The AI trade has produced plenty of winners over the last two years. But in 2026, one software stock is quietly leaving some of Big Tech's biggest AI names in the dust. Datadog, Inc. (NASDAQ:DDOG) shares have surged nearly 66%…
Nokia Corporation (NYSE:NOK) stock is experiencing a minor pullback on Wednesday, cooling off after a massive Tuesday rally that pushed the stock to a new 52-week high. Nasdaq futures are up 0.52% while S&P 500 futures have gained 0.30%. What…
Nvidia Corp. (NASDAQ: NVDA) reported first-quarter 2027 results that any other company in the S&P 500 would frame as a generational quarter. Revenue of $81.6 billion topped consensus by $2.8 billion. Data Center revenue alone grew 92% year-on-year to a record…
Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan framed the company's turnaround around rebuilding data center leadership, winning foundry customers, and positioning Intel as a critical U.S. alternative to overseas chip manufacturing. Intel Targets Data Center Comeback Tan told CNBC's Jim Cramer…
There is a running joke on Wall Street that you do not buy a semiconductor stock anymore; you buy Nvidia (NASDAQ:NVDA) and hope the neighbors benefit from it. It sounds like an exaggeration until you look at the numbers. The…
For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are…
The AI chip trade is getting a new public-market name this week. Cerebras Systems is expected to price its IPO on Wednesday, with shares potentially beginning to trade on Nasdaq under the ticker CBRS as early as Thursday, subject to…
This S-1 filing isn’t just a roadmap for an IPO; it's a peek into the high-stakes ‘Game of Thrones’ currently being played by Big Tech over the future of the power grid. While the headline of Fervo Energy Company‘s filing…
Palantir Technologies Inc. (NASDAQ:PLTR) shares are trading slightly lower Monday morning. The move comes as the company navigates a complex backdrop of geopolitical volatility and sharp ethical critiques regarding its defense sector involvement. The Nasdaq is down 0.33% while the…
Advanced Micro Devices Inc (NASDAQ:AMD) remains a strong long-term bet, with Wolfe Research maintaining a bullish stance on growth driven by rising demand for its data center chips. Strong Data Center Demand Drives Growth Higher demand for AMD's server chips,…
