Stock News & Analysis

Nvidia's investment portfolio has some interesting holdings.

It was swept up in an impressive rally by legacy enterprise software companies.

The AI rally has critical differences from the dotcom bubble that suggest the current run can continue.

Chief Growth Officer John Watts contributed stock to an exchange fund for portfolio diversification, retaining a $1.66 million direct stake in the aerospace and defense company.

This very concentrated portfolio has a bunch of new holdings -- including some investor favorites.

SpaceX has made a lot of big promises, but there's a better option for investors.

Cyber sentinels are in an arms race with AI-powered threats.

Sandisk stock has witnessed a breakout over the last year, but its rally might be far from over.

A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.

Adjusted earnings per share doubled. And investors have less reason to believe AI will hurt Salesforce's business. Anthropic is driving both of these.

It posted second-quarter results that topped analyst estimates.

The restaurant chain may not receive the acquisition offer that investors expected.

The community-driven content platform provider reported a notable insider sale as shares declined 26% over the past year.

The company is not slowing down when it comes to the artificial intelligence infrastructure boom.

Oklo and NuScale Power investors have been crushed in 2026 despite promising growth potential.

It's about to join a notable small-cap stock index.

C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play.

Investors didn't like management's cut in annual net sales guidance.

It's a landmark moment for the company, but the underlying improvements might not be fully visible for a while.

The reports of software's death are greatly exaggerated.