Stock News & Analysis

A split wouldn't change what the social media giant is worth. Might it still open the door to the Dow?

Cerebras has a $20 billion OpenAI deal and AWS partnership, but a falling stock and shifting customer concentration. IonQ has a surging backlog and diversified quantum computing customers.

The needed gain is roughly 14% a year -- and most of it rests on a rocket that hasn't flown yet.

Cerebras is growing fast with a differentiated chip architecture and a well-funded AI partner. BigBear.ai is navigating declining revenue and heavy dependence on a single customer. Both are speculative, but the risk profiles tell different stories.

After all, expectations aren't particularly high for the storied food company.

Investors are focused on earnings, but another catalyst could drive Nike's comeback.

One platform is becoming the default security layer for enterprises navigating the AI era. The other just delivered a record-breaking quarter after a difficult few years. Both are worth understanding before choosing between them.

The memory giant's summer quarter spans around two months of the flash specialist's current one.

Jon Quast and Matt Frankel give Lumentum a 7.3 out of 10 as they weigh recurring optical upgrades and AI demand against valuation, customer concentration, and investment needs.

Cameco and Centrus Energy offer very different ways to invest in nuclear fuel. One critical trade-off could determine which stock better fits your portfolio.

The legendary investor and his successor have transitioned Berkshire Hathaway's public equities portfolio toward a willingness to bet on tech companies.

Nvidia’s earnings are soaring as the AI boom marches on.

Many investors chose to bail on the hardware maker's shares on Monday.

Despite double-digit revenue growth, the stock has struggled to rebound.

Starship finally made it to orbit and delivered real satellites.

Monster Beverage keeps expanding into new markets with decades of growth behind it. Kraft Heinz is spending heavily to win back market share it has been losing for years.

Arm's licensing model commands a steep valuation premium, while Marvell is growing faster but depends heavily on a small group of large customers.

An analyst at a prominent research firm initiated coverage of the

Revenue grew 30% last quarter, yet the market continues to punish the stock.

Nvidia sits at the center of the AI build-out with demand that keeps accelerating. Intel is executing its most impressive turnaround in 15 years.