AWS just posted its fastest growth in 18 quarters while Amazon's free cash flow turned negative and long-term debt nearly doubled. Whether that tension resolves as a multiyear earnings engine or a costly overreach…
Memory chip makers are leading a rebound in technology stocks as fears about AI spending ease. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is at $916.43, up 4% in morning trading. Chip stocks…
From July through mid-October, investors added $11.85 billion to the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). That total includes a record $5.3 billion in August, according to Dow Jones Market Data reported by…
AI server makers are bouncing back together after a sharp hardware selloff last week. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $32.87 in morning trading, leading the group.…
Signs of accelerating AI workloads are pulling cloud software back into favor after a rough stretch for technology names. Datadog (NASDAQ:DDOG | DDOG Price Prediction) stock is up 5% to $259.15 in morning trading,…
EVs were supposed to be the wave of America’s auto future. In 2021, President Biden set the goal that 50% of all new cars sold in the US by 2030 would have “zero emissions.”…
A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
Three industrial companies just raised their dividends within days of each other, even as their own markets softened, and the differences in how safely each one can keep doing it reveal a lot about…
Marvell Technology shed 17% in a single week after one of the strongest runs in the AI trade, and that gap between the selloff and the business fundamentals is exactly what makes the timing…
Walmart shed its trillion-dollar status after two brutal earnings reactions, but one Wall Street firm is betting the retailer's quiet transformation into a tech and media business could reward patient investors far beyond what…
Warren Buffett recognizes greater opportunity in the securities market vs. American real estate, and his portfolio reflects this conviction. Market analyst Charlie Bilello highlighted Miami, Florida, on October 16 as the strongest buyer’s market…
Three straight weeks of heavy selling have stripped away a stunning portion of Ethereum ETFs' 2026 gains, and the outflows are accelerating far faster than anything Bitcoin funds are experiencing. Whether this reflects a…
Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
Phillips 66 has handed investors a 133% gain this year and just bumped its dividend again, but a swelling debt load and volatile refining margins raise real questions about how long the raises can…
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital (NASDAQ:GLXY |…
