AMD Is Paying $8.2 Billion to Bring In the ‘Godmother of AI.’ Here’s Why It Makes Sense
Advanced Micro Devices Inc. (NASDAQ:AMD) announced on September 28 that it will buy World Labs in an all-stock deal worth about $8.2 billion.
Articles by Jabran Kundi
Michael Burry Questions Microsoft’s AI Spending. Is Its Valuation Misleading?
Michael Burry has questioned whether Microsoft’s AI spending is driven by necessity, suggesting the company may be using its financial figures as leverage, according to Seeking...
Investors Are Paying More for Walmart Than Amazon. Here’s Why That Doesn’t Add Up.
Walmart Inc. (NASDAQ:WMT) has opened a fulfillment center of more than 900,000 square feet in Stockton, California.
Nvidia (NVDA) or Apple (AAPL): Which Is the Better Bet on Dan Ives’ $4 Trillion AI Wave?
Former Wedbush analyst Dan Ives is bullish on Nvidia Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), Palantir Technologies Inc. (NASDAQ:PLTR), Apple Inc.
Tesla Trades at 219x Earnings. Here’s Why I’m Not Buying the Bet on Its Future.
As of October 12, Tesla Inc. (NASDAQ:TSLA) shares have climbed about 3% over the past five days.
Nvidia (NVDA) vs. Broadcom (AVGO): Which AI Stock Is a Better Buy After the OpenAI Scare?
On October 8, the Financial Times reported that OpenAI’s annualized revenue was about $50 billion, roughly $20 billion below figures widely reported in September.
Wall Street’s Biggest Micron Bull Just Raised Its Target Again. It Now Sees the Stock Nearly Tripling
Micron Technology Inc. (NASDAQ:MU) trades at about 6 times forward earnings, the kind of multiple investors give memory makers they expect to peak soon. D.A.
Applied Digital Wants to Add 600 Megawatts in a Year. Can It Pay for It?
Applied Digital Corporation (NASDAQ:APLD) has about $36 billion in contracted revenue.
Constellation’s $4.3 Billion Nuclear Upgrade Could Be Its Smartest Move Yet
Constellation Energy Corporation (NASDAQ:CEG) shares surged 12.2% on October 6, among the S&P 500’s biggest gains that day.
AMD’s Biggest Problem Is No Longer Demand. Lisa Su Is in Asia to Fix the Real One
Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su expects chip demand to stay “very high” for the next several years.
Intel and Applied Materials Just Deepened Their AI Partnership. Which Stock Looks Better Positioned?
Applied Materials Inc. (NASDAQ:AMAT) and Intel Corporation (NASDAQ:INTC) announced on October 6 that they are expanding their partnership on next-generation AI chipmaking.
Meta’s Second New Mexico Loss This Year: What It Means for Meta Stock
A New Mexico jury has found Meta Platforms, Inc. (NASDAQ:META) liable for more than 43 million privacy-law violations.
Broadcom’s AI Revenue Is Tripling, but the Stock Has Lagged. Is It Time to Load Up?
Broadcom Inc. (NASDAQ:AVGO) shares jumped 3.7% on October 6, building on gains from earlier in the month. The push came from Marvell’s investor day.
Apple’s App Store Growth Improved in September. What UBS Sees Coming in October Is Harder
September brought better App Store news for Apple Inc. (NASDAQ:AAPL). UBS says revenue grew 5% year over year, compared with no growth in August.
HSBC’s Synopsys Upgrade Bets on a Business Model Shift. Can It Justify $700?
HSBC upgraded Synopsys Inc.
Zscaler Stock Is Priced for Success. Can Its AI Growth Deliver?
Zscaler Inc. (NASDAQ:ZS) reaffirmed its first-quarter and fiscal 2027 guidance at its investor day, sending shares 5% higher.
Apple Is Speeding Up. Siri Isn’t.
Just over a month into the job, new Apple Inc. (NASDAQ:AAPL) CEO John Ternus is shaking things up.
SpaceX Has $100 Billion in Cash. Why Is It Reportedly Borrowing $40 Billion More?
Space Exploration Technologies Corp. (NASDAQ:SPCX) is reportedly looking to raise $40 billion to fund a major Nvidia chip order, according to the Financial Times.
CoreWeave Can Raise Prices Twice in Three Months. Can It Afford to Keep Building?
CoreWeave Inc. (NASDAQ:CRWV) has raised per-hour GPU prices twice, first by 25% across all products in July 2026 and then by another 10% over the past two to three months.
AMD Crossed $600, So Does Meta Get 160 Million AMD Shares For Free Now?
Advanced Micro Devices, Inc.’s (NASDAQ:AMD) stock recently climbed above $600, taking the company’s market capitalization beyond $1 trillion and crossing a key threshold linked...
SpaceX Comfortably Wins on Scale. Here’s How Rocket Lab Still Competes.
On September 24, Iridium shareholders approved Rocket Lab’s acquisition of the company, with about 99.6% of votes in favor.
Target’s Sales Are Recovering After 10,000+ Price Cuts. Is the Turnaround Already Priced In?
Target Corporation (NYSE:TGT) is lowering prices on nearly 2,000 apparel, home, and accessories items as the holiday shopping season gets underway, following more than 10,000 ...
Bloom Energy Is Building Like Demand Is About to Explode. Investors Need to Pay Attention.
Bloom Energy Corporation (NYSE:BE) shares jumped as much as 15% in a single trading session, a day after falling 9% in a broader AI selloff.
Ondas’ Strange Problem: 13x Revenue Growth and Still 42% Shorted. Are the Bears Right?
Ondas Inc. (NASDAQ:ONDS) has become one of the most heavily shorted tech stocks in the market. Short interest sits at about 42% of the float, up from just 4% a year ago.
Rocket Lab Booked 20 Launches Through 2031. The Catch Is in the Price.
Rocket Lab Corporation (NASDAQ:RKLB) received a Buy rating from Citi one day after landing its largest Electron contract ever.
85% of Salesforce Customers Have Tried Agentforce. Oppenheimer Says One Thing Is Missing
Salesforce, Inc. (NYSE:CRM) received a vote of confidence from Oppenheimer, though the survey data came with a catch.
NextEra Just Landed a $22 Billion Project. The Part Investors Can’t See Yet Is What Matters
NextEra Energy, Inc. (NYSE:NEE), related companies, and Lewis Energy Group were selected to develop Project Star, a more than $22 billion energy campus in Encinal, Texas.
Meta’s Enterprise Push Could Turn AI From a SaaS Feature Into a SaaS Competitor
Meta Platforms, Inc. (NASDAQ:META) launched the Meta Enterprise Platform on September 28 as a new business pillar focused on its AI technology stack.
The Overlooked Winner From Google’s Free AI Video Move: Micron
As of September 23, AI video creation in Vids no longer costs anything for Google and Workspace users.
Foundayo Showed Better Results Than Oral Semaglutide in a New Analysis. There’s a Catch Investors Shouldn’t Miss
At the European Association for the Study of Diabetes meeting in Milan, Eli Lilly and Company (NYSE:LLY) presented data showing that its oral GLP-1 pill, Foundayo, delivered greater...
NIKE Trades 28% Below Its Usual Earnings Multiple. Here’s Why That Doesn’t Make It Cheap Yet
NIKE, Inc. (NYSE:NKE) launched Caitlin Clark’s signature collection worldwide on October 1, the same day it reported earnings.
SpaceX Is About to Spend $53 Billion on AI. Evercore Sees an $83 Billion Payoff
Space Exploration Technologies Corp.
Can Rocket Lab Capitalize on Falcon 9’s Exit Before Neutron Slips Again
Space Exploration Technologies Corp.’s (NASDAQ:SPCX) decision to stop selling new Falcon 9 rideshare missions after 2028 creates the biggest opening in the medium-lift launch...
Grab’s CEO Sees Value in the Stock. Does the Market Agree?
Grab Holdings Ltd (NASDAQ:GRAB) shares surged after CEO Anthony Tan purchased roughly $29.9 million worth of stock.
McDonald’s Franchisee Model Is Under Pressure. Here’s Why Investors Should Stay Away
McDonald’s Corporation (NYSE:MCD) dropped about 6% on September 23, marking its biggest one-day decline in more than a year and pushing the stock to a four-year low.
Analysts Are Bullish on Micron, But Is the Stock Still a Buy?
Wall Street is becoming increasingly bullish on Micron (NASDAQ:MU). Citi recently raised its estimates, citing stronger-than-expected DRAM pricing.
Novo Looks Beyond GLP-1s as Competition Intensifies
In the past, Novo Nordisk A/S (NYSE:NVO) has been a dominant player in diabetes and obesity treatments, with Ozempic and Wegovy driving a significant portion of the company’...
Logitech’s SEGA Deal Supports Gaming Growth, But Supply Is the Bigger Test
Logitech’s Gaming segment has been one of the company’s stronger growth segments.
Oracle’s Force Majeure Notice on Project Jupiter: Why Bloom Energy Continues To Rise?
Oracle Corporation (NYSE:ORCL) has issued a force majeure notice on Project Jupiter, its New Mexico AI data center campus.
Nvidia’s AI Safety Push Could Strengthen Its Moat. But Is It a Stock Catalyst Yet?
Nvidia Corporation (NASDAQ:NVDA) is adding the Open Agent Safety Platform to its AI infrastructure stack, offering an open software and reference system for securing AI agents...
Can Agentic AI Power Qualcomm’s (QCOM) Next Growth Cycle?
For years, Qualcomm Incorporated (NASDAQ:QCOM) has maintained its position in the mobile chip market. Its investment thesis has largely depended on smartphone demand.
YETI Holdings (YETI) Is Betting Beyond Drinkware—Will It Pay Off?
For years, the debate around YETI Holdings, Inc. (NYSE:YETI) has centered on whether the premium outdoor brand could improve growth in its mature US drinkware segment.
What Was Behind Bernstein’s 3M Upgrade, And Why It Isn’t a Buy?
3M Company (NYSE:MMM) gained 1.4% on September 26, after Bernstein upgraded the stock from Underperform to Market Perform and raised its price target from $145 to $171.
Vicor (VICR) Stock Is Rallying on Royalties. History Says Be Careful
Vicor Corporation (NASDAQ:VICR) just delivered one of its sharpest guidance increases in years, doubling its expected sequential revenue growth on the back of new patent-licensing...
SpaceX’s Falcon 9 Wind Down: Rocket Lab Is Set To Gain, Here’s How
Space Exploration Technologies Corp.
Evercore ISI’s Bullish iPhone Survey Faces a Reality Check From Pre-Order Data
Evercore ISI's annual consumer survey points to the strongest iPhone upgrade intent in years, with pricing power appearing to be even stronger than unit volume.