Confidence Intelligence Holdings Limited 1967

The stock market opened higher after the economy added just 29,000 jobs last month and unemployment ticked up to 4.2%.

Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.

Amazon (AMZN) is planning to shift $8 billion in AI chips off its balance sheet, according to the Financial Times, by creating a special-purpose vehicle to lease the technology back to companies. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley report on the criticisms to this business model.

Western Digital and Seagate shares fell in premarket trading after Nikkei reported that Toshiba outlined a $380 million expansion that would double its AI data-center hard-drive capacity by fiscal 2027.

A capacity milestone at Applied Digital (NASDAQ:APLD) is lifting the artificial intelligence (AI) data center group, and the buying reaches beyond the company that made the announcement. Applied Digital shares are surging 7% to $25.89 this morning. Meanwhile, IREN (NASDAQ:IREN) stock is climbing 6% to $43.03 as buyers move into the rest of the group. […]

DA Davidson just issued the most bullish price target on Wall Street for Micron, and the math behind it hinges on something that has never lasted this long in any previous memory cycle.

AppLovin is bleeding market value while its closest rivals hold steady and even tick higher, pointing to something specific festering inside the company rather than a broad ad-tech retreat.

Innodata and BigBear.ai just delivered real, company-reported proof of progress, and their share prices haven't yet caught up to the news.

Marvell Technology (MRVL) grew its sales 37% from a year earlier in fiscal Q2 2027. Management has raised its sales forecast for fiscal 2027 and fiscal 2028. Investors pay 91 times the past twelve months of earnings for the stock, against about 21 times for the S&P 500. Most of Marvell's sales come from one group of customers. Who are those customers, and could they cut their spending.

Key TakeawaysSK hynix has concluded long-term agreements with around 10 customers, with terms of about five years and deposits built in, after a second quarter with operating income of KRW 60. 5 trillion at a 76% margin.

CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high. Here is why the tension between a soaring opportunity and ballooning debt makes this the most polarizing AI bet on the market right now.

Investors looking to capitalize on the AI infrastructure boom may consider buying DigitalOcean for its accelerating growth and cheap valuation.

Micron Technology Inc. (NASDAQ:MU) saw NAND revenue surge 526% year over year to a record $14.1 billion in its fiscal fourth quarter as AI data centers demanded more storage alongside the high-speed memory used by GPUs. The surge reflects how...

Coherent (COHR) makes optical transceivers and other parts for AI data centers, and customers are ordering years ahead. On the fiscal Q4 2026 call, management said fiscal 2027 is basically booked out. The hard part is the price. Coherent stock returned 196% over the past twelve months, against 16.0% for the S&P 500. How much profit growth are you paying for at today's price.

Semi-Tech Leasing Group, owned by local governments, funded more than 3 billion yuan in server purchases for Glory View Technology

If you own Dell Technologies (DELL), your worry is probably about size. The stock returned 287% over the past twelve months, against 16% for the S&P 500. A position that was modest a year ago may now be one of your largest. Trimming means selling a company whose sales are growing quickly. Adding means buying after that 287% return.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Plus, Turner delivers a $29 million substance use treatment center, CMAA names a new CEO and a British engineering firm crosses the pond.

CEO Elon Musk makes aspirational comments. His comments at the White House this week were that. And there are plenty more examples.