Market News

Apple reports third-quarter financial results on July 30. An analyst shares an early look at what investors should expect.

Investing.com -- Bank of America reiterated a Buy rating on Apple with a price target of $380 per share in a note on Monday, expecting the company to ...

AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later t...

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the ...

ATLANTA, July 20, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced the purch...

Nvidia, Lam Research Lead Oppenheimer's Fresh Momentum Stock Picks

Bezos-backed startup targets the next chipmaking breakthrough

Mira Murati's startup just launched its first open-weight model with a 1-gigawatt Nvidia partnership behind it, and the timing puts serious pressure o...

News Highlights Microsoft to ramp AMD Helios™ at scale on Azure to power frontier model inference for Microsoft, its AI customers and Azure AI service...

Korea's stock market just became the most important indicator for U.S. chip stocks, and the connection runs straight through SK Hynix to AMD, Intel, a...

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the ...

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitabi...

RBC Capital analyst Jonathan Atkin maintains Verizon Communications (NYSE:VZ) with a Sector Perform and lowers the price target from $48 to $46.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of...

These are the stocks posting the largest moves in midday trading.

AMD (NASDAQ:AMD) is back in the headlines yet again. The chipmaker’s stock jumped after announcing an expansion of its partnership with Microsoft, giv...

Capital is flowing toward private AI infrastructure as sovereign and regulated entities lead the shift.

NVIDIA today announced that NVIDIA Agent Toolkit now includes NVIDIA Omniverse™ libraries — a collection of software components that give AI agents to...

Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia ‌to support its use of artificial int...

PRINCETON, N.J., July 20, 2026--Bristol Myers Squibb to Build the Most Powerful AI Factory in Life Sciences with NVIDIA