Melius cut Nvidia's target to $315 from $420, keeping Buy, while Morgan Stanley flagged Ohio data center delay risk. Shares fell 3.6%.

Marvell Technology shares came under heavy selling pressure this week, and the reasons cited by the financial press split into two distinct buckets: political a ...

IREN shares dropped 12% amid a sector-wide AI data-centre retreat and midterm election worries, despite a $363 million ...

BYD's October NEV sales rose 11% to 490,200 on doubling exports, but domestic sales fell 10.57% and Q3 profit missed analyst estimates.

Nvidia gained 2.4% in a sector-wide AI rally, not company news. Melius cut its target to $315 but kept Buy; DOJ queried the Hugging Face deal.

Plug Power shares fell 3.2% yesterday, and by the company's own account there is no confirmed news event behind the move. That absence of a catalyst is the most ...

Alphabet's borrowing costs are not the problem. Its spending is. That is the message investors delivered in two very different markets this week, as the Google ...

T1 Energy filed a resale prospectus for up to 13.44M shares tied to a $50M convertible bond and announced module supply deals exceeding 1.58 GW.

Piper Sandler survey shows 70% of console owners plan to buy GTA VI, while Wedbush cuts its fiscal 2029 EPS estimate and price target.

IonQ shares slipped 2.8% on the day, and the move came without a single company-specific announcement. That absence matters. So does the reason behind the drop ...

Micron guided fiscal Q1 2027 revenue to $61.5B, plus or minus $1.5B, yet shares fell 2.0% as investors weighed AI spending costs.

AppLovin shares are getting a reprieve. The stock is up 3.1% today, extending a rebound after Friday's technology-driven ...