Advanced Micro Devices, Inc. continues to combat its longstanding image as a smaller, less-equipped rival to Nvidia in AI.

Integer Holdings Corp. is a unique, high-quality medical device CDMO trading at a depressed ~10x EBITDA multiple. See why I ...

Stellantis teams with Wayve, Qualcomm & Applied Intuition to speed AI driving and STLA Brain software, targeting North ...

U.S. April auto sales are forecast to drop 7.3% YoY as affordability and tariffs weigh; global outlook also trimmed.

Williams-Sonoma (WSM) beat Q1 earnings and revenue but warned on margin pressure from tariffs and energy costs. Get the ...

Cheesecake Factory (CAKE) stays a Hold after a double-beat, but no catalysts emerge. North Italia drags margins; Flower Child ...

Ladies and gentlemen, good day, and welcome to Full Truck Alliance's First Quarter 2026 Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the ...

Nebius grew revenue 684% year over year to $399 million while AI cloud EBITDA margins surged to 45%. Nvidia’s $2 billion ...

The recently formed AI-native enterprise services firm led by Blackstone (BX), Anthropic (ANTHRO), and Hellman & Friedman, among others, acquired Fractional AI, an applied AI services company, to form ...

Taiwan Semiconductor faces margin dilution and data center delays despite near-term silicon photonics upside. Read why TSM ...

I remain bullish on Nvidia because every peak-earnings call from the bears keeps meeting another beat and raise.