Reports indicate Nvidia's landmark investment in OpenAI has been scaled back significantly, reflecting broader investor unease over the sustainability of massive AI spending. Despite stellar earnings, the chip giant's stock faces pressure as the market recalibrates expectations.
Following its high-stakes rebrand from Yandex N.V., Nebius Group (NBIS) is betting its future on full-stack AI infrastructure. Despite a dramatic 164% one-year shareholder return, recent volatility and a steep pullback have investors questioning if the stock's sell-off presents a buying opportunity or signals deeper challenges.
Apple's acquisition of AI audio startup Q.ai, a deepened partnership with Google for Gemini AI, and a favorable new manufacturing policy in India signal a concerted push to bolster its AI capabilities and diversify its production footprint, reshaping its growth narrative.
The strategic acquisition significantly expands Clearstead's ultra-high-net-worth services and establishes a strong foothold in the competitive Pacific Northwest wealth management market.
A U.S. F-35 fighter jet shot down an Iranian drone that aggressively approached the aircraft carrier USS Abraham Lincoln in the Arabian Sea, U.S. Central Command confirmed. The incident, followed by the harassment of a U.S.-flagged tanker, marks a significant escalation in regional tensions.
PepsiCo announces price reductions of up to 15% on flagship snack brands including Doritos and Cheetos, part of a broader strategy to address cost-of-living concerns and streamline its product portfolio.
An AI-powered analysis suggests Microsoft shares could see a measured climb to around $480 by mid-April, as investors weigh steady cloud execution against lofty long-term AI ambitions.
President Vladimir Putin confirmed Russia's economic expansion slowed sharply to 1% last year, a significant deceleration from previous years, as the country grapples with the dual pressures of sustained military spending and persistent inflation.
For the first time in years, international equities have delivered significantly higher returns than the U.S. market. We examine the drivers behind this shift and how investors might thoughtfully approach global diversification.
While speculative 'story stocks' dominate headlines, Graham Holdings (NYSE:GHC) demonstrates the enduring power of profitability, reporting a dramatic surge in EPS and expanding margins, backed by significant insider ownership and restrained executive pay.
GMO, the asset manager co-founded by Jeremy Grantham, cautions that the anticipated flood of mega tech listings next year may divert capital from existing stocks, pressuring overall market valuations.
Western Digital's strategic pivot to become 'WD' and focus on AI infrastructure is delivering massive returns, with quarterly revenue hitting $3 billion and shares soaring on renewed investor confidence.
While a swift resolution to the partial government shutdown may avert immediate refund delays, experts warn that deeper issues within the IRS and recent tax law changes pose a greater threat to timely returns and homeowner savings.
Hong Kong-based Maytree Asset Management has established a significant new position in semiconductor substrate maker AXT, Inc., a move that highlights investor confidence in the materials underpinning the AI boom, even as questions about valuation linger.
While Merck (MSD) delivered robust fourth-quarter results, its forecast for 2026 fell below Wall Street expectations, highlighting investor anxiety over impending patent expiries for blockbuster drugs like Keytruda.
As major indices rally to start February 2026, a screen for intrinsic value reveals potential bargains in the financial sector. We examine three regional banks trading significantly below their estimated fair value.
Amidst volatile furniture market conditions, Flexsteel Industries reports a 9% rise in Q2 sales, driven by pricing actions and soft seating demand. While profitability improves, management warns of margin pressure ahead as higher-cost, tariff-laden inventory moves through the system.
CorVel Corporation reported modest revenue and earnings growth for its fiscal third quarter, attributing the pace to short-term operational factors. Management emphasized strategic investments in AI, a recent tech acquisition, and outlined how evolving trends in workplace injuries and healthcare costs are shaping opportunities in its core markets.
Sartorius reports a return to 'normal' demand for consumables in its preliminary 2025 results, driving sales past €3.5 billion. While equipment investment remains subdued, strong recurring revenue and cost discipline fueled profit growth, setting a cautiously optimistic tone for 2026.
As major indices hit new highs, savvy investors are turning to the small-cap sector for overlooked companies with strong fundamentals. We analyze three such potential hidden gems poised for growth.
