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RARE PHOTOS: 6 | Rare Historical Photos

Amgen Drops 10% on a Trial It Didn't Even Run

AMGN stock fell after Novartis' Pelacarsen trial failed, though Amgen's own Olpasiran and Repatha differ in mechanism and results, and analysts have kept price targets largely intact.

Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings

Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings

Oracle's fiscal Q1 revenue grew nearly 30% with a record $23 billion cash flow and surging backlog, as analysts cite an AI monetization inflection point supporting a Moderate Buy consensus.

TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand

TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand

TSMC reported August 2026 revenue up 53.3% year over year, with strong margins, insider buying, and analysts maintaining a consensus Buy rating and $523.22 average price target.

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This AI ETF Is Missing the Biggest AI Winners

The Global X Robotics & Artificial Intelligence ETF (BOTZ) has fallen more than 8% over five years due to heavy industrial automation exposure, concentration risk, and weak holdings like Tesla and Baidu.

Could Snowflake's Big Quarter Be a Sign of More to Come?

Snowflake shares jumped 22% after Q2 fiscal 2027 earnings beat estimates, showing 37% product revenue growth, 126% net revenue retention, and improving operating margins.

Microsoft’s Azure Reporting Shift Adds Clarity, But the Bull Case Came First

Microsoft is restructuring into two segments and will disclose quarterly Azure revenue starting fiscal 2027, but analyst ratings and price targets show the stock's rally predates the filing.

Feed to Feat: Can Meta Unlock the AI Agent Cash Machine?

Meta Platforms launched Muse, an autonomous AI agent with secure virtual machines and subscription options, signaling a shift from advertising toward recurring software revenue.

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Chime Finds Its Stride With a $590M Deal That Could Reshape Its Banking Model

Chime Finds Its Stride With a $590M Deal That Could Reshape Its Banking Model

Chime Financial agreed to acquire Stride Bank for $590 million in cash, gaining a national charter to cut partner fees, protect interchange revenue, and lower lending costs ahead of a 2027 closing.

IBM and Lockheed Martin Turn a Swiss Defense Deal Into a Quantum Computing Bet

IBM and Lockheed Martin Turn a Swiss Defense Deal Into a Quantum Computing Bet

Lockheed Martin and IBM are using Switzerland's F-35 defense offset obligations to fund a quantum computing hub at ETH Zurich, pairing IBM's Nighthawk r2 processor with the Alps supercomputer.

AeroVironment's Record Backlog and Earnings Beat Fuel Recovery Case

AeroVironment's Record Backlog and Earnings Beat Fuel Recovery Case

AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.

Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands

Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands

Corning and Verizon signed a multi-year deal for over 80 million miles of optical fiber from 2027-2032, boosting broadband expansion and AI data center connectivity for both companies.

3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials

3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials

USA Rare Earth, Energy Fuels, and Uranium Energy trade under $20 and carry Moderate Buy ratings, with analyst price targets implying 40% to 90% upside amid rare earth and nuclear growth trends.

Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle

Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle

The U.S. Commerce Department is investing up to $300 million for minority equity stakes in D-Wave, Rigetti, and Quantinuum, reinforcing balance sheets and reshaping quantum computing's valuation outlook.

Chewy’s Sell-Off Puts Its Recurring Revenue Story Back on Trial for Investors

Chewy’s Sell-Off Puts Its Recurring Revenue Story Back on Trial for Investors

Chewy posted 7.4% revenue growth to $3.33 billion and raised full-year guidance, driven by strong autoship sales, even as analysts remain cautious on shares near long-term lows.

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Insider Sales Eclipse $450M Across 3 AI Winners, With NVIDIA Leading the Pack

NVIDIA, Caterpillar, and Elastic insiders sold over $450 million in shares combined after strong rallies, led by NVIDIA's Mark Stevens, Caterpillar's CEO Joseph Creed, and Elastic's Shay Banon.

GameStop’s Comeback Case Is Getting Interesting, But eBay Still Looks Stronger

GameStop's Q2 revenue fell nearly 20% as software and hardware sales slumped, though Collectibles grew 57%. Analysts favor eBay, GameStop's cleaner, more profitable holding, over GME shares.

Why Braze’s Guidance Miss May Be a Gift for Investors

Braze shares fell after soft Q3 guidance, but strong Q2 revenue growth, rising net retention, and increased analyst price targets suggest the pullback may be a buying opportunity.

This Corner of the Market Is Outperforming the Benchmark—And It's Not AI

Railroad stocks like Union Pacific, CSX, and Wabtec are outpacing the S&P 500 in 2026, fueled by industry consolidation, merger talk, and strong margins from precision scheduled railroading.

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Victoria’s Secret’s Comeback Is Real—The Stock’s Problem Is Different

Victoria's Secret beat Q2 earnings estimates and raised full-year guidance, yet shares fell as comparable-sales growth slowed and elevated valuation left investors weighing the retailer's ongoing turnaround.

Apple Unveils Foldable iPhone, But Stock's Muted Reaction Raises Questions

Apple unveiled its first foldable iPhone and new Pro models, but shares finished roughly flat as investors weigh premium pricing against rising costs and an uncertain AI strategy.

Palantir's New U.S. Army Contract Brings It Closer to Owning the Full Battlefield System

Palantir won a $127 million production contract as prime contractor for the Army's TITAN ground stations, expanding its defense role even as PLTR shares pulled back after August's rally.

Life Time Keeps Beating Expectations, But Insiders Are Selling Into Strength

Life Time Group beat earnings and raised guidance again, with shares up 62% in 2025, even as insiders sold over $1 billion in stock in recent months.

Sezzle’s BNPL Growth Is Working, But the Stock Comes With a Catch

Sezzle beat earnings estimates and raised its 2026 outlook for a third straight time, yet shares fell about 34% as investors weighed valuation, regulatory and credit-loss risks.

Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal

Qualcomm shares jumped after it struck a multi-year deal to supply Amazon Web Services with custom data center chips and optical networking, tied to warrants and up to $60 billion in purchases through 2036.

GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus

GE Aerospace's $11.75 billion deal for Consolidated Precision Products sent Howmet Aerospace shares down 10%, but strong casting demand suggests both stocks remain well-positioned.

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