TLDR Tempus AI contract value reached $1.1 billion in preliminary 2025 results Diagnostics revenue jumped 111% to $955 million with testing volumes up 26-29% Company secured 70…

TLDR RAM prices forecast to increase 50-55% in first quarter 2026 versus late 2025 due to artificial intelligence chip demand Micron, Samsung, and SK Hynix have sold…

TLDR Millennium Management sold 91% of its Palantir stake while quadrupling its Tesla position in Q3 2025. Palantir trades at 110 times sales, making it three times…

TLDR Piper Sandler names Nvidia top 2026 data center stock with $225 target and Buy rating Vera Rubin computing platform in production, shipping starts second half 2026…

TLDR ServiceNow (NOW) stock trades at $850-860, down 17% from January 2025 high of $1,198, now valued at 8.5x projected 2027 revenue Cantor Fitzgerald maintains Overweight rating…

TLDR Investment firm Mizuho identifies three semiconductor companies as top investments for 2026 based on AI growth Nvidia, Broadcom, and Lumentum selected for their positions in AI…

TLDR SoundHound AI (SOUN) stock rose 6.6% Friday, closing at $11.75 on volume 38% above average Oppenheimer kept Perform rating after CES demos, citing valuation concerns despite…

TLDR Intel (INTC) stock rose 10% Friday after CEO Lip-Bu Tan met with President Trump U.S. government stake purchased at $20.47 in August now worth $45.55 per…

TLDR Visa stock up 14% over the past year with Q3 earnings beating estimates at $2.98 per share. Trump proposed 10% credit card interest rate cap starting…

TLDR ASML stock rose 6.7% to $1,273.88 with volume up 8% as multiple analysts upgraded ratings Q3 earnings beat at $6.41 per share versus $6.27 expected but…

TLDR Applied Materials (AMAT) stock climbed 7% Friday to $301.18, reaching a 52-week high of $302.78 Cantor Fitzgerald raised its price target from $350 to $425 with…