A landmark agreement for AI computing power has unraveled, with OpenAI opting for rival suppliers and a scaled-back investment, raising questions about the sustainability of the industry's spending spree.
Major quantitative hedge funds and trading firms accumulated shares of Canopy Growth in Q3, positioning ahead of potential U.S. marijuana rescheduling. The stock's volatile reaction to recent policy news leaves the market questioning whether these 'smart money' players have held or sold their positions.
Defense electronics contractor Mercury Systems (MRCY) surpassed analyst expectations with its Q2 2026 results, reporting adjusted EPS of $0.16. While a record $1.5 billion backlog signals strong demand, a deeper look reveals strategic revenue shifts and an ongoing focus on margin improvement as the company navigates its turnaround.
CNBC's Jim Cramer reframes Tesla's investment thesis, arguing its future hinges on autonomous vehicles and robotics rather than traditional car manufacturing. While seeing potential for a major rally, he notes the catalyst for liftoff remains elusive.
CNBC's Jim Cramer singled out Alphabet Inc. (GOOGL) as a top-tier investment, praising its consistent performance and market-beating returns. He highlighted the tech giant's diversified strength across search, cloud, and AI as key drivers.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
The private mortgage insurer announces a significant capital return initiative, including a fresh share repurchase authorization and a quarterly dividend, signaling strong operational confidence and a deepening commitment to shareholder value.
CNBC's Jim Cramer offered a nuanced view on Broadcom (AVGO), acknowledging the chipmaker's strength while cautioning on near-term entry timing, as investors weigh its role in AI and infrastructure.
CNBC's Jim Cramer has singled out Wells Fargo (WFC) as a compelling investment, arguing that the banking giant's fundamentals and strategic positioning make it a winner, even as investor frenzy focuses elsewhere on artificial intelligence.
CNBC's Jim Cramer disclosed a new position in cybersecurity leader CrowdStrike Holdings for his charitable trust, framing recent share price weakness as an opportunity amid a broader tech sell-off driven by macroeconomic concerns.
The U.S. Equal Employment Opportunity Commission is investigating Nike following allegations that its workplace diversity initiatives led to unfair treatment of white workers and job applicants, a move the company disputes as it undergoes significant restructuring.
U.S. natural gas futures rallied sharply as a prolonged cold snap and expectations of a historic inventory withdrawal tightened supply concerns, pushing prices to multi-year highs.
Vita Life Sciences Ltd (ASX:VLS) has seen its share price climb 18% over the past quarter. Analysts point to the company's robust Return on Equity and consistent earnings growth as key drivers behind the rally, outperforming broader industry benchmarks.
Oscar Health's fair value estimate has been revised upward to $15.78, reflecting a measured recalibration of expectations amid a split analyst outlook. While some point to improved execution in core markets, others warn of persistent risks to profitability.
Electric vehicle maker Polestar has raised $400 million in new equity from institutional investors, with key backing from its major shareholder Geely. The deal, which includes a structured exit option for lenders, aims to bolster the company's liquidity as it navigates a fiercely competitive premium EV market.
Fabrinet (FN) reported robust fiscal Q2 2026 results, beating estimates with revenue of $1.13B and issuing upbeat guidance. However, the stock fell sharply as investors weighed aggressive expansion plans against high expectations and execution risks.
STERIS plc's shares have climbed over 20% in the past year, prompting a critical valuation debate. While a discounted cash flow model suggests the stock is fairly priced, its elevated P/E ratio compared to industry peers raises questions about its current premium. We examine the metrics and investor narratives shaping the outlook for this healthcare infrastructure leader.
A petition by Sempra's utilities to alter hydrogen blending mandates puts a spotlight on the practical challenges and financial implications of integrating the fuel into California's existing gas infrastructure, as the state balances climate goals with grid reliability.
The Danish pharmaceutical giant forecasts a potential double-digit sales decline for the year, citing pricing pressures and intensifying competition in the lucrative GLP-1 drug market.
Backed by major investors, Zipline plans U.S. metro expansions as proposed federal regulations pave the way for widespread beyond-visual-line-of-sight drone operations, accelerating a shift in last-mile logistics.
