Technology | Investor's Business Daily

Semiconductor Capex Rising. Analysts Name Top Stock Picks.

PATRICK SEITZ — Fri, 03 Apr 2026 14:46:50 +0000

Wall Street analysts this week called out their top picks among chip gear stocks amid increasing semiconductor capex.

The post Semiconductor Capex Rising. Analysts Name Top Stock Picks. appeared first on Investor's Business Daily.

Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers

PATRICK SEITZ — Fri, 03 Apr 2026 11:00:56 +0000

Netflix and other subscription streaming video services are turning to price increases and advertising to drive revenue growth.

The post Price Hikes Driving U.S. Streaming Video Sales Growth, Not New Subscribers appeared first on Investor's Business Daily.

Sphere Entertainment Scores Positive Wall Street Reports. Stock Hits Record High.

PATRICK SEITZ — Thu, 02 Apr 2026 16:38:24 +0000

Sphere Entertainment stock notched a record high on Thursday after receiving positive reports from two Wall Street firms.

The post Sphere Entertainment Scores Positive Wall Street Reports. Stock Hits Record High. appeared first on Investor's Business Daily.

'Buy The Pullback' In Memory Chip Stocks, Analyst Says

PATRICK SEITZ — Thu, 02 Apr 2026 15:31:39 +0000

Investors should "buy the pullback" in memory chip stocks, including Sandisk and Micron, after their recent tumble, an analyst says.

The post 'Buy The Pullback' In Memory Chip Stocks, Analyst Says appeared first on Investor's Business Daily.

How Novo Nordisk Is Striking Back As Eli Lilly Plans Its Newest Weight-Loss Launch

ALLISON GATLIN — Thu, 02 Apr 2026 14:22:23 +0000

Novo Nordisk said Thursday a new study suggests patients prefer its oral Wegovy over Eli Lilly's new GLP-1 pill, Foundayo.

The post How Novo Nordisk Is Striking Back As Eli Lilly Plans Its Newest Weight-Loss Launch appeared first on Investor's Business Daily.

Top 1% Alto Neuroscience Plummets On Its Shocking Schizophrenia Miss

ALLISON GATLIN — Thu, 02 Apr 2026 13:41:30 +0000

Alto Neuroscience deprioritized its lead asset Thursday, a treatment for cognitive impairment due to schizophrenia. The biotech stock tumbled.

The post Top 1% Alto Neuroscience Plummets On Its Shocking Schizophrenia Miss appeared first on Investor's Business Daily.

Globalstar Stock Jumps After Report Amazon Is In Talks To Acquire Satellite Firm

RYAN DEFFENBAUGH — Thu, 02 Apr 2026 12:49:35 +0000

Amazon is reportedly in talks to acquire the satellite communications company.

The post Globalstar Stock Jumps After Report Amazon Is In Talks To Acquire Satellite Firm appeared first on Investor's Business Daily.

Will Psychedelic Stocks Have A Trippy Ride Under RFK Jr.?

ALLISON GATLIN — Thu, 02 Apr 2026 12:00:11 +0000

Psychedelic drugs have a long and controversial history. Now, they could be nearing the first FDA approval with support from RFK Jr.

The post Will Psychedelic Stocks Have A Trippy Ride Under RFK Jr.? appeared first on Investor's Business Daily.

What's Next For Apple After Company's 50th Anniversary?

PATRICK SEITZ — Wed, 01 Apr 2026 16:53:51 +0000

Apple stock has been in a rut lately, but the company has two upcoming potential catalysts.

The post What's Next For Apple After Company's 50th Anniversary? appeared first on Investor's Business Daily.

Eli Lilly Surges After FDA Approves Weight-Loss Pill — For As Little As $25 A Month

ALLISON GATLIN — Wed, 01 Apr 2026 16:02:36 +0000

Eli Lilly stock jumped midday Wednesday after the Food and Drug Administration approved its weight-loss pill, now called Foundayo.

The post Eli Lilly Surges After FDA Approves Weight-Loss Pill — For As Little As $25 A Month appeared first on Investor's Business Daily.

Oric Pharma Misses The 'Best-In-Class' Boat Vs. Pfizer — And Plunges

ALLISON GATLIN — Wed, 01 Apr 2026 13:59:03 +0000

Oric stock crashed Wednesday after the company indicated its prostate cancer treatment is roughly as effective as a competitor.

The post Oric Pharma Misses The 'Best-In-Class' Boat Vs. Pfizer — And Plunges appeared first on Investor's Business Daily.

Seagate And Western Digital Rallies Cooled In March. But Wall Street Says AI Demand 'Robust.'

RYAN DEFFENBAUGH — Wed, 01 Apr 2026 12:58:08 +0000

Wall Street analysts are offering positive commentary on the HDD market after a rare down month for STX and WDC.

The post Seagate And Western Digital Rallies Cooled In March. But Wall Street Says AI Demand 'Robust.' appeared first on Investor's Business Daily.

Denali Solved A Major Challenge In Treating A Rare Genetic Disease. Now, Shares Are Flying.

ALLISON GATLIN — Wed, 01 Apr 2026 12:00:50 +0000

Denali Therapeutics solved a major challenge in Hunter syndrome treatment. Now it's ready to take its technology further.

The post Denali Solved A Major Challenge In Treating A Rare Genetic Disease. Now, Shares Are Flying. appeared first on Investor's Business Daily.

Oracle Reportedly Begins Cutting Thousands Of Jobs Amid Big AI Spending Push

RYAN DEFFENBAUGH — Tue, 31 Mar 2026 17:45:06 +0000

Oracle stock has slumped severely because its big bet on AI cloud growth has weighed on cash flow.

The post Oracle Reportedly Begins Cutting Thousands Of Jobs Amid Big AI Spending Push appeared first on Investor's Business Daily.

Netflix Labeled 'Top Pick' Among Media Stocks. Here's Why.

PATRICK SEITZ — Tue, 31 Mar 2026 16:44:48 +0000

Investment bank UBS on Tuesday named Netflix its "top pick" among media stocks.

The post Netflix Labeled 'Top Pick' Among Media Stocks. Here's Why. appeared first on Investor's Business Daily.

Micron Stock Price Target Slashed After Plunge

PATRICK SEITZ — Tue, 31 Mar 2026 15:01:26 +0000

Investment bank Citi on Tuesday slashed its price target on Micron Technology stock after the memory-chip maker fell out of favor with investors.

The post Micron Stock Price Target Slashed After Plunge appeared first on Investor's Business Daily.

Agios Rallies On A Surprise FDA Move In Sickle Cell, Pulling Rival Fulcrum Higher

ALLISON GATLIN — Tue, 31 Mar 2026 13:36:50 +0000

Agios Pharmaceuticals stock jumped Tuesday after the company said it would seek an accelerated approval for its sickle cell treatment.

The post Agios Rallies On A Surprise FDA Move In Sickle Cell, Pulling Rival Fulcrum Higher appeared first on Investor's Business Daily.

Marvell Stock Jumps On Nvidia Investment, Partnership

PATRICK SEITZ — Tue, 31 Mar 2026 13:27:47 +0000

Nvidia and Marvell Technology announced a strategic partnership to collaborate on AI data center infrastructure. Marvell stock jumped on the news.

The post Marvell Stock Jumps On Nvidia Investment, Partnership appeared first on Investor's Business Daily.

Eli Lilly To Buy Centessa Pharma For Up To $7.8 Billion; Centessa Shares Skyrocket

ALLISON GATLIN — Tue, 31 Mar 2026 13:25:08 +0000

Eli Lilly said Tuesday it would buy sleep-wake disorders drugmaker Centessa Pharmaceuticals for up to $7.8 billion.

The post Eli Lilly To Buy Centessa Pharma For Up To $7.8 Billion; Centessa Shares Skyrocket appeared first on Investor's Business Daily.

Biogen Snaps Up Apellis Pharma For $5.6 Billion, But Biogen Dives As Apellis Soars

ALLISON GATLIN — Tue, 31 Mar 2026 13:02:42 +0000

Biogen struck a deal Tuesday to buy Apellis Pharmaceuticals for $5.6 billion. The buyout adds two approved drugs to Biogen's pipeline.

The post Biogen Snaps Up Apellis Pharma For $5.6 Billion, But Biogen Dives As Apellis Soars appeared first on Investor's Business Daily.

Amazon's Starlink Competitor Will Provide Satellite Internet Services To Delta

RYAN DEFFENBAUGH — Tue, 31 Mar 2026 12:59:21 +0000

Amazon stock was higher as its satellite internet business landed a deal with Delta to provide in-flight Wi-Fi.

The post Amazon's Starlink Competitor Will Provide Satellite Internet Services To Delta appeared first on Investor's Business Daily.

AppLovin Stock's 40% Slide Called 'Out Of Step' With Fundamentals

RYAN DEFFENBAUGH — Tue, 31 Mar 2026 12:52:22 +0000

AppLovin's more than 40% year-to-date slide does not reflect the strength of the adtech company's business: Evercore.

The post AppLovin Stock's 40% Slide Called 'Out Of Step' With Fundamentals appeared first on Investor's Business Daily.

Boston Scientific Just Took A 9% Header. Why Analysts Are Still Bullish.

ALLISON GATLIN — Mon, 30 Mar 2026 16:09:45 +0000

Boston Scientific stock tumbled Monday on mixed test results for its Watchman device in patients at risk of having a stroke.

The post Boston Scientific Just Took A 9% Header. Why Analysts Are Still Bullish. appeared first on Investor's Business Daily.

How Merck's New Cholesterol Buster Will 'Move The Needle' 'By Removing The Needle'

ALLISON GATLIN — Mon, 30 Mar 2026 15:45:38 +0000

Merck's experimental cholesterol buster easily outperformed a triplet of medications, the Dow Jones component said Monday.

The post How Merck's New Cholesterol Buster Will 'Move The Needle' 'By Removing The Needle' appeared first on Investor's Business Daily.

Memory Chip Pricing Strength Likely To Continue Into 2027

PATRICK SEITZ — Mon, 30 Mar 2026 15:17:03 +0000

Memory chip pricing strength could extend into 2027, an analyst says. But investors in Micron stock remain wary after its precipitous drop.

The post Memory Chip Pricing Strength Likely To Continue Into 2027 appeared first on Investor's Business Daily.

Viridian Therapeutics Crashes On 'Positive, But Lackluster' Thyroid Eye Disease Results

ALLISON GATLIN — Mon, 30 Mar 2026 13:19:56 +0000

Viridian Therapeutics stock crashed Monday on "positive, but lackluster" final-phase results for its thyroid eye disease treatment.

The post Viridian Therapeutics Crashes On 'Positive, But Lackluster' Thyroid Eye Disease Results appeared first on Investor's Business Daily.

United Therapeutics Tops A Buy Zone After Entering A 'New Era' With Phase 3 Home Run

ALLISON GATLIN — Mon, 30 Mar 2026 13:13:15 +0000

United Therapeutics shares soared Monday on a "new era" for Tyvaso.

The post United Therapeutics Tops A Buy Zone After Entering A 'New Era' With Phase 3 Home Run appeared first on Investor's Business Daily.

Meta Named Morgan Stanley's New Top Pick Following Sell-Off

RYAN DEFFENBAUGH — Mon, 30 Mar 2026 13:07:59 +0000

Meta stock is the new top pick at Morgan Stanley, who said it is "time to buy" after a brutal slide.

The post Meta Named Morgan Stanley's New Top Pick Following Sell-Off appeared first on Investor's Business Daily.

Cybersecurity Stocks CrowdStrike, Palo Alto Hit By New Anthropic Claude Worries

REINHARDT KRAUSE — Fri, 27 Mar 2026 15:11:39 +0000

Cybersecurity stocks fell amid fears that artificial intelligence system maker Anthropic is developing a more advanced platform.

The post Cybersecurity Stocks CrowdStrike, Palo Alto Hit By New Anthropic Claude Worries appeared first on Investor's Business Daily.

Netflix Tests Subscriber Loyalty With Price Increases

PATRICK SEITZ — Fri, 27 Mar 2026 14:23:44 +0000

Netflix will test subscriber loyalty with its latest price increases, analysts say. Netflix stock rose Friday on the news.

The post Netflix Tests Subscriber Loyalty With Price Increases appeared first on Investor's Business Daily.

AstraZeneca Zips Higher On Its Double Win In COPD Treatment

ALLISON GATLIN — Fri, 27 Mar 2026 13:01:07 +0000

AstraZeneca stock jumped Friday after the U.K.-based drugmaker said its COPD drug succeeded in two final-phase studies.

The post AstraZeneca Zips Higher On Its Double Win In COPD Treatment appeared first on Investor's Business Daily.

Meta Stock: What's Next After 'Big Tobacco Moment' Fears Fuel Sell-Off?

RYAN DEFFENBAUGH — Fri, 27 Mar 2026 12:54:42 +0000

Meta stock lost $119 billion in market cap after court losses.

The post Meta Stock: What's Next After 'Big Tobacco Moment' Fears Fuel Sell-Off? appeared first on Investor's Business Daily.

Meta And Reddit Stocks Are Slumping Despite Strong Digital Ad Growth. Here's Why.

RYAN DEFFENBAUGH — Thu, 26 Mar 2026 20:00:17 +0000

Meta stock is losing its Magnificent Seven shine and Reddit stock is retreating after its blockbuster IPO.

The post Meta And Reddit Stocks Are Slumping Despite Strong Digital Ad Growth. Here's Why. appeared first on Investor's Business Daily.

Cirrus Logic Stock Breaks Out On Apple Partnership

PATRICK SEITZ — Thu, 26 Mar 2026 17:09:58 +0000

Cirrus Logic stock jumped after customer Apple named the fabless chipmaker to its American Manufacturing Program.

The post Cirrus Logic Stock Breaks Out On Apple Partnership appeared first on Investor's Business Daily.

Meta Stock Slides As Court Losses Bring 'Big Tobacco Moment' Comparisons

RYAN DEFFENBAUGH — Thu, 26 Mar 2026 16:35:36 +0000

Meta stock slid as back-to-back court losses prompted comparisons to social media's "Big Tobacco moment."

The post Meta Stock Slides As Court Losses Bring 'Big Tobacco Moment' Comparisons appeared first on Investor's Business Daily.

ASML Stock Called 'Top Pick' As Memory-Chip Makers Upgrade Gear

PATRICK SEITZ — Thu, 26 Mar 2026 16:07:38 +0000

An analyst called ASML stock a "top pick" as the semiconductor equipment leader benefits from memory-chip firms buying new gear.

The post ASML Stock Called 'Top Pick' As Memory-Chip Makers Upgrade Gear appeared first on Investor's Business Daily.

Morgan Stanley Defends Memory Chip Stocks Amid Slump

PATRICK SEITZ — Thu, 26 Mar 2026 14:22:51 +0000

Morgan Stanley called the sell-off in memory chip stocks “healthy,” but said Micron and Sandisk could run higher.

The post Morgan Stanley Defends Memory Chip Stocks Amid Slump appeared first on Investor's Business Daily.

Wave Life Sciences Crashes 50% As 'Body Composition' Fat-Loss Drug Underwhelms

ALLISON GATLIN — Thu, 26 Mar 2026 13:39:15 +0000

Wave Life Sciences stock crashed Thursday after the company's much-hyped "body composition" drug led to just 1% weight loss in six months.

The post Wave Life Sciences Crashes 50% As 'Body Composition' Fat-Loss Drug Underwhelms appeared first on Investor's Business Daily.

Arcutis Biotherapeutics Shows Market Leadership With Jump To 82 RS Rating

INVESTOR'S BUSINESS DAILY — Thu, 26 Mar 2026 07:00:00 +0000

A Relative Strength Rating upgrade for Arcutis Biotherapeutics shows improving technical performance.

The post Arcutis Biotherapeutics Shows Market Leadership With Jump To 82 RS Rating appeared first on Investor's Business Daily.

Denali Jumps, Pulling Regenxbio Higher, On Early FDA Approval

ALLISON GATLIN — Wed, 25 Mar 2026 18:08:17 +0000

Denali Therapeutics won FDA approval Wednesday for the first new drug in 20 years to treat a rare genetic disease.

The post Denali Jumps, Pulling Regenxbio Higher, On Early FDA Approval appeared first on Investor's Business Daily.

Meta Set To Lay Off 'Hundreds' Amid Expensive AI Push: Report

RYAN DEFFENBAUGH — Wed, 25 Mar 2026 16:08:34 +0000

Meta stock was slightly higher following reports it will layoff hundreds of employees in its latest wave of job cuts.

The post Meta Set To Lay Off 'Hundreds' Amid Expensive AI Push: Report appeared first on Investor's Business Daily.

Is The Party Over For Memory Chip Stocks? Micron, Sandisk Continue Pullback

PATRICK SEITZ — Wed, 25 Mar 2026 15:40:58 +0000

Memory chip stocks Micron and Sandisk sank Wednesday, continuing a multiday slide after hitting record highs last week.

The post Is The Party Over For Memory Chip Stocks? Micron, Sandisk Continue Pullback appeared first on Investor's Business Daily.

SentinelOne, Google Team Up In Cybersecurity Amid Wiz Acquisition

REINHARDT KRAUSE — Wed, 25 Mar 2026 14:47:41 +0000

SentinelOne stock climbed after the cybersecurity firm announced an agreement with Google, which recently closed its Wiz acquisition.

The post SentinelOne, Google Team Up In Cybersecurity Amid Wiz Acquisition appeared first on Investor's Business Daily.

Arm Forecasts Steep Sales Ramp For New AI Server Chip

PATRICK SEITZ — Wed, 25 Mar 2026 14:09:12 +0000

Arm Holdings offered a bullish forecast for sales of a new server chip designed for data centers running agentic AI applications.

The post Arm Forecasts Steep Sales Ramp For New AI Server Chip appeared first on Investor's Business Daily.

Sarepta Surges As It Takes On Novartis' $12 Billion Muscular Dystrophy Buyout

ALLISON GATLIN — Wed, 25 Mar 2026 14:01:58 +0000

Sarepta stock popped Wednesday after the company reported promising results for its gene-silencing tech in two forms of muscular dystrophy.

The post Sarepta Surges As It Takes On Novartis' $12 Billion Muscular Dystrophy Buyout appeared first on Investor's Business Daily.

Why Chewy Stock Is Rallying Despite An Earnings Miss

RYAN DEFFENBAUGH — Wed, 25 Mar 2026 13:56:13 +0000

Chewy stock jumped in Wednesday morning trading after its Q4 results included a stronger-than-expected sales forecast.

The post Why Chewy Stock Is Rallying Despite An Earnings Miss appeared first on Investor's Business Daily.

Why Maze Therapeutics Plunged 35% Despite 'Overwhelming Positive' Data

ALLISON GATLIN — Wed, 25 Mar 2026 13:48:03 +0000

Maze Therapeutics stock crashed Wednesday despite "overwhelmingly positive" test results for a kidney disease drug.

The post Why Maze Therapeutics Plunged 35% Despite 'Overwhelming Positive' Data appeared first on Investor's Business Daily.

Why Merck Might Have A Fight On Its Hands With Its $6.7 Billion Takeover Of Terns

ALLISON GATLIN — Wed, 25 Mar 2026 13:04:50 +0000

Merck made plans Wednesday to beef up its cancer treatment portfolio with the $6.7 billion acquisition of Terns Pharmaceuticals.

The post Why Merck Might Have A Fight On Its Hands With Its $6.7 Billion Takeover Of Terns appeared first on Investor's Business Daily.

Xanadu Set For Market Debut As Quantum Computing Stocks Struggle In 2026

REINHARDT KRAUSE — Wed, 25 Mar 2026 11:20:01 +0000

Quantum computing stocks have underperformed in 2026 even as more companies, such as Xanadu, go public via SPAC mergers.

The post Xanadu Set For Market Debut As Quantum Computing Stocks Struggle In 2026 appeared first on Investor's Business Daily.

Micron Stock Falls As Rival SK Hynix Ups Investments

PATRICK SEITZ — Tue, 24 Mar 2026 16:15:28 +0000

Micron stock fell after memory-chip rival SK Hynix announced plans to invest $8 billion in advanced equipment from ASML.

The post Micron Stock Falls As Rival SK Hynix Ups Investments appeared first on Investor's Business Daily.

BofA Initiates Nebius At Buy. AI Computing Firm Positioned As 'Share-Taker.'

REINHARDT KRAUSE — Tue, 24 Mar 2026 16:09:30 +0000

Bank of America initiated coverage of Nebius stock with a buy rating. BofA said Nebius is well positioned to gain cloud computing market share.

The post BofA Initiates Nebius At Buy. AI Computing Firm Positioned As 'Share-Taker.' appeared first on Investor's Business Daily.

TSMC Hitting Production Capacity Limits, Says Broadcom

PATRICK SEITZ — Tue, 24 Mar 2026 14:53:09 +0000

Fabless chipmaker Broadcom is dealing with production capacity constraints at Taiwan Semiconductor Manufacturing. Broadcom stock fell on Tuesday, while TSM stock rose.

The post TSMC Hitting Production Capacity Limits, Says Broadcom appeared first on Investor's Business Daily.

Amazon Cloud Services In Bahrain 'Disrupted' by Drones Amid Iran War

RYAN DEFFENBAUGH — Tue, 24 Mar 2026 12:49:19 +0000

Amazon stock was lower premarket after reports that its data centers in the Middle East were disrupted by drone attacks.

The post Amazon Cloud Services In Bahrain 'Disrupted' by Drones Amid Iran War appeared first on Investor's Business Daily.

Analyst Downgrades 9 Software Stocks. 'AI Changes Everything.'

RYAN DEFFENBAUGH — Mon, 23 Mar 2026 17:06:21 +0000

AI stocks like Microsoft and Snowflake were kept at bullish ratings by William Blair while the firm downgraded nine others.

The post Analyst Downgrades 9 Software Stocks. 'AI Changes Everything.' appeared first on Investor's Business Daily.

Mutiny At Aurinia Pharmaceuticals? Biotech Rallies On C-Suite Shake-Up

ALLISON GATLIN — Mon, 23 Mar 2026 16:09:35 +0000

Aurinia Pharmaceuticals announced a complete overhaul of its C-suite on Monday, sparking both the biotech stock and hopes of an acquisition.

The post Mutiny At Aurinia Pharmaceuticals? Biotech Rallies On C-Suite Shake-Up appeared first on Investor's Business Daily.

Chip Gear Stocks Jump On Tesla's Terafab Plans

PATRICK SEITZ — Mon, 23 Mar 2026 15:58:11 +0000

Semiconductor equipment stocks, including ASML, surged after Elon Musk outlined plans to build a massive chip factory called the Terafab.

The post Chip Gear Stocks Jump On Tesla's Terafab Plans appeared first on Investor's Business Daily.

Cybersecurity Stocks Rally Amid AI News At RSA Conference

REINHARDT KRAUSE — Mon, 23 Mar 2026 15:36:46 +0000

Cybersecurity stocks rallied amid AI announcements at the RSA conference and President Trump's commentary on productive peace talks with Iran.

The post Cybersecurity Stocks Rally Amid AI News At RSA Conference appeared first on Investor's Business Daily.

How Apogee, Up 20%, Plans To Take On Rival Regeneron's Eczema Drug

ALLISON GATLIN — Mon, 23 Mar 2026 13:59:03 +0000

Apogee Therapeutics reported a "best case scenario" Monday for its potential rival to eczema drug, Dupixent.

The post How Apogee, Up 20%, Plans To Take On Rival Regeneron's Eczema Drug appeared first on Investor's Business Daily.

Palantir Stock Pops As Pentagon Taps Maven Battlefield System For Wider Military Use

REINHARDT KRAUSE — Mon, 23 Mar 2026 13:40:33 +0000

The Pentagon plans wider use of Palantir's Maven military system. Technical ratings for Palantir stock have improved amid the U.S.-Iran war.

The post Palantir Stock Pops As Pentagon Taps Maven Battlefield System For Wider Military Use appeared first on Investor's Business Daily.

AI Stocks To Watch: Cybersecurity's RSA On Tap, 'Death Cross' In The Making?

REINHARDT KRAUSE — Mon, 23 Mar 2026 11:55:28 +0000

Many AI stocks trade below 200-day moving averages. Is a "death cross" technical pattern in the works? AI news could come from RSA conference.

The post AI Stocks To Watch: Cybersecurity's RSA On Tap, 'Death Cross' In The Making? appeared first on Investor's Business Daily.

Amazon Stock Is Still Slumping. Here's What Wall Street Is Saying About AI Growth.

RYAN DEFFENBAUGH — Fri, 20 Mar 2026 15:29:59 +0000

Amazon stock fell Friday as broader concerns about the economy and Amazon's AI spending overshadow analysts' bullishness.

The post Amazon Stock Is Still Slumping. Here's What Wall Street Is Saying About AI Growth. appeared first on Investor's Business Daily.

Dell Stock Jumps As Computer Maker Seen Benefiting From Supermicro Woes

PATRICK SEITZ — Fri, 20 Mar 2026 15:14:55 +0000

Dell Technologies stock jumped Friday as the computer maker is expected to benefit from serious issues at rival Super Micro Computer.

The post Dell Stock Jumps As Computer Maker Seen Benefiting From Supermicro Woes appeared first on Investor's Business Daily.

This Top Chip-Gear Stock Has Positive Catalysts Ahead, Citi Says

PATRICK SEITZ — Fri, 20 Mar 2026 13:26:20 +0000

Investment bank Citi has opened a 90-day positive catalyst watch on Advanced Energy Industries. But AEIS stock slid Friday.

The post This Top Chip-Gear Stock Has Positive Catalysts Ahead, Citi Says appeared first on Investor's Business Daily.

Rhythm Grabs A New Obesity Approval; How It Edged In Where Lilly, Novo 'Have Fallen Flat'

ALLISON GATLIN — Fri, 20 Mar 2026 13:23:55 +0000

Rhythm Pharmaceuticals stock ultimately closed down Friday, though the FDA signed off on its drug, Imcivree, for a genetic form of obesity.

The post Rhythm Grabs A New Obesity Approval; How It Edged In Where Lilly, Novo 'Have Fallen Flat' appeared first on Investor's Business Daily.

Super Micro Dives As U.S. Accuses Execs Of Smuggling Nvidia Chips To China

ED CARSON — Thu, 19 Mar 2026 23:18:53 +0000

U.S. prosecutors accused Super Micro Computer executives of illegally smuggling AI servers with advanced Nvidia chips to China. SMCI stock dived.

The post Super Micro Dives As U.S. Accuses Execs Of Smuggling Nvidia Chips To China appeared first on Investor's Business Daily.

Accenture Earnings, Revenue Edge By Estimates. Shares Reverse Up.

REINHARDT KRAUSE — Thu, 19 Mar 2026 19:55:05 +0000

Accenture reported fiscal Q2 earnings estimates and revenue that edged by estimates while its May quarter sales outlook came in below views.

The post Accenture Earnings, Revenue Edge By Estimates. Shares Reverse Up. appeared first on Investor's Business Daily.

Adobe Stock Hits 7-Year Low After It's Branded AI Loser

PATRICK SEITZ — Thu, 19 Mar 2026 16:16:56 +0000

Adobe stock hit a seven-year low after an analyst report branded the software firm a loser in the AI megatrend.

The post Adobe Stock Hits 7-Year Low After It's Branded AI Loser appeared first on Investor's Business Daily.

Micron Stock Falls As Investors Suspect Peak Is Near And Take Profits

PATRICK SEITZ — Thu, 19 Mar 2026 15:08:49 +0000

Micron impressed Wall Street analysts with its massive beat-and-raise earnings report. But investors took profits in Micron stock.

The post Micron Stock Falls As Investors Suspect Peak Is Near And Take Profits appeared first on Investor's Business Daily.

Alibaba Stock Falls As Revenue Misses Estimates, Profits Slide Despite AI Growth

RYAN DEFFENBAUGH — Thu, 19 Mar 2026 12:00:06 +0000

The Chinese tech giant reported fiscal third-quarter revenue and earnings below expectations.

The post Alibaba Stock Falls As Revenue Misses Estimates, Profits Slide Despite AI Growth appeared first on Investor's Business Daily.

Eli Lilly Confirms 'Superior Weight Loss' Of Its Next-Generation Obesity Drug

ED CARSON — Thu, 19 Mar 2026 11:17:09 +0000

Eli Lilly reported study results Thursday that confirmed the "superior weight loss profile" of its next-gen obesity drug, retatrutide.

The post Eli Lilly Confirms 'Superior Weight Loss' Of Its Next-Generation Obesity Drug appeared first on Investor's Business Daily.

Lumentum Climbs On Optical Networking Technology Outlook, Nvidia GTC News

REINHARDT KRAUSE — Thu, 19 Mar 2026 11:05:51 +0000

Lumentum stock climbed following the company's investor briefing at the Optical Fiber Conference as well as news from Nvidia's GTC.

The post Lumentum Climbs On Optical Networking Technology Outlook, Nvidia GTC News appeared first on Investor's Business Daily.

Networking Top Dog Adtran Is Another Beneficiary Of The AI Megatrend

INVESTOR'S BUSINESS DAILY — Thu, 19 Mar 2026 07:00:00 +0000

Adtran Holdings sees its Relative Strength Rating hit the elite 90-plus level.

The post Networking Top Dog Adtran Is Another Beneficiary Of The AI Megatrend appeared first on Investor's Business Daily.

Micron Obliterates Wall Street's Q2 Targets On AI Data Center Business

PATRICK SEITZ — Wed, 18 Mar 2026 20:15:53 +0000

Micron smashed estimates for its fiscal second quarter and with its outlook on continued strong AI data center business. Micron stock wavered.

The post Micron Obliterates Wall Street's Q2 Targets On AI Data Center Business appeared first on Investor's Business Daily.

Spotify Stock Has Multiple Catalysts Ahead, Analyst Says

PATRICK SEITZ — Wed, 18 Mar 2026 16:00:33 +0000

A Wall Street analyst laid out a "tactical bull case" for Spotify stock, noting that the streaming music leader has multiple catalysts ahead.

The post Spotify Stock Has Multiple Catalysts Ahead, Analyst Says appeared first on Investor's Business Daily.

NVent Electric Jumps As Data Center Demand Powers New Growth Targets

RYAN DEFFENBAUGH — Wed, 18 Mar 2026 15:57:59 +0000

NVent gave updated financial targets and touted AI-related data center demand during an investor event.

The post NVent Electric Jumps As Data Center Demand Powers New Growth Targets appeared first on Investor's Business Daily.

Trade Desk Stock Falls Amid Publicis Digital Ad Fee Dispute

REINHARDT KRAUSE — Wed, 18 Mar 2026 15:02:38 +0000

Trade Desk stock retreated again amid a dispute with global advertising agency Publicis over fees the digital ad firm charges.

The post Trade Desk Stock Falls Amid Publicis Digital Ad Fee Dispute appeared first on Investor's Business Daily.

SoFi Fires Back At Short Seller Muddy Waters, CEO Buys Shares

REINHARDT KRAUSE — Wed, 18 Mar 2026 15:01:21 +0000

SoFi stock rebounded after the company responded to questions raised by short seller Muddy Waters and its CEO bought shares.

The post SoFi Fires Back At Short Seller Muddy Waters, CEO Buys Shares appeared first on Investor's Business Daily.

Nvidia Preparing To Cash In On China AI Market

PATRICK SEITZ — Wed, 18 Mar 2026 14:32:59 +0000

After three months of uncertainty, Nvidia finally is ramping up production of AI chips for customers in China. Nvidia stock rose on Wednesday.

The post Nvidia Preparing To Cash In On China AI Market appeared first on Investor's Business Daily.

Alibaba Stock Rallies After AI Price Hikes. Earnings Are Due Soon.

RYAN DEFFENBAUGH — Wed, 18 Mar 2026 11:55:37 +0000

Alibaba stock rose after the Chinese tech giant said it will raise prices for AI cloud services. Alibaba earnings are due early Thursday.

The post Alibaba Stock Rallies After AI Price Hikes. Earnings Are Due Soon. appeared first on Investor's Business Daily.

Nvidia 'Checks All The Boxes,' But Stock Remains Range-Bound. Here's Why.

PATRICK SEITZ — Tue, 17 Mar 2026 16:08:35 +0000

Nvidia provided a bullish outlook for the artificial intelligence market and its leadership position, but Nvidia stock is stuck in neutral.

The post Nvidia 'Checks All The Boxes,' But Stock Remains Range-Bound. Here's Why. appeared first on Investor's Business Daily.

Rhythm Pharmaceuticals Misses The Beat In Obesity, But There's A Caveat

ALLISON GATLIN — Tue, 17 Mar 2026 14:11:48 +0000

Shares of Rhythm Pharmaceuticals closed down Tuesday after the biotech's experimental weight-loss drug missed its mark in a yearlong study.

The post Rhythm Pharmaceuticals Misses The Beat In Obesity, But There's A Caveat appeared first on Investor's Business Daily.

Workday Rolls Out New AI Agent Control Tools For Enterprise Market

REINHARDT KRAUSE — Tue, 17 Mar 2026 12:55:57 +0000

Software maker Workday on Tuesday introduced new AI agent control tools for enterprise customers. Workday stock has retreated 33% in 2026.

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Uber Stock Climbs After Expanded Robotaxi Partnership With Nvidia

RYAN DEFFENBAUGH — Tue, 17 Mar 2026 12:48:56 +0000

Uber stock climbed after the company announced plans to launch robotaxis powered by Nvidia in Los Angeles and San Francisco.

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Biotechs Breathe Easy As Vinay Prasad Plans His Exit. But Should They?

ALLISON GATLIN — Tue, 17 Mar 2026 12:00:17 +0000

The FDA's embattled vaccine chief, Vinay Prasad, will exit the agency. But that doesn't mean biotech stocks should breathe easy.

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Semtech Stock Falls Despite Chipmaker Posting Beat-And-Raise Report

PATRICK SEITZ — Mon, 16 Mar 2026 21:10:02 +0000

Chipmaker Semtech edged above estimates for its fiscal Q4 and guided higher than views for the current quarter. But Semtech stock fell.

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Nvidia Doubles AI Hardware Forecast, Touts New Inferencing Chip

PATRICK SEITZ — Mon, 16 Mar 2026 21:06:18 +0000

Nvidia raised its forecast for AI computing hardware demand and announced a specialized processor for AI inferencing. Nvidia stock rose.

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Meta Stock Rises. Wall Street Sees Layoffs Report As 'Broader Shift' In AI Narrative.

RYAN DEFFENBAUGH — Mon, 16 Mar 2026 15:34:21 +0000

Meta stock analysts say the layoffs underscore productivity gains from AI.

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Nebius Stock Pops On Expanded Meta Deal. Cloud Firm Reaffirms Guidance.

REINHARDT KRAUSE — Mon, 16 Mar 2026 15:31:24 +0000

Nebius stock popped amid an expanded cloud computing infrastructure deal with Meta Platforms for artificial intelligence workloads. The new deal could reach $27 billion.

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AI Stocks: Nvidia GTC News Could Jolt Broadcom, Dell, CoreWeave, Arista, Lumentum

REINHARDT KRAUSE — Mon, 16 Mar 2026 14:27:58 +0000

As volatility in artificial intelligence stocks plays out in 2026, Nvidia's GTC could jolt a wide range of AI stocks beyond the chip giant itself.

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Structure Therapeutics Pops; But Can It Take On Lilly's Looming Obesity Pill?

ALLISON GATLIN — Mon, 16 Mar 2026 13:13:50 +0000

Structure Therapeutics shares surged Monday after the biotech said its daily pill helped patients lose up to 39 pounds over a 44-week study.

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Meta Mulls Cutting 20% Or More Of Jobs Amid Big AI Spending, Setbacks

ED CARSON — Sat, 14 Mar 2026 02:28:25 +0000

Meta Platforms reportedly is mulling huge layoffs to offset costly artificial intelligence bets, potentially affecting 20% or more of staff.

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Nvidia Partner Synopsys Accelerates Shift From Silicon To Systems

PATRICK SEITZ — Fri, 13 Mar 2026 12:57:32 +0000

Synopsys this week detailed how its acquisition of Ansys will help the EDA company accelerate its shift from chips to complete electronic systems.

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Meta Stock Slips After Report Of Delayed Launch For Revamped AI Model

RYAN DEFFENBAUGH — Fri, 13 Mar 2026 12:33:09 +0000

Meta stock fell after a report that the tech giant has postponed the release of its "Avocado" artificial intelligence model.

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Tech Trends Turned Memory Players Into Powerful AI Stocks. What Investors Should Know.

RYAN DEFFENBAUGH — Fri, 13 Mar 2026 12:00:15 +0000

Artificial intelligence turned memory tech names like Western Digital, Seagate and SanDisk into high-flying AI stocks. But don't forget these players' boom-bust cycles.

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Rubrik Swings To Q4 Profit, Revenue Outlook Tops Estimates

REINHARDT KRAUSE — Fri, 13 Mar 2026 11:29:57 +0000

Rubrik stock climbed amid better-than-expected fiscal fourth quarter financial results while revenue guidance came in above views.

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SentinelOne Stock Falls On Q4 Financial Results, Revenue Outlook

REINHARDT KRAUSE — Thu, 12 Mar 2026 20:35:26 +0000

SentinelOne stock fell after the company reported Q4 earnings above estimates as revenue met views. April quarter sales guidance was in-line.

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Adobe Stock Falls Despite Better-Than-Expected Report As CEO Steps Down

PATRICK SEITZ — Thu, 12 Mar 2026 20:22:32 +0000

Digital media and marketing software firm Adobe beat estimates for its fiscal Q1 and with its outlook. But Adobe stock fell on a CEO transition.

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Nvidia GTC Event Set For Monday. Here's What To Expect From The AI Leader.

PATRICK SEITZ — Thu, 12 Mar 2026 18:15:16 +0000

Nvidia stock has been trending sideways ahead of the artificial intelligence leader's GTC conference on Monday.

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How A Broad Sell-Off Rattled Top 3% Breakout Stock Ligand Pharma

ALLISON GATLIN — Thu, 12 Mar 2026 16:36:50 +0000

Shares of Ligand Pharmaceuticals dropped into a sell zone Thursday, seemingly down in sympathy with the broader biotech segment.

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Palantir Unveils Nvidia Software Pact, Defense Partnerships At AI Conference

REINHARDT KRAUSE — Thu, 12 Mar 2026 13:47:41 +0000

Palantir stock climbed amid news at AIPCon 9, including Nvidia software pact and partnerships with GE Aerospace, Centrus Energy and Ondas.

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