AI News

Sandisk has been crushing it, but the market doesn't respect its industry.

Sunoco LP isn't the biggest kid on the midstream block, but its dividend growth has the potential to be substantial.

Certain high-yield income stocks quietly trigger a tax penalty every single year they sit in a taxable account, and the size of that penalty grows with your bracket in ways most investors never stop to calculate.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

Tesla stock is vulnerable to a significant correction due to its lofty valuation.

Meta Platforms' open model strategy may not limit its ability to monetize AI.

SpaceX and Alphabet are a comparison that not many investors are making.

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

On August 25, 2026, Google Cloud officially launched Gemini Enterprise for Financial Services, moving its agentic AI strategy into the highly regulated territory of capital markets and corporate banking. The platform is now available in preview, marking a shift toward what Google hopes will be a more governed, audit-ready approach to workplace automation. At the […]

AGCO has recently showcased a wave of new tractors, planters, combines and precision agriculture technologies across its Fendt, Massey Ferguson and PTx brands at the 2026 Farm Progress Show in Boone, Iowa, emphasizing a Farmer-First focus and mixed-fleet retrofit and autonomy solutions. The breadth of these launches, from modular narrow-row planters and upgraded tractors to new PTx autonomy and seed-orientation systems, highlights AGCO's push to deepen its role in higher-value precision...

Research Solutions (NASDAQ:RSSS) outlined its strategy to expand its scientific research platform through artificial intelligence integrations, while continuing a multiyear shift toward higher-margin subscription software revenue. Chief Executive Officer and Chairman Roy Olivier said the company pr

Even small monthly investments can grow into tens of thousands of dollars.

The founder of Bridgewater Associates believes Bitcoin could perform well and is worth a small position.

Reddit stock has had a weak start to the year, with the share price down 36.7% year to date, while broad valuation checks suggest the stock is not a clear bargain at current levels. The year to date decline of 36.7% raises the question of whether Reddit is now priced for too much caution or simply moving closer to a fairer trading range. The recent focus on Reddit content within Meta's planned Hatch AI agent can support long term monetisation hopes, while the key risk is that content...

Nvidia just committed $279 billion to lock in critical components for its data center business.

NVIDIA Corporation (NASDAQ:NVDA)’s earnings report saw a rather mixed reaction to the stock. While the shares surged in premarket trading the day after, on Friday, they closed 4.6% lower. With Cramer being one of the firm’s biggest supporters, he invited the firm’s CEO for an interview on Mad Money. After the interview, the CNBC TV […]

On Wednesday, Nvidia Corp CEO Jensen Huang brushed off OpenAI’s new Jalapeño chip, saying he remains confident in Nvidia’s technology and ability to supply the AI industry even as customers develop their own processors. Jensen Huang Shrugs Off OpenAI’s Jalapeño...

Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship. In its fiscal 2026 10-K, Microsoft said it recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue-sharing payments. It also had $6.0 billion of accounts receivable from OpenAI at June 30. The number is huge. The missing […]

Meta Platforms, Inc. (NASDAQ:META) has fallen around 27% from its 2025 high as investors question how quickly its huge AI spending will pay back. Evercore ISI analyst Mark Mahaney now sees a strange optional answer hiding inside that spending: Meta could eventually rent a small slice of excess AI compute and create an $11 billion […]

Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]

Nancy Pelosi’s household disclosed one of the more eye-catching AI infrastructure trades of the summer. Public transaction data filed on August 21 shows her husband, Paul Pelosi, bought 10,000 shares of Bloom Energy Corporation (NYSE:BE) on July 24 and another 5,000 shares on July 28. He also bought 200 call options with a $100 strike […]

Costco has a history of making huge one-time dividend payments, but you can't count on those dividends to pay the bills.

AppLovin's massive revenue growth and net margin contrast sharply with Alphabet's fortress balance sheet.

Apple TV now costs $14.99 per month after a $2 streaming price increase, while the Apple One bundle was also hiked to $21.95.

Investing.com -- Anthropic is the hardest U.S. technology company to recruit employees away from, according to AI recruitment specialist JC Christian, who shared his rankings during a Truist Securities investor call.