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Nvidia’s AI Surge Lifts Value Past $4.4 Trillion as Gaming Reenters the Growth Conversation

Confidence rests on CUDA-led data-center dominance, with a growing AI-PC opportunity broadening the story.

Navitas’ AI Pivot Lifts Shares in 2025 as Analysts Flag Revenue Declines Through 2026

AST SpaceMobile Sets Dec. 15 BlueBird 6 Launch as Shares Rebound on Manufacturing Push

Rubrik Shares Leap on Surprise Q3 Profit and Higher FY26 Outlook

USA Rare Earth’s LCM Strikes Solvay–Arnold Supply Deal to Bolster Ex‑China Magnet Materials

CrowdStrike Reaccelerates in Q3 With Record Net New ARR and Higher Guidance

SoundHound AI Expands Voice Deals Across Industries as Shares Fall 40% in 2025

AST SpaceMobile Sets Dec. 15 BlueBird 6 Launch as Stock Rallies and U.S. Production Expands

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

Microchip Lifts December-Quarter Outlook to High End on Strong Bookings

BitMine Extends Ethereum Bet Past 3% of Supply With Fresh Buys Ahead of Fusaka Upgrade

Cameco Rallies on Canada–India Uranium Talks Despite EPS Miss and Guidance Cut

Q3 Fund Letters Expose Wide Performance Gap as AI Leaders Drive Standouts

Applied Digital Rallies 8.7% After Completing 100 MW Polaris Forge Phase 2

After SMR Stock Pullback, Fluor Emerges as the Safer Nuclear Play

Salesforce Demand Holds Up as Partners See No AI Losses, Cantor Reaffirms $325 Target

Analysts Reevaluate Quantum Bets as New Screens Favor Both Pure‑Plays and Platform Giants

ConocoPhillips Wins Fresh Buy Ratings as Wolfe Lifts Target to $131, Points to Cash-Flow Ramp Through 2029

ZIM Board Confirms Strategic Review After Insider Buyout Proposal as Interest Builds

Stifel Lifts Rivian Target Before Autonomy & AI Day as Q3 Profit Faces Scrutiny