The data center designer is positioning itself at the epicenter of the artificial intelligence (AI) boom.Shares of Applied Digital (APLD +8.05%) rose on Thursday after the digital infrastructure builder announced impressive quarterly growth metrics. By the close of trading, Applied Digital's stock price was up more than 8% after rising as much as 20% earlier in the day. Fueling the AI revolution Applied Digital's revenue soared 250% year over year to $126.6 million in its fiscal 2026 second quarter, which ...

Today, Jan. 8, 2026, defense names power the Dow as investors react to President Trump’s $1.5 trillion Pentagon push.S&P 500 (^GSPC +0.01%) finished almost flat at 6,921.46, the Nasdaq Composite (^IXIC 0.44%) declined 0.44% to 23,480.02 on tech weakness, while the Dow Jones Industrial Average (DJINDEX: ^DJI) gained 0.55% to 49,266.11 as defense and staples outperformed.Market moversNorthrop Grumman (NOC +2.43%) advanced on Trump’s $1.5 trillion defense-budget push and a new $94 million U.S. Navy contract. L ...

Today, Jan. 8, 2026, Wall Street's upgrade and CES roadmap toward autonomy put Ford's turnaround and tech ambitions under the microscope.NYSE : FFord Motor CompanyToday's Change( 4.66 %) $ 0.64Current Price$ 14.38Key Data PointsMarket Cap$55BDay's Range$ 13.88 - $ 14.4952wk Range$ 8.44 - $ 14.49Volume6.1MAvg Vol84MGross Margin7.58 %Dividend Yield4.37 %Ford Motor Company (F +4.66%), a maker of automobiles and commercial vehicles, closed Thursday's session at $14.40, up 4.80%. Ford Motor Company IPO'd in 1972 ...

Is there any point at which defense stocks cost too much to buy? Investors don't seem to think so.By now you've heard the news: Last weekend, U.S. Special Forces units raided the Venezuelan capital of Caracas and arrested President Nicolas Maduro and his wife, taking both away for trial on narcotics and terrorism charges in New York. Oil stocks surged on the news Monday -- and so did defense stocks, with shares of Textron (TXT +3.50%) gaining 2.2%, Lockheed Martin (LMT +4.01%) 2.9%, and General Dynamics clo ...

The little quantum computing company still has a lot to prove.Rigetti Computing's (RGTI 0.67%) stock closed at a record high of $56.34 per share on Oct. 15, 2025. That marked a 6,850% gain over its previous 12 months, and was fueled by new contracts, analysts' upgrades, and a growing enthusiasm for quantum computing stocks.Yet over the following three months, Rigetti's stock was cut in half and now trades at about $26. Let's see why its stock fizzled out, and if that dip is a buying opportunity for patient ...

Serve Robotics had an incredible news week.Shares of robotic delivery upstart Serve Robotics (SERV +16.78%) have spiked 33% this week as of 2:00 p.m. ET on Thursday following numerous news items. Intent on leading the robot revolution (at least the AI-powered kind that brings food and groceries to your door), Serve Robotics has been receiving a lot of attention from Wall Street recently.NASDAQ : SERVServe RoboticsToday's Change( 16.78 %) $ 2.26Current Price$ 15.73Key Data PointsMarket Cap$1.0BDay's Range$ 1 ...

Today's decline is reminding investors that Centrus Energy stock can't rise forever.Rising higher on each day of trading since the first market session of 2026, Centrus Energy (LEU 10.20%) stock is off to an auspicious start in the new year. Today, however, shares of the uranium enrichment specialist appear poised to end the impressive streak, partly due to an analyst's uninspiring outlook.As of 1:33 p.m. ET, shares of Centrus Energy are down 10.4%, paring back an earlier slide of 11.6%. One analyst hiked h ...

Taiwan Semiconductor Manufacturing stock seems poised for another year of strong gains.The S&P 500 has been in a bull market for more than three years now, entering this territory in October 2022, and the good news is that the index is expected to sustain its rally in 2026 as well.After recording three consecutive years of double-digit gains, a feat that the index has achieved five times since it came into existence in 1957, Wall Street is looking forward to another year of robust growth in the S&P 500. Deu ...

The beer stock managed to beat estimates in its earnings report.Shares of Constellation Brands (STZ +4.71%) were gaining today after the domestic seller of Corona and Modelo beat estimates in its third-quarter earnings report.As of 1:57 p.m. ET, the stock was up 4.7% on the news. Constellation tops a low barConstellation Brands has faced a number of headwinds recently, including weak discretionary spending, younger generations turning away from alcohol, and a slowdown among Hispanic customers.Revenue fell 1 ...

Core Viewpoint - Tesla's vehicle business is facing significant challenges, with a notable decline in deliveries and production, raising concerns about the sustainability of its growth and the potential impact of its Robotaxi service on overall profitability [1][2][3]. Group 1: Vehicle Deliveries and Production - Tesla's fourth-quarter deliveries fell nearly 16% year-over-year to approximately 418,000 vehicles, leading to a full-year 2025 delivery estimate of 1.64 million, which is an 8.6% decline year-over-year [1]. - The company's vehicle production also decreased sequentially in Q4, with about 434,000 cars produced, down from approximately 447,000 in Q3 [1]. Group 2: Robotaxi Service and Financial Implications - Investor enthusiasm for Tesla's Robotaxi service is driving its high price-to-earnings ratio, which is nearly 300, despite disappointing delivery figures [3]. - There are concerns that the capital expenditures required for the Robotaxi service may exceed expectations, similar to the situation faced by Meta Platforms, which saw a significant increase in capital expenditures due to AI investments [5][6][9]. - Tesla's CFO projected capital expenditures to rise substantially in 2026, indicating a shift towards more capital-intensive operations [9][10]. Group 3: Competitive Landscape - The autonomous ride-sharing market is becoming increasingly competitive, with major players like Alphabet and Amazon already in the space, alongside electric vehicle companies such as Rivian, Lucid, and BYD [11]. - Price sensitivity is expected to dominate the taxi service market, making it challenging for companies to differentiate themselves beyond pricing [12]. Group 4: Potential Outcomes - The combination of high capital intensity and the potential commoditization of ride-sharing services could lead to a scenario where the costs associated with the Robotaxi service exceed its revenue [13]. - Conversely, if Tesla can leverage its existing vehicle hardware for rapid deployment of the Robotaxi service, it may achieve a first-mover advantage and potentially license its technology to other manufacturers, creating a lucrative revenue stream [14][15].