Showing 25 of 874 articles.
Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the sector fund slipped into the red reveals a tension that cuts against how investors have been positioned all year.
GF Securities Sees Big AI Chip Opportunity for Marvell and Intel
GF Securities sees major Google and Amazon silicon revenue ahead.
The hydrogen trade is fracturing into two completely different businesses, and the sector ETF is hiding almost all of it. What the flat fund price is masking could change how you size every position in this theme.
The Cybercab reveal could show how close Tesla is to scaling autonomous ride-hailing.
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.
Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
Both oil giants raised dividends again in 2026 and posted blockbuster quarters, but a decade of payout history reveals one clear winner on durability and one on yield. Knowing which fits your portfolio could matter more than the latest earnings beat.
Tesla faces fresh China setback as huge recall targets 3 million vehicles
Higher costs may be revealing stronger demand than expected
ADBE's 16% monthly rebound, discounted valuation and accelerating AI monetization support the stock, but competition and heavy AI spending keep it a hold.
China is coming for American chip stocks' market share -- and investors are scared.
Strong results from the GPU leader could reignite Micron's momentum.
D-Wave Quantum's order book grew over the past year while its revenue shrank, and the gap is a delivery schedule more than a demand problem.
China is coming for Sandisk's market share. It's time to start worrying.
Meta Platforms' ad growth accelerates as AI tools, user engagement and advertiser adoption fuel revenue, helping it stay ahead of RDDT and SNAP.
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
The Autoriteit Persoonsgegevens found that Uber relied on software to track driver conduct and customer feedback, leading to accounts being automatically suspended over suspected fraud and permanently shut down where ratings stayed low over time.
ServiceNow's expanded Tech Mahindra deal aims to scale enterprise AI, strengthen governance and support AI monetization amid rising competition.
Microsoft stock has delivered a 65.9% gain over the past 5 years, yet today the Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is only about 3% away from where shares currently trade, while earnings based multiples still screen as relatively attractive. A 65.9% return over 5 years suggests Microsoft has already rewarded patient shareholders, so fresh money is stepping in after a strong multi year run rather than at an early stage. Heavy investment in AI...
Microsoft looks like a good buy to me because it has evolved into a core AI platform business.
NVent Electric (NVT) agreed to acquire Maverick Power for $1.75 billion to expand its portfolio of e
FEATURE Stocks were mostly lower on Monday with the major indexes weighed down by falling artificial-intelligence stocks ahead of Nvidia key earnings and Federal Reserve Chairman Kevin Warsh’s Jackson Hole comments later this week.
Billionaire Ron Baron turns a long-term bet on Elon Musk’s vision into a multibillion-dollar position
The bull case here turns less on whether AI demand arrives than on how fast Microsoft can deliver the orders it has already booked.