Micron (MU)’s Taiwan Workers Want a Bigger Slice of its Record AI Profits
Reuters reported that Micron Technology, Inc.
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Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner
NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems...
An Intel-Backed Startup Says It Can Beat HBM. Is Micron’s AI Memory Boom Vulnerable?
Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom's biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource.
Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM
Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA's merchant-GPU model as hyperscalers increasingly design custom AI accelerators.
Google’s $15 Billion Finland AI Build Is Good News for Nvidia, With One Important Catch
Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race.
TSM’s Record Month Confirms AMD’s AI Ramp, but Its Pricing Power Could Take Some of the Upside Back
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc.
Marvell Is Winning Custom AI Business. TSMC May Be the Safer Way to Play It
Marvell Technology, Inc. (NASDAQ:MRVL) is betting heavily on custom AI accelerators and networking.
AI’s HBM Shortage Strengthens Micron’s Hand—and Pressures Nvidia’s GPU Economics
One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory.
RTX Corporation (RTX) Doubles Down on Defense Manufacturing — Is the Stock Still a Buy?
On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility.
TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive.
Jensen Huang Says Cybersecurity Is AI’s Next Blockbuster App. CrowdStrike Is Already Building It With Nvidia
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence's next major application markets. CrowdStrike Holdings, Inc.
Oracle Just Showed a Less Painful Way to Finance AI Clouds. That’s Awkward for CoreWeave
Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue.
American Airlines Group (AAL) Chases the High-Spend Flyer — But Can Margins Follow?
American Airlines Group Inc. (NASDAQ:AAL)’s first retrofitted Boeing 777-300ER took off on its maiden commercial flight on September 2 from New York to Buenos Aires.
Adobe Beat and Raised but Fell. Salesforce Shows What Investors Now Demand From AI Software
Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof.
Oracle Is Spending Tens of Billions on AI Infrastructure. Where Does the Physical Money Go?
Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence.
First Solar (FSLR) Gets Bullish Coverage Despite Recent Stock Weakness
On September 9, Piper Sandler initiated coverage of First Solar, Inc. (NASDAQ:FSLR), giving the stock an Overweight rating and setting the price target at $260.
$131.23 Billion on Paper: What The Boeing Company (BA)’s F-15 Ceiling Contract Really Means for Investors
On August 24, the Department of War (DoW) awarded a $131.23 billion indefinite-delivery/indefinite-quantity contract to The Boeing Company (NYSE:BA) for the F-15 Eagle Crest...
Teledyne (TDY) Lands $15.4 Million European Drone Contract as Shares Pull Back
Teledyne Technologies Incorporated (NYSE:TDY) is focused on expanding its presence in the European defense market after its UK-based Teledyne Energetics business unit announced...
Bernstein Backs Shopify (SHOP) Despite Stock Drop, Is It Time to Buy?
On September 11, Bernstein analyst Mark Shmulik initiated coverage of Shopify Inc. (NASDAQ:SHOP), giving the stock an Outperform rating and setting the price target at $160.
Walmart and Target’s Shelves are Becoming a Battleground for Budget-Conscious Shoppers
Shelf placement is becoming an increasingly important competitive weapon at Walmart Inc. (NYSE:WMT) and Target Corporation (NYSE:TGT).
Q2 Outperformance Masks Regional Headwinds for PVH Corp. (PVH)
PVH Corp.'s (NYSE:PVH) second quarter performance matched or surpassed the company's own projections across nearly all key financial metrics.
Benchmark Assigns Buy Rating to SiTime (SITM) Amid Timing Technology Market Expansion
On August 20, Gary Mobley from Benchmark initiated his coverage of SiTime Corp. (NASDAQ:SITM) with a target price of $850.
Xiaomi and Huawei Launch Foldable Smartphones Ahead of Apple’s Latest Product Launch
China’s premium-smartphone battle is becoming more ambitious, and more expensive.
Ionis Has Its First Neurology Launch, But Can Zanvastro Justify Its $285,000 Price?
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) has turned decades of RNA research into its first independently launched neurology medicine.
Delta Air Lines (DAL) Premium Demand and Pricing Power Support Growth Despite Fuel Risks
Delta Air Lines Inc.’s (NYSE:DAL) results exceeded management’s guidance for the June quarter.
Will Max Traction and TrussPoint Partnership Lead to Sustained Momentum for ServiceTitan (TTAN)
On September 8, ServiceTitan Inc.
What the Numbers Tell About FedEx Freight (FDXF) Following Spin-Off
FedEx Freight Holding Company Inc.’s (NYSE:FDXF) strong final quarter performance resulted in FY26 total revenue of $8.8 billion, a marginal 1.1% decrease compared to FY25.
Workforce Solutions and Search Fuel Growth for Korn Ferry (KFY)
Korn Ferry (NYSE:KFY) announced its first quarter results for fiscal year 2027, on September 9.
Why JFrog Ltd (FROG)’s Curation Product Could Be a Game Changer for Its Growth Story
JFrog Ltd (NASDAQ:FROG) could be staring at a significant growth opportunity with its Curation product designed to help enterprises secure software supply chains.
Vertex Pharmaceuticals Incorporated (VRTX): Crinetics Acquisition Creates a New Growth Engine Beyond Cystic Fibrosis
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) could be positioning itself for its next major phase of growth following its roughly $10 billion acquisition of Crinetics Pharmaceuticals...
Jim Cramer Praises Microsoft (MSFT) for Its Permian Power Plan with Chevron (CVX)
During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership...
Gilead Wins Appeals Court Ruling Blocking Imported HIV Drug Sales
On August 13, a federal appeals court ruled in favor of Gilead Sciences, Inc.
Stellantis’ Belvidere Reopening Slips Again as Brampton Faces Possible Closure
Stellantis N.V. (NYSE:STLA)'s long-idled Belvidere Assembly Plant in Illinois has been a case study for how a plant reopening can be pushed further into the future.
Jim Cramer Sees Enterprise Products Partners (EPD) as a Pipeline Winner
Jim Cramer sees Enterprise Products Partners L.P.
Jim Cramer Explains Why Enbridge (ENB) Offers a Secure Play During Market Volatility
During the September 8 episode of Mad Money, Jim Cramer turned his attention to Enbridge Inc. (NYSE:ENB), examining escalating geopolitical tensions.
Solaris (SEI) Lifts EBITDA Guidance, But Is the Stock Too Expensive?
Solaris Energy Infrastructure, Inc.
Lululemon’s Guidance Cut Sent Shares Down 18%, Was It An Overreaction?
Lululemon Athletica Inc. (NASDAQ:LULU) recently issued its second guidance cut of the year, and investors responded immediately by sending shares down roughly 18%.
Jim Cramer Says He Is Not Going to Put His Money on AstraZeneca (AZN)
Toward the end of the lightning round on September 8, when a caller inquired about AstraZeneca PLC (NYSE:AZN), Mad Money host Jim Cramer commented: Alright, now, AstraZeneca reminds...
Navan (NAVN) Growth Accelerates, but Execution Risks Remain
Navan Inc. (NASDAQ:NAVN), a global AI-enabled business travel and expense management solutions provider, announced its second quarter results on September 9.
Jim Cramer on Trinity Industries (TRN): “Shouldn’t Be Down This Much”
On September 8, a caller inquired if Trinity Industries, Inc. (NYSE:TRN) is worth looking at after its recent pullback.
Cooper Companies (COO) Bets on Fertility Growth Despite Weakness in CooperVision
The Cooper Companies Inc. (NASDAQ:COO), a leading medical device company, announced its third quarter fiscal 2026 results on September 9.
Agentic Fabric and AI Could Drive SailPoint’s (SAIL) Next Growth Phase
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, released its fiscal second-quarter 2027 on September 9.
Autonomous Systems Strength Offsets SCDE Weakness for AeroVironment (AVAV)
On September 9, AeroVironment Inc. (NASDAQ:AVAV) revealed its Q1 FY27 results, posting its highest ever first quarter revenue.
West Red Lake Gold Intersects 16.16 g/t Au over 1.5 Metres and 10.94 g/t Au over 1.5 Metres at Starratt-Olsen, Advancing Multi-Asset Strategy at Madsen
Vancouver, BC, September 10th, 2026, FinanceWire September 10, 2026 – Vancouver, BC – West Red Lake Gold Mines Ltd.
Cognizant Says AI Creates Jobs, Its Own Restructuring Says Otherwise
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is presenting itself as a key supporter of the American workforce in the AI era. The company is promising to hire U.S.
Qualcomm’s AWS Deal Takes Aim at Nvidia, But Comes With Fine Print
QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’...
Blackstone (BX) Eyes $2 Billion ZO Skin Health Exit
Blackstone Inc. (NYSE:BX) is exploring a possible sale of ZO Skin Health, the medical-grade skincare company founded by dermatologist Dr. Zein Obagi.
Smithfield Foods (SFD) Warns of Fresh Pork Loss as Industry Spreads Compress
On September 9, Reuters reported that Smithfield Foods, Inc.
The Goldman Sachs (GS) Deepens AI Push as Competition for Tech Talent Intensifies
On September 8, Reuters reported that The Goldman Sachs Group, Inc.
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