Articles

Super Micro surges to be top performer in S&P 500 on hopes of big AI server deals

Shares of Super Micro Computer Inc. were soaring Tuesday, continuing a four-day trading streak, with the stock now the best performer in the S&P 500 this year on hopes of some very hefty artificial-intelligence server deals in the near future.

Bonds issued by defense contractors are being snapped up, as stocks fall on talk of spending cuts

Bond spreads have tightened in recent weeks as stocks have slumped on fears that “DOGE” will target the Pentagon.

Nike’s stock is the Dow’s best performer today, after joining forces with Kim Kardashian

Celebrity brands are making for bigger competition to their legacy counterparts, and online influencers are shortening trend cycles.

Why U.S. stocks are a better bet than international — despite lagging lately

International stocks have been beating U.S. equities lately amid worries about tariffs under President Donald Trump. Here’s why that recent outperformance may not last over the longer term.

Nvidia’s stock is climbing again, and this overlooked reason is helping

Nvidia’s stock has retraced more than 90% of what it lost during the post-DeepSeek dive.

Conagra’s stock falls as factory upgrade and inflation weigh on profit view

Food giant cites inventory problems with frozen meals containing chicken, as well as with frozen vegetables.

Home builders just got a reality check — and it’s not good news for home buyers

Builder sentiment fell to the lowest level since September, the National Association of Home Builders said.

Dell expected to provide lower guidance next week, but AI servers remain a big bright spot

Here’s why one analyst advises, “Don’t bet against Michael Dell.”

SPACs are back with a vengeance. What could possibly go wrong?

Also known as a blank-check company. the vehicle is on track for its biggest start to a year since 2019 but is still seeing high redemptions and poor postmerger returns.

20 stocks of companies expected to put up numbers to back investors’ new ‘growth mindset’

The co-chief investment officers at Neuberger Berman see a new dynamic in the stock market as investors move on from inflation worries.

AMD is doing better in AI than Wall Street thinks, this analyst says

After Advanced Micro Devices Inc.’s disappointing earnings forecast last quarter, Wall Street soured a bit on the company’s potential in the artificial-intelligence-chip market, but Benchmark Research believes in AMD’s increasingly competitive stance.

Analyst brushes aside ‘DOGE’ jitters surrounding Iron Mountain’s stock

JPMorgan reiterates overweight rating and places information-management stock on positive-catalyst watch after Iron Mountain hikes its dividend.
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