Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.
Microsoft's latest earnings reveal a company firing on all cylinders, with cloud revenue eclipsing $50 billion and AI products like Copilot seeing explosive growth, underscoring its resilience and long-term investment appeal despite a recent stock dip.
As the Nasdaq stumbles, a significant shift in capital flows suggests a long-awaited market rotation is underway, with defensive and value sectors gaining favor.
Longtime Bitcoin developer Luke Dashjr calls for Adam Back to step down from Blockstream leadership following revelations of Jeffrey Epstein's ties to crypto industry figures in newly unsealed court documents.
Driven by explosive demand for its networking silicon and custom AI accelerators, Broadcom (AVGO) posted record quarterly revenue. Analysts debate whether its premium valuation is justified by its entrenched position with hyperscalers and robust cash flow.
As Nebius Group's stock dips below key levels, a growing chorus of analysts argues that recent sell-offs are disconnected from the firm's robust fundamentals and explosive recurring revenue guidance. We examine the bull case.
Despite recent headwinds, Euronet Worldwide (EEFT) presents a compelling bull case. Trading at a significant discount to historical valuations, the company's accelerating digital transformation and resilient core infrastructure suggest potential for a re-rating if operational momentum improves.
Ciena (CIEN) is drawing renewed investor scrutiny following significant contract wins with Telekom Srbija and Trans Pacific Networks, coupled with anticipated showcases at the upcoming Mobile World Congress. This comes as the stock rides a wave of strong momentum, raising critical questions about whether its current price fully reflects future growth prospects in the high-capacity networking arena.
Vice President JD Vance unveils a plan to establish an international coalition using adjustable tariffs to create price floors for critical minerals, marking the latest move in a strategic push to reduce Western reliance on Chinese supplies.
Bloom Energy's stock has surged over 70% this year, fueled by multi-billion dollar agreements with American Electric Power and Brookfield. Analysts now question whether the solid oxide fuel cell maker's premium valuation is justified by its role in powering the AI boom.
A massive capital infusion for Alphabet's Waymo accelerates its autonomous ride-hailing expansion, sharpening the focus on Tesla's premium stock price and its yet-to-materialize self-driving ambitions.
HCA Healthcare closed 2025 with robust quarterly earnings and issued 2026 guidance, coupling its nineteenth straight quarter of patient volume growth with a massive new share repurchase program. The hospital giant is betting on AI-driven operational gains and strategic outpatient acquisitions to navigate ongoing industry pressures.
As housing costs soar, services that split rent into installments are gaining traction. But consumer advocates warn that the associated fees can translate into exorbitant effective interest rates, potentially deepening financial strain for vulnerable renters.
Nvidia deepens its strategic partnership with AI cloud provider CoreWeave through a massive $2 billion investment, aiming to accelerate global data center build-out. The move comes as CoreWeave faces mounting investor lawsuits questioning its operational disclosures and financial projections, casting a shadow over its rapid ascent.
QinetiQ Group's fair value estimate sees a marginal downward revision as analysts incorporate a more conservative revenue trajectory. The adjustment highlights a divided Street, balancing long-term defense sector potential against near-term growth uncertainties.
Medtronic moves to acquire AI-powered coronary analysis firm CathWorks while securing key U.S. coverage for its latest automated insulin delivery system, signaling a dual-front advance in cardiovascular and diabetes care.
Atlassian's multi-year partnership with the Williams Racing F1 team and Anthropic, deploying Claude AI for race strategy and operations, is more than a tech showcase—it's a strategic move to accelerate its enterprise cloud and AI narrative in a competitive market.
Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.
Tesla proceeds with a major investment in Elon Musk's xAI, overriding prior shareholder objections. The move intensifies the EV giant's AI ambitions while fueling debates over corporate governance and long-term value.
As the TSX rides a wave of positive earnings momentum, investors are sifting through smaller-cap names for growth potential. We examine three companies—spanning crypto, energy, and digital assets—that are catching the eye of analysts, despite the inherent risks of the 'penny stock' category.
