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 31, 19:30 ET. Back to the newest
- Jim Cramer Warns ‘Don’t Assume the Worst Is Behind Us’ After $1 Trillion Chip Stock Rout
Semiconductor stocks lost $1T after Intel plunged 28% on weak guidance. Cramer warned volatility may persist ahead of earnings and midterms.
- PWR Q3 deep dive: broad-based backlog growth and supply chain discipline drive guidance boost
Infrastructure solutions provider Quanta (NYSE:PWR) reported Q3 2026 results exceeding the market’s revenue expectations, with sales up 57.4% year on year to $12.01 billion. The company’s full-year revenue guidance of $41.45 billion at the midpoint came in 4.7% above analysts’ es…
- Intel (INTC) Stock Fair Value Falls After Mixed Analyst Reactions To Weak Guidance
Intel’s updated fair value estimate has been reduced from US$116.37 to US$107.21, a cut of about 7.9% that reflects a more cautious pricing anchor in current models. This shift lines up with the split analyst reaction after Q3 and Q4 guidance, where confidence in Intel’s long ter…
- 1 Big Winner and 1 Loser From the Upcoming Anthropic IPO
These two companies could move in different directions over the medium term.
- Mark Cuban Pushes Back on Elon Musk’s 2028 Warning: ‘I’m Against All of These’
Cuban pushed back against Musk’s 2028 election warning, saying Democratic proposals to expand political power could backfire with independent voters.
- 3 AI Stocks With Earnings Growth Over 30%
The AI spending race has reached a point where the most aggressive projects are under pressure, yet some businesses are already turning earlier investments into real earnings power. That gap between big promises and current profits is where opportunity lives. This article focuses…
- Jim Cramer issues 'falling knife' warning on top chip stock after Intel's outlook
Cramer fears investors could get hurt buying too much too soon.
- 5 Best High Growth Stocks Outside Big Tech
The market’s growth leadership has become abnormally concentrated in a small number of mega-cap technology stocks, leaving investors with fewer obvious opportunities to find rapid earnings growth outside of the AI trade. Ten AI-related stocks currently account for over 40% of the…
- SpaceX Stock Fell Below Its IPO Price, But Binance’s CZ Is Bullish
SpaceX stock slips below its $135 IPO price as CZ calls it a long-term winner and options price a 14% swing.
- SpaceX Says Starship Flies Commercial Payloads This Year. Here's What a Successful Flight Is Worth -- and What a Failure Costs.
Successful launches could unlock billions in additional revenue.
- Here’s Why Janus Henderson is Bullish On Meta Platforms, Inc. (META)
Janus Henderson, an investment management company, released its “Global Sustainable Equity Fund ” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Equity Fund returned 1.86% in the third quarter of 2026, matching its benchmark, while outperforming the IA …
- Core Scientific (CORZ) vs. CIFR and WULF: Can Its Shift From Bitcoin Mining to AI Colocation Unlock Long-Term Value?
Is CORZ a good stock to buy? We came across a bullish thesis on Core Scientific, Inc. on RA Capital’s Substack by The Analyst’s Journal. Since the thesis was published on August 10th, CORZ shares have pulled back as investors grew more cautious about the debt and funding needed t…
- 5 Best Energy Infrastructure Stocks That Will Skyrocket
The energy infrastructure sector refers to the essential systems and networks that generate, transport, and distribute energy from sources to consumers. Whether commodity prices rise or fall, the energy infrastructure sector remains in focus as long as there is a growing demand f…
- After Meta, Could These Be Wall Street’s Next Blockbuster Stock Splits?
These companies could perform well whether or not they announce stock splits.
- SpaceX Hits Back at T-Mobile’s ‘Misplaced Desire’ to Harm Starlink by Opposing ‘Modernized’ Spectrum Rules
Billionaire Elon Musk-led Space Exploration Technologies Corp. slammed legacy telecom operators like T-Mobile US Inc. in a letter to the Federal Communications Commission (FCC) over the agency’s proposed spectrum rule changes. SpaceX Slams ‘Misplaced Desire’ In the letter dated O…
- 5 Most Profitable Stocks of the Past 5 Years
Profitability has become increasingly concentrated among companies controlling the infrastructure, software, and platforms supporting the digital economy, and investors are increasingly looking towards the most profitable stocks of the past five years to make sense of the ongoing…
- Taiwan Semiconductor Manufacturing (TSM) Draws New Sunbelt Real Estate Fund Around Phoenix Fabs
ICM Asia and Concord Capital Management launched a U.S. Sunbelt industrial real estate fund targeting areas linked to Taiwan Semiconductor Manufacturing (NYSE:TSM) and other chip producers. The new vehicle is focused on warehousing and industrial facilities tied to semiconductor …
- Microsoft just gave Nvidia shareholders a reason to pay attention
Microsoft’s latest earnings had something in it for more than just Microsoft investors.
- 3 Numbers to Watch to Know if Meta Platforms' AI Spending Is Paying Off
Capital outlays of this magnitude require investors to keep a closer eye on the company's progress.
- Anthropic Intends to Trade on the Nasdaq Under the Ticker ANT
The IPO is expected soon, and it could be the biggest ever. Here's what you need to know.
- SpaceX loses bid to toss NAACP lawsuit over Memphis data center air pollution
The Colossus data centers and a power plant that SpaceXAI is also building in Southaven, Mississippi, have faced community backlash for years.
- SK hynix's Solidigm Is Mulling a $45 Billion Chip Plant Investment. What This Means for SKHY Stock.
The subsidiary has reportedly zeroed in on Upstate New York for the proposed plant.
- 5 insightful analyst questions from Microsoft’s Q3 earnings call
Microsoft’s third quarter saw positive market reaction as revenue and non-GAAP earnings per share surpassed Wall Street expectations. Management credited widespread adoption of its cloud and AI offerings—particularly Copilot and Foundry—for this performance, pointing to rapid gro…
- Digital Realty: 3 Key Takeaways for Long-Term Investors
Record contracted backlog of $1.8 billion at the company's share secures multiyear revenue visibility through 2028.
- Lumentum Is Up 11% in a Week. Will Marvell Pay “Close to $100 Billion”?
Key TakeawaysLumentum rose 11% in a week on an optics rebound and a Bloomberg report that Marvell Technology is in advanced talks to buy it. A deal reportedly paid in Marvell stock would tie any premium to Marvell’s share price.
- Intel Sinks 27% in a Week on a Weak Outlook, Despite “Extraordinary Demand” for Its Server Chips
Key TakeawaysIntel shares fell 27% in the past week on a fourth-quarter revenue guide well short of the $17. 1 billion expected.
- INTC Q3 deep dive: strong data center growth offsets PC challenges, outlook pressured by supply constraints
Computer processor maker Intel (NASDAQ:INTC) reported Q3 2026 results topping the market’s revenue expectations, with sales up 20.9% year on year to $16.51 billion. On the other hand, next quarter’s revenue guidance of $15.5 billion was less impressive, coming in 8.9% below analy…
- Alphabet Just Dropped 19% in a Month. Is It Really “Lost for All but Cloud”?
Key TakeawaysAlphabet stock is down 19% in the past month, mostly after a third-quarter report with slower Search growth and negative free cash flow of $9. 1 billion.
- S&P Says Meta Can’t Make Money From AI as Well as Its Rivals
S&P just put Meta's coveted AA- rating on a countdown clock, citing a capex spiral that could push leverage past the downgrade threshold by 2027. Meta fired back immediately, but the stock and the balance sheet tell a more complicated story.
- Quanta Services (PWR) Stock Cools As Q3 Earnings Reset The Debate
Quanta Services stock slipped about 2% in regular trading, even though the company reported one of its strongest quarters on record for Q3 2026. The market focused on the price move. The business delivered a different story. Revenue reached about US$12.0b and adjusted earnings pe…