Meta stock gained nearly $200 billion after Muse launched, but human support, AI costs and unproven margins may decide ...

Today's newsletter was written by portfolio director Jeff Marks. 1. We're looking at a lower open across the board this ...

A more flexible definition of value has helped one fund outperform at a time when the fastest hands are rewarded for holding ...

Micron hit a $1T market cap in May 2026 then fell 23%. Here's why the stock is now the center of the AI infrastructure ...

Chipmakers sparked North Asia's AI boom. Retailers and luxury brands are reaping the rewards.

Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, ...

Okta (NASDAQ:OKTA) executives said the company is positioning its identity platform to play a central role in securing and ...

Intel Corporation stock is reiterated a Buy as its turnaround gains momentum. Click for this INTC update and see if it is the ...

Intel Corporation stock jumped 12% on AI hype from Meta’s Muse app. Click for this INTC stock update and see why I am bearish ...

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

Onsemi projects AI data center revenue will grow from $500M to over $2.5B by 2030, targeting a $213 billion power ...

US-Iran tensions and falling oil prices, intensification of the AI low-cost model race—four key topics moving the marketLennar surges on Berkshire stake increase and Shopify partners with Meta! Latest ...