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Financial News Articles

6 hours ago

Chips to Bots: Qualcomm’s Agentic AI Breakout

Jeffrey Neal Johnson

Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.

NASDAQ:QCOMNASDAQ:LITENYSE:GLW

6 hours ago

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

Sam Quirke

Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion.

NYSE:CIEN

September 23, 2026 11:55 AM ET

Energy Transfer Taps the AI Power Boom

Peter Frank

Energy Transfer's revenue, earnings, and distributable cash flow surged after ditching its LNG project, but rising debt and a Texas Stock Exchange move add risk for investors.

NYSE:ET

September 23, 2026 11:20 AM ET

Viking's Obesity Edge May Be Staying Power, Not Weight Loss

Chris Markoch

Viking Therapeutics shares jumped 36% after VK2735 maintenance data showed patients kept most weight loss on less frequent dosing, though Phase 3 results and commercial funding remain unresolved.

NASDAQ:VKTXNYSE:LLYNYSE:NVO

Gold bars stacked before a hundred-dollar bill and a rising bar chart with an upward arrow and percent sign.

September 23, 2026 10:45 AM ET

Gold Defied the Fed’s Rate Hike—These 3 Plays Stand Out

Chris Markoch

Gold rebounded after briefly dipping on the Fed's rate hike, as central bank buying persists. Newmont, Wheaton Precious Metals, and iShares Silver Trust offer distinct ways to invest in the trend.

NYSE:NEMNYSE:WPMNYSEARCA:SLV

September 23, 2026 10:10 AM ET

Thor Industries Is Boring—And That May Be Its Biggest Advantage

Thomas Hughes

Thor Industries stock trades near the low end of its range amid an RV industry slump, but steady dividends, institutional buying, and analyst price targets suggest upside potential ahead.

NYSE:THO

Trending News

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

The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In

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

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

Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits

These 3 Stocks Sit at the Center of NVIDIA’s Cybersecurity Push

These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price

These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories

All Financial News Articles

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A Kratos GE Aerospace jet engine on a mobile cart sits near an unmanned military aircraft on a flight line at sunset.

September 23, 2026 9:35 AM ET

Full Throttle: Kratos and GE Fire Up a Next-Gen Defense Engine

Jeffrey Neal Johnson

NASDAQ:KTOSNYSE:GE

September 23, 2026 9:00 AM ET

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

Dan Schmidt

NASDAQ:SNDK

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

Thomas Hughes

NASDAQ:NVDANASDAQ:MSFTNASDAQ:GOOGL

Two piles of rare earth mineral powder and small metal components displayed in a glass dish in a laboratory setting.

September 23, 2026 7:50 AM ET

Quantum and Rare Earths? Implications of the Pasqal/USAR Partnership

Nathan Reiff

NASDAQ:PSQLNASDAQ:USAR

Boeing MQ-25 unmanned aircraft parked on a tarmac near a Lockheed Martin missile launcher and naval vessel.

September 23, 2026 7:15 AM ET

Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have

Ryan Hasson

NYSE:LMTNYSE:BA

September 23, 2026 7:15 AM ET

Eli Lilly Keeps Pulling Ahead—Can Novo Nordisk Catch Up?

Thomas Hughes

NYSE:NVONYSE:LLY

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

Jeffrey Neal Johnson

NYSE:GLWNASDAQ:QCOMNASDAQ:LITE

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

Ryan Hasson

NYSE:HPENASDAQ:TEAMNASDAQ:MSFT

September 23, 2026 5:30 AM ET

AutoZone Shifts Gears, On Track to Reverse Course and Price Recovery

Thomas Hughes

NYSE:AZO

September 22, 2026 1:00 PM ET

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

Jeffrey Neal Johnson

NASDAQ:ARMNASDAQ:METANASDAQ:INTC

Woman wearing an Oura ring holds a coffee cup at an outdoor table with a city skyline behind her.

September 22, 2026 12:25 PM ET

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

Jeffrey Neal Johnson

NYSE:LLYNASDAQ:DXCMNYSE:GRMN

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

Jeffrey Neal Johnson

NASDAQ:AMDNYSE:ORCLNASDAQ:META

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?

Thomas Hughes

NYSEARCA:SPYNASDAQ:NVDANYSE:CAT

September 22, 2026 10:40 AM ET

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

Nathan Reiff

NYSE:IONQNASDAQ:NVDANASDAQ:QBTS

September 22, 2026 10:05 AM ET

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

Leo Miller

NASDAQ:AVGO

September 22, 2026 9:30 AM ET

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

Chris Markoch

NASDAQ:MSFT

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

September 22, 2026 8:20 AM ET

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

Sam Quirke

NASDAQ:AAPLNASDAQ:NVDA

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

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

September 22, 2026 7:10 AM ET

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

Peter Frank

NASDAQ:ECPG

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

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

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

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