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Company Performance

AMD Enters 2026 With AI Momentum as Cloud Wins and Product Ramps Near

The next phase hinges on converting software traction plus hyperscaler commitments into measurable share gains.

Nvidia Viewed as the Better 2026 Buy Than Palantir on Valuation

Sandisk’s 2025 Rally Draws Fresh Buy Calls and a TV Endorsement

Fitch Affirms Iren’s BBB Rating as AI Pivot Targets $3.4 Billion ARR by 2026

Lamb Weston Shares Plunge After Cautious Outlook Despite Earnings Beat

Carnival Posts Q4 Beat, Restores Dividend, Lifts 2026 Outlook

Rivian Jumps to Two-Year High as Wedbush, Baird Lift Targets to $25

Darden Raises Full-Year Sales Outlook on Q2 Momentum, Holds EPS View

ARK Invest Adds Bitmine, Bullish and Coinbase in Buy-the-Dip Rotation

OpenAI, Amazon Discuss $10 Billion-Plus Investment With Trainium Chip Tie-In

BigBear.ai Edges Higher as New Analyses Contrast With Cautious Street Targets

Air Products’ De-Risking Draws Cautious Reappraisals After Yearlong Slide

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

Iren Raises $2.3 Billion to Accelerate AI GPU Buildout After Microsoft Deal

Nebius Slides After Earnings Miss as Investors Reprice AI Data-Center Bet

AutoZone Shares Fall 7% After Q1 Earnings Miss

Adobe Heads Into Q4 Earnings With Modest Beat Expected as Margin Questions Linger

Snowflake Slides on Outlook as Salesforce Highlights AI in Production

ARK Invest Trims Meta and Tesla, Pours Into Trade Desk and Bitcoin ETF

American Bitcoin Craters on Lockup Expiry Then Steadies