Showing 25 of 874 articles.
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.
XPeng (XPEV) provided a third-quarter revenue outlook below Wall Street's estimates on Monday as the
Nvidia Stock Falls as AI Server Prices Rise. Memory Costs Are to Blame
Prediction markets give Tesla Inc (NASDAQ:TSLA), the electric carmaker, just a 17% chance of completing a genuine retail sale of its Cybercab this year. Market confidence has fallen from 33% in late April despite an upcoming exclusive launch event in Austin, Texas, on September 3. The...
The company is eyeing global leadership in AI.
JPMorgan Chase & Co. and Morgan Stanley are among banks shareholders are suing over their roles on multibillion-dollar buyout deals after a recent corporate-law overhaul failed to protect financial advisers from potential liability.
XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about whether humanoid robots can rescue an EV business under pressure.
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.
Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.
Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather than a warning.
China is coming for Micron's market share. It's time to start worrying.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Tech stocks dragged on the S&P 500 and Nasdaq in early trading.
Tesla will unveil the production Cybercab at a launch event in Austin, Texas, on Sept. 3. This comes as Tesla ramps up its self-driving efforts — key to the company's big growth plans.
Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.
This week's major tech news
This week's major tech news
This week's major tech news
US equity futures were lower pre-bell Monday as traders assessed the tariff situation between the US
Asking for a Trend Host Jared Blikre previews the biggest market-moving stories for the week of August 24, with Nvidia's (NVDA) Q2 earnings taking center stage on Wednesday. Investors will also be watching a packed slate of software earnings from Salesforce (CRM), CrowdStrike (CRWD), Workday (WDAY), Zoom (ZM) and Intuit before attention turns to Jackson Hole on Friday, where Fed Chair Kevin Warsh is expected to deliver remarks.
The chip designer will also invest $1 billion in Poolside and hire more than 100 of its engineers to work on Nvidia's open-weight Nemotron models
Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets and which lost their analyst backing.
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]