Union Pacific has awarded a major $1.2 billion contract to Wabtec to upgrade its AC4400 locomotive fleet, marking the fourth such modernization pact between the two since 2018 and sending Wabtec shares higher.
With Bitcoin's spot price roughly 20% below the estimated average mining cost of $87,000, industry stress is mounting as less efficient operations are forced offline and miners liquidate holdings to stay afloat.
A team under Director of National Intelligence Tulsi Gabbard last spring conducted a forensic examination of Puerto Rico's electronic voting systems, sources tell Reuters. While the office cites cybersecurity risks, lawmakers question the legal basis for intelligence involvement in domestic election infrastructure.
Amidst a market frenzy where distinguishing sustainable growth from fleeting trends is challenging, Taiwan Semiconductor Manufacturing (TSMC) emerges not merely as an AI beneficiary but as the foundational engine powering the entire digital age.
Sony Group reported record third-quarter sales and operating income, driven by robust performance in its gaming and image sensor divisions. The company raised its full-year forecast and expanded its share buyback program, signaling confidence in its strategic pivot towards software monetization and high-margin components.
Qualcomm shares tumbled after the chipmaker issued a weaker-than-expected quarterly forecast, citing an industry-wide memory shortage driven by surging AI data center demand that is forcing smartphone manufacturers to cut back.
German chipmaker Infineon Technologies is fast-tracking its artificial intelligence investments and acquiring AMS Austram's sensor portfolio, a strategic move to solidify its position in the high-growth AI-driven automotive and industrial sectors.
Samsung Electronics unveils a special edition foldable for the 2026 Winter Games and introduces advanced privacy controls, moves analysts see as strategic plays to bolster its premium brand and address investor concerns over its valuation.
As NetApp powers the data operations for Super Bowl LX, the high-profile event highlights its infrastructure capabilities. Yet, this showcase arrives against a backdrop of conflicting analyst views and recent stock volatility, prompting a closer look at its valuation and long-term trajectory.
After a year-long effort to restore trust following a disastrous app rollout, Sonos is shifting focus to new product launches and ambitious AI integration, aiming to turn system reliability into a key growth driver.
As concerns over an AI valuation bubble mount, a less-heralded sector is reaping massive rewards. The insatiable data demands of artificial intelligence are fueling a historic boom for memory and storage providers, with SanDisk and Seagate emerging as standout performers.
GE Vernova and Xcel Energy have entered a strategic partnership aimed at modernizing the U.S. power grid through wind, gas, and AI-driven projects, highlighting both the sector's growth potential and investor valuation debates.
Arm Holdings reports a 26% year-over-year revenue jump to $1.24 billion for its latest quarter, fueled by AI and data center demand. However, net income fell to $223 million, highlighting the tension between growth and profitability for the chip design giant as investors scrutinize its earnings narrative.
As the healthcare sector outpaces the broader market, investors are searching for sustainable winners. We analyze two companies with innovative models in cardiac care and senior health, while flagging one stock where the risks may outweigh the rewards.
Taiwan Semiconductor Manufacturing Company (TSMC) announced plans Thursday to manufacture cutting-edge 3-nanometer semiconductors at its second plant in Kumamoto, Japan. The move, a significant win for Prime Minister Sanae Takaichi's industrial policy, aims to meet soaring global AI demand and reshapes the geopolitics of advanced chipmaking.
Alphabet Inc. reported a stronger-than-expected fourth quarter, with revenue climbing 18% year-over-year to $113.8 billion, powered by accelerating adoption of its AI technologies across Search, Cloud, and consumer products.
Coherent Corp. posted strong quarterly results and guidance, fueled by surging demand for its photonics components from AI data centers. Despite the robust performance, the stock dipped as the market weighed aggressive capacity expansion against long-term industry dynamics.
A Senate hearing on autonomous vehicles turned contentious as lawmakers grilled Waymo executives over the company's reliance on vehicles from a Chinese automaker and its use of remote safety operators abroad, raising national security and job creation concerns.
While past winners like Nvidia have created fortunes, the next wave of wealth generation may lie with specialized players in AI infrastructure and quantum computing. We analyze two high-potential, high-risk contenders.
Foxconn, the world's largest electronics manufacturer and a key supplier to Nvidia, projects first-quarter performance to exceed its typical seasonal range, driven by surging shipments of AI infrastructure and stronger-than-expected consumer electronics.
