CoreWeave Inc’s (NASDAQ:CRWV) Fully Connected AI conference highlighted the production launch of Nvidia Corp’s (NASDAQ:NVDA) Vera Rubin NVL72 AI supercomputer platform. Coding-agent company Cognition became the first customer to run production workloads on the system, reporting up to 4.8× higher…
Lending money to one of the biggest builders of artificial intelligence data centers now pays almost as much as owning stocks have paid over the long run. Larry Ellison’s Oracle has never been more ambitious in its AI buildout. That…
Shares of Cerebras Systems Inc (NASDAQ:CBRS) have tanked around 17% over the past few days on investor concerns about ChatGPT-parent OpenAI using Nvidia Corp’s (NASDAQ:NVDA) GPUs for its new "GPT-1 Sol Ultrafast," according to Freedom Capital Markets. The Cerebras Systems…
A cooler-than-expected jobs report just handed tech stocks a record. The Nasdaq 100 — tracked by the Invesco QQQ Trust (NASDAQ:QQQ) — rose 1.3% to about 30,957 points by 10:16 a.m. ET on Friday, above its Sept. 22 record close…
Stellantis N.V. (NYSE:STLA) shares are trading lower by about 5% during Friday’s session. On Thursday, the company reported third-quarter 2026 sales of 324,277 vehicles, roughly flat year over year. Year-to-date sales increased 3% from the first three quarters of 2025.…
Palantir Technologies Inc. (NASDAQ:PLTR) shares traded higher on Friday after the company announced a partnership with Armada to expand sovereign AI infrastructure. Palantir, Armada Target Sovereign AI Deployments Palantir will combine its Sovereign AI Operating System with Armada’s Galleon modular…
Bloom Energy Corp. (NYSE:BE) shares are trading higher Friday morning after RBC Capital reiterated its Outperform rating and $335 price target, calling the 2026 Virginia Energy Plan a favorable policy framework for the fuel cell maker. Bloom Energy stock is…
Lululemon Athletica Inc. (NASDAQ:LULU) shares touched a fresh 52-week low near $94 Friday, extending a decline that’s left the stock down 54% so far this year. Lululemon Athletica stock is at significant support. What’s behind LULU weakness? Lululemon’s Q2 Miss…
ChronoScale Holdings Corp. (NASDAQ:CHRN) shares rose on Friday after the company expanded its AI infrastructure contracts, supporting a projected annualized revenue run rate of $1 billion by the third quarter of 2027.S&P 500 futures were also up about 0.97%, providing…
SanDisk Corp. (NASDAQ:SNDK) stock is down Friday morning as investors weighed the stock’s massive 2026 rally against continued optimism around AI-driven memory demand and tight NAND supply. Nasdaq futures gained 1.18%, while S&P 500 futures rose 0.85%, signaling broader strength…