Financial News

US stocks battled higher on Monday morning, reversing some of the declines from the end of last week, even though investors continued to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. The Dow Jones opened 0.2% higher at 49,608, while...

Cerebras (CBRS) analysis: $24.6bn RPO backlog and OpenAI partnership vs. 18x FY28E sales and high customer concentration risk. Read the full analysis here.

Leopold Aschenbrenner's AI fund just bet $8.5B against Nvidia (NVDA) and the chip complex two days before earnings.

Stanley Druckenmiller cut Amazon, exited Alphabet while increasing bets on Argentina, commodities, semiconductors, biotech stocks during Q1.

'Big Short' investor Steve Eisman says the meltup feels bubbly, flagging Nvidia's size, 4.5% yields and hotter PPI. Polymarket traders aren't worried yet.

Tech sector momentum turns negative as breadth narrows and bond yields rise.

Something rare just happened beneath the surface of the U.S. equity market, and almost nobody is talking about it.

Wall Street closes lower as Dow Jones falls 537 points, bond market rout and higher oil prices reignite interest-rate hike fears.

Micron (MU) stock climbs 2.5% in premarket trading. Inside the AI demand, China exposure, and massive analyst price target hikes.

PWRD has outperformed the S&P 500, delivering strong returns driven by exposure to energy, data centers, and power infrastructure. Read more on the PWRD ETF here.

Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

Nvidia and Walmart earnings loom with the S&P 500 and Nasdaq near highs but facing headwinds from oil prices and yields.

Dell Technologies is set to report fiscal Q1 2027 earnings toward month's end, coming off record revenue of $33.4 billion. Investors will be watching.

Broadcom is surging, and now, private credit behemoths are reportedly in talks to extend funding. See the potential implications of a massive debt deal.

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

AI, semiconductor and digital infrastructure names led last week's large-cap gainers as strong earnings, upbeat guidance and analyst optimism fueled broad investor momentum.

These dividend stocks are anything but boring.

The types of chips that will keep AI's momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

Broadcom's stock has delivered a huge rally since 2025 began.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...

There's a lot of enthusiasm about this Nvidia competitor. What exactly is drawing investors?

Earlier this month, Broadcom announced VMware Cloud Foundation 9.1, an AI- and Kubernetes-native private cloud platform aimed at running secure, cost-efficient production AI workloads across mixed CPU and GPU hardware. The launch responds directly to enterprises’ rising concerns over AI infrastructure cost, security, and data sovereignty, positioning VCF 9.1 as a unified alternative to fragmented public cloud stacks for scaling inference and agentic AI. With this in mind, we’ll now examine...

Broadcom leads five stocks to watch near buy points. Several companies serve AI data centers and their appetite for chips, power and more.

Trump's major Palantir stock purchases before publicly praising the company have sparked fresh conflict-of-interest concerns.

Strong earnings and guidance from companies tied to AI infrastructure, networking, semiconductors, and data centers pushed major indices to fresh record highs.