Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending. Is the boom already paying off, or has ...

AMD grew far faster than Applied Materials in 2025, but its stock carries a richer valuation and potential dilution from warrants issued to two large AI customers.

AppLovin missed Q2 estimates but maintains strong margins and an expanding AI advertising platform. The Trade Desk posted its slowest revenue growth in years with a weaker quarter expected ahead.

Cerebras Systems Inc. trades at 24x forward revenue, hinging on OpenAI demand and costly WSE-3T adoption vs. Nvidia. Click ...

Cipher Digital Inc. stocks have been trading down by -3.7 percent amid reports of weakening digital ad demand and regulatory ...

Meta Platforms, Inc. offers an attractive long-term risk/reward, with current CapEx-driven cash flow fears creating a ...

However, the revenue beat masks significant profitability deterioration. Adjusted earnings per share (EPS) declined sharply ...