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last wk.

AMD Shares Jump After Back-to-Back Analyst Upgrades Lift Long‑Term AI Chip Outlook

Analysts argue bigger CPU and GPU market forecasts support higher valuations by tying AMD’s H2 2026 product ramps to a multi‑gigawatt Meta GPU arrangement.

8 ARTICLES

last wk.

Amazon Leans Into AI as AWS Reaccelerates and a $200 Billion Buildout Pressures Cash Flow

8 ARTICLES

last wk.

IREN Accelerates Pivot to AI Cloud Backed by Nvidia, Microsoft and Major GPU Financing

15 ARTICLES

last wk.

J.P. Morgan Reclassifies Tesla as Physical‑AI Platform and Raises Target to $475

4 ARTICLES

2w ago

Quanex Reports Modest Q2 Revenue Gain and Steep Profit Decline

6 ARTICLES

2w ago

Brown Advisory’s Global Leaders Fund Falls About 8.3% in Q1 After Avoiding Energy

16 ARTICLES

2w ago

Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

8 ARTICLES

2w ago

HIVE Posts Record $297.8M Revenue as It Shifts From Bitcoin Mining to AI Compute

5 ARTICLES

3w ago

Nu Holdings Slides About 30% Despite Strong Latin America Growth

3 ARTICLES

3w ago

Analysts Raise Targets for Freeport‑McMoRan on Copper Demand Thesis

8 ARTICLES

3w ago

Dycom Posts Surging Q1 Results, Raises Guidance and Moves to Buy NTI

8 ARTICLES

3w ago

Berkshire Cuts U.S. Equity Roster to 26 Stocks and Holds Record Cash

Stock Market

AMD Shares Jump After Back-to-Back Analyst Upgrades Lift Long‑Term AI Chip Outlook

Amazon Leans Into AI as AWS Reaccelerates and a $200 Billion Buildout Pressures Cash Flow

IREN Accelerates Pivot to AI Cloud Backed by Nvidia, Microsoft and Major GPU Financing

Fold Sells $45M in Bitcoin to Clear Secured Debt and Fund Growth

IonQ Raises Guidance After Record Quarter as Investors Question Cash Burn

Diamond Hill’s Q1 Letter Details New Bet on Equitable and Flags AIG Pullback

Amazon Completes Record C$14 Billion Bond Sale in Canada

Duluth Narrows Loss as Gross Margin Surges to 57.4% and Raises Profit Guidance

Two Harbors Delays Vote and Demands UWM Back $12.50 in Cash

Intesa Launches €30.6bn Unsolicited Offer for Monte dei Paschi

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Stock Market

SaaS Stocks Rally as Clear AI Revenue Signals Reset Investor Sentiment

J.P. Morgan Reclassifies Tesla as Physical‑AI Platform and Raises Target to $475

Quanex Reports Modest Q2 Revenue Gain and Steep Profit Decline

Brown Advisory’s Global Leaders Fund Falls About 8.3% in Q1 After Avoiding Energy

Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

HIVE Posts Record $297.8M Revenue as It Shifts From Bitcoin Mining to AI Compute

Nu Holdings Slides About 30% Despite Strong Latin America Growth

Analysts Raise Targets for Freeport‑McMoRan on Copper Demand Thesis

Dycom Posts Surging Q1 Results, Raises Guidance and Moves to Buy NTI

Berkshire Cuts U.S. Equity Roster to 26 Stocks and Holds Record Cash

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Stock Market