Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.
Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.
Fidelity Investments and Broadcom have settled a legal dispute that threatened Fidelity's access to business-critical software, averting a potential operational crisis. The agreement, reached just before a key court hearing, ensures continued service for a Fidelity subsidiary.
Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.
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.
As the TSX rides a wave of broad-based earnings optimism, a closer look reveals smaller companies, often miscategorized as 'penny stocks', that combine financial resilience with clear growth trajectories. We examine three such firms with market caps up to CA$700 million.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
Despite a steep decline from its highs, UiPath's pivot towards agentic AI and a path to sustained profitability is drawing investor scrutiny. We examine its valuation, competitive moat, and growth runway in a crowded field.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
Finance ministers from Germany and Poland have called for a joint leadership role in boosting Europe's competitiveness, citing a shifting global landscape and internal bureaucratic hurdles.
As markets face significant pressure, certain portfolios tied to strategic commodities, resilient tech, and innovative crypto infrastructure are showing notable resilience. Analysts point to long-term thematic bets that are weathering the current storm.
U.S. stock futures pointed to a lower open Monday as investors braced for a flood of corporate earnings and crucial labor market reports that could sway Federal Reserve policy expectations.
The payments giants Visa and Mastercard reported robust revenue and earnings growth for their latest quarters, though their premium valuations continue to spark investor debate on which offers the superior long-term opportunity.
Essar Oil and Gas Exploration & Production (EOGEPL) is injecting $100 million into its flagship Raniganj East CBM block in West Bengal, aiming to scale up domestic natural gas production and explore shale potential in a bid to reduce India's import reliance.
While investors chase AI and big tech, a niche biotech firm focused on rare genetic obesity disorders has quietly delivered staggering returns, with Wall Street seeing further 40% upside. Rhythm Pharmaceuticals' targeted approach and upcoming catalysts have analysts bullish, despite its relative anonymity.
While EyePoint Pharmaceuticals (EYPT) shares have retreated 23% this month, long-term shareholders are still sitting on massive gains. The biotech's 195% three-year surge, despite ongoing losses, highlights a classic market puzzle: balancing current financials with future potential.
While stocks priced between $10 and $50 can appear to offer an attractive balance of accessibility and maturity, their low price tags can sometimes mask underlying vulnerabilities. We examine three such companies where caution may be prudent.
As financial institutions grapple with aging core systems like Gen, experts warn that deferring modernization in hopes of a future AI fix is compounding costs, risks, and missed opportunities in a rapidly evolving digital landscape.
The industrial sector has outperformed the broader market, buoyed by regulatory shifts. However, not all companies are equally positioned. We analyze one stock with a durable edge and two facing potential headwinds.
While analyst price targets often paint a rosy picture, a closer look reveals a more nuanced reality. We examine one favored stock with solid fundamentals and two others where the Street's optimism may be overlooking critical risks.
