‘We expect it to leak so we’re just announcing it,’ OpenAI said on Monday.
AI
Shares in the e-commerce company are down 18% for the year, dragged down by an aggressive AI spending plan.
Investors have a tough job cutting through all the SpaceX noise surrounding its mega-IPO.
OpenAI confidentially files IPO paperwork, Apple’s AI reveal, Wall Street likes Lilly over Novo in weight-loss wars, and more news to start your day.
The S&P 500 and the Nasdaq rose after last week’s chip selloff lost steam.
The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers are trading Monday.
Cerebras stock has plunged in the wake of its blockbuster IPO but Wall Street is backing a comeback for the AI chip company.
Elon Musk’s companies are so intertwined that what’s good for one is likely good for the others.
Intel stock leads the S&P 500 higher after sinking 11% on Friday. The AI trade is picking up momentum again after last week’s selloff.
Galaxy Digital shares soared after CEO Mike Novogratz said the company’s Helios data-center campus could be fully leased by the end of the summer.
Amazon’s investments will help Corning expand its manufacturing sites across North Carolina and create 1,000 jobs at the facilities.
Micron Technology stock was rising on Monday after a steep selloff the previous week.
The chips and networking company’s shares are already up 210% for the year, powered higher by the AI boom.
Citi strategist Scott Chronert lifted his year-end S&P 500 target to 8100, arguing that strong earnings growth and AI spending continue to outweigh macroeconomic risks.
FuelCell Energy stock has more than doubled in 2026 as the data-center buildout fuels demand for the company’s fuel cell power plants.
Analysts at Mizuho Securities and BofA Securities lift their price targets for Sandisk stock.
The SpaceX IPO is here, Apple’s second chance on AI plans, Iran war’s next 100 days, and more news to start your day.
While the company is spectacular, the stock is too expensive to justify the risks.
While the fundamental outlook at Goldman looks as good as ever, the stock already reflects that. The shares look pricey relative to peers based on key metrics.
Eli Lilly and Natera are among the companies that can keep growing after the artificial-intelligence hype fades. Plus, Five Below’s “squishy dumpling” score.
Investors’ focus, away from the much-hyped SpaceX IPO, will be the coming week’s consumer price index for May.
Friday’s market selloff punished an array of sectors tied to the capital spending boom—but some are more exposed than others.
Arm Holdings executives unloaded millions worth of stock before an announcement from Nvidia drove shares to a record high.
All three indexes fell after the AI rally came to a halt.
Readers weigh in on the chip rally, a stock market bubble, Nike’s dire prospects, and AI’s threat to Charles Schwab.