News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 30, 13:44 ET. Back to the newest
- Citigroup Maintains Buy on Quanta Services, Raises Price Target to $882
Citigroup analyst Andrew Kaplowitz maintains Quanta Services (NYSE:PWR) with a Buy and raises the price target from $871 to $882.
- Eaton vs. nVent: Which Electrical Equipment Stock Has an Edge?
Eaton and nVent are riding AI-driven data center demand, but their share gains, growth plans, valuations and tariff risks make the stock comparison intriguing.
- S&P 500 Top Movers: Gainers and Losers in Today's Session
S&P 500 top movers for today's session include FDXF up 16.16% and INTC down 30.00%, with double-digit gains and losses across the index.
- Citigroup Maintains Buy on Digital Realty Trust, Raises Price Target to $234
Citigroup analyst Michael Rollins maintains Digital Realty Trust (NYSE:DLR) with a Buy and raises the price target from $226 to $234.
- History Says Now Is the Perfect Time to Buy Broadcom Stock
The shares have sold off heavily in recent months, yet revenue continues to boom.
- Marvell may buy its own laser supplier as investors pull back
Analysts say Marvell’s reported talks make sense on paper. One number is giving its shareholders cold feet.
- 2 semiconductor stocks to keep an eye on and 1 we question
Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months,…
- Iren (IREN) Stock Sees Modest Fair Value Cut As Analysts Weigh AI Funding Risks
Iren now carries a fair value estimate of US$76.92, compared with the previous US$79.03, which points to a slightly tighter implied upside for the stock. The adjustment comes as analysts balance the company’s role in neocloud and AI infrastructure with concerns around sector wide…
- Will Top-Line Improvement Benefit Palantir in Q3 Earnings?
PLTR's third-quarter revenues are expected to jump 84% as AI-driven demand lifts its government and commercial businesses.
- Anthropic Could Join Public Markets With a Junk Rating Despite $112B Cash Pile, Blackstone Warns
Blackstone is warning investors that Anthropic may struggle to secure an investment-grade credit rating following its IPO.
- Dell Sinks 11% as Intel’s Warning on PC Slump and Memory Shortage Hits Hardware Stocks; HP Tumbles 9%, Hewlett Packard Enterprise and Super Micro Fall 7%
Intel's blunt warning about memory shortages sent shockwaves through four major hardware makers today, but one of those companies is sitting on a $95 billion AI backlog that could either cushion the blow or make the selloff look like a buying opportunity.
- FORM Drops 12% Post Q3 Earnings: Should You Buy the Stock on the Dip?
FormFactor shares plunge nearly 12% after Q3 earnings as weak Q4 guidance and capacity constraints weigh on sentiment. Can AI demand and expansion fuel a rebound?
- If the AI Bubble Scare Gets Worse, This Is the Chip Stock I'd Still Hold
Taiwan Semiconductor makes most of the advanced processors that allow the AI industry to function.
- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
Google's cash burn just torched half a trillion dollars in market value, and the shockwave is now tearing through the optical suppliers that keep AI data centers running. Whether their sold-out order books can absorb the fallout is the question every trader is scrambling to answe…
- Alphabet Posts Worst Week Since 2011, Intel Suffers Record Crash as Warsh Sees 'Cracks': This Week on Wall Street
Alphabet logs its worst week since 2011 and Intel its worst day ever as the AI trade cracks, while health care posts a record month against the market.
- Equinix Raises Outlook Again as Data Center Bookings Hit Record
Equinix signed a record $533 million of annualized bookings in Q3 and lifted its outlook a third time on AI demand.
- These 3 ETFs Doubled Investors' Money in October as AI Stocks Crashed
Three inverse ETFs surge up to 134% in October as AI infrastructure and quantum computing stocks tumbled. Here's what fueled their spectacular gains.
- Intel, Amazon, Nvidia, ExxonMobil, Sandisk, FedEx Freight, and More Stocks That Explain Today’s Market
Intel stock plummets after the chip maker issues underwhelming earnings guidance.
- KLA (KLAC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for KLA (KLAC) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
- Should You Buy, Sell, or Hold AEIS Stock Before Q3 Earnings Release?
Advanced Energy Q3 results are likely to reflect strong AI data center demand, semiconductor growth, and improving market conditions.
- Should You Buy, Sell, or Hold ALAB Stock Before Q3 Earnings Release?
Astera Labs' Q3 earnings outlook looks promising on strong AI demand and Scorpio growth, but high valuation and margin pressures warrant caution.
- TD Cowen Maintains Buy on Quanta Services, Raises Price Target to $830
TD Cowen analyst Marc Bianchi maintains Quanta Services (NYSE:PWR) with a Buy and raises the price target from $785 to $830.
- Satya Nadella Bashes Neoclouds, Renting AI Capacity “Not a Business”
Key TakeawaysOn Microsoft’s Oct. 28 earnings call, CEO Satya Nadella said growth from a handful of big capacity buyers is “not a business.
- Vistra Completes Acquisition of Cogentrix Energy, Expanding Diverse Generation Fleet
Vistra Corp. (NYSE: VST) today announced it has completed the acquisition of Cogentrix Energy, consisting of 10 modern natural gas generation facilities totaling approximately 5,500 MW of capacity, from funds managed by Quantum Capital Group. The transaction closing follows recei…
- Construction Stocks Begin Turnaround Even As AI Spending Fears Mount
MasTec and Quanta Services both soared after beating earnings earlier this week. The gains mark a turnaround for construction stocks.
- Why Cerebras Stock Dropped Today
Is Intel's guidance miss really bad news for Cerebras?
- Cintas Corporation (CTAS) Gains 15% as Record Q4 Margins Fuel Guidance Increase
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipm…
- Jim Cramer reveals 3 stocks to buy — plus, why he is not selling the Intel plunge
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
- GE Vernova vs. Caterpillar: Wall Street Splinters on the AI Power Trade
GE Vernova caught an upgrade on Friday, partly because AI demand remains strong. Meanwhile, a Caterpillar target price got slashed.
- Hitachi’s nuclear revenue rises as SMR delivery date approaches
The bulk of the Japanese conglomerate’s Energy segment business is in electrical grid equipment. Sales are strong, but inflation and long delivery timelines bear watching, company executives said.