Amazon’s huge AI-fueled bond sale didn’t get the warm welcome investors expected. That hesitation could be a warning that debt markets are starting to question the cost of the company’s ambitious spending plans.
AMD’s 5C partnership deepens its push into full-stack AI infrastructure, bringing it one step closer to NVIDIA. With analyst sentiment improving and major catalysts ahead, the stock’s rally may have more room to run.
Microsoft is shifting select Copilot tasks to its own MAI models to lower AI expenses and boost margins. The move could reduce its dependence on OpenAI and Anthropic while strengthening its long-term AI moat.
Supermicro is betting the AI boom is moving closer to home, with a turnkey edge appliance that brings sovereign AI on-premise. Despite a sharp selloff, the stock looks inexpensive versus peers as its backlog and margin potential build.
Despite a sharp selloff, Rocket Lab just notched a record-fast Space Force mission and won fresh Wall Street backing. With the Iridium deal, Neutron progress, and August 6 earnings ahead, bulls see a potentially major reset in the making.
Two Southwest 737 MAX diversions have put Boeing back in the spotlight, even as the company’s production recovery continues. Rising fuel costs and lingering execution risks are adding fresh pressure to airline stocks.
Penguin Solutions is emerging as a lower-risk way to play the AI infrastructure boom, with explosive revenue growth, rising guidance, and growing analyst support. Despite a rich valuation, its strong execution and long-term contracts could keep the rally going.
GE Vernova’s turbines and grid gear are becoming a key way to play the AI buildout. But with a premium valuation and earnings on deck, the stock now has to keep delivering.
Analysts are turning more bullish on semiconductor equipment as AI spending and a memory shortage drive fresh upside. Here’s why Advanced Energy, Lam Research, and KLA are drawing new price-target hikes.
Two AI leaders are positioned to capitalize as growth shifts from cloud infrastructure to real-world applications. NVIDIA brings scale and staying power, while SoundHound AI offers a higher-risk, higher-reward software story.
Jalapeño marks a major milestone in Broadcom’s partnership with OpenAI, bringing the companies one step closer to a potentially massive AI revenue stream. While sales may not ramp meaningfully until 2027, the long-term opportunity could be transformative.
Central bank buying and silver’s industrial demand are setting up a potential rebound in precious metals. Here are three stocks to watch as gold and silver recover in the second half of 2026.
