Stocks
AI hype seeping into real estate: Data Center REITs, Equinix and DLR
Home prices are climbing and so are mortgage rates, but one area of the real estate sector is thriving. No surprise: it’s AI-related.
Section
Stocks
Company Insights
Crown Castle’s Plunge Shows the Future of U.S. Cell Towers
The need for wireless connectivity keeps rising with every new smartwatch and self-driving car.
Company Insights
Nike Stock Tumbles Well Below Its 2021 Peak as Investors Wait for Proof of a Comeback
Nike is trying to regain its place in the sportswear industry. So far, Wall Street still isn’t buying it.
Nike
Fixing the Swoosh: Luxury Heir Completes Nike’s New “Turnaround Trio”
Nike has named luxury fashion heir Alexandre Arnault to its board of directors as the company tries to win back Wall Street’s favor.
Stocks
Some fuel cell companies are capitalizing on the data center boom. Others are falling behind.
In the race to power AI data centers, the fastest companies win.
Stocks
Fast-food stocks take a hit as consumers and investors turn elsewhere
Like its customers, fast-food stocks have fallen on hard times. Fast-food companies have underperformed the broader market this year as consumers pull back from higher prices.
Artificial Intelligence
Cyber is the new Blue (Chip): Security stocks left the rest of software behind
Wall Street is placing bets on which software companies artificial intelligence will crown, and which it will kill.
Comcast
Cable stocks tumble as new tech edges out market position
For decades, cable has been king of internet service, providing fast and reliable connections for millions of Americans.
Stocks
Stock Market Disagrees with Trump on Renewables
Despite attacks on the green energy sector, many renewable energy companies have seen modest or even large gains over the past year.
Company Insights
Axon Stumbles As Tariffs Hit Margins
Taser maker Axon felt the pain of tariffs in the third quarter. The company reported earnings misses that sent the stock into a 9% drop the next day.
Company Insights
Alex Karp and the Philosopher’s Software Company: An Elon Musk Playbook Recycled
Palantir has more than doubled its share price this year, due in part to its CEO’s eccentric persona and brand building.
Earnings
Palantir Stacks One Record Breaking Quarter on Top of Another
Palantir’s latest earnings release shows strongest numbers yet but share price still takes a tumble.