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Nvidia Returned $26 Billion and Pledged to Give Back Half of Free Cash Flow

AI data-center demand is fueling large buybacks and a new capital-return policy that ties future payouts to rising cash flow.

BigBear.ai Shares Fall Below $3 as Cash Burn and Dilution Raise New Questions

Best Buy Beats Q2 Estimates and Raises Full-Year Guide as AI Spurs Computing Upgrades

Jabil Upgraded to Buy as AI Infrastructure Revenue Is Forecast to Near $20 Billion

Wall Street Unanimously Bullish on Teva as Austedo Fuels Turnaround

Citi Says 'Magnificent Seven' Is Outdated and Urges a Broader AI Growth Cluster

Rocket Lab Agrees to Buy Iridium for About $8 Billion

Analysts Raise Targets as Palo Alto Networks Re‑rates on AI Security and Platform Momentum

Salesforce Shares Fall Roughly 40% as AI Revenue Climbs and M&A Accelerates

Dell Repriced After Blockbuster AI‑Server Quarter and $60 Billion FY27 Target

Palantir Hits 52‑Week Low Despite Blowout Quarter

Rocket Lab Shares Slide as Market Questions Rich Valuation

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Vertiv Posts Strong AI‑Data‑Center Results as Investors Question Rich Valuation

Lululemon Cuts 2026 Outlook After Weak Quarter as Shares Trade at a Steep Discount

Analysts Raise Western Digital Price Target to $685 After Strong Quarter

NIO Reaches Profit Inflection as Deliveries and Margins Rise

SanDisk Stock Hits Record High After Fresh Wall Street Upgrades

Coherent Stock Climbs to Record High After Jensen Huang Boost on Optical Interconnects

Salesforce Posts Reaccelerating Revenue and Big EPS Beat Driven by $27 Billion Buyback