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Strategy Inc. stopped buying bitcoin this week, shifting focus to repurchasing its 2029 convertible notes. The move is unusual for Michael Saylor’s bitcoin vehicle,…
CoreWeave is drawing fresh support on Wall Street after GF Securities started coverage with a “Buy,” but the bigger trade is no longer just…
Meta Platforms’ AI business could add over $26 billion in revenue by 2027, according to a Wolfe Research note. The report is adding new…
Oklo shares moved higher ahead of the open Tuesday after Bank of America started coverage with a Buy and set an $80 target. The…
Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius…
IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until…
Broadcom, Meta Platforms, Applied Materials, GlobalFoundries and Synopsys are putting $125 million into a new semiconductor center at UCLA, the university's engineering school said.…
Taiwan passed India in stock-market size, with most of the move coming from gains in Taiwan Semiconductor Manufacturing Co. The chipmaker’s strength in AI…
SanDisk’s AI rally is under new pressure as investor talk brings the stock’s valuation into focus again. Wall Street is now weighing if the…
IonQ is trading up in premarket Tuesday after the long U.S. holiday break. Shares stood at $65.43 on Public.com at 6:00 a.m. ET, 2.8%…
Nio Inc’s U.S.-listed shares are looking shaky before Tuesday’s reopening after the long weekend. The ADR, which represents the company’s foreign shares in the…
U.S. stock futures traded higher Tuesday as markets reopened after Memorial Day, with chip stocks up and investors watching talks aimed at calming the…
D-Wave Quantum Inc. shares edged lower before the bell Tuesday. The move follows a strong rally after the latest funding round, which saw the…
Rigetti Computing shares were indicated slightly lower in early premarket trading on Tuesday, the first regular-session setup after a two-day surge of more than…
American Airlines Group Inc. shares traded higher in premarket action Tuesday. Airline stocks steadied after the Memorial Day break, with investors eyeing oil’s latest…
Navitas Semiconductor shares were pointed up early Tuesday, building on a fast rally that’s made the power-chip maker a volatile name in AI infrastructure.…
