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Latest financial news and analysis from global markets
ORCL
How Oracle’s Canceled Nvidia Server Order At Supermicro (SMCI) Has Changed Its AI Infrastructure Investment Story
In mid-April 2026, Super Micro Computer disclosed new compact, energy‑efficient edge AI systems built on AMD’s EPYC 4005 “Zen 5” processors, targeting constrained retail, manufacturing, healthcare, and branch environments with enhanced security, remote management, and optional GPU acceleration. Around the same time, reports that Oracle canceled between 300 and 400 Nvidia‑based server racks from Super Micro, worth an estimated US$1.05 billion to US$1.40 billion and linked to export‑control...
AMD
The "Great Rotation" Out of Tech Is Fading. Here Are the Best Artificial Intelligence (AI) Growth Stocks Poised to Benefit.
The three AI stocks look like great buys right now.
AMGN
Amgen’s AI-Focused Leadership Reshuffle Could Be A Game Changer For Amgen (AMGN)
Amgen recently announced that David M. Reese, M.D., its long-serving executive vice president and Chief Technology Officer, will retire on June 30, 2026, alongside a broad leadership reshuffle emphasizing research, artificial intelligence, data, technology, and global markets. The creation of a dedicated executive role for Research and Development, Artificial Intelligence and Data signals a company-wide push to fuse advanced analytics with drug discovery, development, and...
COST
Trump's tariffs cost families $1,700 on average — corporations are getting a $166B refund. Where are your tariff checks?
Taxpayers could be footing the bill for up to $650 million in interest for every month the refunds aren't processed.
WMT
Trump's tariffs cost families $1,700 on average — corporations are getting a $166B refund. Where are your tariff checks?
Taxpayers could be footing the bill for up to $650 million in interest for every month the refunds aren't processed.
INTC
1 Reason I'm Never Selling Netflix Stock
Netflix stock dropped 12% after beating earnings estimates. Here's why that actually makes me more confident in my investment.
NVDA
1 Reason I'm Never Selling Netflix Stock
Netflix stock dropped 12% after beating earnings estimates. Here's why that actually makes me more confident in my investment.
LMT
Lockheed Martin CEO sends strong 2-word message on Middle East
There's a phrase that doesn't come up often in defense contractor earnings calls: "golden opportunity." It's the kind of language that gets people's attention. Lockheed Martin (LMT) CEO Jim Taiclet used it anyway. Speaking to investors on the company's first-quarter 2026 earnings call Thursday, ...
GOOGL
3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum. The profit engine behind software, IT services, and cloud platforms has expanded meaningfully over the past few years as that migration continues. The ... 3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
AMZN
3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum. The profit engine behind software, IT services, and cloud platforms has expanded meaningfully over the past few years as that migration continues. The ... 3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
MSFT
3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum. The profit engine behind software, IT services, and cloud platforms has expanded meaningfully over the past few years as that migration continues. The ... 3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
SNOW
3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026
Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum. The profit engine behind software, IT services, and cloud platforms has expanded meaningfully over the past few years as that migration continues. The ... 3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026