TradingKey - April 10, 2026, optical communications leader Lumentum ( LITE) released news that ignited the market: Driven by accelerating demand from U.S. mega AI data centers, the company's order boo

Key PointsAWS is a key part of Amazon's business, accounting for the majority of the company's profits.Amazon's custom AI chip computing capacity is being spoken for as the chips a

In this episode of Motley Fool Money, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:OpenAI’s $122 billion capital raise.Nike’s disappointment.Oracl

Key PointsThe geopolitical conflict in the Middle East has upended global energy markets. This 5.6% yield is backed by 27 annual distribution increases and a reliable fee-generatin

Key PointsEnergy prices spiked from the Iran war in March, but core inflation was steady.Rate cut bets were flat, with investors betting rates will end the year where they are now.

Key PointsIndustrial companies providing essential infrastructure are appealing for the steady cash flow and reliable dividends. Honeywell and Emerson are two examples as they focu

Key PointsTaiwan Semiconductor, a leading processor manufacturer, reported impressive Q1 sales.Investors took that to mean that AMD could soon report impressive first-quarter resul

Key PointsAnthropic tripled its revenue in four months, while Palantir revenue grew only 70% last quarter.Investors are starting to worry that Anthropic will eat all software marke

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Key PointsThe U.S. aims to significantly increase its nuclear energy capacity and accelerate the deployment of advanced nuclear technologies.Fluor is a global engineering and const

Key PointsPlug Power’s CEO will host an AMA session on Reddit.That buzz could drive short sellers away and attract more retail investors.10 stocks we like better than Plug Power ›

Key PointsThe high concentration of tech stocks weighed the S&P 500 down in the first quarter.Nevertheless, around 57% of S&P 500 stocks outperformed the index in the first quarter

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Key PointsAlphabet's recently announced memory compression technology has spooked investors in Micron, Sandisk, and Seagate, but they are missing the bigger picture.In fact, lower

Key PointsAI spending isn't slowing down, as enterprises and governments are trying to take advantage of this technology's productivity gains.Palantir Technologies and Intel are be

Key PointsAnthropic has a new cybersecurity-focused LLM called Claude Mythos.Investors are debating whether Mythos will grow the cybersecurity market or dominate it.10 stocks we li

Key PointsVanguard Utilities ETF provides investors with broad exposure to the utility sector.The utility sector is seeing a step change in electricity demand.10 stocks we like bet

Key PointsAmazon will add a 3.5% fuel surcharge added to some types of sales.The majority of operating income does not comes from its consumer business.These 10 stocks could mint t

Key PointsAs inference workloads multiply, growth investors are realizing the need for high-bandwidth memory chips.Micron is poised to benefit from AI buildouts as new applications

SoFi (NASDAQ: SOFI) is caught in a high-stakes battle between fear and execution. A damaging short report crushed sentiment, but billions in fresh institutional commitments suggest

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Key PointsNvidia stock is down in 2026, but that won't be the case by year-end once investors realize its continued elevated growth potential.Nvidia's valuation shows a huge discon

Key PointsTaiwan Semiconductor is a key component provider for every AI business.Broadcom's custom chips are demonstrating superior performance to GPUs. 10 stocks we like better th

Key PointsDemand for sustainable aviation fuel is growing. Retail traders are taking notice of this carbon capture business. 10 stocks we like better than LanzaTech Global › As of

Key PointsTechnology stocks are volatile, creating a tough environment as investors identify value traps versus dip opportunities.Some AI stocks sold off, but for the wrong reasons