Key PointsPoet announced a contract with Lumilens today that could be worth more than $500 million over five years. The initial hardware purchase order starts at $50 million. The c

Key PointsLucid Group has experienced financial challenges since its IPO, and its stock is down 99% from its all-time high. It's taking steps to improve profitability, downsize its

Key PointsCoreWeave and Nebius both provide cloud-based AI infrastructure services.But one of these datacenter stocks is a more compelling buy.10 stocks we like better than CoreWea

Nvidia (NASDAQ: NVDA) is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves.

Key PointsSandisk is capitalizing on the increasing demand for storage capacity in AI inference-heavy workloads.Multiyear supply agreements have made Sandisk’s business more resili

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

Key PointsInvestors are questioning how much organic growth is left for this enterprise software business.The company expects its subscription revenue to more than double by 2030.I

Key PointsAn analyst increased his price target on Broadcom.He believes the opportunity related to Google's TPUs is underappreciated.Broadcom's forecast tells a compelling story. 1

Key PointsIntuitive Machines missed on both sales and earnings this morning, but its stock isn't taking much of a hit yet.Sales nearly tripled year over year, and are set to beat e

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

Key PointsSandisk is a relatively new tech stock, and heightened demand for memory products has made it a hot buy.Nvidia's market cap is now well over $5 trillion as demand for its

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

Key PointsGood news from China and Nvidia failed to shake Sandisk out of its slump today.A too-high stock price may be part of the problem.10 stocks we like better than Sandisk › S

Key PointsiShares Global REIT ETF (REET) offers a significantly lower expense ratio than FlexShares Global Quality Real Estate Index Fund (GQRE).GQRE provides a higher trailing-12-

Key PointsFord raised its full-year adjusted EBIT guidance by $500 million at each end of the range.Ford's off-road trims continue to account for a sizeable chunk of total sales.Fo

Key PointsMemory chip maker Micron's revenues rose 196% in its fiscal second quarter, mostly due to surging demand from AI data centers.Google Gemini is a leading AI model, and Alp

Key PointsPacker & Co Ltd bought 366,000 shares of Seadrill; estimated trade value $14.94 million (based on quarterly average price)Quarter-end position value increased by $19.35 m

Marvell (NASDAQ: MRVL) is heading into earnings after a huge rally. The upside thesis centers on AI infrastructure, data centers, custom silicon, networking, and optical connectivi

Key Points Doxmity delivered mixed fourth-quarter results, with sales rising 5% and profitability declining.Making matters worse, management forecast 2027 revenue to rise roughly 4

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

Key PointsThe drugmaker is still nowhere near the heroic financial results it achieved at the height of the pandemic. In fact, it seems to be moving in the wrong direction -- to th

Key PointsMicron Technology has been thriving amid tremendous demand for memory products.The current memory shortage may not end until 2030.10 stocks we like better than Micron Tec

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; m

Key PointsCisco beat Q3 earnings estimates and raised full-year guidance well above Wall Street expectations.Product orders jumped 35% year over year, with hyperscaler AI orders mo