JPMorgan likes this missile and aircraft systems maker. Here’s why
Moog is already up 61% in 2026, but it could see its stock trade even higher as its business gains more momentum across several industries, per JPMorgan.
AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, OpenAI and Oracle.
Alphabet stock pops on report it’s developing a more efficient AI chip
The new AI chip, called “Frozen v2,” would embed parts of Gemini’s architecture directly into the silicon, according to the report.
Chip stocks just had their worst week in over a year. Is now the time to buy?
There’s a lot of ‘gas left in the tank’ as capex trends and chip bottlenecks persist, Mizuho’s Vijay Rakesh said.
There’s a buying opportunity in this semiconductor name with strong fundamentals, says Barclays
The bank upgraded the optical and photonic technologies maker to overweight from equal weight.
Voters wary of government ownership in companies as Trump administration takes equity stakes
About half of voters believe it isn’t appropriate for the U.S. government to own stakes in companies, a new CNBC poll found.
U.S. Treasury yields rise as Wall Street monitors Middle East tensions
U.S. Treasury yields moved higher on Monday as Wall Street monitors the latest developments amid escalating tensions in the Middle East.
UK’s Andy Burnham becomes PM as Trump slams Britain as ‘Poverty Stricken Disaster’
The prospect of Burnham, considered more left-leaning than Starmer, replacing the incumbent prime minister sent jitters through bond markets earlier this year.
Bezos backs CuspAI as startup teams up with Nvidia to hunt for chipmaking materials
CuspAI is part of a new wave of companies looking to use AI to solve challenges in the physical world.
Boeing CEO says company still needs ‘a couple more years’ to repair finances before new jet
CEO Kelly Ortberg signalled Boeing is focused more on stabilizing its existing business than rushing to develop a successor to its bestselling 737 MAX.
