is boosting demand for the company's highly scalable storage solutions.10 stocks we

TradingKey - During the Asian trading session on August 5, SoftBank Group (9984.T) shares surged more than 11%, leading the Nikkei index components. After the market closed on August 4, its core major

Key PointsNvidia has developed AI architecture and a supercomputer that are being used for robotics, and says its annual revenue run rate for physical AI will reach $100 billion.Te

Key PointsRWR carries a lower expense ratio than GQRE.GQRE offers a higher dividend yield and broader international exposure than RWR.RWR has delivered stronger total returns over

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TradingKey - SpaceX (NASDAQ: SPCX) released its first public earnings report after the close on August 4, with a reported revenue of $7.81 billion, greater than the expected $6.93 billion by a margin

Key PointsAmazon.com remains a powerhouse in cloud computing and digital advertising while streamlining its global fulfillment network.Carnival is capitalizing on record travel dem

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Key PointsIn July, Microsoft stock's biggest catalyst was the release of strong quarterly results and rosy guidance.Investors were particularly pleased with robust results in Micro

Key PointsBerkshire Hathaway closed out its 2.3 million-share Amazon position in the first quarter of 2026, when Greg Abel took over as CEO.AWS, Amazon's cloud business, reported a

Key PointsSpaceX reported its first financial report as a public company.The results were better than expected, though the report was met with a collective shrug.SpaceX announced t

Key PointsThe disposition involved 3,443 shares at $81.68 per share, representing a total transaction value of ~$281,000.The transaction resulted in a 21% reduction in direct commo

TradingKey - Advanced Micro Devices (NASDAQ: AMD) moved upward by 7.7% to around $513 on November 6 during regular trading prior to the release of their Q2 2026 results. However, when results were rel

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Key PointsASML sold off at the beginning of the month on reports that Anthropic was going to launch its own AI chip.The company beat estimates in its second-quarter earnings report

TradingKey - On August 5, boosted by the overnight surge in US stocks, major stock indices in Japan and South Korea opened higher and continued to climb. SK Hynix rose 7%, Samsung Electronics gained o

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jason Hall discuss:Alphabet’s free cash flow.Tesla’s stock drop.Intel

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Key PointsAmazon continues to leverage its massive cloud infrastructure and global Prime ecosystem to drive diversified revenue growth.Dutch Bros is rapidly scaling its drive-thru