Yahoo Finance • 2 days ago

Bank of America’s SSI Points to 12% Upside for the S&P 500 – Here Are 2 Stocks to Play the Call

The stock market has started the year with a somewhat uneven tone. Indexes are hovering near highs, yet the ride has not been smooth, with leadership shifting from week to week and traders quick to rotate between sectors when new headlines... Full story

Yahoo Finance • 3 days ago

Canadian General Investments: Investment Update - Unaudited

TORONTO, Canada, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Canadian General Investments, Limited (CGI) (TSX:CGI) (LSE: CGI) reports on an unaudited basis that its net asset value per share (NAV) at January 31, 2026 was $83.73 resulting in year-t... Full story

Yahoo Finance • 5 days ago

BofA Initiates Celestica (CLS) with ‘Buy’ Rating and $400 PT

Celestica Inc. (NYSE:CLS) is included in our list of the best AI data center stocks to buy now.BofA Initiates Celestica (CLS) with ‘Buy’ Rating and $400 PT BofA started coverage of Celestica Inc. (NYSE:CLS) on January 28, 2026, with a buy... Full story

Yahoo Finance • last month

Can Sanmina's Thrust on 42Q Connected Manufacturing Boost Revenues?

Sanmina Corporation SANM is increasingly focusing on 42Q connected manufacturing that effectively integrates data from customers’ global factories and suppliers’ fleets and creates an up-to-date information base. It offers a unified data e... Full story

Yahoo Finance • 2 months ago

This Semiconductor Stock Is Still 20% Below Its High but One Fund Is Betting Nearly $50 Million on Shares

Key Points Boston-based Portolan Capital Management added 289,844 shares of Semtech in the third quarter. The overall position value increased by $30.68 million from the previous period. As of September 30, Portolan reported holding 668,8... Full story

Yahoo Finance • 2 months ago

This Payments Stock Is Down 37% This Past Year as One Fund Trimmed a $40 Million Stake

Key Points Boston-based Portolan Capital Management sold 246,414 shares of Shift4 Payments in the third quarter. The overall position value decreased by $28.52 million from the previous period. As of September 30, Portolan reported holdin... Full story

Yahoo Finance • 2 months ago

Why One Fund Has Amassed a $64 Million Bet on This Volatile Digital Infrastructure Stock

Key Points Boston-based Portolan Capital Management purchased nearly 2.4 million shares of DigitalBridge Group in the third quarter. The position value increased by $32 million from the previous period. As of September 30, Portolan report... Full story

Yahoo Finance • 2 months ago

AI, Data Center Boom Fuels 190% Rally For Celestica. Is More Growth Ahead?

Canada-based Celestica has seen revenue balloon this year on soaring demand for AI, data center components. Expect further gains. Continue Reading... Full story

Yahoo Finance • 2 months ago

Stock Market Today: Gains Strengthen Again As Carvana, Newmont, Nuclear Play Set Up Entries (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday on a surprise CPI inflation report. Nvidia stock and Tesla rallied. Continue Reading... Full story

Yahoo Finance • 2 months ago

Stock Market Today: Index Gains Moderate; Carvana Outperforms As This Nuclear Play Sets Up (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday on a surprise CPI inflation report. Nvidia stock and Tesla rallied. Continue Reading... Full story

Yahoo Finance • 2 months ago

Dow Jones Futures Rise; Micron Jumps On Earnings After Oracle Leads AI Stock Sell-Off

Oracle and AI stocks drove damaging market losses Wednesday. Micron jumped late on strong earnings and blowout guidance. Continue Reading... Full story

Yahoo Finance • 2 months ago

What Does Celestica’s (TSX:CLS) Audit Chair Shift Reveal About Its AI Infrastructure Ambitions?

Celestica Inc. announced that Dr. Luis Müller will step down from its Board and Audit Committee chair role after the January 28, 2026 meeting, with current director Amar Maletira set to assume the Audit Committee chair, bringing more than... Full story

Yahoo Finance • 2 months ago

Data Center Switch Market Doubled in Three Years, Hits Record 3Q 2025, According to Dell'Oro Group

Accton, Celestica, and NVIDIA Captured Highest Share Gain REDWOOD CITY, Calif., Dec. 16, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunicat... Full story

Yahoo Finance • 2 months ago

The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown

24/7 Wall St Quick Read Google’s custom TPU chips are emerging as a serious challenger to NVIDIA’s GPUs, driven by potentially lower total cost of ownership through cheaper pricing and higher energy efficiency. Investor sentiment has shi... Full story

Yahoo Finance • 2 months ago

Goldman Sachs Adds Red-Hot Gaming and Technology Stocks to December Conviction List

Thinkstock The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market. It is a tool for investors to identify stocks with strong growth potential, freque... Full story

Yahoo Finance • 2 months ago

OpenAI Goes From Stock Market Savior to Anchor as AI Risks Mount

Photographer: SeongJoon Cho/Bloomberg (Bloomberg) -- Wall Street’s sentiment toward companies associated with artificial intelligence is shifting, and it’s all about two companies: OpenAI is down, and Alphabet Inc. is up. The maker of Ch... Full story

Yahoo Finance • 2 months ago

S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index and S&P/TSX 60 Index

TORONTO, Dec. 5, 2025 /CNW/ - As a result of the quarterly review, S&P Dow Jones Indices will make the following changes in the S&P/TSX Composite Index and S&P/TSX 60 Index prior to the open of trading on Monday, December 22, 2025: S&P/TS... Full story

Yahoo Finance • 2 months ago

AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters, According to Dell'Oro Group

Accton, Arista, and Cisco Gained the Most Share, While Celestica and NVIDIA Continue to Lead with Nearly 50 Percent Combined Share in the Ethernet Segment REDWOOD CITY, Calif., Dec. 5, 2025 /PRNewswire/ -- According to a recently publish... Full story

Yahoo Finance • 2 months ago

Jim Cramer Notes That “The Gemini 3 Improvement Was Very Good News for Google”

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s Gemini 3 improvement, as he commented: “The Gemini 3 improvement was very good news for Google and all the stocks connected... Full story

Yahoo Finance • 2 months ago

Credo Technology praised by Wall Street amid booming growth

[Technology Background] David Cope Credo Technology (CRDO [https://seekingalpha.com/symbol/CRDO]) was in focus on Tuesday as Wall Street analysts praised the high-speed solutions company after it reported [https://seekingalpha.com/news/45... Full story