Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
While passive index funds track the broader market, selective stock picks can deliver outsized returns. Baidu's (NASDAQ: BIDU) shares have soared 75% in the past year, dramatically outpacing the market. This rally comes despite a significant drop in earnings, shifting investor focus towards the company's long-term strategic bets in artificial intelligence and autonomous driving.
While tech stocks dominate AI headlines, Welltower Inc. is leveraging artificial intelligence and demographic shifts to redefine senior living and create a powerful growth engine, positioning itself as a unique beneficiary of long-term healthcare trends.
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.
Walmart appoints veteran executive John Furner as its new chief executive, placing digital transformation, artificial intelligence, and expanded health services at the forefront of its growth strategy.
As tech giants pour trillions into AI infrastructure, the insatiable demand for electricity is creating a new class of winners. NextEra Energy, America's largest utility, is emerging as a critical, if unexpected, backbone of the artificial intelligence boom through strategic partnerships with Alphabet and Meta.
The business intelligence firm, the world's largest corporate holder of Bitcoin, is now sitting on nearly $1 billion in paper losses after the cryptocurrency's recent slump below its average acquisition cost, raising questions about its high-stakes treasury strategy.
Alibaba Group has announced a massive 3 billion yuan ($431 million) campaign to promote its Qwen AI app during the upcoming Lunar New Year holiday, significantly outpacing similar efforts by rivals Tencent and Baidu. The move intensifies a high-stakes battle for user adoption in China's rapidly evolving artificial intelligence sector.
Chinese EV maker Li Auto announces a significant organizational overhaul, dissolving its dedicated autonomous driving team to focus resources on 'embodied intelligence' and humanoid robotics, signaling a bold strategic realignment.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
Newly released documents from the Jeffrey Epstein case detail his repeated interactions with Vladimir Putin and Russian intelligence, raising serious questions about whether the financier's sex trafficking network doubled as a foreign kompromat operation.
A 2011 email to Jeffrey Epstein detailed a bold proposal to identify and recover billions in frozen Libyan state assets, with claimed backing from former intelligence operatives, as the country descended into civil war.
As artificial intelligence drives an unprecedented surge in electricity demand, one utility company—Constellation Energy—is uniquely positioned with its vast nuclear fleet to meet the need, turning an industry-wide bottleneck into a significant growth opportunity.
In a major consolidation move within the quantum computing sector, IonQ has announced a definitive agreement to acquire U.S.-based semiconductor foundry SkyWater Technology for $1.8 billion. The deal aims to create a domestically controlled, vertically integrated platform to speed up the development and production of advanced quantum processors, citing both technological and national security imperatives.
SanDisk Corporation's stock hit an all-time peak following a blockbuster earnings report for Q2 FY2026, fueled by surging demand for its storage solutions from the artificial intelligence sector.
Franklin Resources, Inc. (NYSE: BEN) saw its shares climb over 5% following a better-than-expected fiscal Q1 2026 report and the unveiling of its AI-powered 'Intelligence Hub', developed in partnership with Microsoft, signaling a push towards operational modernization.
Apple shares edged higher following a robust Q1 earnings report headlined by record iPhone revenue, yet the muted gains reflect Wall Street's growing focus on looming supply constraints and the company's strategic pivot to artificial intelligence.
ARK Invest CEO Cathie Wood argues the parabolic rise in gold, not artificial intelligence, represents the current asset bubble, pointing to its recent sharp correction as validation of her view while reaffirming her bullish stance on Bitcoin.
In a strategic double move, Apple has acquired Israeli AI startup Q.ai for nearly $2 billion and forged a landmark partnership with Google to integrate Gemini AI into Siri. These developments signal a profound shift in Apple's approach to artificial intelligence, moving it from the periphery to the core of its hardware and services ecosystem, with significant implications for user experience and the competitive landscape.
Box, Inc. strengthens its enterprise cloud offerings with the general release of Box Extract, an AI-driven data intelligence tool. The launch coincides with bullish analyst sentiment, including a Citi price target suggesting significant upside.
