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Key PointsThe AI spending frenzy will create infrastructure that will need more and more power in perpetuity.On-site power production is a popular choice for many data centers, but
Key PointsOklo trades near $44 as of this writing, against a 52-week high of $193.84.The company reported its first-ever quarterly revenue in August -- about $1.2 million.Oklo's Gr
D-Wave (NASDAQ: QBTS) is moving beyond experimental quantum research and into critical enterprise operations. Its hybrid computing framework and expansion into scientific simulatio
Key PointsIn a recent post on X, Musk claimed that few realize the importance of memory and storage to agentic AI systems. While the first wave of artificial intelligence put an on
TradingKey - Micron strongly breaches the $1,000 level, with extreme market bullishness targeting $2,200.On August 17 Eastern Time, Micron Technology (MU) stock price continued to rebound strongly, br
Key PointsReuters reported last Thursday that Silver Lake has held talks to take Workday private, and the shares jumped nearly 18%.Workday's revenue is up 13.3% over the past year,
Key PointsQuarterly-filed Form 13Fs allow investors to track which stocks Wall Street's savviest money managers have been buying and selling.Duquesne Family Office's billionaire ch
TradingKey - SpaceX (SPCX)'s record-breaking initial public offering has brought substantial returns to U.S. university endowments and large institutional investors.Harvard Management Company (HMC), H
Key PointsSalesforce entered a $25 billion accelerated share repurchase in its fiscal first quarter, funded with a $25 billion debt issuance.The company cut its fiscal 2027 free-ca
Key PointsThe S&P 500 is widely regarded as the best gauge for the overall U.S. stock market.Excluding dividends, the S&P 500 returned 9.5% annually over the last two decades.Wall
TradingKey - Goldman Sachs (GS) Chief Economist Jan Hatzius stated in a research report released on August 16 that investors' expectations for further Fed rate hikes remain "too aggressive." With weak
Key PointsJuly jobs and inflation reports reduce pressure on the Fed to increase rates.This is good news for the stock market -- and especially for rate-sensitive growth stocks.How
TradingKey - Memory concept stocks continue their strong rally, with SanDisk leading gains by surging 6% to break through the $1,700 mark, hitting a one-month high.On August 17 Eastern Time, memory ch
Key PointsThe iShares Semiconductor ETF has returned about 118% over the past 12 months, including dividends.The fund's average annual return since its July 2001 launch is 14.2%.It
Key PointsDespite inflation concerns, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all catapulted to new heights in 2026.Headline inflation eased for a seco
Key PointsBerkshire Hathaway initiated one new stake in Q2 and added to seven other positions.Stocks bought included Alphabet, Delta Air Lines, D.R. Horton, and Lennar.One of the Q
TradingKey - Amid recent market volatility, Dan Niles, who lived through the dot-com bubble, remains bullish on the long-term prospects of AI infrastructure. Although factors such as high Treasury yie
Key PointsFiling for Social Security at 62 reduces your benefits for life.If you have a specific reason for filing early, it's a decision that could pay off.Consider your income ne
Key PointsPalantir's second-quarter revenue grew 93% year over year to $1.94 billion, and the company turned 55% of it into net income.Management raised its 2026 revenue outlook to
Key PointsAlphabet reported net income of $112 billion on revenue of roughly $120 billion in the second quarter.Much of Alphabet's reported profit was driven by a gain on an early
TradingKey - As of the U.S. market close on August 14 EST, SpaceX (SPCX) fell 0.91% to $140. After touching $150 last Wednesday, the stock pulled back for two consecutive trading days, indicating heav
Key PointsAfter trading as low as $739 on July 29, the Micron stock price shot back up to $979.64 on Aug. 14. It's possible Micron could complete a stock split before the end of th
TradingKey - SanDisk stock price surges past the $1,700 mark as memory bulls step up their rally, with expectations of hitting new highs within the year.On August 17 ET, SanDisk (SNDK) stock extended
Key PointsConstellation, BWX, and Cameco already generate billions from nuclear power, equipment, and fuel.NuScale, Oklo, and Nano Nuclear remain largely dependent on future projec
TradingKey - On Monday, August 17, Japan's Nikkei 225 Index (JPN225) closed up 0.74% at 69,220.25 points, approaching the 70,000 mark; South Korean stock markets were closed for a holiday, with no tra
TradingKey - Over the past week, the memory chip sector once again became the focus of U.S. stocks. On August 13 Eastern Time, SanDisk (SNDK) delivered long-term positive news at its Investor Day, sen
Key PointsRivian exited Q2 with $5.3 billion in liquidity, but that figure doesn't represent how well it's positioned.Rivian is increasing its consumer reach by expanding Rivian Sp
Key PointsHBM demand is rising fast enough to absorb a growing share of global DRAM capacity.HBM uses far more wafer capacity than conventional DRAM.The memory cycle may turn when
TradingKey - After waiting nearly a decade, Tesla's (TSLA) next-generation Roadster may finally be set for an official debut.According to a new report from The Information, Tesla is preparing an unvei