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Company Performance

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

The market’s reaction shows investor doubts about margins and whether supply and backlog justify lofty AI‑chip valuations.

Memory Makers Enter Trillion-Dollar Club as HBM Shortage Roils Markets

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

Alphabet Leads Big Tech Earnings as AI Demand Supercharges Cloud

Enphase Beats EPS but Issues Cautious Outlook as U.S. Solar Slows

GE Vernova Soars After Q1 Beat as Orders Jump 71% and Guidance Rises

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

Metaplanet Posts ¥95 Billion Loss on Bitcoin Markdowns, Reaffirms 1% Supply Goal

Eli Lilly’s Q4 Beat and Bullish Outlook Give Way to Stock Drop on Low-Cost GLP-1 Pills

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Costco Posts Q4 Beat as Shares Trail the S&P 500 This Year

Palantir Rebounds After Blowout Quarter as Valuation Fight Intensifies

Oklo Wins DOE Safety Design Approval for INL Fuel Plant as Q3 Loss Widens

Strategy Completes $2.52 B STRC IPO, Files to Raise $4.2 B More

Retail Investors Drive Wild Swings in Opendoor, Kohl’s and Other Meme Stocks

Uber Secures $300M Stake in Lucid to Deploy 20,000 Nuro-Powered Robotaxis