The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the…
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused…
Live Updates AI Deal 12:48pm ETAnthropic has struck a partnership with SpaceX that will give it full access to the Colossus 1 data center, adding over 300 megawatts of compute capacity before…
Tech futures are pointing to a strong open, with the Nasdaq Composite (^IXIC) leading the charge with a 1% increase on the heels of yesterday’s record-setting performance. Gains arrive on the back…
The S&P 500 (^GSPC) is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of…
Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex. Per Bloomberg, as flagged in a BTIG morning note, investors are questioning…
Investors are watching Corning (NYSE: GLW | GLW Price Prediction) ahead of its Q1 2026 results, expected before tomorrow’s open. The maker famous for Pyrex kitchenware and iPhone Gorilla Glass has quietly…
This AI rally has quickly turned into a data center rally, where sensible valuations are hard to find. The one glaring exception is Amphenol (NYSE:APH). Before discussing Amphenol, it's worth surveying what…
Pre-Market Stock Futures: The futures are trading modestly higher after a wild Wednesday that saw the Nasdaq explode higher to close at an all-time high of 24,016, up a hefty 1.60%, while…
Corning Incorporated (NYSE:GLW | GLW Price Prediction) makes the physical infrastructure that the modern world cannot function without, and that list of dependencies keeps growing. Glass That Holds the World Together Corning…
CoreWeave (NASDAQ:CRWV) grabbed the spotlight on CNBC’s Stop Trading Tuesday morning, with Jim Cramer calling the company’s latest financing round a genuine watershed moment for AI infrastructure. “My god, there’s so much…
The Invesco QQQ Trust (NASDAQ: QQQ) is down 10.7% since February 1, and the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has shed 9.1% over the same stretch. The CBOE Volatility Index…
Wall Street analysts can’t get enough of AI stocks. Many equities in this category have soared past the S&P 500 while delivering tremendous revenue growth. Strong fundamentals imply the rallies for some…
Meta Platforms (NASDAQ:META | META Price Prediction) stock slipped 2% in afternoon trading on Thursday, with META shares trading at $602 and change. The move adds to a rough stretch that has…
