Stock News & Analysis

Bond buyers now want almost 15% to lend to a cloud company the AI chip leader has billions invested in. Should its shareholders worry?

Anthropic is on the upswing, while OpenAI is struggling.

The AI trade is showing signs of fatigue. Is it justified?

One trades at 11x forward earnings with $4.6 billion in operating cash flow; the other is nearly debt-free with 23% net margins.

Since 1950, 54 past calm streaks like this have a full year of results.

Timelines may not mean much to Tesla, but they do to shareholders.

How early liquidity decisions can quietly erase life-changing upside from your portfolio.

Data centers need massive amounts of power, and this reliable dividend stock is capitalizing on that demand.

The company's launch cadence is impressive, but its valuation might be flying too close to the sun.

Management's schedule for positive adjusted EBITDA hinges on that first launch. Has the sell-off priced in the wait?

Arista Networks doesn't get the attention it deserves, but the stock has outperformed both Nvidia and Cisco this year.

Restrictive policy rates and slowing growth are usually a bad sign for the S&P 500.

It could be a runaway hit, but Apple has bigger plans...

Commercial aviation is booming and GE Aerospace keeps raising guidance. Lockheed Martin’s record backlog reflects a world spending more on defense than ever.

CoreWeave’s sales are soaring, but the cost of insuring its debt is flashing a warning. Investors should pay attention.

The quantum computing pure play has a major product launch coming up.

IonQ is looking to control the entire quantum ecosystem.

SpaceX already has a lot of growth baked in.

The cannabis industry is still finding its footing, but Tilray just posted record revenue with its beverage business turning profitable. Canopy is narrowing losses and targeting positive EBITDA by fiscal year-end.

The AI build-out is shifting the leaders in the Magnificent Seven.