Micron stock is surging ahead of its earnings but Citi analyst Atif Malik has a warning about memory-chip prices.

Micron stock is surging ahead of its earnings but Citi analyst Atif Malik has a warning about memory-chip prices. Worthington Enterprises stock rises sharply as demand for data-center cooling ...

Worthington Enterprises stock rises sharply as demand for data-center cooling infrastructure powers its strong earnings.

Marvell stock, On Semi, and Semtech are among the companies that can benefit from the AI data center buildout, Seaport analysts said.

AMD, Broadcom, and Sandisk stocks slip as investors lock in some profit, but AI server makers Dell and Super Micro rise.

China's AI development is moving from policy ambition to commercial reality, BofA Securities said in a research note. "Domestic capabilities and adoption are advancing despite gaps in leading-edge ...

OpenAI and Anthropic released new AI models on Tuesday. But the release of Meta Platforms’ Muse looks to have caught them flat-footed.

President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, ...

Dow and S&P 500 futures are rising in premarket trading, the Nasdaq is flat as the stock market digests President Donald Trump's threat to 'annihilate' Iran.

U.S. Treasury bond yields edged higher on Wednesday, with 2-year notes testing a new cycle high, as traders extended bets on Federal Reserve rate hikes tied to mounting inflation pressures in the ...

Talks between President Trump and China's leader Xi Jinping Thursday won't deliver breakthrough on AI chips and rare earths, Jefferies analysts said. The Trump administration's plans for a Board of Tr ...

The AI trade has stalled as spending on tokens and chips falters, Fidelity's head of macro, Jurrien Timmer, wrote on X. Investing in AI companies "has been dead money for more than three months," ...