Articles

The ‘golden age’ of aero engines is just getting started. These are the stocks to play, says JPMorgan

JPMorgan says aero engines is a hot sector and not about to go away, with GE Aerospace among its picks.

The weirdest way to play Claude maker Anthropic is rallying again after funding round

A $30 billion funding round by Anthropic, maker of the popular Claude large language model, led to gains for a far-flung investor in premarket trade on Friday.

‘At first I laughed.’ More couples are gifting practical things like vacuum cleaners this Valentine’s Day.

It may sound decidedly less-than-special, but the idea of gifting something practical for the Feb. 14 holiday appears to be catching on

Wendy’s sales keep getting worse, as the stock sinks toward a 13-year low

The burger chain beat quarterly earnings expectations, but a key metric was even worse than feared.

It’s been a software horror show. Here’s why it could get even scarier, according to Citi.

A short term bounce may be due for software, but longer term problems remain

Pinned down by AI: Why 619 million users may not be able to rescue Pinterest

Pinterest shares are tumbling after a disappointing revenue outlook and quarterly growth, as some analysts can’t shake their AI disruption concerns.

Key themes from AI adoption to protein demand are suddenly lining up for European stocks

Morgan Stanley identifies energy, AI dispersion, societal changes and multipolarity as four key themes all of which may accelerate investment flows away from the U.S. and toward Europe,

This trucking company is AI’s latest casualty, as its stock suffers worst day in more than 6 years

Shares of C.H. Robinson Worldwide on Thursday headed for their steepest drop ever, as investors seemed to focus their fears about AI disruption onto the transportation and logistics company.

Applied Materials’ stock jumps after earnings. The CEO just made a bold prediction for the chip sector.

Applied Materials expects to see more than 20% growth in semiconductor-equipment revenue this year as AI potentially lifts overall chip-industry sales to $1 trillion.

Arista succeeds where Cisco came up short — to the benefit of its stock

Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI.

Rivian’s stock jumps as investors cheer big growth potential this year

Rivian expects to deliver up to 67,000 EVs this year but could dole out more than $2.1 billion on capital expenditures as it expands its roadmap.

Coinbase swings to surprise loss amid crypto exodus, but says traders are buying the dip

The crypto exchange’s stock bounced off a two-year low as it looked to ease investor worries amid a sharp crypto selloff.
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