While Tesla's stock remains resilient, the promise of a self-driving future presents both staggering potential and significant hurdles for investors to consider.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
The business intelligence firm, the world's largest corporate holder of Bitcoin, is now sitting on nearly $1 billion in paper losses after the cryptocurrency's recent slump below its average acquisition cost, raising questions about its high-stakes treasury strategy.
Palantir Technologies expands its strategic footprint in Asia through a deepened partnership with HD Hyundai, while securing a pivotal role in building sovereign AI data centers across Europe, the Middle East, and Africa with Sovereign AI and Accenture.
Chinese EV maker Li Auto announces a significant organizational overhaul, dissolving its dedicated autonomous driving team to focus resources on 'embodied intelligence' and humanoid robotics, signaling a bold strategic realignment.
Newly released documents from the Jeffrey Epstein case detail his repeated interactions with Vladimir Putin and Russian intelligence, raising serious questions about whether the financier's sex trafficking network doubled as a foreign kompromat operation.
A 2011 email to Jeffrey Epstein detailed a bold proposal to identify and recover billions in frozen Libyan state assets, with claimed backing from former intelligence operatives, as the country descended into civil war.
In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.
As Super Micro Computer (SMCI) prepares to release its quarterly results, the market watches to see if its AI server business can sustain explosive growth and justify its soaring valuation.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Oracle Corp. plans a colossal $45-$50 billion capital raise in 2026 to expand its cloud infrastructure, aiming to meet surging demand from AI giants like OpenAI and Nvidia. The move comes as the company's aggressive data center spending pushes its free cash flow negative, a condition projected to last for years.
Glaukos Corporation's iDose TR glaucoma therapy receives a key FDA labeling update, permitting repeat administration. While the news bolsters the company's growth narrative, analysts are divided on whether its current stock price already reflects future potential amid rich valuation metrics.
Marketing automation firm Klaviyo is deepening its AI capabilities with a new ChatGPT app and a Wunderkind partnership. Yet, despite these strategic moves, its stock performance tells a more cautious story, leaving investors to weigh its growth potential against a significant valuation discount.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
Nebius Group secures a pivotal government contract to build and operate Israel's national AI supercomputer, cementing its role in the country's tech ecosystem and sparking debate over its market valuation amid recent stock volatility.
SanDisk shares surged nearly 22% this week after the data storage giant reported staggering quarterly results, fueled by enterprise adoption and its critical role in powering AI infrastructure.
Teradyne partners with MultiLane to launch a new venture focused on testing high-speed data links critical for AI infrastructure, aiming to capture growth in a competitive and rapidly evolving market.
SanDisk shares skyrocketed following a blowout Q2 report, with Cantor Fitzgerald arguing the rally has further to run, driven by AI demand and favorable NAND pricing dynamics.
In a landmark disclosure during its Q4 earnings call, Tesla has revealed it now has 1.1 million active Full Self-Driving (FSD) subscribers worldwide. The announcement comes as the company prepares to shift exclusively to a monthly subscription model, a strategic move tied to Elon Musk's ambitious goal of reaching 10 million active users.
As demand surges post-pandemic, Royal Caribbean Group is committing billions to new ships and destinations. CFO Naftali Holtz details the balancing act between ambitious growth, shareholder returns, and leveraging AI to enhance the passenger experience.
