SK Hynix is making big investments in chipmaking tools, which is good for ASML but might have concerning implications for Micron.
2 minute read
The glassmaker’s stock is off to a strong start for the year, too.
1 minute read
Amazon.com’s cloud-computing arm says the company is working with local authorities in its ongoing recovery efforts.
1 minute read
AI uncertainty is reshaping the software sector, but William Blair says Microsoft is well-positioned.
1 minute read
Nvidia stock has flatlined in recent months but CEO Jensen Huang is positive about the potential of artificial intelligence.
2 minute read
Another day of chaos for air travelers, Chevron CEO says energy markets should be more worried, cruise operators get a boost, and more news to start your day.
Long Read
Norwegian Cruise Lines rises to become the best performing stock in the S&P 500 index.
2 minute read
Morgan Stanley analyst Erik Woodring believes that Apple is the only major global smartphone maker that will gain market share this year.
2 minute read
The stock has benefited from an explosion in data-center spending, but it’s unclear how much further the stock can rise.
2 minute read
Super Micro Computer stock tumbled after one of its co-founders was indicted for alleged chip smuggling, but some see cause for hope.
3 minute read
Nvidia stock could do with a resumption of sales in China but competition from a new Huawei chip could be an obstacle.
2 minute read
DraftKings stock jumped ahead of the open Monday following a report that lawmakers are seeking to ban sports bets from prediction markets.
1 minute read
Investors will be happy if Synopsys stock can even deliver a fraction of the returns Western Digital and Sandisk have delivered.
2 minute read
New contracts and a Wall Street upgrade had shares of drone maker AeroVironment moving early on Monday.
2 minute read
Fink shared his thoughts on everything from AI to tariffs to Social Security in his annual letter to shareholders on Monday.
1 minute read
Iran war has sparked a supply chain mess, Trump sends ICE to airports, Musk unveils Terafab AI chips project, and more news to start your day.
Long Read
JP Morgan and Brookings research shows women face higher risks from AI due to lower representation, slower adoption, and job exposure.
4 minute read
It will be tough for Wall Street to rebound until energy prices subside. Value stocks and Big Tech could hold up well, though.
4 minute read
Thoma Bravo manages about $183 billion and controls such tech companies as Anaplan, Dayforce and Medallia.
3 minute read
Super Micro stock plunges after the U.S. government charges employees with involvement in a plan to divert servers to China.
2 minute read
All three major indexes were once again down for the week. Blame it on oil, gold, and the Fed.
3 minute read
Super Micro Computer stock tumbled after it placed two employees on leave and fired a contractor after learning of their alleged involvement in a chip-smuggling plan.
4 minute read
Planet Labs reported fourth-quarter fiscal 2026 adjusted Ebitda of $2.3 million from sales of $86.8 million, beating expectations.
2 minute read
‘I view the recent launches of Mac products as a major success for Apple near-term and medium-term,’ Oppenheimer analyst Martin Yang said.
3 minute read
Ecolab agrees to buy CoolIT Systems in an all-cash deal for $4.75 billion.
1 minute read