Tesla stock has been weak heading into the SpaceX IPO. Coincidence? Or Causation?
AI
Like Tesla, retail shareholders will play a big part in the SpaceX story.
While New Street Research analyst Pierre Ferragu went more conservative with no rating, analysts at KGI and Oppenheimer opted for a Buy rating.
AI stocks could be about to get a big test if OpenAI slashes prices in order to compete with rival Anthropic.
J.P. Morgan reiterates Overweight ratings on Coherent and Lumentum stocks in a research note Thursday.
Oracle’s cloud unit remains a standout, but the news isn’t as good for its software business.
Barclays reiterates Overweight ratings on Applied Materials and KLA amid strong investment in new chip supply.
Powerful AI models may soon “look less like airplanes or automobiles and more like weaponizable nuclear materials,” Dario Amodei said.
KKR, Nvidia, Vistra, and the Kuwait Investment Authority are committing more than $10 billion to Helix Digital Infrastructure, underscoring growing investor demand for AI data-center projects.
Intel stock is double-upgraded to Buy from Underperform at BofA Securities, due in part to renewed confidence in the foundry business.
Oracle stock is falling after earnings but Wall Street analysts think there is a reason to back the cloud computing-and-software company.
Nvidia stock has lagged behind peers over the past year but a new investment shows where it hopes to retake the lead.
Oracle’s guidance overshadows growth from the cloud, inflation could keep Fed on “prolonged hold,” SpaceX stock gets its first analyst, and more news to start your day.
The Nasdaq Composite is drawing closer to a correction. Technical signals suggest markets are worried.
As geopolitical conflict chokes traditional supply chains, a new wave of start-ups is leveraging green technology to secure the world’s most critical commodities.
Navan stock surges after the AI-focused corporate travel company surpassed Wall Street’s expectations with first-quarter earnings and raised guidance.
The stock’s performance has left a lot to be desired. Blame AI.
Large value stocks are cruising past their growth counterparts this year. What’s behind the revival—and where funds are finding the best value.
All three indexes closed lower as Wall Street ditched momentum plays.
Micron stock drops again but its coming earnings could provide a lift for the memory-chip company.
Investors are misreading Apple’s latest AI announcement. The updates to Apple Intelligence and Siri are good enough for customers—and the stock.
The chip maker’s cash returns could help halt its stock slump.
Micron and Super Micro stocks sink as the selloff in AI and other momentum stocks accelerates. Casey’s General Stores leads the S&P 500.
Tesla stock has moved more than 3%, up or down, for three consecutive days.
The server and storage system maker is planning to raise $7 billion to fulfill $39 billion worth of recent orders.