Micron (MU) delivered a blockbuster Q4 earnings report on September 30, crushing Wall Street estimates and proving the artificial intelligence infrastructure (AI) boom remains in hyperdrive. Driven by surging global…
Category:
Ideas
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OpenAI jumped into the personal AI agent market on Tuesday with Dots, following Meta’s blockbuster Muse launch earlier this month and setting up what could become the next major battleground…
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The Federal Trade Commission is conducting an industry-wide probe into Anthropic, OpenAI, and other AI labs to examine the potential dangers their technology poses to consumers, according to multiple reports.…
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Apple stock AAPL gained 2% on Wednesday after Counterpoint Research estimated that the company could sell 6 million units of its upcoming iPhone Duo this year, while UBS said wait…
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Nike (NKE) shares have been a major disappointment for investors in 2026, but the options market believes the company’s upcoming earnings on October 1 is unlikely to offer any significant…
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Meta Platforms META shares were under pressure on Wednesday even as broader US markets moved higher, as investors weighed the potential threat from OpenAI’s newly launched Dots AI agent to…
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Microsoft shares MSFT rose about 2% on Wednesday after Piper Sandler raised its price target on the software giant to $610 from $550 while maintaining an Overweight rating. The new…
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Robinhood (HOOD) unveiled a sweeping set of features for active traders at its annual summit in Houston. The headline addition is fully integrated “agentic trading,” allowing AI algorithms to make…
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Nvidia shares NVDA rose more than 1.6% on Wednesday as softer-than-expected US inflation boosted hopes that the Federal Reserve may hold off on another interest rate increase as soon as…
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HPE stock gained 5% on Wednesday after Hewlett Packard Enterprise announced a $1.2 billion order from Vultr for AMD Helios AI Rack systems across Vultr’s US data centers. The order…