News
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Showing headlines before Oct 31, 10:03 ET. Back to the newest
- Is American Electric Power Still The Business You Bought?
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- OpenAI’s CEO Thinks Your Laptop’s Memory Should Be in a Data Center
Sam Altman just told the world that memory chips in your laptop are a waste, and his argument has Micron investors watching their screens and wondering which side of the trade benefits most.
- What Did It Take To Hold Novanta Stock?
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- Big Tech’s Capex Needs “a Trillion Dollars of Revenue” by 2028. Barclays Sees About $400 Billion
Key TakeawaysBarclays’ Alex Altmann says AI needs about $1 trillion of revenue by the end of 2028 to pay for its capex, and Barclays expects AI’s revenue run rate to be about $400 billion by then. Until that $600 billion gap closes, free cash flow at Amazon, Alphabet and Meta sta…
- Are Wall Street Analysts Bullish on Bloom Energy Stock?
Despite Bloom Energy’s outperformance relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.
- Oracle Surges 10% on Ambitious New Targets: 3 Questions to Answer Before Dumping ORCL Stock
Oracle shares have fallen 26% this year, but ambitious growth forecasts give long-term investors reasons to stay patient.
- Trumpflation Is Getting Worse and It Could Trigger a Wall Street Nightmare
Inflation was supposed to be yesterday's problem, but overlapping pressures from Trump's war, tariffs, and an AI spending frenzy are forcing the Fed toward a decision that could turn Wall Street's hottest rally into its biggest liability.
- 3 Low Risk Stocks With At Least 21% ROE
Wall Street’s preferred high-flyers have slumped in 2026, while investors show more interest in steadier businesses with solid cash and low debt. That shift puts financially resilient companies with strong balance sheets in the spotlight. If you want your portfolio built on sturd…
- What to Expect From AMD’s Q3 Earnings
AMD appears well-positioned to deliver a strong Q3 2026 report, supported by accelerating demand for its products.
- Texas Instruments Has Raised Its Dividend for 23 Years. Here Are 3 More Tech Income Stocks
Tech stocks and reliable dividends rarely belong in the same sentence, but a handful of Nasdaq blue chips have quietly built decade-long streaks of raises backed by massive free cash flow, and the names may surprise income investors who wrote off the sector.
- Exclusive: Investors Are Watching AI Revenue Growth Against CapEx as Companies Face Pressure to Prove Returns, Wall Street Veteran Says: ‘The Bar Rises With the Size of the Spend'
Wall Street veteran Steve Neamtz says AI capex winners will be identified by measurable returns and revenue growth as spending rises.
- The 1-Minute Market Report October 31, 2026
The S&P 500 declined 0.6% last week, with AI and mega-cap growth stocks under heavy selling pressure. Discover more in this market report.
- Lumentum: Buy Before Earnings And A Potential Takeover (Rating Downgrade)
Lumentum is rated a Buy on the expectations margin expansion due to higher prices from sold-out capacity. Read more for an investing guidance in LITE.
- Stock-Split Watch: GE Vernova Trades Above $890 With a $176 Billion Backlog. Is a Split Next?
As the stock's momentum continues to build, the price per share could soon rise above $1,000 again.
- Palantir Called Q2 “Otherworldly.” Monday’s Report Has to Top a $2.18 Billion Consensus
Key TakeawaysPalantir fell 6. 3% Friday and 7.
- AMD Just Dropped 11% in a Day as Intel’s PC Warning Rattles Chips. Is It Time to Sell, or Load Up?
Key TakeawaysAMD shares fell 10. 9% Friday to $505 after Intel’s weak PC outlook triggered a chip rout, leaving the stock 23% below its 52-week high.
- Broadcom Sinks 5.5% as Its $43 Billion Anthropic Backstop Meets an Intel-Led Chip Rout
Key TakeawaysBroadcom’s new backstop on a $63 billion Anthropic rack financing carries a maximum potential liability of about $43 billion, on top of an earlier $29 billion backstop. AI semiconductor revenue rose 221% to $16.
- Intel Is Down 45% in October, Its Worst Month Ever
Intel just suffered its worst month in over four decades, and the analyst community is split on whether the stock represents a historic buying opportunity or a value trap with more pain ahead.
- Oracle's massive expansion plans face a daunting reality
Oracle laid out how it will fund its AI buildout.
- MarketBeat Week in Review – 10/26 - 10/30
Stocks wavered after the Fed held rates steady and Alphabet's earnings missed on Search revenue, fueling AI bubble concerns despite strong results from Microsoft and resilient earnings elsewhere.
- Apple Leads Packed Earnings Calendar As Investors Eye Tech, Pharma Results
Preview next weekâs market movers: jobs data, PMI reports, major earnings from Apple and AMD, and IPO buzz. Read here for more details.
- KLA (NASDAQ:KLAC): A High-Quality Stock for Long-Term Compounding
KLA clears the Caviar Cruise quality screen with strong growth, 76% ROIC, cash-backed profits, and low debt, though valuation remains the key risk.
- ASML’s CEO is putting his paycheck on the line for employee morale. It could help retain talent that’s nearly impossible to replace
After a year of layoffs and a drop in morale, Christophe Fouquet is betting that giving employees a say in what leaders earn will help ASML keep specialists who are costly to replace.
- Jim Cramer Likes Lam Research but Says Buy Just 25% of Your Position
Jim Cramer called Lam Research the best in semiconductor capital equipment, yet he told investors to hold back on most of their planned purchase. The reason behind that caution reveals a tension worth understanding before you touch this stock.
- Consumer Tech (Oct 26-30): Meta Donation Sparks Backlash, Nvidia Deal Draws DOJ Scrutiny, Chipmakers Report Earnings
Meta faces political backlash, Nvidia draws DOJ scrutiny, and tech giants report mixed earnings as AI demand, telecom battles and major corporate deals dominate headlines.
- LAM RESEARCH CORP (NASDAQ:LRCX): Affordable Growth at a Reasonable Valuation
LAM Research fits an affordable growth profile: strong profitability and forward growth, reasonable valuation, but only adequate financial health.
- Cloudflare, Fastly, Oracle, JFrog, and Okta shares plummet, what you need to know
A number of stocks fell in the afternoon session after underwhelming earnings reports from tech giants Amazon and Intel (after mediocre earnings reports from Alphabet and ServiceNow the previous day) sparked widespread investor anxiety regarding aggressive artificial intelligence…
- Cipher Digital And TeraWulf Vs. CoreWeave: Less Debt, More Upside
Cipher Digital and TeraWulf are rated BUY due to stronger balance sheets and significant available capacity versus CoreWave. Click here to read in detail.
- Benzinga Bulls and Bears: Carvana, Rivian, Amazon
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
- Microsoft: Cash Is King - Rich AI SaaS/Cloud Monetization Prospects
Read here for an analysis of Microsoft (MSFT) stock's AI growth outlook, Azure momentum, valuation upside, and buy range amid correction risks.