AI News

Long-term tailwinds are going to propel Palo Alto Networks' business, but the stock's valuation has run a bit high.

The company's fundamentals just hit records. Its stock hasn't noticed.

The latest round of earnings could be the catalyst the market needs to turn AI stocks around.

From defending Rivian to explaining why Detroit is no longer the center of the car universe, Dan Neil responds to his readers’ feedback

The major chip deal with Broadcom is part of Apple's American Manufacturing Program.

Single-stock leveraged ETFs will amplify the daily gains—or losses—of the South Korean memory-chip maker. They’re not for the buy-and-hold crowd.

Rocket Lab's "Hungry Hippo" fairing could make rocket reuse cheaper than ever -- but investors should wait to see if the innovative design survives its biggest test: Neutron's first launch.

Both stocks have underperformed broader equities this year, but there may be plenty of upside ahead.

Bloom and Nvidia stocks have both grown over tenfold in five years. But can Bloom match Nvidia's earnings power to keep the momentum going?

XRP's upside potential may not be as high as some investors think.

Wall Street's bullish sentiment looks justified in these cases.

Here's what a record-breaking share sale says about demand for the chips powering AI.

AMD chases AI growth with concentrated risk, while TXN's diversified portfolio trades at a cheaper valuation. Which risk-reward profile fits your 2026 strategy?

A reported September production date hints at how the company plans to get more out of its massive AI budget.

In a classic “Friday news dump,” Apple filed a federal lawsuit in California against OpenAI, accusing its once-partner of stealing some of its trade secrets. Specifically, it’s alleging that two of its former employees brought proprietary and confidential information about its hardware to OpenAI when they joined. The lawsuit calls to mind Waymo’s trade secret theft lawsuit against Uber, filed in 2017. Similarly, a well-established tech giant publicly accused a fast-ascending private company, loc

Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...

The chip maker’s business is improving, with government twisting the arms of potential customers and partners including Apple and Nvidia

Deepwater Asset Management’s Gene Munster sees CY27 hyperscaler capex growth estimates increase from the current 23% year-over-year to 37%.

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.

Elon Musk told Tesla staff to adopt Grok 4.5 wherever possible, citing its significantly lower token costs compared to competing models, The Information reported.

REVIEW PREVIEW NEWSLETTER Pretty Meta. One big thing separated the S&P 500 and Nasdaq Composite from the Dow Jones Industrial Average this week: Meta Platforms stock. The Dow rose 150 points, or 0.3%, on Friday.

Investors were digesting the specialty food company's latest earnings report.

The lawsuit alleges that two former Apple employees now working at OpenAI stole confidential data including information about unreleased hardware products and technical specifications.

Former Apple employees took confidential information to OpenAI to advance the AI company’s device efforts, Apple claims.