Nvidia CEO Jensen Huang Just Introduced a Bold $500 Billion Plan to Potentially Create Chip-Backed Securities. What Could Go Wrong? During a recent CNBC panel, Huang and some of Wall Street's biggest banks and private credit CEOs announced a potential new way to fund the capital-intensive artificial intelligence build-out.
Twilio (TWLO) Q2 2026 Earnings Call Transcript Revenue hit $1.50 billion with accelerating gross profit and record free cash flow.
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4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond As AI fuels demand for power, these companies are well-positioned to meet the moment.
CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value The market can see the demand just fine. The discount is about what delivering it will cost.
Klaviyo (KVYO) Q2 2026 Earnings Call Transcript AI agents and enterprise adoption drive $370.6M revenue, up 26%.
Better AI Infrastructure Stock: Vertiv vs. Eaton As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.
Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge.
Mark Zuckerberg Published His Superintelligence Manifesto Monday Morning. Meta Still Trades at 18 Times Forward Earnings. The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?
Here's How the AI Trade Blows Up (Hint: It Has to Do With OpenAI, Anthropic, and China) While the future of artificial intelligence is still incredibly bright, there is a scenario in which the trade takes a scary turn.
Silver Is Rebounding. Should You Invest Now? The price of silver fell by half this year but is now trending higher.
2 Stocks I Think Are Hands-Down Better Picks Than SpaceX Right Now SpaceX has attractive prospects, but the market has already factored that into its share price.
Meta’s Muse Glimmer Release Reframes Its AI Spending Bet Meta released the open-weight Muse Glimmer AI model as its stock trades near a 52-week low amid heavy capex spending, strong ad revenue growth, and an ongoing multistate antitrust trial.
Enbridge's Profit Just Fell 7%. Here's Why That's Not the Real Story. The stock, up more than 7% this year, is down 5% since its second-quarter earnings report.
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Mark Zuckerberg Is Borrowing Facebook's Old Playbook to Win the AI Race The Meta Platforms CEO shared his vision for AI. Here's how his company can also profit.
Dow Slips While the S&P 500 Clings to Friday's Record High Microsoft is up 2%, Nvidia is down 2%, and the indexes ended up going nowhere at noon, Eastern. Here's what's canceling out on Wall Street today.
Nebius's Asset-Light Shift Puts $2,000 on the Table by 2030 Nebius is racing to turn enormous AI demand into durable revenue, but its latest setback exposed the price of that ambition. See what could determine the stock's next chapter.
