Iran rebuffs President Donald Trump’s plans to declare the Strait of Hormuz a U.S. territory, calling on Washington to stop ...

Alphabet's Buy thesis: strong AI & cloud growth, leadership noise muted, valuation compressed. Click to know more in detail.

The ISM report showed a four-year high in July, and payrolls added just 5,000 factory jobs. Click here to know what to expect ...

Workday (WDAY) acquisition rumors: see what analysts say about a Silver Lake/management buyout, valuation ($240-$250), ...

The Kroger Co. trades at an attractive 11x forward earnings after a post-Q1 pullback, improving its long-term risk/reward ...

U.S. debt may hit $50T by 2029; Click to see the key chart, economic impact, and stock market winners/losers by sector.

Penguin Solutions hits record revenue on booming AI infrastructure, but margins and cash flow are key risks. Click here to ...

Accenture looks undervalued at 12.8x forward P/E with a 3.7% yield as AI adoption fuels bookings and EPS growth. Click to see ...

I think that nearly all assets will be impacted by AI, and quite significantly. Learn more about two winners and two losers ...

Lumentum Holdings' Q4 revenue surged 109% to $1.01 billion, while operating margin expanded to 36.6%. Click here to read in ...

AI data center electricity demand is projected to nearly double by 2030, creating investable bottlenecks. Click here to read ...

Tencent Music Entertainment Group showed modest financials in its latest Q2 results, while its shares dropped 9% after the ...