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Marvell supplies semiconductors for data infrastructure including AI accelerators and networking silicon for data centers and enterprise networks. Re…
U.S. and Israel executed a strategic strike in Iran that targeted senior military commanders and leadership and resulted in the killing of Iran's lon…
SM Energy completed a merger with Civitas Resources that expanded its U.S. acreage and outlines higher sales for 2026. The company shows a multi-bill…
CoreWeave operates AI-focused cloud infrastructure built around GPU clusters primarily from Nvidia and has large contracts with Meta and OpenAI. The …
Nvidia will report quarterly earnings and present a 2026 outlook; the CEO's remarks on AI data centers connectivity and partners could influence capi…
Okta provides identity and access management used by enterprises including Uber and Coinbase. Qualcomm holds essential 5G and LTE patents and reports…
Nvidia’s upcoming earnings and CEO commentary are the primary catalyst for markets, while strong industrial production and higher-than-expected PCE r…
Intuitive Machines is positioned to benefit from secular growth in space infrastructure following the Lanteris acquisition that expanded manufacturin…
Adobe has faced a recent sell-off amid broader SaaS uncertainty and competition from lower-cost alternatives. The company has deployed new AI feature…
The market finished lower last week as traders shifted away from high growth stocks and crypto. Capital is rotating into energy, industrials, consume…
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