A severe, AI-driven shortage of memory chips is creating a windfall for storage manufacturers, with analysts predicting a multi-year upcycle as data center demand overwhelms supply.
As Palantir Technologies (PLTR) prepares to report Q4 2025 results, a wave of bullish analyst upgrades points to surging commercial demand for its AI platform, driving a debate over its valuation and long-term potential.
As Microsoft shares trade nearly 12% below recent highs, some analysts see a buying opportunity. We explore how selling put options could offer investors a strategic entry point while generating income.
As Palantir Technologies prepares to report Q4 results, soaring demand for its AI platform collides with sky-high valuations, leaving investors to weigh robust growth against bubble fears.
Shares of PlayStudios fell sharply amid a broad gaming stock sell-off triggered by Google's unveiling of a real-time 3D world-generating AI, raising fears of industry disruption.
Shares of Super Micro Computer (SMCI) advanced Thursday after Rosenblatt Securities reiterated its Buy rating, with investors eyeing potential benefits from NVIDIA's next-generation AI chips and easing supply constraints.
Craig-Hallum and Northland Securities have both lowered price targets for MiMedx Group (MDXG), citing near-term uncertainty following new CMS billing guidance for skin substitute products, though both firms maintain positive long-term ratings.
UPS's ambitious free cash flow target for 2026 appears to secure its hefty dividend, but a closer look reveals reliance on asset sales, deep cost cuts, and reduced capital investment—a strategy that may be mortgaging its long-term expansion.
A discounted cash flow valuation of GrainCorp Limited suggests its current share price may not fully reflect its future cash generation potential, indicating a possible opportunity for investors.
Abbott Laboratories moves to acquire cancer-testing leader Exact Sciences in a landmark deal, signaling a strategic shift toward high-growth diagnostics while simultaneously restructuring its challenged Nutrition business.
CNBC's Jim Cramer expressed reservations about aviation services provider AAR Corp., highlighting its 15% gross yield as a potential red flag for investors during a recent market analysis segment.
CNBC's Jim Cramer issues a stark warning on Bitcoin's volatility, predicting a key support level while questioning MicroStrategy's Michael Saylor. Amid a sharp sell-off, Saylor's firm continues its aggressive accumulation strategy.
As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.
Starbucks announces a significant expansion of U.S. recycling access for its polypropylene cold cups, a move that intertwines environmental goals with investor considerations amid mixed financial performance.
In a major move for industry accountability, BetMGM announces a zero-tolerance policy allowing it to suspend users for harassing athletes, coaches, or team personnel, as sports betting-related abuse incidents rise.
In a strategic shift to regain ground against DoorDash and Uber Eats, Grubhub announces a permanent elimination of delivery and service fees for all restaurant orders exceeding $50, a move highlighted in its new Super Bowl ad featuring George Clooney.
Aerospace giant Boeing is joining a major U.S. public-private initiative to build a national stockpile of critical minerals, a strategic move aimed at reducing dependence on foreign sources and bolstering domestic manufacturing resilience for defense and commercial programs.
Zoom Video Communications, bolstered by stable post-pandemic cash flows, is drawing renewed Wall Street attention following its venture investment in AI leader Anthropic, with some analysts touting it as a compelling AI play.
Despite a soaring stock price, Warrior Met Coal's return on capital employed has plummeted from 2.8% to 0.3% over five years, significantly underperforming its industry and raising questions about its capital allocation efficiency.
Despite its leadership in high-demand defense sectors like drones and hypersonics, Kratos Defense & Security's shares face sustained pressure as investors question its sky-high valuation and cash flow.
