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Market News
Latest financial news and analysis from global markets
NVDA
Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?
Shares of Cisco Systems (NASDAQ:CSCO) are up roughly 17% in early Thursday trading, putting the stock near $119 after a close of $101.87 on May 13. The jump follows a fiscal third-quarter report that decisively reframed the AI networking competitive narrative. The move makes Cisco the clear single-day leader in networking infrastructure. By comparison, Hewlett ... Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?
NVDA
Big Pharma’s 5 Hottest Biotech Hunting Grounds: Meet the Category Leaders
Biotech dealmaking accelerated heading into the JPM 2026 Healthcare Conference as large drugmakers face looming patent cliffs and hunt for growth. Five therapeutic categories are absorbing most strategic capital: radiopharmaceuticals, next-gen GLP-1, autologous CAR-T, allogeneic cell therapy, and antibody-drug conjugates. Below are the publicly traded category leaders in each. Each is a well-positioned standalone business ... Big Pharma’s 5 Hottest Biotech Hunting Grounds: Meet the Category Lead
AMD
How Applied Materials Stock Surges To $800
Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are
INTC
After AMD's Blowout Earnings Report, Is This AI Stock About to Enter the $1 Trillion Club?
AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.
AMD
After AMD's Blowout Earnings Report, Is This AI Stock About to Enter the $1 Trillion Club?
AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.
INTC
Here's What Warren Buffett's Company Dumped Late Last Year -- and What It Bought Instead.
The sale was big, but the company remains Berkshire's top stock holding.
AAPL
Here's What Warren Buffett's Company Dumped Late Last Year -- and What It Bought Instead.
The sale was big, but the company remains Berkshire's top stock holding.
AMD
Nvidia’s Rally Is Just Getting Started. The Stock Is Still Cheap.
It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.
MSFT
Baron Durable Advantage Fund Added Microsoft Corporation (MSFT) on the Back of Short-Term Volatility
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]
NVDA
Wall Street Wants to See $78.8 Billion in Revenues from Nvidia on May 20. Can It Pass the Test?
Here's what investors will need to watch in the fiscal 2027 Q1 report.
INTC
Wall Street Wants to See $78.8 Billion in Revenues from Nvidia on May 20. Can It Pass the Test?
Here's what investors will need to watch in the fiscal 2027 Q1 report.
NVDA
Cult Stock Showdown: Buy, Sell, or Hold Archer Aviation, Rigetti Computing, SoundHound AI
Though Archer Aviation (NYSE: ACHR) at $6.52 a share screens neutrally, Rigetti Computing (NASDAQ: RGTI) at $18.42 and SoundHound AI (NASDAQ: SOUN) at $8.42 screen bullishly. Three of the most-watched speculative names on Reddit have rallied off April lows and now face key decision points. All three share a profile: pre-profit, high beta, and narrative-driven. ... Cult Stock Showdown: Buy, Sell, or Hold Archer Aviation, Rigetti Computing, SoundHound AI