Nvidia to invest $4 billion in two photonics companies
Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.
Steve Eisman says investors should ignore U.S.-Iran war, will be long-term ‘positive’
When asked by CNBC’s Joe Kernen whether he would change anything because of the conflict, the investor of ‘The Big Short’ fame responded with, ‘Not a single trade.’
JPMorgan turns bullish on Netflix, says streamer is better insulated from AI disruption risk
JPMorgan sees shares of Netflix adding 25% from here.
Stocks making the biggest moves premarket: Exxon Mobil, Lockheed Martin, United Airlines & more
These are the stocks posting the largest moves in premarket trading.
Travel stocks sink after thousands of flights grounded following Iran strikes
Airlines and some hotel stocks fell after the U.S.-Israeli attacks on Iran and subsequent retaliation strikes.
Qatar’s state-owned energy company halts LNG production after Iran drone attacks
Iran has launched missiles at U.S. allies across the Gulf in retaliation for strikes that killed its Supreme Leader Ayatollah Ali Khamenei.
This cybersecurity stock has taken a beating on AI worries. Why one analyst sees an opportunity
Piper Sandler sees shares of CrowdStrike rallying 40% from here.
Why India looks especially vulnerable as conflict rages in Middle East
As conflict in the Middle East causes surging oil prices and disrupts the aviation sector, India is coming under pressure.
Global defense stocks jump as U.S., Iran exchange attacks
The defense sector was a rare bright spot amid a broader market sell-off triggered by fears of a wider regional conflict following U.S. attacks on Iran.
The Strait of Hormuz crisis explained: What it means for global shipping
The Middle East conflict has stoked fears of prolonged disruption to global trade via key maritime corridors.