Shares of Chinese data center operator VNET Group have skyrocketed over the past year, with the majority of Wall Street analysts maintaining Buy ratings and projecting significant further upside, fueled by strong demand for digital infrastructure.
NetEase Cloud Music has entered a multi-year strategic partnership with Universal Music Group, securing licensing and distribution rights for UMG's vast catalog in China. The deal aims to expand music access for Chinese listeners while creating new global promotion channels for domestic talent.
Autonomous driving leader Pony AI partners with premium mobility provider Beijing ATBB, aiming to deploy its seventh-generation robotaxis in top-tier cities and key travel hubs, marking a significant step in China's driverless commercialization push.
Chinese tutoring giant TAL Education Group surpassed revenue and profit expectations for its fiscal third quarter, reporting net income of $130.6 million. The results signal a successful strategic pivot following China's sweeping education sector reforms.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
New unemployment filings in Wisconsin edged higher last week, diverging from a slight national decline and highlighting ongoing labor market fluctuations across states.
The launch of ChatGPT in late 2022 didn't just spark an AI revolution—it ignited a historic run for Nvidia stock. We examine how a modest, timely investment transformed into a five-figure sum, and what it reveals about investing in paradigm shifts.
A sharp, unexpected jump in wholesale prices complicates the White House's economic narrative and its pressure campaign on the Federal Reserve for rate cuts.
Morgan Stanley and Barclays have both lowered their price targets for Appalachian Basin natural gas leader Antero Resources (AR), citing revised commodity forecasts. Despite the cuts, Morgan Stanley maintains an 'Overweight' rating, signaling continued confidence in the stock's long-term trajectory.
Analysts at Piper Sandler have slightly lowered their price target for Expand Energy (EXE), the natural gas giant formed from a recent mega-merger, reflecting near-term pressures but maintaining a bullish long-term outlook for the sector.
ExxonMobil has begun commercial operations of a significant carbon capture and storage venture with CF Industries in Louisiana, marking a key step in its strategy to become a leading player in the emerging CCS network along the U.S. Gulf Coast.
President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank has ignited market speculation over the future path of interest rates, with analysts divided on whether his leadership would mean more cuts or a return to hawkish restraint.
Regeneron Pharmaceuticals is positioning its experimental obesity drug, olatorepatide, as a potential game-changer by combining significant weight loss with a dramatic reduction in 'bad' cholesterol. The company believes this dual benefit could carve out a unique niche in the competitive $150 billion market, currently led by Novo Nordisk and Eli Lilly.
President Trump's nomination of former Fed governor Kevin Warsh to lead the central bank has sparked immediate concerns on Wall Street about political influence over monetary policy, setting the stage for a contentious Senate confirmation battle.
Shares of major video game companies plunged Friday after Google unveiled a groundbreaking AI model capable of generating interactive worlds from simple prompts, sparking investor fears of industry disruption.
Amid a cautiously optimistic market backdrop, companies where executives hold significant stakes are drawing investor attention. We examine three such firms where insider buying and strategic moves signal confidence in long-term growth.
Facing rising postpaid churn and prepaid losses, AT&T is aggressively pushing bundled phone and internet packages as its core retention strategy, betting that convergence can stem the tide of subscribers fleeing to rivals and cable companies.
As markets swing between optimism and caution, income-focused investors are turning to dividend payers for potential stability. We analyze three stocks offering yields from 3.5% to over 10%, each with a distinct risk and reward profile.
The White House has backed away from plans to set minimum prices for domestic critical minerals projects, telling industry leaders that ventures must stand on their own financially. The policy reversal, driven by funding uncertainties and market concerns, marks a significant shift in strategy for bolstering the U.S. supply chain.
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.
