A new federal cloud alliance is putting Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) well ahead of the government contractors it competes with for agency software work. Palantir stock is up 5% to $195.36…
While rare earth stocks slide against a rising market, one critical minerals producer is sprinting the opposite direction on the back of a sole-source military contract that most investors are only just discovering.
Memory chip stocks are surging as AI spending fears fade, but Goldman Sachs just warned that Micron may be the odd one out while Sandisk and SK Hynix race ahead on a technology that…
After last week's brutal selloff wiped out Hewlett Packard Enterprise's worst week on record, AI server stocks are staging a sharp morning reversal, and whether this bounce holds depends on a debate over memory…
Bernstein just reversed its Datadog call one quarter after a downgrade shook the stock, pointing to AI token consumption as the reason. Whether that optimism survives the November earnings report is the question every…
Cleveland-Cliffs just posted its best quarter in three years, but the revenue miss and a shuttered Canadian operation tell a more complicated story about whether this steel giant's turnaround can actually hold.
JPMorgan just dropped its bearish call on Intel after a steep slide, and the chipmaker's stock is surging alongside its rivals. Whether the upgrade signals a genuine turning point or a brief reprieve depends…
Red Cat Holdings is chasing an Austrian engine maker with a cash offer that could reshape how its drones and uncrewed boats are powered, and the move is drawing far more investor attention than…
Europe's four biggest wireless carriers just signed on to explore a joint satellite spectrum bid, and one space stock is surging while its biggest rival watches from the sidelines.
A bruising selloff in AI infrastructure stocks is reversing fast, and the names tied to power-backed data centers are leading the charge. The question is whether the buyers driving these gains know something about…
Goldman Sachs just flipped its stance on a debt-laden neocloud stock, and the ripple is lifting names the upgrade never mentioned. Here is what the endorsement reveals about where Wall Street sees AI infrastructure…
A broad selloff is hitting Trump Media and Rumble far harder than the rest of social media, and the reason comes down to what these stocks actually are beneath the surface.
Theater stocks have exploded past the broader market in 2026, but a massive debt load still shadows the biggest winner in the group. Before adding to your position or walking away with gains, there…
Bloom Energy has left every hydrogen rival in the dust this year, fueled by a contract that puts its technology at the heart of Oracle's AI data center ambitions. But with next week's earnings…
Trade Desk stock has cratered this year while analysts slash their forecasts and the CFO warns that visibility is unusually limited. Whether the selloff created a bargain or a trap depends on a single…
A Delaware jury just handed Arm a damaging verdict in its licensing battle with Qualcomm, and with a second ruling on its newest chip designs due next week, the pressure on the entire semiconductor…
While the broader market slides and AI darlings lose ground, Ford and GM are bucking the trend in afternoon trading, and the reason behind the rotation tells a bigger story about where investors think…
Broadcom's own CEO just flagged a threat that has nothing to do with chip supply, and it is hitting custom AI chip stocks far harder than the broader semiconductor market.
AI financing jitters are hammering cybersecurity stocks far harder than the broader Nasdaq, leaving investors to wonder whether the sector's demand story can survive the selloff or whether the AI trade just entered its…
Rocket Lab's Neutron rocket just slipped past a key deadline, and Wall Street is starting to reprice how long investors will wait for the launch revenue that underpins the entire bull case.
