Stock News & Analysis

AI used to mean GPUs. Today, it means CPUs as well.

The quantum computing specialist's price implies a business more than 10 times its current size. Its own disclosures put no date on one arriving.

The chipmaker has had a great year, but its valuation has gotten ahead of its results.

The stock is cheaper as management raises its long-term outlook for data center demand.

The satellite builder is still firing on all cylinders.

After raising $5 billion in new capital in late April, Ackman and his team wasted no time putting money to work.

The lunar exploration stock still looks undervalued.

The company has a lot of milestones to reach before I might be interested in investing in it.

As AI fuels demand for power, these companies are well-positioned to meet the moment.

Stafman liquidated 79% of his equity position through indirect entities after the stock surged 159% over the past year. He retains ~133,000 shares worth approximately $32.9 million.

Rocket Lab's future is riding on Neutron's success.

Licensing revenue from AI models is driving higher sales and margins.

Analysts don't see MercadoLibre hitting $100 billion in revenue until 2030, but there's a problem with that forecast.

Lindsay's $117,000 sale reduced her direct holdings, while the stock price is largely flat in 2026.

Two companies help create the world's most advanced chips, but their moats are not equally durable. See which advantage may matter most as demand for AI intensifies and geopolitical pressure mounts.

The most encouraging aspect of the conglomerate's second-quarter report appears to have gone mostly overlooked.

The streaming video specialist got a notable vote of confidence from one of the biggest names on Wall Street.

Simpler isn't just easier, it's also almost always better.

Intuitive Machines is booking sales like a machine -- but so far, all those sales are unprofitable.

Alphabet is already converting its capex investments into AI revenues.