Now worth $20 billion, Oklo has become the largest pre-revenue company listed in the U.S., as investors search for the next big AI trade. ...

AOT Growth and Innovation ETF portfolio manager, John Tinsman says there's one clear reason to invest in big tech companies: low marginal cost. ...

"I worry that a downturn in the tech sector, or something Apple-specific, could wipe out half my portfolio.†...

技术应用 - 银行巨头展示技术改进其算法债券交易能力 [1]

The chip maker has reportedly asked Apple for an investment as it attempts to save its faltering business with a slew of multi-billion-dollar deals ...

Jefferies analyst downgrades Bloom Energy's stock to underperform, saying the rally since the company's power-generation deal with Oracle in July was a sign of 'over-exuberance' by investors. ...

A ClearPoint Neuro's medical device plays an important role in UniQure's effort to battle Huntington's disease. ...

The path for the U.S. stock market, which is trading near all-time highs, is probably higher after the Federal Reserve last week cut its benchmark interest rate, according to LPL Financial. ...

Morgan Stanley analysts noted that Adobe's AI risk "may be higher than feared†— or at least that it could take longer than expected for the company to realize true AI benefits. ...

As Costco prepares to report quarterly results Thursday, Wall Street analysts generally have had nice things to say — but some still question how long the company can keep investors happy. ...