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Aerial view of a large data center construction site with multiple buildings under development in a desert landscape.
September 25, 2026 9:35 AM ET

Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out

NYSE:ORCLNYSE:BENYSE:OWL
Read Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out
Diamondback Energy logo overlaid on a sunset oilfield scene with pumpjacks silhouetted against the sky.
September 25, 2026 9:00 AM ET

Oil May Be Stronger Than It Looks—And Diamondback Is on Sale

NASDAQ:FANG
Read Oil May Be Stronger Than It Looks—And Diamondback Is on Sale
NVIDIA logo displayed on a computer chip mounted on a circuit board with green lighting.
September 25, 2026 7:50 AM ET

NVIDIA’s Next AI Chip Ramp Could Open the Door to Another Major Stock Move

NASDAQ:NVDA
Read NVIDIA’s Next AI Chip Ramp Could Open the Door to Another Major Stock Move
Supermicro logo displayed over a data center aisle with server racks and hardware components.
September 25, 2026 7:15 AM ET

Super Micro’s Vera Rubin Shipments Put Its AI Infrastructure Advantage to the Test

NASDAQ:SMCINASDAQ:NVDANYSE:HPE
Read Super Micro’s Vera Rubin Shipments Put Its AI Infrastructure Advantage to the Test
Sandisk memory cards, USB flash drives, and adapters displayed on a metallic surface with the Sandisk logo.
September 24, 2026 10:40 AM ET

SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story

NASDAQ:SNDKNASDAQ:MUNASDAQ:SKHY
Read SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story
Illustration of the Palantir logo on a digital globe display with security icons, viewed by two seated analysts.
September 24, 2026 10:05 AM ET

Is Palantir Worth $250 or $1? Bulls and Burry Arrive at Opposite Conclusions

Read Is Palantir Worth $250 or $1? Bulls and Burry Arrive at Opposite Conclusions
Meta’s blue infinity logo on a concrete wall inside a bright modern office atrium, signaling AI investment focus.
September 24, 2026 8:55 AM ET

Meta One Subscriptions Show Positive Early Signs, Analysts Forecast Long-Term Growth

NASDAQ:META
Read Meta One Subscriptions Show Positive Early Signs, Analysts Forecast Long-Term Growth
Illuminated data center building with glowing server racks stands beside an adjacent power plant at dusk.
September 24, 2026 7:45 AM ET

Power Play: Vistra Powers New Era’s AI Data Center Deal

NASDAQ:NUAINYSE:VST
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A Marvell-branded semiconductor chip sits on a circuit board illuminated by blue lights.
September 24, 2026 6:35 AM ET

Can Marvell Keep Up in the Custom AI Chip Race?

NASDAQ:MRVL
Read Can Marvell Keep Up in the Custom AI Chip Race?
Qualcomm logo displayed above a microchip on a futuristic circuit board, symbolizing semiconductor rebound and bullish momentum in the tech industry.
September 23, 2026 1:05 PM ET

Chips to Bots: Qualcomm’s Agentic AI Breakout

NASDAQ:QCOMNASDAQ:LITENYSE:GLW
Read Chips to Bots: Qualcomm’s Agentic AI Breakout
Ciena logo on a red wall in a data center corridor with illuminated fiber optic cables and server racks.
September 23, 2026 12:30 PM ET

Ciena Fell 40%—Now One Analyst Sees 50% Upside

NYSE:CIEN
Read Ciena Fell 40%—Now One Analyst Sees 50% Upside
Energy Transfer logo over a sunset scene with storage tanks, pipelines, and a refinery facility.
September 23, 2026 11:55 AM ET

Energy Transfer Taps the AI Power Boom

NYSE:ET
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Illuminated SanDisk logo sign displayed in a semiconductor manufacturing facility with silicon wafers and chip trays nearby.
September 23, 2026 9:00 AM ET

Sandisk Joins the S&P 100—Is the Index Flow, or the AI Story, Driving the Stock?

NASDAQ:SNDK
Read Sandisk Joins the S&P 100—Is the Index Flow, or the AI Story, Driving the Stock?
Glass office towers with glowing digital network lines overlay, symbolizing tech industry data connectivity and market activity.
September 23, 2026 8:25 AM ET

These 4 Companies Are Monetizing AI Today

NASDAQ:NVDANASDAQ:MSFTNASDAQ:GOOGL
Read These 4 Companies Are Monetizing AI Today
Data center aisle with illuminated blue fiber optic cables connecting to server racks and network equipment.
September 23, 2026 6:40 AM ET

Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom

NYSE:GLWNASDAQ:QCOMNASDAQ:LITE
Read Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom
Digital illustration of three glowing pathways in blue, green, and purple lined with server racks and computing hardware.
September 23, 2026 6:05 AM ET

3 Tech Stocks Positioned for More Upside if the Sector’s Breakout Holds

NYSE:HPENASDAQ:TEAMNASDAQ:MSFT
Read 3 Tech Stocks Positioned for More Upside if the Sector’s Breakout Holds
Server hardware in a data center rack featuring a processor chip labeled with the Arm logo.
September 22, 2026 1:00 PM ET

Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure

NASDAQ:ARMNASDAQ:METANASDAQ:INTC
Read Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure
AMD and NVIDIA logos displayed on computer processor chips mounted on a circuit board.
September 22, 2026 11:50 AM ET

AMD Chips Away at NVIDIA's AI Throne

NASDAQ:AMDNYSE:ORCLNASDAQ:META
Read AMD Chips Away at NVIDIA's AI Throne
The Federal Reserve building in Washington, D.C. at sunset, with a chessboard-patterned plaza in the foreground.
September 22, 2026 11:15 AM ET

Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again?

NYSEARCA:SPYNASDAQ:NVDANYSE:CAT
Read Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again?
IonQ logo displayed on a wall in a lab setting with a quantum computing chandelier apparatus nearby.
September 22, 2026 10:40 AM ET

IonQ’s AI Breakthrough Looks Big—But Can It Drive Revenue?

NYSE:IONQNASDAQ:NVDANASDAQ:QBTS
Read IonQ’s AI Breakthrough Looks Big—But Can It Drive Revenue?
Broadcom logo over a blurred circuit board background.
September 22, 2026 10:05 AM ET

Broadcom CEO Holds $350B Outlook Strong Amid Calls to Slow Frontier AI Development

NASDAQ:AVGO
Read Broadcom CEO Holds $350B Outlook Strong Amid Calls to Slow Frontier AI Development
Microsoft logo displayed on glass overlooking a modern corporate campus courtyard.
September 22, 2026 9:30 AM ET

Microsoft's 8% Dividend Hike: Confidence Signal or Distraction From Capex Math?

NASDAQ:MSFT
Read Microsoft's 8% Dividend Hike: Confidence Signal or Distraction From Capex Math?
Exterior of an Apple retail store featuring the company logo on a glass and steel facade.
September 22, 2026 8:20 AM ET

Can Apple Overtake NVIDIA as the World's Most Valuable Company?

NASDAQ:AAPLNASDAQ:NVDA
Read Can Apple Overtake NVIDIA as the World's Most Valuable Company?
Tesla vehicle on a road at dusk, front-facing, with an illuminated red Tesla logo on the hood.
September 22, 2026 7:45 AM ET

Tesla’s Delivery Warning Barely Moved the Stock—Here’s What Investors Care About

NASDAQ:TSLA
Read Tesla’s Delivery Warning Barely Moved the Stock—Here’s What Investors Care About
Meta logo above an illustration of an undersea fiber-optic cable resting on the ocean floor.
September 22, 2026 7:45 AM ET

Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom

NASDAQ:METANASDAQ:LITENASDAQ:QCOM
Read Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom
Generac industrial energy generators installed outside an Amazon data center building at dusk.
September 22, 2026 5:25 AM ET

Amazon's $8 Billion Generac Deal Shows AI's New Power Bottleneck

NASDAQ:AMZN
Read Amazon's $8 Billion Generac Deal Shows AI's New Power Bottleneck
Bloom Energy fuel cell units installed outside a data center building labeled
September 21, 2026 11:50 AM ET

Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?

NYSE:BENYSE:GNRC
Read Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
Digital illustration of a glowing central sphere connected to screens, servers, and cloud icons symbolizing cloud computing and data networks.
September 21, 2026 10:40 AM ET

AI Is Reshaping SaaS—These 2 Software ETFs Offer Different Ways to Play It

BATS:IGVNASDAQ:WCLDNYSE:CRM
Read AI Is Reshaping SaaS—These 2 Software ETFs Offer Different Ways to Play It
Amazon delivery worker in branded vest holding a Prime package at a customer's front door.
September 21, 2026 10:05 AM ET

3 Retail Dips Backed by Rising Consumer Demand

NASDAQ:AMZNNYSE:HDNYSE:TGT
Read 3 Retail Dips Backed by Rising Consumer Demand
A workstation with computer monitors and circuit boards sits near a glass-walled data center with server racks.
September 21, 2026 8:55 AM ET

3 Overlooked Tech Names Quietly Powering Everyday Life

NASDAQ:FIVNNYSE:GWRENASDAQ:SIMO
Read 3 Overlooked Tech Names Quietly Powering Everyday Life

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