Rocket Lab's $12 million Space Force contract could be worth far more if Photon proves its optical communications technology, opening the door to larger defense-space opportunities.

Micron's $1,000 breakthrough reflects a growing belief that AI has changed the memory cycle. New, higher price targets on Wall Street suggest the boom may have much further to run.

SpaceX just joined the hyperscaler club, helping push projected 2027 AI capex to $1.15 trillion. That could fuel another wave of demand for chips, memory, power, and cooling.

Rocket Lab heads into today's Q2 earnings with four tailwinds—an impressive launch track record, new Space Force contracts, an $8 billion acquisition, and strong sector-wide demand signals from SpaceX's...

SpaceX's $100 billion share unlock was supposed to crush the stock, but shares surged 10%. Here's what actually happened when the lockup hit.

AMD beat revenue and earnings estimates and raised guidance, yet the stock fell as AI investors demanded even faster growth. Expectations, not execution, are now driving AI stock valuations.

Rocket Lab is rapidly transforming from a launch company into a diversified space business, positioning it for profits and strong free cash flow as early as next year.

Google's AI ambitions come with growing hidden risks. Alphabet has amassed over $150 billion in off-balance-sheet commitments as it guarantees data center leases to accelerate TPU adoption.

Reddit delivered strong earnings, but the numbers beneath the surface tell a different story. Slowing logged-in user growth and AI-powered search could threaten the platform's long-term value.

Apple has overtaken Nvidia as the world's most valuable company after Nvidia's recent pullback. With Apple reporting earnings this week, the race for the $5 trillion crown is just beginning.