Market News

AMD’s $8.2B World Labs acquisition signals a major AI talent play to fuel the next AI frontier. Click for more on AMD stock.

Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here. Markets advanced in the thir...

Melius Research just made a bold case that corporate fear of AI could actually send one tech giant's stock soaring, and the market is already respondi...

Don't let two high-profile tech stocks hitting record highs lead you to believe that we are set up for a dot-com-style bubble burst.

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the latest updates with Nvidia (NVDA), Foxconn (2354.TW), and Cerebras (CBRS) st...

TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The re...

I don't have a crystal ball, but here's a completely reasonable scenario for Nvidia investors to expect.

If you think the world's most valuable company is cruising for a bruising, there is something you should look at first.

Fears over artificial intelligence’s risk to humanity could point enterprises to Microsoft as the ‘adults in charge,’ according to Melius Research.

Much of the sentiment for Apple Inc. (NASDAQ:AAPL) currently rests on its record Services revenue, a strong iPhone cycle, and AI acceleration. The com...

Apple and Tesla are both spending big on AI, but one is quietly printing cash while the other burns through it. The gap between their monetization str...

Elon Musk confirmed talks that could bring a second chipmaker into his Texas manufacturing venture, and Intel stock is paying the price before any dea...

The case alleges that the licensing deal "squeezed out" stockholders by giving them a "lowball price."

Stifel analyst reiterates Buy for AMD, expecting a Q3 beat-and-raise driven by EPYC; MI450 and margins matter in Q4 outlook.

Cerebras and Nvidia are entering a bigger AI inference battle as faster response times become a key driver of AI infrastructure spending.

Selling a massive Nvidia position inside your IRA sounds like it should trigger a tax bill, but one decision made afterward can quietly push tens of t...

Nvidia Corporation is reinforcing its AI dominance, proliferating the ecosystem beyond the hyperscalers. Read more on NVDA stock here.

There is a wide range of scenarios where Nvidia could trade in 2030.

Steve Eisman shares his 'picks and shovels' AI stock strategy, highlighting NVDA, MU, and GEV while warning hyperscaler cash flow is gone.

Nvidia’s $20bn licensing deal with Groq fleeced employees who were left out of the transaction, according to a lawsuit filed by two engineers...