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 ...

Similar to how the SaaSpocalypse reshaped views on software, AI agents like Meta's Muse could organize the market into groups ...

Networking components are in high demand in AI data centers, which explains why Arista Networks' growth has been accelerating ...

Nvidia stock missed out on the chip rally that boosted AMD.

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

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 ...

A possible measure could curtail some AI growth and dial back benefits for the wider stock market, Feinseth said. A recent ...

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

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 ...