A significant insider sale at Applied Digital, a key player in AI infrastructure, sparks debate among investors as the stock rides a wave of sector enthusiasm and soaring valuations.
Amidst interest rate pressures and sector volatility, a screen for robust fundamentals reveals resilient Australian small-cap stocks with compelling growth narratives in ethical investing, industrial solutions, and property development.
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.
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.
As Alphabet's Google advances AI projects like the groundbreaking 'Project Genie,' its ripple effects are being felt across the tech sector. Collaborative design platform Figma, once a high-flying IPO, now finds itself as one of the worst performers in Alphabet's disclosed investment portfolio, grappling with existential questions about AI's impact on its core business.
CNBC's Jim Cramer pointed to Humana as the S&P 500's standout loser following a pivotal Medicare Advantage rate announcement from federal regulators, triggering a sector-wide sell-off.
A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.
U.S. corn futures posted modest gains in midday trading Wednesday, supported by fresh export sales data and anticipation of upcoming USDA reports. The market's resilience comes amid mixed signals from the ethanol sector.
CNBC's Jim Cramer noted a shift in his stance on Bunge Global SA, a major agricultural commodities processor, despite its recent strong performance. Analysts are weighing the stock's future trajectory amid broader market volatility and sector-specific headwinds.
CNBC's Jim Cramer highlighted Lam Research (LRCX) as a top January performer in the S&P 500, recommending investors build a position in the chip equipment maker gradually to manage risk amid sector volatility.
CNBC's Jim Cramer spotlights SanDisk's standout performance as a top S&P 500 gainer in January, fueling debate on whether the memory storage sector's momentum has room to run.
As the quantum computing sector moves from lab to market, investors are eyeing early leaders D-Wave Quantum and IonQ. Despite high valuations and technical hurdles, their divergent approaches could define the industry's future.
CNBC's Jim Cramer has singled out Agnico Eagle Mines as his top pick in the gold mining sector, emphasizing its high-quality reserves in politically secure regions like Canada as a critical hedge amid tightening global supply and rising instability.
Publicly traded Bitcoin mining companies are facing a severe sell-off as Bitcoin's price decline erodes profitability and forces a strategic reckoning for the sector.
Kairos Minerals Ltd's maiden drilling at the Main Hill Extension prospect has successfully extended the Mt York gold trend by 1.2 kilometres, outlining significant near-surface mineralisation and bolstering the project's resource growth potential ahead of a planned 2026 update.
Terrain Minerals Ltd has commenced a diamond drilling campaign at its flagship Smokebush Gold & Silver Project in Western Australia, marking a key step towards defining its first JORC-compliant resource by mid-2026. The program will complement ongoing reverse circulation drilling and extend exploration to the nearby Wildflower Prospect.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Shares in Tertiary Minerals PLC jumped over 40% after the explorer reported significant high-grade silver and copper intercepts from its Mushima North project in Zambia, expanding the known mineralized footprint and boosting prospects for a maiden resource estimate by 2026.
Alliant Energy (LNT), a regulated utility serving the Midwest, is drawing investor attention for its strategic pivot to renewable energy and a surge in demand from data centers. With a robust capital plan and a 22-year dividend growth streak, the company presents a case for stable growth in a transforming sector.
Nomura Holdings clarifies that stricter position limits at its crypto unit Laser Digital aim to manage short-term earnings swings, not signal a retreat from the digital asset market, as the bank maintains its long-term commitment to the sector.
