The Spill: Is Broadcom (AVGO) the Other AI Trade?
Last quarter, AI semiconductor revenue hit $10.8 billion, up 143% year over year. Management expects that to reach $16.0 billion this quarter, a jump of more than 200%.
Finance & markets
Should You Buy the Dip on Broadcom Stock?
Broadcom (NASDAQ: AVGO) was one of the better-performing artificial intelligence (AI) stocks of 2026, up by almost 40% year to date -- until June 3, when it reported its fiscal Q2 earnings. Following that report, Broadc…
Casey's (CASY) Q4 2026 Earnings Call Transcript
Senior Vice President, Investor Relations and Business Development — Brian Johnson
OpenAI IPO: 6 things to know before you buy the stock
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
The Chinese EV brand feared by American automakers is losing ground at home. Here’s how the US could compete
While the historic antagonism between China and the U.S. appears to be morphing into a sort of “co-opetition” complete with photo ops (1), potential trade agreements (2) and some progress towards recognizing shared goal…
Dominion Energy (D) is Poised to Benefit from Data Center Expansion
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Microsoft Corporation (MSFT): Valuation Gap Signals Opportunity?
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Dodge and Cox Fund Initiated Booking Holdings (BKNG) on Overlooked Advantage
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Wedbush Gives a Thumbs Up to Palantir’s AIPCon, But I Think AIPCon 2026 Was a Dud for PLTR Stock
Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…
The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
Brookdale (BKD) Surged Amid a Shortage in Senior Living Facilities
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
What Makes Restaurant Brands International (QSR) a Strong Long-Term Investment?
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
Xpeng’s AI Progress Should Give XPEV Stock a Big Boost in the Long Term
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…
Air Products and Chemicals (APD) Rallied Amid Improved Demand
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Apple (AAPL) Declined Defies Strong Fundamentals
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Nasdaq Stock: Is NDAQ Underperforming the Financial Sector?
New York-based Nasdaq, Inc. (NDAQ) operates as a technology company that serves capital markets and other industries worldwide. Valued at $49.5 billion by market cap, the company provides trading, clearing, exchange tec…
Stocks Are Heading Lower Again. Inflation Doesn't Move the Needle on Rates.
Wednesday was a scary day for Verizon Communications (VZ) and its customers. A widespread service outage affected cellular data and voice services for much of the day, prompting emergency alerts in Washington and New Yo…
OpenAI eyes 10 GW Ohio facility: The Information
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…
Elon Musk's SpaceX looks for 3 vital traits in its potential employees
It will take more than being immensely smart to land a coveted job at Elon Musk's SpaceX (SPCX).
What Makes Roper (ROP) an Attractive Bet?
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
AI Monetization Timelines Weighed on Microsoft Corporation (MSFT) in Q1
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Jedify raises $24M to help companies arm AI agents with context on their business
AI vendors promote their enterprise products as if they’re turnkey solutions, but the chances are low that AI agents will hit the ground running right away. Unless you put in the effort to train a model on the specifics…
Analyst sends blunt message as gold, silver reach multiyear highs
As of press time, the per-ounce gold price had climbed 3.4% in the past six months while silver prices rose by 12.98%.