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.
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.
The FDA clearance of Spectrum Dynamics' Veritas.AI platform marks a significant step forward for nuclear imaging, promising to cut scan times in half and enhance image clarity for critical applications like cancer theranostics.
As sky-high valuations plague pure-play AI stocks, a global industrial landlord is emerging as a critical—and potentially undervalued—enabler of the artificial intelligence boom through its strategic pivot into data centers.
The Hartford Financial Services Group reported stellar full-year 2025 results, with core earnings reaching $3.8 billion and a return on equity of 19.4%. Strong performance across Business, Personal, and Employee Benefits insurance segments, coupled with strategic investments in AI and digital capabilities, positions the insurer for sustained market leadership.
Rockwell Automation expands its partnership with Lucid Motors, deploying its FactoryTalk MES software and training programs at Saudi Arabia's inaugural electric vehicle production hub. The move aligns with the Kingdom's Vision 2030, positioning Rockwell as a key player in the region's high-tech manufacturing transformation.
Adobe's strategic acquisition of marketing intelligence platform Semrush Holdings marks a significant step in its mission to deeply integrate artificial intelligence across content creation and digital campaign management, aiming to bridge the gap between creative ideation and data-driven performance.
In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.
A U.S. lawmaker has alleged that Nvidia Corp (NASDAQ:NVDA) provided technical assistance to Chinese AI startup DeepSeek. Nvidia Technical Support Allegedly Boosted DeepSeek's Efficiency Nvidia helped DeepSeek improve the efficiency of its artificial intelligence models, according to a letter sent to the U.S. Commerce Department by Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on China. The letter, seen by Reuters on Wednesday, says documents obtained by the committee show th
MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.
A surge in housing supply, particularly across Sun Belt states, is creating prime conditions for homebuyers, with new research highlighting metros where inventory levels tip the scale in the buyer's favor.
A routine commute in Minneapolis turns into a biometric checkpoint, spotlighting the advanced surveillance tools—from facial recognition apps to vast data networks—now central to federal immigration enforcement. As operations intensify, questions mount over privacy, oversight, and the line between targeted enforcement and dragnet surveillance.
Foreign women detained in Syria's Roj camp, linked to the Islamic State group, see a potential path to freedom following a government offensive that weakened their Kurdish guards. As political dynamics shift, their hopes for amnesty or repatriation collide with international reluctance and an uncertain future for the camps.
A recent downgrade of Enbridge Inc. by J.P. Morgan analysts has intensified the debate over the pipeline giant's ability to balance future growth with its prized dividend stability, as macroeconomic headwinds pressure its core crude oil segment.
Coveo Solutions Inc. (TSE:CVO) shattered its own records in fiscal Q3 2026, fueled by historic new bookings and surging demand for its enterprise-grade AI relevance platform. The company's focus on grounding generative AI in secure, governed data resonates as clients move from experimentation to operational deployment.
Elon Musk announces the merger of SpaceX and xAI, outlining an ambitious plan to construct solar-powered data centers in space, which he claims will become the most cost-effective source of AI computing power within years.
Amidst market volatility, EVERTEC Inc. (EVTC) presents a compelling investment case. Trading at depressed valuation multiples, the Latin American transaction processing leader combines a 'boring but consistent' operational profile with significant potential for multiple expansion and steady growth, offering a unique risk/reward balance for patient investors.
Elon Musk announces the integration of his AI startup xAI into SpaceX, citing terrestrial power and cooling constraints as a catalyst for moving advanced computing into space, with the Starship program central to the ambitious orbital data center vision.
As AI infrastructure scales, reliability becomes paramount. Credo Technology Group, once a niche connectivity player, is now seeing explosive growth as its solutions become critical to preventing costly failures in hyperscale data centers. With revenue soaring over 270% and margins expanding, the debate is whether Credo is a cyclical beneficiary or the foundational 'toll road' of modern AI computing.
As new leadership takes the helm, battery innovator Amprius Technologies is pivoting its high-energy-density silicon anode technology from niche aerospace applications toward the mass electric mobility market, backed by a new manufacturing strategy and surging revenue.
