Showing 25 of 936 articles.
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.
One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.
OpenAI is in an IPO pickle. A year ago, the idea of an OpenAI listing would have had Wall Street salivating, with relatively few reservations about its large financial losses or questions about its leadership. After surviving an attempted ouster two years prior, chief Sam Altman had carved OpenAI into his nascent industry’s undisputed king and hitched himself closely to the much wealthier Microsoft to bankroll growth.
SHOP's 22.5% YTD slide reflects slowing growth and AI costs, but rising payments, AI commerce and global expansion may support a rebound.
META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.
SpaceX stock fell 38% from its peak, cutting Elon Musk's fortune by $500 billion. Analysts still see a rebound ahead.
The company is making a fundamental pivot you might have missed, and it has nothing to do with building more vehicles.
Apple Inc. (NASDAQ:AAPL) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC, while quoting Nikkei Asia, noted that the company plans at least 5 new iPhone models through early 2027. Apple Inc. (NASDAQ:AAPL) has lifted its foldable iPhone production plans to 10 million units. CNBC, while quoting Bloomberg, also […]
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest $2.5 billion in a new group. This group focuses on assisting clients with AI implementations. With this, Microsoft Corporation (NASDAQ:MSFT) is the latest tech giant that is committing significant resources […]
IBM stock collapses 25% after the company preannounced its Q2 earnings results.
Meta Platforms (META) will be expanding its data center project in Louisiana to 5 gigawatts of compute capacity. Yahoo Finance Tech Editor Dan Howley examines this latest news.
Tesla's (TSLA) strong auto and energy deliveries set up the electric vehicle maker for a solid Q2, b
The tech moguls took to X to rip each other apart again, this time over Apple's lawsuit and Musk's SpaceX IPO.
Tesla stock was inching higher at the start of Tuesday trading as investors mulled over what a couple of Wall Street price target hikes could do for it. The modest rise came after Morgan Stanley, Barclays, and Wells Fargo all bumped their price targets for Tesla stock. Morgan Stanley analyst Andrew Percoco raised his price target by $2 to $417 and kept a Hold rating on shares.
One stock has a very high ceiling, while the other has a much higher floor.
Hyperliquid’s (CRYPTO: $HYPE) builder-deployed perpetual markets are moving from the edge of the exchang...
Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.
The announcement marks the latest in a string of sodium battery developments as utilities and customers look for new sources of grid-tied and behind-the-meter capacity.
The fund's past recoveries look tempting, but the ride down has often been rougher than it looks.
SpaceX is tantalizing early investors with an $800 analyst price target while Tesla quietly pivots toward a robotics revolution that could reshape daily life faster than any orbital data center. Picking the right Elon Musk bet right now might come down to one critical question about timing.
The regulatory landscape is shifting rapidly, and likely for the better.
Analysts are extremely bullish on the largest companies in the U.S. market right now.
Apple hit an all-time stock high after it filed one of its most aggressive lawsuits in years, and the market barely flinched. That disconnect between price and risk is exactly what most investors are not pricing in right now.
Every business set a revenue record, stock trading nearly doubled, and Jamie Dimon found fresh reasons to worry on your behalf