For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven’t. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors for the
Samsung Electronics and SK Hynix are preparing to unveil major supply agreements with American technology companies during President Lee Jae Myung’s visit to Silicon Valley. The negotiations behind these deals have been running for months. What changed is the venue, and that detail says something about how Seoul wants this relationship read going forward. Chief
Cathie Wood, CEO of Ark Investment Management, is known for buying her favorite growth stocks during sharp pullbacks. That’s exactly what she’s doing with Tempus AI (TEM) after the healthcare technology stock tumbled 14% over the past week. In 2025, the flagship Ark Innovation ETF gained 35.49%, far outpacing the S&P 500’s return of 17.88%
Stifel Financial (SF) had the kind of quarter that generally makes for an effortless earnings tale. Revenue exceeded expectations. Profits outpaced sales growth. Investment banking bounced back, wealth management revenue hit a record, and the firm bought back $177 million of its own stock. But Stifel CEO Ron Kruszewski gave investors a more meaningful takeaway.
Netflix (NFLX) has spent 2026 testing the patience of its own shareholders. The stock that once traded like it was unstoppable is now down more than 40% over the past year, and it sank again after the company’s latest earnings report. However, Jim Cramer is stepping in to defend it. On the July 20 episode
Along with the recent collapse of several low-cost airlines, travel agencies and other companies selling various travel services have also had a tough first half of 2026. The string of recent travel company bankruptcies includes British firms Great Little Escapes, Salamander Voyages, and Jetline; French cruise operator Expedis Exploration; Boston-based GoPlay Sports Tours; and Australian
The world’s largest sportswear company has accelerated a wave of store closures across the U.S., shutting down roughly a dozen locations in a single month as it works to reshape its retail footprint. The move comes at a time when competition across the athletic apparel industry is intensifying. Established rivals and fast-growing activewear brands have
Bank of America reiterated its Buy rating and $130 price target on ServiceNow (NOW) after the software company reported stronger-than-expected second-quarter contract growth. The target represents about a 36% upside from the $95.46 share price listed in BofA’s July 23 report. According to the report, ServiceNow’s subscription revenue rose 24.5% to $3.88 billion, and current
AMD has already had one of the best years of any stock in the market. Up more than 170% year-to-date. A market cap pushing toward $1 trillion. A server CPU business that’s been quietly taking share from Intel while the GPU story was getting all the headlines. Wells Fargo analyst Aaron Rakers raised his price
Every market has a job. The bond market’s job is to price what a dollar will be worth years from now. A much older market exists to price what happens when that first calculation turns out to be wrong. Most of the time, the two take opposite sides of the same bet. When the Federal