Earnings season usually belongs to hundreds of companies at once. This time, two chipmakers could steal most of the show. Nvidia (NVDA) and Micron (MU) are expected to deliver more than a third of the S&P 500’s earnings-per-share growth for the third quarter, according to a ZeroHedge analysis of Goldman Sachs and FactSet estimates, Yahoo
If your next phone costs more than the one in your pocket, blame the memory chips inside it. Huawei Technologies has just admitted as much. Richard Yu, who runs Huawei’s consumer business, said rising memory prices have added about $200 on average to the cost of each handset, according to Reuters. “Moving forward, we will
On Tuesday, Oct. 6, 2026, Alphabet (GOOGL) signed a 20-year power purchase agreement with Constellation Energy (CEG) to support 890 megawatts of new nuclear output from upgrades to 11 existing reactors, according to the company’s announcement. Seeking Alpha called it the largest uprate deal ever between a nuclear provider and a tech company. Constellation shares
For most of the AI boom, one kind of chip got all the attention. Graphics processors trained the big models, Nvidia sold them, and the older hardware makers took a back seat for years. That script began to wobble by early June. Agentic AI started pulling those older names higher, while GPU-focused Nvidia lagged the
Warren Buffett no longer runs Berkshire Hathaway. He also no longer serves as its chairman. Yet his personal wealth may still be moved by hundreds of millions of dollars in a single trading session by the firm he spent decades developing. Buffett was forced back into an elite club as a result of that. On
Option Care Health (OPCH) shares were up about 33% to $31.11 around midday Tuesday, Oct. 6, after McKesson and private-equity firm Clayton, Dubilier & Rice agreed to take the home-infusion provider private. The buyers will pay $32.05 per share in cash, valuing Option Care at about $5.8 billion, including debt. The offer represents a roughly
The stock market has shown unprecedented resilience in 2026. Despite an ongoing war in Iran with no end in sight, gas prices expected to remain elevated for years, and stubbornly sticky inflation, the S&P 500 closed the Tuesday, Oct. 6, session above the record closing level it set in August. That comes a day after
Jim Cramer has built a career on conviction calls, and few have been more consistent than his faith in Amazon (AMZN). For years, the Mad Money host has treated the retail giant as close to untouchable. A permanent fixture in nearly every portfolio he recommends. That changed, briefly and publicly, after watching a rival’s AI
Running its first flights two years after launching in 2016, low-cost airline Flybondi grew quickly into the second-largest airline in Argentina after state-owned flag carrier Aerolíneas Argentinas. A fleet of 15 Boeing 737-800 planes allowed the airline to fly to 23 destinations across Argentina and neighboring countries, including Brazil, Paraguay, and Peru. But since June
The question with Tesla has never really been whether it can sell cars. It’s whether the valuation that the market has assigned to it can ever actually be justified. UBS looked at the third-quarter delivery report and came away with the same answer it had going in: not yet convinced. The bank held its Neutral