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Nvidia (NVDA) is well positioned as the artificial intelligence bottleneck shifts from semiconductor

Company announcement No. 61/2026 2 October 2026 Major shareholder announcement Netcompany Group A/S ("Netcompany") hereby announces the following notification received pursuant to section 38, 39, and 40 of the Danish Capital Markets Act from The Goldman Sachs Group, Inc., regarding their direct and indirect holdings and voting rights in Netcompany. On 1 October 2026, The Goldman Sachs Group, Inc. informed Netcompany, that The Goldman Sachs Group, Inc. on 25 September 2026 directly and indirectly

Allegro MicroSystems' (ALGM) data center business fundamentals remain intact with strong momentum, R

Yahoo Finance Executive Editor Brian Sozzi chats with "Dirty Jobs" host and creator Mike Rowe about the ins and outs of the skilled labor shortage amid the AI data center build-out.

Bond markets have swung wildly this year as investors question how higher long term interest rates will ripple through everything from mortgages to corporate funding costs. That kind of backdrop often rewards businesses with strong finances and modest risk profiles, because they rely less on cheap borrowing to keep going. This article highlights three low volatility US stocks from our “steady balance sheet” filter that may help anchor a diversified portfolio. The stocks highlighted below are...

Lam Research has ridden a powerful wave of enthusiasm around semiconductor equipment and AI infrastructure, and the stock’s very large 5 year gain now puts its earnings under a sharper spotlight. With that kind of price move already in the rear-view mirror, the question is whether today’s valuation still lines up with what the business is currently earning. Over the past 5 years the share price has delivered about 550.3%, which raises the stakes on whether current earnings can carry that...

BOSTON, October 02, 2026--Applause, the global leader in managed software testing services and digital quality, today announced it will co-host a session with Progress Software at the 2026 M-Enabling Summit, the premier global gathering advancing digital accessibility and inclusive technology, taking place October 5-7 in Arlington, Virginia.

International Business Machines has seen its share price retreat in recent weeks after legal scrutiny and a sharp reaction to weak IBM Z performance. This puts a fresh spotlight on whether the current US$225.62 price is well supported by the cash it can generate over time. Over the past 5 years the stock has delivered a total return of 101.7%, which raises the question of how much future cash flow strength is already reflected in the valuation. The recent 25% single day drop in market value...

Cognizant Technology Solutions' (CTSH) demand trends remain relatively stable, with another quarter

SoundThinking’s latest analyst update centers on a reduced fair value estimate, with the price target moving from US$10.17 to US$8.34. This brings it closer to the agreed US$8.00 per share cash offer. Analysts are now framing this shift through a takeout lens, weighing the US$8.00 per share cash component against the contingent value right that could add up to US$3.00 per share. As you read on, you will see how this evolving narrative might shape how you track SoundThinking from here. Stay...

European equities traded in the US as American depositary receipts were trending higher late Friday

IonQ is taking a different approach to quantum computing.

Key TakeawaysMorgan Stanley’s Mike Wilson says the share of S&P 500 stocks above their 200-day moving average fell from about 75% to below 50%, and he sees the index falling about 5% to 10% if bond volatility doesn’t settle down. Microsoft, NVIDIA, Meta, Apple, and Alphabet drove 93% of the S&P 500’s gains since July, according to Barron’s, so any index drop will probably run through them.

Nike's earnings weren't bad -- but Nike's guidance was awful.

Marvell Technology has already surged over 200% this year, yet analysts keep piling on buy ratings and management is forecasting explosive custom chip growth through 2028. Whether that momentum can survive rising margin pressure and hyperscaler threats is the question every investor needs to answer before Investor Day.

Former crypto mining companies are racing to flip their power capacity into AI data centers, and one Kentucky lease with a secretive AI giant is at the center of a sector-wide buying surge that caught Wall Street off guard.