Cerebras Has a $25.4 Billion Backlog, and One OpenAI Agreement Is Behind Much of It
Cerebras grew its second-quarter adjusted revenue 103% year over year to $209.9 million.
Industry
With AI Revenue Set to Surge 400% Over the Next 2 Years, Broadcom Stock Looks Like a Buy on Recent Dip
With its artificial intelligence (AI) revenue surging and its stock recently stuck in the mud, Broadcom (NASDAQ: AVGO) is starting to look like one of the most attractive stocks in the AI infrastructure space. The desig…
Anthropic Could Be the Next Mega IPO: 2 Magnificent Stocks That Already Own a Piece of the AI Unicorn
The hottest IPO of the year hasn't even been formally announced yet (sorry, Space Exploration Technologies).
Warren Buffett's Successor Greg Abel Spent $4.5 Billion Buying 1 Stock Last Quarter, and He Spent At Least $3.3 Billion Buying More This Quarter
Greg Abel broke two long streaks started by Warren Buffett in the last few years of his tenure as CEO.
Fed Chair Kevin Warsh Just Shifted the Central Bank's Entire Focus on Inflation in One Sentence
Fed Chair Kevin Warsh has vowed to lead a reform-oriented central bank and has, thus far, held that promise.
Ares Capital Fell Enough to Push Its Yield Near 10%. Here's the Number That Actually Worries Me.
Shares of Ares Capital (NASDAQ:ARCC) have fallen about 10% from their 52-week high ($22.51) to their current level of around $20 per share. That has pushed its dividend yield up near 10% (recently around 9.6%). Several …
This Could Drain Your Retirement Savings Faster Than a Bear Market
The right investments coupled with a strategic Social Security claim could do the trick.
Schwab Bond ETFs See Billions Pour In, and Here's Why
With billions flowing into their funds, it's been a banner year for Schwab's bond ETFs. As of August, Schwab's core bond funds have each experienced inflows of over $1 billion, with two ETFs bringing in nearly $2 billio…
The Nuclear Energy Boom: Where the Industry Really Stands Heading Into 4Q 2026
Nuclear fuel supplier Cameco reports that there are 77 nuclear reactors under construction worldwide.
I Love Bloom Energy for 1 Reason, and It's Not the Backlog
Bloom Energy (NYSE: BE), a developer of solid oxide fuel cells (SOFCs), has rallied more than 2,000% over the past two years. That rally was driven by the surging demand for its SOFCs -- which can convert natural gas, b…
Watch Out, Solana and Ethereum. Robinhood's Blockchain Is Eating Your Lunch.
Robinhood just launched a blockchain that has quickly become a popular venue for meme coin speculation.
Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.
With this investment, Thiel is betting on a company that’s already generating billions of dollars from AI.
Michael Saylor's Strategy Continues to Sell Bitcoin. That's Why I'm Doubling Down on Bitcoin Right Now.
Strategy (NASDAQ: MSTR) (formerly known as MicroStrategy) selling its Bitcoin (CRYPTO: BTC) is not a reason for you to sell yours. The digital asset treasury (DAT) company led by Michael Saylor unloaded 3,328 BTC for a …
Got $1,000? 3 Stocks Building the Physical Artificial Intelligence (AI) Era
Astera Labs is positioned to benefit as AI systems require faster, more efficient movement of data between GPUs, CPUs, memory, and networking equipment.
2 Space Stocks to Buy in September
MDA Space and Space Exploration Technologies offer two different opportunities to invest in the space industry.
Social Security's Trump Bump-Driven 2027 COLA Comes With Potentially Serious Unintended Consequences
Social Security’s highly anticipated cost-of-living adjustment (COLA) will be revealed in less than six weeks, on Oct. 14.
China's Biggest Memory Chip Stock Is Almost as Good as Micron
Micron rival CXMT IPO'd with a near half-trillion-dollar market capitalization in July.
A £500 gift or a free toothbrush: is it worth switching bank accounts?
Fancy up to £500 of “free” cash – or how about a complimentary eco-friendly electric toothbrush? Many of Britain’s banks are offering sizeable “welcome bonuses” and other freebies in an attempt to convince people to swi…
Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026
Applied Digital delivers infrastructure specifically designed for the massive processing needs of artificial intelligence.
Prediction: IonQ Puts a Multiyear Revenue Number on the Board Tuesday
IonQ has raised its 2026 revenue guidance twice this year, most recently to a range of $280 million to $290 million.
Why ASML Holding Stock Bumped 4% Higher Today
Friday was a fine day to hold the stock of ASML Holding (NASDAQ: ASML), the Netherlands-based company that specializes in photolithography (essentially, printing circuits onto a microprocessor). A highly bullish analysi…
Spot Memory Prices Are Running 4 Times Contract Prices. That Is Not What a Cycle Peak Looks Like.
A 36-gigabyte HBM3E chip reportedly fetches about $2,100 on the spot market, four to five times its long-term contract price.
Where Will Solana Be in 5 Years?
Solana will likely benefit tremendously from the ongoing push toward asset tokenization.
Stock Market Today, Sept. 4: Lululemon Plummets 17% After Slashing Guidance
Lululemon Athletica Inc (NASDAQ: LULU) reported second-quarter fiscal 2026 revenue of $2.42 billion, missing consensus estimates of $2.46 billion. The athletic apparel maker posted earnings per share of $2.92, driven by…