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Energy stocks were recently bought by a U.S. Senator. Here's a look at the company names added to his portfolio.
Wall Street has rarely been louder with bubble warnings on the AI trade after the parabolic moves we’ve recently seen in semiconductors like Micron Technologies Inc. (NASDAQ:MU
Ed Yardeni's "Buzz Lightyear" theory says AI capex will pull S&P 500 earnings "to infinity and beyond." Polymarket traders mostly agree.
Nvidia's $2.1 billion IREN deal and IREN's new $2 billion raise are drawing comparisons to CoreWeave's AI infrastructure financing playbook.
Cerebras Systems' IPO is expected this week, bringing fresh competition to the AI chip trade.
AMD hits new 52-week highs as Wall Street pivots to a broader AI infrastructure rally. See why analysts are looking beyond Nvidia.
NVIDIA and CVS Health named as top final trades by industry experts, while Transocean and Vertiv Holdings gain support from analysts.
IREN Ltd. (NASDAQ:IREN) shares face selling pressure this Monday.
Alphabet's AI-driven growth across search, cloud, Gemini and Anthropic investments is narrowing its valuation gap with Nvidia.
Apple and Intel reach a preliminary chip deal to diversify supply. Intel stock jumps as Apple looks to reduce its reliance on TSMC.