Qualcomm heads into its July 29 earnings report facing lowered expectations, but investors will be watching closely for updates on AI, data center expansion, and smartphone demand.

IBM’s acquisition of HRL Laboratories strengthens its long-term quantum computing roadmap, but investors must weigh the strategic opportunity against slowing near-term growth.

Seagate's remarkable AI-driven rally faces another major test on July 28, when investors will look for confirmation that booming storage demand can sustain the company's extraordinary growth.

Microsoft's decision to deploy AMD's Helios platform marks a major validation of its full-stack AI strategy and strengthens the company's long-term position in AI infrastructure.

Apple stock is back near record highs after HSBC upgraded the iPhone maker, arguing that AI and an unusually strong hardware roadmap could drive its next major growth cycle.

Lionsgate Studios stock jumped after reports that multiple strategic buyers are evaluating a takeover, putting renewed attention on the company's improving fundamentals and valuation.

JPMorgan is preparing to raise its quarterly dividend by 10% after clearing the Federal Reserve's stress test, reinforcing confidence in its capital strength and shareholder return strategy.

Plug Power's latest transactions improve liquidity and reinforce its path toward profitability, but investors still need evidence that operational momentum can outweigh execution risks.

Applied Materials shares jumped after management signaled AI-driven semiconductor spending could remain elevated for years, reinforcing the company's multiyear growth outlook.

Micron’s sharp post-rally correction has shaken investor confidence, but record earnings, improving earnings visibility, and Wall Street optimism suggest the long-term AI memory story remains intact....