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Microsoft logo displayed over an illuminated glass office building at dusk, reflected in a water feature.
October 9, 2026 8:15 AM ET

Microsoft Is Almost Back to $555—Now the Hard Part Begins

NASDAQ:MSFT
Read Microsoft Is Almost Back to $555—Now the Hard Part Begins
Marvell logo displayed on a computer chip surrounded by illuminated circuit board and data center servers.
October 9, 2026 7:40 AM ET

Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too

NASDAQ:MRVLNYSE:CIENNASDAQ:ALAB
Read Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
4 Software Stocks Institutions Bought During the AI Scare
October 9, 2026 6:30 AM ET

Wall Street Left Software for Dead: 4 Stocks Institutions Are Buying Back

NYSE:CRMNASDAQ:CRWDNASDAQ:PANW
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Unity Software logo displayed in front of a curved gaming monitor showing a rendered landscape at a desk setup.
October 9, 2026 5:55 AM ET

Alphabet and Unity Level Up Game Development

NASDAQ:GOOGLNYSE:RBLXNYSE:U
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Applied Digital logo overlaid on a data center aisle lined with illuminated server racks.
October 9, 2026 5:20 AM ET

Applied Digital’s Hidden Moat Could Unlock Massive Upside

NASDAQ:APLD
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Black Hills Corporation logo over a power plant with electrical transmission towers at sunset.
October 8, 2026 10:50 AM ET

Alphabet's $1.8 Billion Black Hills Deal Powers AI Data Center Push

NYSE:BKHNASDAQ:GOOG
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Rows of server racks with illuminated blue cables and networking equipment in a data center.
October 8, 2026 8:30 AM ET

Why Light Is the New AI Bottleneck—And 3 Photonics Stocks to Play It

NASDAQ:LITENYSE:COHRNASDAQ:AAOI
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Cerebras Systems logo overlaid on a large-scale AI semiconductor wafer chip.
October 8, 2026 7:20 AM ET

Front-Running the AI Hardware Shift with Cerebras

NASDAQ:CBRS
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BigBear.ai logo displayed over a data center and digital globe background with network connections.
October 8, 2026 6:45 AM ET

BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change

NYSE:BBAI
Read BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change
Four Tesla vehicles, including the Cybertruck and Model Y, displayed beneath an illuminated Tesla logo in a showroom.
October 8, 2026 5:35 AM ET

Tesla's EV Delivery Beat Is In, So What Happens Now?

NASDAQ:TSLA
Read Tesla's EV Delivery Beat Is In, So What Happens Now?
Penguin Solutions logo illuminated on a wall between rows of server racks in a data center.
October 7, 2026 11:50 AM ET

Penguin Solutions Is Soaring as AI Memory Demand Explodes

NASDAQ:PENG
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A three-dimensional Google logo rendered against a blue background with glowing digital wave elements.
October 7, 2026 11:15 AM ET

Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

NASDAQ:GOOGL
Read Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up
Sleek Apple iPhone with triple-camera design, symbolizing hardware innovation amid foldable device delays.
October 7, 2026 10:40 AM ET

Morgan Stanley Is Bullish on Apple—But With a Catch

NASDAQ:AAPL
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Marvell Technology logo over a computer chip on a circuit board, with data center server racks in the background.
October 7, 2026 8:20 AM ET

Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope

NASDAQ:MRVLNASDAQ:AMZNNASDAQ:GOOGL
Read Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope
Illustrated plush character stands on a lobby counter beside Meta's illuminated infinity logo with a city skyline backdrop.
October 7, 2026 8:20 AM ET

Meta Enterprise Platform: The "Next Major Pillar" of Zuckerberg's AI Vision

NASDAQ:META
Read Meta Enterprise Platform: The "Next Major Pillar" of Zuckerberg's AI Vision
Row of server racks with illuminated blue cables and network equipment in a data center aisle.
October 7, 2026 6:35 AM ET

The AI Boom’s Next Big Winners May Wear Hard Hats

NYSE:EMENYSE:DYNYSE:URI
Read The AI Boom’s Next Big Winners May Wear Hard Hats
Allient logo overlaid on an industrial facility with electrical equipment, cabinets, and server racks.
October 7, 2026 5:25 AM ET

Allient’s Data Center and Defense Momentum Is Raising the Stakes

NASDAQ:ALNTNYSE:JPMNYSE:AME
Read Allient’s Data Center and Defense Momentum Is Raising the Stakes
Large blue turbine generator equipment inside an industrial power plant facility with the Constellation Energy logo displayed.
October 6, 2026 1:20 PM ET

Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI

NASDAQ:CEGNASDAQ:GOOGL
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Desk with multiple monitors displaying network security, data server, and cybersecurity dashboards in a dark office at night.
October 6, 2026 12:10 PM ET

These 3 Stocks Got the Most Love From Analysts in September

NYSE:DELLNASDAQ:METANASDAQ:OKTA
Read These 3 Stocks Got the Most Love From Analysts in September
Onsemi logo displayed over a close-up image of a semiconductor chip on a circuit board.
October 6, 2026 9:20 AM ET

Why onsemi’s Synaptics Pivot Could Be a Game Changer

NASDAQ:ONNASDAQ:NVDANASDAQ:SYNA
Read Why onsemi’s Synaptics Pivot Could Be a Game Changer
Rubrik, Freeport-McMoRan and 2 More Volatile Stocks Built for Options Traders
October 6, 2026 7:45 AM ET

3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signals

NYSE:RBRKNASDAQ:CRWDNASDAQ:PANW
Read 3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signals
Qualcomm logo on a semiconductor chip and office building, with Huawei logo and cell towers in the background.
October 6, 2026 7:45 AM ET

Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion

NASDAQ:QCOMNASDAQ:ARM
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Vistra logo over a power plant, solar panels, and transmission towers at sunset.
October 6, 2026 6:35 AM ET

Vistra Stock Gains as Federal Funds Fuel Nuclear Power Expansion

NYSE:VSTNASDAQ:METANASDAQ:NUAI
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Airship logo in orange blimp shape overlaid on a blurred security monitoring room with surveillance camera feeds and a dome camera.
October 6, 2026 6:00 AM ET

Airship AI’s $29 Million DHS Deal Could Change Everything

NASDAQ:AISP
Read Airship AI’s $29 Million DHS Deal Could Change Everything
NVIDIA logo overlaid on a circuit board with a rising stock price line chart in the background.
October 5, 2026 11:50 AM ET

NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run

NASDAQ:NVDA
Read NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run
Amazon logo displayed over a close-up of a computer chip on a circuit board in a data center.
October 5, 2026 10:40 AM ET

What a $1 Billion Chip Deal Says About Amazon's AI Ambitions

NASDAQ:AMZN
Read What a $1 Billion Chip Deal Says About Amazon's AI Ambitions
Illustration of gold coins flowing from an open bank vault onto a stack of coins outside.
October 5, 2026 10:05 AM ET

3 Stocks Benefiting From AI Demand Just Announced Major Buybacks

NASDAQ:MDBNASDAQ:TLNNASDAQ:NVDA
Read 3 Stocks Benefiting From AI Demand Just Announced Major Buybacks
A winding path of U.S. dollar bills leading toward a city skyline, symbolizing strong free cash flow and financial growth.
October 5, 2026 8:20 AM ET

Follow the Money: 5 AI Stocks Buying Back Shares by the Billions

NASDAQ:NVDANYSE:CRMNASDAQ:ADBE
Read Follow the Money: 5 AI Stocks Buying Back Shares by the Billions
Split image showing the Dell Technologies logo in a server room and the Lennar logo over a housing construction site.
October 5, 2026 6:35 AM ET

Insider Trades: Dell Sees Over $1 Billion in Sales, Berkshire Buys a Top Homebuilder

NYSE:LEN
Read Insider Trades: Dell Sees Over $1 Billion in Sales, Berkshire Buys a Top Homebuilder
CoreWeave and Nebius Face a Pricing Problem That Could Gut AI Data Center Returns
October 4, 2026 10:25 AM ET

The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

NYSE:AESINYSE:LBRTNYSE:ORA
Read The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

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