Key PointsBroadcom stock declined after OpenAI revealed that its annualized revenue was lower than had been reported.This stoked fears about circular financing deals and about Open
Key PointsBroadcom expects its AI semiconductor revenue to quadruple over the next two years.Nvidia has released strong guidance for 2027. 10 stocks we like better than Nvidia ›(fu
Key PointsAs borrowing needs rise in the tech sector, rising interest rates could turn into a growth headwind. A downgrade of Universal Display could point to a weaker outlook for
Key PointsInterest rate worries eased for Sandisk investors today.Unfortunately, today also saw a new worry from OpenAI about the revenue needed to buy Sandisk chips.Lynx Equity St
Chipotle Mexican Grill (NYSE:CMG), a fast-casual Mexican grill, closed at $32.65, up 6.10%. The stock moved after reports said Starbucks had explored a takeover, and investors are
Key PointsSamsung's preliminary third-quarter operating profit grew 20% from the second quarter to around 107.4 trillion won.Micron's DRAM prices climbed by a high-teens percentage
Key PointsInterest rate worries eased for Micron investors today.But then, OpenAI raised a new worry about the revenue needed to buy Micron chips.Lynx Equity Strategies remains opt
Key PointsHyperscalers' high capital expenditures are quickly becoming a double-edged sword.If hyperscalers keep spending as they have been, the market may well punish them.However
TradingKey - OpenAI's annualized revenue was $20 billion lower than previously reported, dampening market trading sentiment as U.S. stocks closed mixed. Tech and AI hardware stocks faced a sell-off.At
Key PointsMarvell CEO Matt Murphy said last month that his company is the "Switzerland" of the semiconductor industry because it works with everybody. Investors were optimistic abo
Key PointsGrail’s stock could skyrocket if the FDA approves Galleri.Veeva’s life sciences CRM business is still growing at a steady rate.10 stocks we like better than Grail ›(funct
Key PointsDimon's warning comes after JPMorgan Chase got early access to Anthropic's Claude Mythos model.Dimon says cyber risks from artificial intelligence have gone up "10-fold."
Key PointsMarvell is calling for $80 billion in revenue by 2031, nearly 10 times what it generated in fiscal 2026.The company has enormous opportunities in custom silicon design an
Key PointsNuScale and Oklo could shake up the nuclear energy market, but they haven’t deployed any commercial reactors yet. BWX is a safer, more diversified, and more profitable nu
Key PointsStock prices are soaring, with the S&P 500 and Nasdaq hitting new record highs.However, there's also an increased risk that the market is becoming overvalued.History says
Key PointsThe stock market facilitates the buying and selling of stocks, which gives people ownership in companies.You use a stock brokerage account to buy and sell stocks. Small-c
TradingKey - With the rollout of personal AI agent applications such as Meta Muse, market expectations for server CPU demand continue to heat up. Mizuho raised its price target on AMD from $580 to $70
Key PointsAlphabet started paying SpaceX for compute capacity this month in a 32-month deal that could be worth as much as $29 billion.Alphabet has described its use of third-party
Key PointsA new platform, DogeOS, will soon add smart contract capabilities to Dogecoin.DogeOS isn't the first attempt to do this. The last attempt didn't do much of anything to he
Key PointsBecause share prices generally follow earnings (eventually), it's very good news for the stock market.10 stocks we like better than S&P 500 Index ›(function(){var m=docum
Key PointsReports emerged that Starbucks is considering a bid to acquire Chipotle.Starbucks CEO Brian Niccol had a successful tenure as Chipotle's former CEO.History suggests that
Key PointsAlthough Qualcomm generated consistently higher total revenue across all of the past eight quarters, Applied Materials recently exhibited a stronger upward trajectory tha
Key PointsHigher interest rates may have spooked Lucid shareholders.The company's recently released third-quarter vehicle production and deliveries results missed analysts' consens
Key PointsLong-term interest rate increases pressured Charter and indebted telecom stocks last month. An analyst note also cautioned investors as to the threat from SpaceX's Starli
Key PointsSandisk stock has recently started to fall as the market worries about when the memory cycle will end.Broadcom stock has also been falling, but it expects AI revenue to q
Key PointsChargePoint reported its best-ever quarter in September.That triggered a classic short squeeze in the EV charging stock.The company believes it is moving towards sustaina
Key PointsNike is trading at its lowest price since 2013.Sales in Greater China fell 26% in the first quarter of its fiscal 2027.Revenue missed expectations by more than $100 milli
Key PointsTesla's premium valuation reflects opportunities extending far beyond electric vehicles.Robotaxis could unlock an enormous new recurring-revenue opportunity for Tesla.BYD
Key PointsRoblox's daily active user count grew 10% year over year in the second quarter. The company's platform is facing some growth headwinds connected to its safety initiatives
Key PointsPalantir uses a consulting strategy to sell its Artificial Intelligence Platform (AIP).While its business model looks like that of a consulting agency, Palantir generates