Seaport Research's negative view of Nvidia's stock hasn't panned out thus far, but analyst Jay Goldberg is emphasizing the recommendation as he looks to 2026. ...

The race to become the Federal Reserve's next chair appeared almost over just a couple of weeks ago, but it's now back to looking like a real competition. ...

Financial institutions, cloud providers and semiconductor giants have spent the past decade preparing for the moment when quantum machines will outperform classical hardware on real, economically valuable problems. ...

The latest craze in the space business is the promise of orbital data centers, which could provide a solution to artificial-intelligence hyperscalers' energy problem. A slew of companies stand to benefit. ...

Investors looking for a Supreme Court decision on President Donald Trump's tariffs may now need to look at next year — but there's one thing they should keep in mind. ...

Fed governor Stephen Miran and New York Fed President John Williams say they are not worried about inflation. ...

Slower membership trends, competition from Walmart and caution around starting a family all present risks to the big-box retailer, a Roth analyst said. ...

The stock drop reflects concerns that ServiceNow could get more acquisitive in a bid to ignite growth. ...

Economists want to see whether the combined report shows a sharp deterioration in an already fragile labor market — or whether the job market appeared to stabilize. ...

Oracle has left nervous investors with more questions than answers about the company's AI financing plans. ...