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For years, Cloudflare (NET) was easy to explain.It helped websites load faster, blocked cyberattacks, and kept internet traffic moving.In the era of artificial intelligence,...
Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet.The stacked memory wrapped around each processor, the component that...
Wall Street’s been debating a rather unusual possibility since the Federal Reserve’s July 29 meeting.Was the bond market doing the Fed’s tightening for it?...
CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The company guided second-quarter revenue...
The July jobs report released today by the Bureau of Labor Statistics (BLS) revealed that the US economy shed jobs in July, a result...
Publix is struggling to overcome a worrying change in customer behavior that is noticeably affecting the grocery chain. The company’s challenges come amid economic...
Gilead Sciences (GILD) closed a strong second quarter, and Wall Street noticed.The drugmaker beat sales expectations across its biggest franchises, raised its full-year outlook,...
Advanced Micro Devices (AMD) just reported the strongest quarter in its 56-year history, and shareholders responded by selling.The chipmaker posted record revenue, more than...
For the past two years, investors have treated artificial intelligence as a technology story.If you wanted exposure to the AI boom, you bought Nvidia...
While the price of jet fuel has dropped slightly amid breaks in active fighting in the Middle East, it still sits at highs unseen...
There is a version of cautious investing that feels responsible. You watch the headlines get worse. You see the market drop. You tell yourself...
Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back...
