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Stories
Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could Benefit
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to Watch
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to...
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with...
Nike (NKE): Wall Street Tests Whether the Turnaround Can Outrun Weak Demand Ahead of Q1 Results
NIKE, Inc. (NYSE:NKE) heads into its October 1 fiscal 2027 first-quarter report with Wall Street focused less on whether revenue can beat a modest guide and...
Wedbush Goes Old School with Analog Economy ETF
For Sale: What Asset Managers Want in Indie ETF Shops
Goldman Leads Bidding for $37 Billion Palmer Square, a CLO Powerhouse
Sports Betting Looks for a Parlay Into Funds
Rex Shares, Volatility Shares, LeagueShares and others have filed for suites of ETFs tied to performances of baseball and hockey teams.