Sonos stock rallied nearly 5% following a quarterly earnings beat, driven by aggressive cost management. However, a sharp 26% reduction in R&D spending raises questions about the audio company's competitive future amidst a profitable but potentially innovation-starved present.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Elon Musk consolidates his space and artificial intelligence ventures, creating a vertically-integrated tech giant valued at $1.25 trillion. The merger aims to overcome Earth-bound data center limitations by launching computing infrastructure into orbit, while also drawing scrutiny over xAI's regulatory challenges and financial pressures.
Amid market volatility, regulated utility Ameren Corporation presents a compelling case for stability. With a firm regulatory framework, consistent dividend growth, and rising demand from data centers, the company is positioned as a resilient infrastructure backbone for long-term investors.
Black Hills Corporation (NYSE: BKH), a resilient U.S. utility serving 1.35 million customers, is drawing investor attention with its 55-year dividend growth streak and a strategic $4.7 billion capital plan focused on infrastructure and clean energy. As the company navigates rising demand and energy transition, analysts debate its potential as a defensive growth play.
Okta's latest earnings reveal a company in transition, with improving profitability and early success in positioning its identity platform as critical infrastructure for enterprise AI agents.
Since its 2024 spin-off, GE Vernova's stock has soared over 100%, fueled by the AI-driven energy infrastructure boom. We analyze whether the momentum can last.
As AutoZone's fair value estimate adjusts to around $4,210, a nuanced tug-of-war emerges on Wall Street. Analysts are fine-tuning models, balancing long-term operational confidence against near-term consumer spending concerns, reshaping the investment narrative for the auto parts retailer.
Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.
While surging electricity demand from AI data centers grabs headlines, GE Vernova's robust performance across natural gas, renewables, and grid services suggests a broader, more sustainable growth trajectory for the energy infrastructure leader.
A sharp sell-off in semiconductor and AI infrastructure stocks pressured the Nasdaq to a two-week low, offsetting gains in the Dow. The rotation follows mixed corporate earnings and signals a potential cooling of the recent tech frenzy.
Elon Musk consolidates his space and AI ventures, positioning SpaceX's Starship rocket as the cornerstone for an ambitious vision of space-based computing infrastructure.
In a significant economic development win, international engineering firm Mecad USA has chosen the Tulsa Port of Catoosa for its U.S. headquarters and a new advanced manufacturing facility, citing Oklahoma's infrastructure and energy policy reforms as key factors.
A new WalletHub analysis of 182 U.S. cities places Detroit among the lowest for household budgeting skills, highlighting stark contrasts in spending, credit, and savings behaviors across the nation.
Silicon Motion Technology (SIMO) reported robust Q4 2025 results, surpassing revenue and margin targets, as executives outlined a bullish outlook fueled by AI infrastructure needs, PCIe Gen5 adoption, and strategic market share gains. The company forecasts continued sequential growth through 2026, targeting record annual revenue despite industry-wide memory supply constraints.
The recently enacted One Big Beautiful Bill Act marks the most significant overhaul of health savings and flexible spending accounts in years. We break down the key changes—from expanded eligibility to higher contribution limits—and what they mean for employers and employees navigating rising care costs.
A sharp downturn in AI-related tech stocks, triggered by AMD's disappointing outlook, spills over into crypto markets, pulling Bitcoin lower and hammering mining stocks closely tied to data center infrastructure.
Life sciences firm Azenta reported modest Q1 revenue growth but saw organic sales dip 1%, pressured by cautious capital spending and quality-related costs. Management maintains its full-year guidance, banking on a stronger second-half rebound and progress on operational fixes.
Super Micro Computer (SMCI) smashed revenue expectations with a 123% surge in Q4 sales, fueled by voracious demand for AI infrastructure. While its outlook remains strong, the company signals that shifting customer dynamics and supply chain pressures are beginning to pinch profitability.
Shares of bitcoin miner and infrastructure developer TeraWulf jumped more than 10% Tuesday after the company announced key acquisitions in Kentucky and Maryland, signaling a major capacity expansion to meet rising data center and energy demands.
