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Market News
Latest financial news and analysis from global markets
NVDA
Assessing Coherent (COHR) Valuation After Record Q3 Results And US$2b NVIDIA AI Optics Investment
Coherent (COHR) is back in focus after reporting record third quarter fiscal 2026 results, with US$1.81b in revenue, stronger margins, and a US$2b equity investment from NVIDIA related to AI data center optics. See our latest analysis for Coherent. Despite a 7.39% decline in the latest session, the stock has strong momentum, with a 30-day share price return of 25.12% and a 90-day share price return of 40.19%, underpinned by record results, the NVIDIA deal, and sector wide profit taking. Over...
AMD
Intel vs. AMD: Which Stock Is the Better Buy for the Agentic AI Boom?
Both chipmakers have been among the hottest stocks in the market so far this year.
INTC
Intel vs. AMD: Which Stock Is the Better Buy for the Agentic AI Boom?
Both chipmakers have been among the hottest stocks in the market so far this year.
NVDA
SpaceX IPO Warning: Blue Origin Poses Real Threat
Blue Origin's New Glenn rocket is twice the size of the SpaceX Falcon 9, and already flying -- unlike Starship.
INTC
SpaceX IPO Warning: Blue Origin Poses Real Threat
Blue Origin's New Glenn rocket is twice the size of the SpaceX Falcon 9, and already flying -- unlike Starship.
MSFT
PayPal Ties BigCommerce And Ads ID To Broader Commerce Platform Push
PayPal Holdings (NasdaqGS:PYPL) has launched a new integrated payments solution with BigCommerce for U.S. merchants. The rollout includes PayPal Store Sync to connect merchant product catalogs with AI-driven shopping channels such as Microsoft Copilot and Meta. PayPal is also introducing PayPal Ads ID, a commerce-focused identity tool for ad targeting and measurement. For investors watching how payment companies respond to shifting online retail habits, this set of launches shows where...
NVDA
Prediction: This Nvidia-Backed Artificial Intelligence (AI) Company Might Be the Next Meme Stock. Here's Why It's Actually a Buy at $13 Per Share.
Back in October, Nvidia invested $1 billion into Nokia.
AAPL
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
Wall Street weighs the bottlenecks within the AI trade.
MSFT
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
Wall Street weighs the bottlenecks within the AI trade.
AMD
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
Wall Street weighs the bottlenecks within the AI trade.
INTC
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
Wall Street weighs the bottlenecks within the AI trade.
NVDA
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
Wall Street weighs the bottlenecks within the AI trade.