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Super Micro logs record revenue from AI demand, and the stock surges

Super Micro’s revenue exploded to $12.7 billion as delayed orders finally materialized, but aggressive competition and rising costs pushed gross margins to a razor-thin 6.3%

Elon Musk’s plans for SpaceX data centers in orbit could cost $5 trillion a year, analysts say

Analysts at research firm MoffettNathanson say ‘the capital needs would simply be enormous’

Why Gartner and other IT stocks got slammed on Tuesday

Gartner says customers are “slowing and deferring everything possible” as they make sense of a shifting AI landscape.

Wall Street expects Warsh to live with the Fed’s ‘bloated’ balance sheet

Kevin Warsh, President Trump’s pick as the next chair of the Federal Reserve, has long expressed a desire to shrink what he calls the central bank’s “bloated” balance sheet. But doing so is not as easy as it might sound.

Consumers are sending investors a clear message about stocks for 2026

When shoppers are in a buying mood, their list includes the stock market.

Chipotle’s outlook for the year casts doubt on a restaurant-industry rebound

Shares of Chipotle Mexican Grill Inc. fell sharply after hours on Tuesday, after the fast-casual Mexican chain’s same-store outlook came in below expectations, and the company outlined steps it planned to take to regain growth.

Novo Nordisk’s stock tumbled as drugmaker lays out case for declining sales in 2026

The maker of Ozempic and Wegovy blamed pricing pressures and competition for its downbeat outlook.

These 2 charts show why buying a house is the hardest it’s been in decades

Home buyers across America have had little relief from sky-high home prices over the last few years. Two charts explain why that’s not likely to change soon.

Oracle’s monster $25 billion debt financing points to anxieties around AI funding

Oracle plans to raise up to another $25 billion this year but said the sales would be either equity or equity-linked issuances.

Bye-bye, Bahama Breeze: Olive Garden parent gives up on restaurant chain after years of struggles

The Bahama Breeze restaurant chain is closing, with half of the restaurants being shuttered and the other half converting to parent company Darden’s other brands.

Software stocks sink, extending their historic underperformance. What comes next?

“Momentum is a powerful force in capital markets,” an analyst says, and right now it’s not on the side of software stocks.

‘I didn’t find out until after it was done’: Chase cut my credit-card limit due to low usage. Could this affect my credit?

“This is the first time I’ve ever had a credit limit lowered.”
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