Aug 11, 2026 by John BromelsWill Nvidia Split Its Stock Again in 2026?The GPU giant's stock price has soared since its last split.
Aug 11, 2026 by Rick OrfordNebius Just Made a Genius Move. Here's Why It Matters.Nebius may have found a faster way to scale its AI cloud without building every data center itself. See why this strategy could reshape its growth, valuation, and biggest risks.
Aug 11, 2026 by Will HealyKarooooo CEO Disposes 31,279 Shares for $2.0 MillionCalisto maintains dominant control with 17.7 million shares valued at $1.1 billion, signaling confidence despite liquidity event.
Aug 11, 2026 by Keithen DruryAmazon, Microsoft, and Alphabet: 2 Winners and 1 Loser in the Cloud Computing ArenaCloud computing is a major beneficiary of AI spending.
Aug 11, 2026 by Anthony Di Pizio"SaaSpocalypse?" Not for Atlassian Stock, Which Has Now Soared 166% From Its 52-Week Low.Atlassian looks so good that the company is buying back $250 million worth of stock.
Aug 11, 2026 by Anthony Di PizioThis AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?Artificial intelligence has been a major tailwind for this budding cloud company.
Aug 11, 2026 by Adam LevyMicron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?There's now another easy way to invest in the memory supercycle.
Aug 11, 2026 by Daniel SparksHock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.The AI target looks more achievable every quarter -- and almost all of it rests on six buyers.
Aug 11, 2026 by Daniel SparksIntel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.The factory arm loses half as much per revenue dollar as it did a year ago -- and almost every one of those dollars is still Intel's own.
Aug 10, 2026 by Daniel SparksSuper Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left.The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.
Aug 10, 2026 by Daniel SparksIntel Is Selling $15 Billion of Stock to Fund the AI Build-Out. The Dilution Is About 3%. The Premarket Hit Was 5%.The market's first reaction was bigger than the stake shareholders are actually giving up. What does the sale say about the build-out?
Aug 10, 2026 by Dave KovaleskiTSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?These might be the two best chip stocks, period.
Aug 10, 2026 by David Jagielski, CPAIs Nvidia Stock Still a Good Buy at $220?Shares of the tech behemoth are up 17% this year as it's reached a new record high.
Aug 10, 2026 by Eric VolkmanWhy Rubrik Stock Bounced Almost 9% Higher on MondayIt was swept up in a broad cybersecurity stock rally.
Aug 10, 2026 by Eric VolkmanWhy Keel Infrastructure Stock Dived by Over 12% TodayThe one-time Bitcoin miner posted a much deeper-than-expected net loss in its second quarter.
Aug 10, 2026 by Anders BylundWhy NXP Semiconductors Stock Dropped 18.5% in JulyThe Dutch-American chipmaker beat Street estimates on both lines in Q2 2026. The stock fell anyway.
Aug 10, 2026 by Eric VolkmanWhy ServiceNow Soared 12% Higher Last MonthThis was the month when many investors discovered software stocks were not so toxic.
Aug 10, 2026 by Chris NeigerSemiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?Chip designers have one distinct advantage.
Aug 10, 2026 by Chris NeigerWhy AMD Stock Tumbled 18% in JulyAMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.