Ecolab agrees to buy CoolIT Systems in an all-cash deal for $4.75 billion.
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HSBC upgrades Arm Holdings stock to Buy from Reduce in a research note Friday.
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The artificial-intelligence heavyweight has developed a competitive moat, say analysts.
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Super Micro said it maintains a “robust compliance program.”
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Nvidia stock looks set to end the week lower than it started despite multiple announcements at its GTC conference but investors should be patient.
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ASML stock is down 7% in the past month, which makes the chipmaking machinery company a bargain according to TD Cowen.
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Investors are waiting to hear what Tesla CEO Elon Musk has planned for semiconductor supply.
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Super Micro co-founder accused of violating export-control laws, FedEx raises outlook, Trump’s Powell criticism endangers his nominee, and more news to start your day.
Long Read
Micron stock drops even as the memory-chip maker posts strong fiscal second-quarter earnings.
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Nvidia stock isn't moving off the back of its GTC conference but Wall Street analysts are still applauding and there’s another high-profile cheerleader—Elon Musk.
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Alibaba stock is being outshone by MiniMax and Zhipu in China and earnings didn't help.
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Accenture shares have plunged in 2026, most recently driven lower by fears of AI disruption.
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Far from slowing down, Micron is accelerating in the current quarter.
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The drone software technology provider sold shares in an initial public offering at $5 on Monday.
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Retail investors are cherry picking which companies to buy, as they spend less money overall, according to a new J.P. Morgan report.
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iPhone sales in the first nine weeks of the year outperformed competitors in China.
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Reality Labs, the Meta division that hosts the project, has racked up around $75 billion in operating losses since 2020.
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Fallout from the Middle East conflict is rippling through the global economy—and growing worse the longer it lasts.
Long Read
It took years for Wall Street to fully appreciate Apple’s ecosystem. A similar reckoning could renew the rally in Nvidia stock.
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In 2026, the company expects sales of $900 million to $one billion.
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Echoes of the 2022 bear market are starting to ring on Wall Street.
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Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.
Long Read
Powell’s Fed press conference brought the unexpected, Micron smashes expectations, Trump temporarily waives the Jones Act, and more news to start your day.
Long Read
Ben Snider, Goldman Sachs’ new U.S. equity strategist, is bullish on stocks and corporate earnings. Why he likes solar energy, cybersecurity, and AI infrastructure plays.
Long Read
Technical indicators have turned constructive, creating possible entry opportunities.
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