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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Cerebras Surges 11% on $5.5B European AI Data Center Expansion for OpenAI Workloads
Cerebras Systems shares rose 11% after unveiling a multi-billion-dollar European AI data center expansion, with capacity
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AMD vs Intel: Which Chip Stock Wins the AI CPU Renaissance?
AMD and Intel shares have doubled in 2026 as AI agent workloads shift demand from GPUs to CPUs. AMD's EPYC architecture
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Applied Materials Surges 7% as Meta's AI Chip Plans Boost Semiconductor Equipment Demand
Applied Materials shares surged nearly 7% as Meta's AI chip plans and analyst upgrades fueled optimism in semiconductor
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Nvidia Lags AI Peers as Rotation to Memory, Infrastructure Plays Accelerates
Nvidia stock slipped 1.1% on Thursday despite a broad chip rally, as investors rotate toward memory and other AI infrast
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Virax Biolabs Surges 200%+ on Exclusive Fosun Diagnostics Supply Deal for ASEAN Markets
Virax Biolabs shares surged over 200% on Thursday after announcing an exclusive multi-country supply deal with Fosun Dia
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Meta Stock Gains on AI Chip Production Plans and Muse Spark 1.1 Launch
Meta shares rose Thursday as the company announced plans to manufacture its own AI chip and released an upgraded AI mode
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5 Under-the-Radar Stocks Analysts Favor for Summer 2026 as Market Broadens
As the S&P 500 rally broadens, analysts point to five overlooked stocks—Yum Brands, Lockheed Martin, McDonald's, Under A
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MARA Stock Surges 35% YTD After $600M Texas Land Grab for AI Data Center Expansion
MARA Holdings announced the acquisition of a 1,200-acre powered land site in Texas, securing up to 2 GW of grid capacity
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Salesforce Drops 2.5% as KeyBanc Downgrades on Slow Agentforce AI Adoption
Salesforce shares fell 2.5% after KeyBanc downgraded the stock to Sector Weight, citing slow Agentforce AI adoption and
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Broadcom Stock Down 20% from Peak: Can AI Deals Drive a Record Retest?
Broadcom stock has fallen 20% from its record high, entering a local bear market. Strong AI partnerships with Apple, Ope
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Micron Commits Up to $3B to US Chip Supply Chain; Stock Rises 6% on AI Demand Optimism
Micron Technology plans to invest up to $3 billion to expand the US semiconductor supply chain, including $500 million i
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PepsiCo Q2 Revenue Tops Estimates as North America Demand Weakens
PepsiCo beat Q2 revenue estimates at $24.18B, but warned North America demand remains pressured by inflation, sending sh