From "circular financing" to conflicts of interest, the capex boom this year makes little sense.

Shares in this computer memory specialist have soared over the last few months. But what comes next?

NVIDIA’s Q4 2026 earnings call will take place today, February 25, 2026, at 2 p.m. PT/5 p.m. ET. We’ll be streaming it on the Shacknews Twitch channel. NVIDIA will also host it on their investor ...

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors ...

Today's session closes out the week with several scheduled releases, though many of the traditionally market moving labor data points are not expected due to the ongoing government shutdown. That ...

Today's session rounds out the week with several important labor market related data points that could influence short term positioning. The January Challenger Job Cuts report that offers early ...

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International stock ...

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings.

AI CapEx is shifting markets from growth to value. See why energy, materials, and industrials could win and diversification ...

The second edition of the research firm’s InferenceMAX benchmark, now known as InferenceX, saw Nvidia’s GB300 NVL72 system as ...

Over a long-term horizon, I think the AI bears are dead wrong on Nvidia Corporation. Fundamentals and, most importantly, the Street's growth expectations are intact. That said, I am downgrading NVDA ...

Looking ahead to 2030, our model projects NVDA could trade at an average price of $272.40, with a potential range between $204.30 and $340.50. This represents a potential 40.9% return from today's ...