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Financial News Articles

Server hardware in a data center rack featuring a processor chip labeled with the Arm logo.

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

Jeffrey Neal Johnson

Arm Holdings shares jumped 17% on reports of a Meta custom-chip partnership and a $2 billion AI processor target, though elevated valuation multiples and foundry supply constraints temper near-term upside.

NASDAQ:ARMNASDAQ:METANASDAQ:INTC
Read Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure
Woman wearing an Oura ring holds a coffee cup at an outdoor table with a city skyline behind her.

Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring

Jeffrey Neal Johnson

Oura's IPO targets a $12.8B-$14.1B valuation, pricing shares at $40-$44 ahead of its Nasdaq debut, backed by Eli Lilly interest and strong subscription revenue growth.

NYSE:LLYNASDAQ:DXCMNYSE:GRMN
Read Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring
AMD and NVIDIA logos displayed on computer processor chips mounted on a circuit board.

AMD Chips Away at NVIDIA's AI Throne

Jeffrey Neal Johnson

AMD shares topped $620 and its market cap surpassed $1 trillion, driven by major deals with OpenAI and Oracle, strong data center revenue growth, and rising pricing power.

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.

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

Thomas Hughes

Falling oil prices and easing inflation may set up the Fed for a larger rate cut ahead, a move that could revive the housing market and support the S&P 500's longer-term uptrend.

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.

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

Nathan Reiff

IonQ and partners at Oak Ridge National Laboratory and NVIDIA used generative AI to speed quantum circuit design, cutting runtime dramatically, though commercial impact remains unclear.

NYSE:IONQNASDAQ:NVDANASDAQ:QBTS
Read IonQ’s AI Breakthrough Looks Big—But Can It Drive Revenue?
Broadcom logo over a blurred circuit board background.

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

Leo Miller

CEO Hock Tan defended Broadcom's $350 billion AI chip outlook amid Anthropic's calls to slow frontier AI development, citing the company's inference-focused customer relationships.

NASDAQ:AVGO
Read Broadcom CEO Holds $350B Outlook Strong Amid Calls to Slow Froniter AI Development

Trending News

1NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It
2Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits
3The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In
4J.B. Hunt's Stock Plunges After Market Misprices Profit Warning
5These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons
6Braze Beat Expectations—Now 2 SaaS Peers Are in Focus
7Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
8Generac Plugs Into Amazon for an $8B AI-Powered Deal

All Financial News Articles

Microsoft logo displayed on glass overlooking a modern corporate campus courtyard.

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

Chris Markoch
NASDAQ:MSFT
Read Microsoft's 8% Dividend Hike: Confidence Signal or Distraction From Capex Math?
Aerial view of studio lots with Paramount Skydance and Warner Bros. Discovery signage, with the Los Angeles skyline in the background.
September 22, 2026 8:55 AM ET

Paramount Skydance Clears a Major Warner Bros. Discovery Hurdle—Here's What Comes Next

Jeffrey Neal Johnson
NASDAQ:WBDNASDAQ:PSKY
Read Paramount Skydance Clears a Major Warner Bros. Discovery Hurdle—Here's What Comes Next
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?

Sam Quirke
NASDAQ:AAPLNASDAQ:NVDA
Read Can Apple Overtake NVIDIA as the World's Most Valuable Company?
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

Jeffrey Neal Johnson
NASDAQ:METANASDAQ:LITENASDAQ:QCOM
Read Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom
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

Sam Quirke
NASDAQ:TSLA
Read Tesla’s Delivery Warning Barely Moved the Stock—Here’s What Investors Care About
Encore Capital Group logo displayed against a digital background with stylized bar chart graphics on both sides.
September 22, 2026 7:10 AM ET

Encore Capital Group Has Doubled—But Its Best Tailwind Won’t Last Forever

Peter Frank
NASDAQ:ECPG
Read Encore Capital Group Has Doubled—But Its Best Tailwind Won’t Last Forever
Exterior of a Texas Roadhouse restaurant at dusk with customers entering and a worker unloading boxes from a delivery truck.
September 22, 2026 6:35 AM ET

Despite Record Sales, Texas Roadhouse Has Beef With Beef Costs

Peter Frank
NASDAQ:TXRHNASDAQ:BLMNNYSE:EAT
Read Despite Record Sales, Texas Roadhouse Has Beef With Beef Costs
Worker in a safety vest and hard hat inspects steel beams inside a metal fabrication warehouse near rail cars.
September 22, 2026 6:00 AM ET

Nucor and Steel Dynamics Just Pulled Back—The Steel Story Still Looks Strong

Chris Markoch
NASDAQ:STLDNYSE:NUE
Read Nucor and Steel Dynamics Just Pulled Back—The Steel Story Still Looks Strong
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

Sam Quirke
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?

Thomas Hughes
NYSE:BENYSE:GNRC
Read Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?
Coach and Kate Spade handbags, sunglasses, and accessories displayed on a store showcase.
September 21, 2026 11:15 AM ET

Coach’s Momentum Powers Tapestry Despite the Stock’s Sharp Pullback

Peter Frank
NYSE:TPR
Read Coach’s Momentum Powers Tapestry Despite the Stock’s Sharp Pullback
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

Nathan Reiff
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

Bridget Bennett
NASDAQ:AMZNNYSE:HDNYSE:TGT
Read 3 Retail Dips Backed by Rising Consumer Demand
Oil Squeezes Shoppers and Burlington Stores Lands at the Top of One Trader's List
September 21, 2026 9:30 AM ET

3 Retail Stocks Getting Crushed and the Long-Dated Options Trade on Each One

Bridget Bennett
NYSE:TJXNYSE:BURLNYSE:DKS
Read 3 Retail Stocks Getting Crushed and the Long-Dated Options Trade on Each One
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

Nathan Reiff
NASDAQ:FIVNNYSE:GWRENASDAQ:SIMO
Read 3 Overlooked Tech Names Quietly Powering Everyday Life
Stacks of gold coins of increasing height on marble blocks, symbolizing rising dividend growth against a city skyline.
September 21, 2026 8:20 AM ET

5 Dividend Stocks That Combine Income, Earnings Growth, and Wall Street Support

Ryan Hasson
NYSE:ORCLNYSE:BTINASDAQ:CSCO
Read 5 Dividend Stocks That Combine Income, Earnings Growth, and Wall Street Support
Rows of open server racks with illuminated blue cabling in a data center aisle.
September 21, 2026 8:20 AM ET

These 3 AI Stocks Sold Off Hard—Even as Their Outlooks Improved

Dan Schmidt
NYSE:CLSNASDAQ:PENGNASDAQ:ACMR
Read These 3 AI Stocks Sold Off Hard—Even as Their Outlooks Improved
Office desk with a monitor displaying video, audio, and facial recognition data analysis alongside a lit Veritone logo on the wall.
September 21, 2026 7:45 AM ET

Think Outside the Box With These 3 Companies That Make Unusual Business Models Work

Nathan Reiff
NASDAQ:FLGTNYSE:JOBYNASDAQ:VERI
Read Think Outside the Box With These 3 Companies That Make Unusual Business Models Work
An upward-trending chart arrow is overlaid on a cornfield with grain silos at sunset, symbolizing agricultural market growth.
September 21, 2026 7:10 AM ET

3 Surging Stocks That Don’t Need the AI Boom to Keep Winning

Nathan Reiff
NYSE:DVANYSE:BENNYSE:ADM
Read 3 Surging Stocks That Don’t Need the AI Boom to Keep Winning
Oil tankers and smaller vessels navigate a coastal waterway near rocky, mountainous terrain.
September 21, 2026 6:35 AM ET

Oil Tanker Rates Top $1 Million a Day—3 Ways Investors Can Trade the Surge

Dan Schmidt
NYSE:ECONYSE:INSWNYSEARCA:BWET
Read Oil Tanker Rates Top $1 Million a Day—3 Ways Investors Can Trade the Surge
Meta logo displayed above a VR headset, with a glass office building and city skyline in the background.
September 21, 2026 6:00 AM ET

Meta’s Muse Agent Has Wall Street Divided on Its AI Potential

Leo Miller
NASDAQ:META
Read Meta’s Muse Agent Has Wall Street Divided on Its AI Potential
Digital illustration of glowing servers, cloud icons, and data charts connected by light streams, symbolizing cloud computing and data networks.
September 21, 2026 5:25 AM ET

3 Software Stocks Rebounding as AI Fears Give Way to Growth

Leo Miller
NASDAQ:TEAMNYSE:DTNYSE:CRM
Read 3 Software Stocks Rebounding as AI Fears Give Way to Growth
Micron, Coherent and Tower Semiconductor: 3 Stocks Built on AI's Bottlenecks
September 20, 2026 9:45 AM ET

NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It

Bridget Bennett
NASDAQ:NVDANASDAQ:MUNYSE:COHR
Read NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It
Open-pit gold mine at sunset with haul trucks, processing plant, and stacked gold bars in foreground.
September 20, 2026 8:55 AM ET

Gold Has Gone Sideways, But These 3 Stocks Haven’t

Nathan Reiff
NYSE:CDENYSE:AGINYSE:WPM
Read Gold Has Gone Sideways, But These 3 Stocks Haven’t

Featured Articles and Offers

Micron, Coherent and Tower Semiconductor: 3 Stocks Built on AI's Bottlenecks
NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It
By Bridget Bennett | September 20, 2026
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A councilman backed AI — then 13 bullets hit his front door
A councilman backed AI — then 13 bullets hit his front door
From Stansberry Research (Ad)
Shopping bags sit on a polished marble floor inside an upscale retail store or shopping mall.
3 Luxury Consumer Brands to Watch in a Beaten-Down Sector
By Nathan Reiff | September 16, 2026
Aeluma logo displayed over a semiconductor wafer on a fabrication tool, representing a chipmaking company.
Aeluma’s Selloff Could Be Setting Up Its Next Big Move
By Thomas Hughes | September 17, 2026
IonQ logo displayed against a dark background with glowing orange network nodes and geometric shapes.
IonQ and NVIDIA Just Cracked a Major Quantum Computing Bottleneck
By Jeffrey Neal Johnson | September 17, 2026
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Larry Benedict's Top Ticker Watch Before the Fed's September 16 Decision
Larry Benedict's Top Ticker Watch Before the Fed's September 16 Decision
From Brownstone Research (Ad)
Micron logo on a silicon wafer, highlighting MU memory-chip demand driven by AI and data-center spending.
Micron’s AI Memory Boom Could Send Shares 100% Higher
By Thomas Hughes | September 16, 2026
Wood-framed house under construction in a residential neighborhood, with lumber stacked nearby and completed homes in the background.
Homebuilders Are Down for the Year, Is Wall Street in Denial?
By Chris Markoch | September 16, 2026
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