Amphenol reported robust Q4 earnings powered by surging demand for AI infrastructure, yet the stock fell as markets questioned the sustainability of the explosive growth. Management highlighted broad-based strength while analysts probed integration risks and future catalysts.
A familiar bullish chart pattern triggered a 5% bounce in Bitcoin's price, but a confluence of on-chain metrics—rising exchange reserves, profit-taking near key levels, and weak conviction—now casts doubt on the sustainability of the recovery.
With multi-billion dollar leases in hand, Applied Digital is positioning itself at the heart of the AI infrastructure boom. But its soaring valuation and concentrated risk profile leave investors questioning if the millionaire-making opportunity has already passed.
As the race to build AI infrastructure intensifies, Arista Networks stands out not just for its technology, but for its formidable financial strength. With no debt and a sizable cash reserve, the networking specialist is positioned to aggressively fund its roadmap while competitors navigate tighter capital markets.
Emerson Electric's fiscal first-quarter results showcased robust order growth driven by power, LNG, and semiconductor sectors, though software contract renewals temporarily dampened sales and margin expansion. The company raised its full-year EPS outlook while noting persistent softness in China and European chemical markets.
At a recent industry conference, Google's AI infrastructure lead detailed the rapid ascent of the Gemini model family and outlined the monumental infrastructure challenges ahead. In a wide-ranging discussion, he positioned specialized hardware, cross-stack collaboration, and even speculative space-based computing as critical to sustaining the AI boom, while cautioning that efficiency gains alone won't keep pace with exploding demand.
Amid surging demand for AI infrastructure, IREN Limited's vertically integrated model and rapid deployment capabilities position it as a key player. Despite a recent pullback, analysts point to strong operational execution and scalable design as catalysts for long-term growth.
Century Aluminum has sold its idled Hawesville smelter to crypto-mining firm TeraWulf, which plans a major pivot to redevelop the site into a campus for AI and high-performance computing, signaling a tangible shift in the region's industrial landscape.
Advanced Micro Devices (AMD) delivered a robust fourth quarter for 2025, surpassing revenue forecasts with $10.27 billion in sales and issuing optimistic guidance, fueled by strong demand for its AI and high-performance computing platforms.
Analysis from Ned Davis Research indicates that following steep declines from record highs, silver has historically taken an average of seven years to find a bottom and over a decade to reclaim its peak, suggesting last week's plunge may signal a prolonged downturn.
Despite a stellar year-to-date performance fueled by promising clinical trial results, analyst sentiment on Moderna remains tempered, with a consensus 'Hold' rating highlighting the challenges beyond its COVID-19 windfall.
Shares of aerospace and defense manufacturer Woodward, Inc. (WWD) surged over 16% Thursday, hitting a new 52-week high after the company reported quarterly results that crushed analyst expectations, driven by strength in its core markets.
Amid a recent market sell-off, ARK Invest's Cathie Wood executed one of her firm's busiest trading days of the year, doubling down on three high-growth names she sees as undervalued.
A new report underscores the staggering financial impact of employee turnover, with costs exceeding $45,000 per worker. As a third of employers blame competitive pay for rising churn, a significant gap emerges between worker salary expectations and company budget plans for the coming year.
TD Cowen revises its price target for Aflac ahead of Q4 earnings, as the insurance giant grapples with the aftermath of a cybersecurity incident impacting over 22 million individuals.
Despite a recent 4.6% bounce, Ethereum faces mounting headwinds as key metrics tracking long-term holder conviction have plummeted nearly 90%, raising the specter of a deeper correction toward $1,500.
CNBC's Jim Cramer suggests that upcoming clinical trial updates for Eli Lilly's GLP-1 drugs, rather than quarterly earnings, are the primary catalyst investors should watch for potential stock movement.
U.S. stock futures ticked up Tuesday as investors braced for a heavy slate of corporate results, while a partial government shutdown forced a delay of January's crucial employment report, adding uncertainty to the economic outlook.
S&P 500 and Nasdaq futures edged higher Tuesday morning, buoyed by a stronger-than-expected reading on U.S. manufacturing activity. The January ISM PMI reading of 52.6 suggests the sector is expanding, though steady Treasury yields near 4.27% remind markets that the Federal Reserve's higher-for-longer rate stance remains a headwind for some sectors.
As Reddit gears up for its February 2026 earnings, its deepening ad tech integrations aim to convince marketers—and investors—that its platform can translate buzz into measurable business outcomes. But with a rich valuation and mixed analyst outlook, the path to profitable scale remains under scrutiny.
