Shares of Intel (NASDAQ:INTC) are down 6% to $99.67 in early Thursday trading. The move gives back part of a parabolic run that had lifted the stock 188% year to date (YTD) through Wednesday’s close, and it arrives without a fresh company-specific catalyst. NVIDIA (NASDAQ:NVDA) stock is also pulling back, down 3% to $214.55. Peer […]
The AI infrastructure boom has a scale problem the bond market cannot ignore. Michael Cembalest, chairman of market and investment strategy at JPMorgan, estimates the five major hyperscalers plus Nvidia have issued roughly $320 billion of debt so far in 2026, including special purpose vehicles where the companies ultimately stand behind data center lease obligations. […]
Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges everything the bull case assumes.
The Amplify Top 10 Asia Memory ETF (NYSEARCA:AHBM) has caught a strong tailwind in its early trading life, closing at $26.50 on September 9 after a 8.65% weekly gain. With only 15 trading days of price history, AHBM is being pulled higher by the same force lifting Micron Technology (NASDAQ:MU), which is up 640.06% over […]
Stocks were down on Thursday as investors watched for stress signs in the bond market as long dated bond yields as oil prices remain elevated .
Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.
Meta upgraded, Nvidia initiated: Wall Street's top analyst calls
The AI build-out is still going at full strength.
August PPI landed on consensus at 0.4%, but the annual rate hit 5.4% and diesel jumped 24% in a single month
Stock Market Today: The Dow Jones index falls Thursday after a surprise inflation reading, as oil prices and Treasury yields surge.
The pace at which the Bloom stock price has climbed over the past five years isn't sustainable.
The four-year agreement will cover rice farms across three Indian states, reaching about 100,000 hectares at peak delivery.