Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.
While many AI stocks trade at sky-high premiums, Nebius Group presents a contrasting case. Analysts project a staggering revenue surge for 2026, suggesting its current valuation might not fully reflect its growth trajectory in the competitive cloud AI space.
Shares of GE Vernova (GEV) have surged over 100% in the past year, closing near $726. As the energy transition play captivates the market, analysts are divided on whether its valuation still offers room to run or signals a peak.
Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.
A new economic impact study reveals Kentucky's $10.6 billion bourbon industry continues to generate record tax revenue and jobs, yet confronts a sobering mix of production slowdowns, shifting consumer habits, and volatile export markets.
Amid surging government revenue and public protests over its ICE contracts, Palantir CEO Alex Karp defends the company's controversial surveillance technology, framing it as a safeguard against state overreach rather than an enabler.
An AI-driven analysis suggests Cloudflare (NET) shares may face headwinds over the next two months, projecting an average price near $168. The forecast contrasts with bullish long-term analyst views, highlighting the tension between immediate technical signals and the company's strategic positioning in edge security and AI infrastructure.
A partial government shutdown has forced the Bureau of Labor Statistics to postpone the critical January jobs report, leaving Federal Reserve policymakers without a key dataset as they weigh potential interest rate cuts ahead of their March meeting.
The Bureau of Labor Statistics has postponed the release of January's crucial employment data due to a partial government shutdown, leaving markets and policymakers in the dark as a funding impasse in Congress continues.
While a seven-figure nest egg is a common retirement goal, financial experts caution that its sufficiency hinges on withdrawal strategies, lifestyle expectations, and supplemental income.
Oracle's ambitious plan to raise up to $50 billion for AI infrastructure has triggered volatile swings in its share price, reflecting broader investor anxiety over the massive capital demands of the artificial intelligence arms race.
The data analytics firm smashed Wall Street forecasts for the fourth quarter, reporting a 70% revenue surge to $1.4 billion, driven by explosive growth in its U.S. operations. Its bullish outlook for 2025 further signals resilience amid sector-wide anxieties.
As economic anxieties mount, strategic diversification remains paramount. We examine two Vanguard ETFs that could offer stability and long-term growth opportunities should market conditions deteriorate.
As Palantir Technologies (PLTR) prepares to report Q4 2025 results, a wave of bullish analyst upgrades points to surging commercial demand for its AI platform, driving a debate over its valuation and long-term potential.
As Palantir Technologies prepares to report Q4 results, soaring demand for its AI platform collides with sky-high valuations, leaving investors to weigh robust growth against bubble fears.
A sharp post-holiday inventory drawdown is reshaping freight dynamics, with falling ocean container rates foreshadowing tighter truck capacity, higher rejection rates, and rising costs for shippers in the months ahead.
As cargo theft evolves from petty crime to sophisticated, high-value scams, logistics firms like Echo Global Logistics are deploying advanced AI and human vigilance in a high-stakes battle for security. Senior VP Jeff Starr details the new frontline in freight fraud.
Expedia Group stock rose sharply after announcing an expanded, exclusive partnership with Affirm, making the fintech firm the sole 'Buy Now, Pay Later' provider across its major U.S. travel platforms.
A significant reset in analyst price targets for iRhythm Holdings (IRTC) is prompting investors to reassess the cardiac monitoring firm's risk-reward profile. This shift reflects evolving views on reimbursement headwinds, competitive pressures, and long-term growth catalysts in the digital health sector.
A broad sell-off in risk assets, from equities to precious metals, has triggered over $2.5 billion in Bitcoin liquidations. Analysts point to shifting Federal Reserve expectations and AI trade anxieties as key drivers behind the latest crypto market tremor.
