Fiserv and lululemon crashes followed Quant Sell ratings. Click here to see 5 popular stocks that currently warrant investor ...

The AI buildout has evolved from a pure technology theme to driving a full macro cycle. We maintain an overweight to global ...

Cuba suffered its third nationwide blackout this year after its national electric grid collapsed on Monday, at a time when ...

ZIM Integrated Shipping is rated Strong Buy with a $31 price target, reflecting a substantial discount to both deal and asset ...

Salesforce (CRM) said on Tuesday it will invest $1B in Switzerland over the next five years to accelerate the country's ...

ON Semiconductor can add about $350 million in incremental AI data center revenue, out of the $12.2 billion TAM. Learn why ON ...

While the market thesis for AI may remain intact, investors are becoming more discerning and scrutinizing companies more ...

Navitas' new mix can become more valuable if AI data center power, grid and energy infrastructure scale. Learn why NVTS is ...

AI data center demand drives record revenue, raised FY2026 guidance and backlog strength—but valuation is stretched.

Vistra is larger, more diversified, and more profitable, while Talen has direct exposure to tight power markets. Read more on ...

President Donald Trump announced that Sikorsky, a Lockheed Martin (LMT) unit that makes Marine One helicopters, will pay for ...

David Tepper’s Appaloosa gained 32% in H1, driven by Micron and top memory-chip bets powering AI data centers.