Swapping out an ERP system has been compared to open-heart surgery, which is exactly why Oracle, SAP, and Workday have held their ground through every technology wave. Now an AI-native startup backed by a…
Goldman Sachs CEO David Solomon sees artificial intelligence as a potential economic game-changer, but he is putting Washington on notice: the window to course-correct on spending is narrowing fast.
A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.
The bond market is quietly reshaping how investors should think about NVIDIA and the broader AI trade, and Wall Street strategists are raising alarms that most equity investors are not watching the right risk.
Apple's next CEO inherits a trillion-dollar empire and a glaring weakness that rivals have exploited for years. A top tech analyst says fixing one product could determine whether Apple leads the AI era or…
Jim Cramer is flagging an Amgen drug that Wall Street has largely ignored, and he thinks the cardiovascular opportunity behind it could rival the most valuable pharmaceutical market ever created.
Inventory is climbing, sellers are slashing prices, and the numbers look better for buyers than they have since before the pandemic. So why are so many would-be homeowners still frozen in place?
Treasury Secretary Scott Bessent is telling Wall Street it has the bond market story completely wrong, but Stanley Druckenmiller and a former Fed Vice Chair are betting he will pay for that confidence.
Venezuela sits on a staggering share of the world's proven oil reserves, and a new U.S. deal just handed American companies a major stake in them. But one energy expert says investors may be…
A longtime Netflix shareholder put Jim Cramer on the spot after watching shares lose more than a third of their value, and his answer about whether to hold, add, or sell reveals just how…
Jim Cramer just put a Brazilian mining giant in the same sentence as cryptocurrency, and his reasoning has everything to do with where he thinks inflation is headed next.
Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.
Roger Ferguson says the Fed has missed its inflation target for roughly five years, and he thinks the consequences of continued inaction could be worse than markets expect.
A Heritage Foundation economist is challenging the Trump administration's push for semiconductor tariffs, arguing that the timing could saddle chip buyers with higher costs before a single new American fab is ready to ship…
Venezuela sits on the world's largest proven oil reserves and ships barrels to U.S. refiners without crossing a single conflict-prone waterway, yet a former Chevron executive who knows the country's fields firsthand says the…
AI agents are multiplying inside corporate networks faster than security teams can track them, and two cybersecurity companies just proved that scramble translates directly into record-breaking revenue growth.
Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.
IREN's $3.4 billion NVIDIA contract and a 12% monthly rally set sky-high expectations heading into tonight's fiscal Q4 report, but a massive impairment charge and a brutal revenue miss are already rattling the bull…
Marvell enters tonight's Q2 report riding a nearly 190% year-to-date surge, but with Polymarket traders pricing in a 94% chance of an EPS beat, the real question is whether any result can actually surprise…
Hyundai's CEO says tariffs are accelerating a localization push that was already underway, and the numbers behind that push reveal just how dramatically the company is betting on America outpacing its own four decades…
