Stock Research

Anthropic, the Amazon-backed artificial intelligence unicorn, is firing on all cylinders and beating OpenAI, a company that has mapped a plan to spend over $1 trillion in data centers. Anthropic revenue and profits are soaring According to the WSJ, its second-quarter revenue is expected to come in at $10.9 billion, more than double what it… Continue reading Anthropic news: revenue growth surges, eyes first profit, beating OpenAI

Advanced Micro Devices said on Thursday it would invest more than $10 billion across Taiwan’s artificial intelligence ecosystem as the US chipmaker looks to expand manufacturing capabilities and strengthen strategic partnerships for next-generation AI infrastructure. The company said it will collaborate with Taiwanese firms ASE Technology Holding and Siliconware Precision Industries to develop more power-efficient… Continue reading AMD to invest over $10 billion in Taiwan AI ecosystem

Retail traders are increasingly using White House headlines as a trading signal, turning policy shocks, reversals and geopolitical tension into a fast-moving playbook across stocks, bonds and commodities. The approach has gained momentum during Donald Trump’s second term as US president, with acronyms such as TACO, FAFO and FOMO being used by traders to frame… Continue reading TACO trade grips retail investors as Trump shocks move markets

Asian shares advanced on Thursday, led by chipmakers, after Nvidia’s forecast reinforced optimism over artificial intelligence demand and Samsung Electronics averted an immediate strike that had threatened to disrupt one of the world’s most important semiconductor supply chains. The MSCI Asia ex-Japan index rose 2.6%, while South Korea’s KOSPI jumped more than 7%. Taiwan gained… Continue reading Nvidia forecast sparks Asia chip rally as Samsung strike threat eases

Samsung Electronics came within hours of one of the most disruptive labour walkouts in its history. Nearly 48,000 workers were preparing to begin an 18-day strike on Thursday, threatening production at the world’s biggest memory-chip maker. Then, in a late reversal, government-mediated talks produced a tentative deal. Investors responded immediately as Samsung stock jumped as… Continue reading Samsung stock soars 6%: Is 18-day strike threat finally over?

SoftBank stock staged one of its sharpest rallies in years on Thursday, jumping 20% in Tokyo and adding about $35 billion in market value after Nvidia’s results showed once again how strongly AI is driving global markets. The trigger came from California, where Nvidia reported a record quarter that beat already elevated expectations. By the… Continue reading SoftBank soars 20%, adding $35 billion on Nvidia’s record quarter

Shares of Nvidia (NVDA) fell in extended trading on Wednesday after the artificial intelligence chipmaker issued a quarterly revenue forecast that, while above Wall Street expectations, failed to fully satisfy investors accustomed to the company significantly outperforming estimates. Nvidia reported record first-quarter fiscal 2027 revenue of $81.6 billion, up 85% year over year and 20%… Continue reading Nvidia delivers record revenue but stock falls on AI growth concerns

Wall Street stocks rallied sharply on Wednesday, with the Dow Jones Industrial Average surging more than 640 points as falling oil prices and easing Treasury yields boosted investor sentiment ahead of Nvidia’s closely watched quarterly earnings report. The Dow climbed 1.3%, while the S&P 500 gained 1% and the Nasdaq Composite advanced 1.4%. The rally… Continue reading Dow jumps 640 points as oil prices slide ahead of Nvidia earnings

Shares of Analog Devices (ADI) fell sharply on Wednesday despite the semiconductor company reporting stronger-than-expected fiscal second-quarter results and announcing a $1.5 billion acquisition aimed at expanding its artificial-intelligence power management business. The stock dropped more than 4% during the session after rallying roughly 53% so far in 2026 amid growing investor optimism around AI-related… Continue reading Why is Analog Devices stock falling despite strong earnings and AI deal?