8:16 PM2 min read
Alphabet’s Stock Now Hinges on Cloud Growth and Backlog
Google Cloud’s explosive expansion is raising the stakes for Alphabet as investors measure AI demand against the cost of serving it.
Stocks news
Every Stocks story we have published, newest first.
81 stories in the last 24 hours
Updated 4:35 AM (Times shown in New York time (ET))
Stocks
Page 22 of 23 · 548 stories
Tuesday, September 1524 stories
- 8:15 PM2 min read
Olema Slides as AstraZeneca Breast Cancer Trial Misses Goal
Investors marked down Olema after AstraZeneca’s SERENA-4 setback raised fresh questions about oral SERD drugs in breast cancer.
- 8:08 PM2 min read
Oracle’s AI Capacity Bet Is Turning Backlog Into Leverage
Oracle’s cloud infrastructure surge is strengthening its growth case, but enormous capital spending leaves investors focused on execution and cash flow.
- 8:06 PM2 min read
Europe’s AI Chip Winners Take a Sharp Sentiment Hit
Investors questioned the durability of AI infrastructure spending after industry leaders urged a slower pace for frontier-model development.
ASMLASM InternationalInfineonSoitec - 7:57 PM2 min read
Walmart Extends Delivery Network Beyond Its Stores With Papa John’s
The pizza partnership tests whether Walmart can turn its fast-growing delivery infrastructure into a broader consumer platform beyond groceries.
- 7:57 PM2 min read
Vale Weighs Yuan Bond Debut as China Funding Market Expands
The miner is exploring renminbi financing, but has stressed that no debt issuance has been approved.
VALEIron OreChinaRenminbi - 7:56 PM2 min read
Energy Transfer Bets on Texas Exchange as Liquidity Test Looms
Energy Transfer’s October move to TXSE gives the young venue an anchor issuer, but investors must weigh visibility against trading depth.
- 7:35 PM2 min read
Pfizer’s Dividend Still Pays, But the Cushion Is Narrowing
Pfizer’s 6% yield remains funded, yet weaker cash generation and heavy debt leave income investors with little room for error.
PFEPfizer - 7:35 PM2 min read
Memory Stocks Slide as AI Leaders Call for a Slower Race
Micron, SanDisk and SK Hynix fell sharply as investors reassessed the infrastructure spending underpinning the AI boom.
- 7:28 PM2 min read
The Durable AI Winners May Sit Beyond the Model Layer
AI’s next five years may reward companies controlling compute, distribution, power and enterprise workflows more than flashy model makers.
- 7:18 PM2 min read
Tesla, Microsoft and Amazon Split as Key Technical Levels Diverge
Tesla leans on support, Microsoft presses toward $500, while Amazon remains trapped between moving averages after Monday’s tech selloff.
- 6:57 PM2 min read
ResMed Shares Lag Healthcare Despite Strong Fiscal 2026 Results
RMD has trailed healthcare stocks over 12 months, but improving earnings, cash flow and buybacks complicate the bearish case.
- 6:56 PM2 min read
Skyworks’ Merger Rally Has Outrun Wall Street’s Targets
Skyworks shares are surging on Qorvo deal progress, but the rally now carries execution, debt and valuation risks.
- 6:56 PM2 min read
Nike’s Turnaround Is Losing Ground Where It Matters Most
Weak direct sales, China’s slump and a tariff-driven margin boost leave Nike investors waiting for evidence of durable recovery.
NKEConverse - 6:48 PM2 min read
Microsoft Offers the Cleaner Magnificent Seven AI Bet
Apple’s momentum is real, but Microsoft pairs faster cloud growth with a contracted enterprise pipeline that better supports its valuation.
- 6:47 PM2 min read
Amazon’s Cash Engine Strengthens, But AI Spending Raises the Stakes
Amazon’s operating cash flow is surging, yet a $220 billion investment plan complicates the bullish case for AMZN shares.
- 6:38 PM2 min read
Tesla Opens Vietnam Unit as Southeast Asia EV Race Intensifies
The new Ho Chi Minh City subsidiary creates a sales and distribution foothold, but Tesla has not disclosed launch timing or local production plans.
- 6:27 PM2 min read
Lowe’s Dividend Has More Room Than Home Depot’s
Lowe’s offers thinner sales momentum but stronger payout coverage as weak housing demand keeps pressure on both retailers.
- 6:27 PM2 min read
ASML Offers the Stronger 2026 Buy, While AMD Chases More Upside
AMD brings faster growth potential, but ASML’s monopoly on advanced lithography offers investors a sturdier way to play AI infrastructure.
- 6:18 PM2 min read
AST SpaceMobile’s 10-Bagger Case Hinges on Execution
AST SpaceMobile has cash, contracts and satellites, but its valuation already assumes a near-flawless commercial rollout.
- 6:17 PM2 min read
Garmin’s Stock Pullback Masks a Stronger Sector Performance
GRMN has slipped from its August peak, but its three-month gain still outpaces technology stocks as earnings momentum strengthens.
- 6:17 PM2 min read
Novo Drops Nordisk Name as Obesity Fight Enters New Phase
The Danish drugmaker is pairing a consumer-facing rebrand with a culture reset as Eli Lilly widens its lead in obesity medicines.
LLYNVO - 6:08 PM2 min read
Eaton Offers Profits; Rivian Offers a High-Stakes R2 Bet
Eaton’s power-infrastructure backlog contrasts with Rivian’s costly R2 ramp, making the choice hinge on certainty versus upside.
- 6:07 PM2 min read
Monthly-Pay REITs Offer Income, But Inflation Protection Varies
The five-company list spans retail, healthcare, entertainment and mortgage assets, with yields ranging from about 4% to 14%.