The incoming Dutch government, led by Prime Minister-designate Rob Jetten, has unveiled its policy agenda, pledging continued military and financial support for Ukraine and a commitment to enshrine higher NATO defense spending targets into law.
Despite a flat start to 2026, Nvidia's valuation appears compelling as new forecasts project global AI spending to surge past $3.3 trillion by 2027, suggesting the chipmaker's growth story is far from over.
Senator Lindsey Graham has stalled a bipartisan funding deal to avert a shutdown, demanding the restoration of a controversial provision allowing lawmakers to sue the Justice Department for damages—a move critics decry as a self-serving scheme.
The global payments giant reported a 15% surge in net revenue and processed a record 69.4 billion transactions in its fiscal first quarter, signaling resilient consumer confidence and a rebound from previous quarters.
Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.
Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.
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.
Amid a volatile economic backdrop, consumer discretionary stocks are lagging the broader market. We examine three companies—Columbia Sportswear, Movado, and iHeartMedia—whose business models and valuations make them vulnerable in the current climate.
Tractor Supply Company reported fourth-quarter revenue and profit below analyst forecasts, citing a lack of severe winter weather and softer consumer demand for discretionary goods. The rural lifestyle retailer remains focused on long-term strategic investments amid an uncertain economic backdrop.
Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.
Microsoft posts record cloud and AI-driven revenue for Q2, fueled by new partnerships and its custom AI chip. However, a significant surge in capital expenditures for AI infrastructure and a slight deceleration in Azure growth triggered the stock's worst single-day drop since 2020, testing investor resolve on the long-term payoff.
Visa's fiscal first-quarter earnings surpassed expectations, driven by robust cross-border transactions and a surge in high-margin digital services. The payments giant signals confidence in sustained consumer resilience despite some moderation in U.S. debit volumes.
A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.
Microsoft's stock faced its steepest single-day drop in months, closing down 10% despite posting strong quarterly earnings. The sell-off was driven by investor concerns over surging capital expenditures and the company's significant financial ties to OpenAI.
Microsoft shares tumbled 12% as investors questioned the return on its massive AI investments, despite strong cloud growth. The volatility has created a surge in bullish options activity, presenting strategic opportunities for long-term believers.
Congress has approved $23 billion in initial funding for the ambitious Golden Dome missile defense initiative, yet the absence of a detailed spending blueprint from the Pentagon is stalling progress and clouding investment prospects for 2026.
Electro Optic Systems (EOS), the Australian firm behind a landmark high-energy laser contract, is planning a strategic move of its headquarters and listing to Europe within the year, its CEO reveals, aiming to embed itself at the heart of the continent's urgent defence modernisation drive.
A new Congressional Budget Office analysis reveals the substantial financial burden of deploying National Guard and active-duty troops to several U.S. cities last year, with monthly costs for continued operations running into the tens of millions.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.
