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Meta Platforms' second quarter wasn't entirely a bad quarter. However, it forced investors to rethink the cost of its AI ambitions.
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Despite the selloff in SNDK stock, its long-term fundamentals remain solid.
Morgan Stanley raises price target on Cognizant stock. But CTSH shares are still under pressure today.
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AMD just locked up to 2.5 gigawatts of U.S. data center capacity through Core Scientific, a deal that could reshape its AI growth story.
OpenAI CEO Sam Altman says the AI singularity has already arrived. Palantir CEO Alex Karp says it’s time for Silicon Valley to get serious about the risks of this game-changing technology.
AMD shares rally on a bullish note from Susquehanna analysts. Here’s why the firm recommends buying AMD stock ahead of its Q2 earnings.
The physical lumber futures price has been in a bullish trend in 2026, reaching a new 2026 peak in July. WY and the WOOD and CUT ETFs have not yet followed lumber futures.
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Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.
Steve Eisman warns that cutting AI capital expenditures could trigger a broad market selloff. But investors should also consider whether ever-rising hyperscaler spending carries risks of its own.
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Apple has reached a historic $5 trillion market value ahead of earnings, but its premium valuation leaves investors weighing whether the rally still has room to run.
