As tech giants design their own AI processors, Broadcom's design expertise and TSMC's manufacturing might are creating a lucrative second front in the semiconductor boom, diversifying the winners beyond the GPU market leader.
As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.
The industrial sector has been a quiet powerhouse, outpacing the broader market. Yet, amid the rally, some prominent names carry significant risks that warrant a closer look from investors.
As economic uncertainty weighs on consumer spending, discretionary stocks have lagged the broader market. We examine three companies—TEGNA, Sabre, and Compass—whose business models and valuations raise significant questions for investors in the current climate.
Apollo Global Management is deploying billions into AI data center infrastructure and European logistics real estate, underscoring a strategic shift towards hard assets tied to technological transformation and supply chain resilience.
Shares of electrical connection specialist nVent Electric have surged nearly 80% in the past year, prompting investors to question whether the rally has outpaced the company's fundamental value. A deep dive into valuation metrics suggests caution may be warranted.
Snapchat has disabled hundreds of thousands of accounts belonging to users under 16 in Australia under new social media laws, but warns the legislation contains 'significant gaps' that may allow some minors to bypass protections.
Shares of Kalmar Oyj have soared nearly 40% over the past year, outpacing broader market sentiment. As the stock consolidates near €43, investors are questioning whether the rally still has legs or if the easy money has been made. A deep dive into valuation metrics suggests there may be more room to run.
Senator John Fetterman (D-PA) denounced activists seeking to expose the personal information of immigration enforcement personnel, calling the practice dangerous and unacceptable during a Sunday television appearance.
Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
Standex International's fiscal Q2 results showcase robust organic growth and record order intake, driven by a multi-year strategic pivot towards new product innovation and high-growth markets like grid infrastructure and defense.
While outlining stabilization efforts in challenged segments like Fibers, Eastman Chemical's leadership emphasized that a sustained recovery hinges on broader end-market demand. The company is betting on strategic projects and chemical recycling to drive future growth amid persistent pricing pressures and global trade dynamics.
Shares of Heidelberg Materials have delivered stellar returns, more than tripling over three years. As the stock consolidates near recent highs, investors are questioning whether the rally has priced in future growth or if significant value remains. A deep dive into valuation metrics suggests the latter.
After the COVID-19 windfall subsided, Pfizer CEO Albert Bourla is steering the pharmaceutical giant into a high-stakes, $23 billion pivot to cancer research. Facing a looming patent cliff and plummeting vaccine revenue, Bourla is betting on scientific innovation to secure the company's future—and redefine cancer treatment.
Analyses from multiple artificial intelligence models project divergent paths for Ethereum, Solana, and XRP by 2026, highlighting varying risk-reward profiles based on technological adoption, regulatory landscapes, and market structure.
In a major shift, President Javier Milei's government has formally transferred control of liquefied natural gas imports from the state-owned Enarsa to private companies, accelerating a sweeping privatization agenda amid concerns over winter supply and future prices.
CareDx CEO John Hanna sold over 19,000 shares under a pre-arranged trading plan, a move that comes as the transplant diagnostics firm posts strong revenue growth but continues to navigate a challenging stock market environment.
Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.
While rising prices are felt at the checkout line, their long-term erosion of retirement savings is often overlooked. Experts warn that cumulative inflation across essential categories could create a six-figure shortfall for unprepared retirees.
The resignation of Prudential Financial's Japan life insurance CEO following a widespread employee misconduct scandal has triggered governance reviews and shaken investor confidence in one of the insurer's key international markets.
