AI's power problem is becoming a growth engine for Cummins.

Bitcoin's value has risen more than 20% in recent days.

Bitcoin, gold, and a Tesla rally led a Friday rebound. Wall Street's common thread runs straight through the bond market today.

Both Microsoft and Nvidia just delivered blockbuster AI earnings, but only one of them has a realistic shot at returning 100% from its current valuation. The answer may surprise investors who have been betting on the obvious winner.

Two Trump-adjacent media stocks are converging on the same share price from opposite directions, and the reason one is up 33% while the other is down 36% this year tells you exactly what the market is rewarding in 2026.

Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.

Starbucks is surging, but Dutch Bros' sell-off may be the real value hiding in plain sight.

Jim Cramer sees Home Depot and Lowe's blowout quarters as a signal pointing straight at a supplier most investors are overlooking, but the numbers behind Stanley Black and Decker tell a more complicated story about whether this is a trade or something worth holding.

Long-term contracts and rising AI demand could support strong growth for Sandisk in the next five years.

OSI Systems stock is cheaper than it looks -- but is it cheap enough?

Bitcoin has risen more than 20% over the past week.

The AI infrastructure boom is moving into a new phase. Demand for computing power is no longer the only constraint; access to electricity, data-center capacity, and financing are becoming just as important. Customers are committing billions of dollars years ahead of delivery, while scarce power supports pricing. For investors, contracted power is becoming a financial ... Wall Street Says Nebius Group ARR Can 10X in 4 Years

SoFi has been punished hard in 2026, but a fresh Wall Street initiation and back-to-back earnings beats are rewriting the story. Whether the bull case or the rate-hike risk wins out depends on factors that make this call genuinely close.

The chipmaker's business keeps getting better. The argument is over which end of a wild 52-week range tells the truth.

These two hot hypergrowth stocks have significant upside potential.

Horizon 1 acceptance turns a $9.7 billion contract into actual revenue.

Fresh filings reveal who made enormous bets on Musk

Shares recently traded at $1,280 each, so a split wouldn't be surprising.

Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working against it could make the cure worse than the disease.

Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's future.

Walmart beat estimates, raised guidance, and watched its stock crater 9% anyway. The reason buried in the CFO's comments explains why the quarter's biggest win may actually set up a painful Q3.

A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.

Talks with Rebellions could include an investment, partnership or acquisition.

The year of Micron (MU) keeps gaining momentum. Yahoo Finance Tech Editor Dan Howley joins Opening Bid to break down the memory chipmaker’s latest $10 billion investment in a new US-based data center in Iowa and what it means for Micron’s role in the AI infrastructure boom.

Former Bitcoin (CRYPTO:BTC) miners pivoting into AI infrastructure are moving Friday morning after a landmark acceptance milestone. IREN (NASDAQ:IREN) stock rallied 6% to $45.26 after Microsoft (NASDAQ:MSFT) formally accepted Horizon 1, the first of four data centers being built for the hyperscaler at IREN’s Childress, Texas campus. However, within the first hour of trading, IREN ... IREN Jumps 6% but Then Gives Up Gains as Microsoft Accepts Horizon 1; TeraWulf Ticks Up, Cipher Digital Drops 5%

The stock market is about to break a record. It's not a record it wants to break.

His Duquesne Family Office opened a position in Reddit in the second quarter.

A major German bank just issued a rare public bear call on one of the most hyped stocks of 2026, warning of crash risk in its valuation orbit as a flood of new shares threatens to reshape the entire SpaceX trade.

Moderna has now swung violently in both directions for three straight sessions on the same unchanged clinical news, and the options chain hints at why this whipsaw is far from over.

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

Agilent Technologies has a company-confirmed earnings report dropping after the close on August 26, and every operating lever heading into that date is pointing the same direction. Here is what retirement-focused investors need to understand before the bell rings.

HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.

Palantir just posted one of the most explosive growth quarters in software history, yet the stock sits nearly flat for the year. Here is what has to happen next for shares to reach $300.

Bitcoin‘s (CRYPTO:BTC) break above its 2026 ceiling is pulling every crypto-linked equity higher Friday morning, but the moves are stacking in very different sizes across the group. The leverage in each business model is doing the sorting. Strategy (NASDAQ:MSTR) stock is up 8% to $120.86. MARA Holdings (NASDAQ:MARA) shares are climbing 6% to $11.81. Furthermore, ... Strategy Rallies 8%, MARA Holdings Climbs 6%, Coinbase Jumps 5% as Bitcoin Breaks Out of Its 2026 Range

Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.

On Mad Money, Jim Cramer highlighted the disconnect surrounding Cadence Design Systems, Inc. (NASDAQ:CDNS) on August 18, as he said: Okay, right now, except for today, we have an incredible bull market in semiconductors and semiconductor capital equipment. But what about Cadence Design Systems? It’s a software company that helps design chips and other electronics […]

The chip maker has been building a stake in the data center ecosystem, recently taking equity in SoftBank's SB Energy and investing $2 billion in Lancium

In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...

Laffont's firm had $48.6 billion in assets under management as of the end of the second quarter.

Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of its peers' multiples while growing faster than either of them.

A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.

I didn't follow Berkshire Hathaway and dump my Domino's stock.

Protecting yourself from a bear market isn't about just shifting your portfolio into cash.

Nvidia’s is spending like its cash is burning a hole in its pocket. It could tie-up with Korean AI chip designer Rebellions, according to a report on Friday. A lot of those investments have been made in companies Nvidia hopes will eventually be big customers such as AI model developers or robot makers.

The AI powerhouse will give investors a major update next week.

JPMorgan layoffs hit highest since 2015, Amazon expands drone delivery, Chinese tech IPOs outshine U.S. rivals, and more news to start your day.

Blackstone (NYSE:BX) has entered into a new partnership with NVIDIA and several global financial institutions to develop large scale AI infrastructure financing platforms. The parties have signed memorandums of understanding that outline cooperation on funding and structuring capital for data centers and related AI infrastructure. The collaboration is intended to connect NVIDIA's AI technology capabilities with capital from Blackstone and other financial groups for long term infrastructure...

Nvidia investors want something new.

Oracle trades nearly $100 below Wall Street's consensus target, yet the forces that crushed the stock over the past year have not touched its hyperscaler peers. Whether that gap is a value opportunity or a value trap hinges on a few high-stakes catalysts coming due this fall.

Will you ignore the "Shades of Enron?"