Nvidia’s valuation relies heavily on CUDA, but new compiler technology from Spectral Compute could open the door to broader ...

West Monroe, a global business and technology firm, today introduced Agentic Transformation, a new flagship service offering that helps organizations redesign work, deploy human and agent workflows, ...

Galaxy Digital is fundamentally undervalued, trading at $25 despite a fair value estimate of $50-$70 per share for its data center infrastructure business. Galaxy acquired Helios for $65M in 2022, ...

While advertising revenue is firmly in the driver's seat for growth, accounting for 94% of revenue in Q3, Reddit does have some opportunities from AI data licensing ...

While sometimes overlooked, AMD has a big AI opportunity in front of it. Its partnership with OpenAI should be a big growth driver, while other opportunities are also emerging. The company has laid ...

A major data center outage halted futures and options trading early Friday, leaving investors in the dark for more than 10 hours. CME Group, a Chicago-based exchange operator, said trading had resumed ...

Inside a nondescript, boxy building in a Chicago suburb, the heat was rising. This wasn’t just an unusual issue for a chilly fall day in Illinois. It was also a problem for global markets. The ...

Super Micro Computer (SMCI) shares are down 31.0% over the last 21 trading days. This recent decline highlights worries regarding intensified competition in the AI server market and shrinking margins ...

The growing demand for AI infrastructure creates clear opportunities for this tech industry stalwart. The demand for data center capacity, especially on servers capable of running artificial ...

Bayer shares rose as much as 15% on Tuesday after the U.S. solicitor general backed the company’s bid to get the Supreme Court to curtail litigation alleging its Roundup pesticide causes cancer.

Almost exactly one year ago, Janux Therapeutics unveiled early data for its investigational T-cell engager that wowed investors and analysts alike. But the biotech’s newest update has failed to garner ...

Arista Networks (ANET) shares have decreased by 23.1% over the course of 21 trading days. This recent decline is due to concerns over weaker-than-expected margin guidance for Q4 2025 and skepticism ...