AI News

A one-session jump that its application software peers largely shared says less about Figma than the products it is not yet billing for.

↘️ Marvell Technology (MRVL): The semiconductor company reported higher revenue and earnings and lifted its guidance. Still, shares sank 10%, the latest example of the high expectations that investors have for companies tied to the artificial-intelligence boom.

Its five-year correlation to the broad market leaves real room for behavior of its own, but the swing that comes with it is far wider than the index's.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

The comp still looks strong, but the part of it that comes from members actually walking in has more than halved in a year, and that visit rate is what a growth-stock multiple on a warehouse retailer is really underwriting.

The Chamber of Commerce is urging an appellate court to reject the FTC's attempt to revive charges that Meta violated antitrust law by monopolizing a market for "personal social networking services."

A single-session gain that looks like a verdict on the company's acquisitions arrived with its rivals repricing alongside it, which leaves the company's own test still ahead.

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

Florida Gov. Ron DeSantis (R-FL) and Tesla Inc. CEO Elon Musk have criticized California Gov. Gavin Newsom’s high-speed rail project after a new Wall Street Journal report said the long-delayed system could ultimately cost as much as $231 billion. Quarter...

Market Domination's Josh Lipton talks with Pasqal (PSQL) CEO Wasiq Bokhari about the quantum computing company going public and how it will invest the $360 million in cash that it gained via a SPAC merger.

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Marvell Technology's (MRVL) fiscal third-quarter gross margin outlook came in a bit soft amid a high

Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.

Meta explored cutting some teams by as much as 60% as it pushed an aggressive AI restructuring strategy, highlighting both the potential and risks of automation.

Microsoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure an additional powerful growth catalyst.

Amazon has pared some of its post-Q2 earnings gains, but investors need to be patient with AMZN stock.

Amazon.com, Inc. (NASDAQ:AMZN) said on August 20, 2026, that it will expand its Prime Air drone delivery service to nearly 500 US cities by the end of 2026, a sixfold increase from its current 11 locations. It was a part of a broader race with DoorDash, Inc. (NASDAQ:DASH), Uber, and Walmart to bring deliveries to […]

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

On August 18, 2026, Einride AB (NASDAQ:ENRD) said that it will add 500 Tesla, Inc. (NASDAQ:TSLA) Semi trucks to its fleet and expects revenue growth to more than double in the second half of the year. It sent shares as high as 12% before they reversed to close down 7% the same day. Why This […]

Apple Inc. (NASDAQ:AAPL) spent decades turning the Mac into a tightly controlled, carefully curated machine. David Heinemeier Hansson, the creator of Ruby on Rails, believes the AI agent era may turn that strength into a weakness. Speaking on the Lex...

California's requested injunction is faltering, but the underlying antitrust case is still heading toward trial.

Nvidia, the world’s largest company, began outperforming rival Advanced Micro Devices in early July.

On August 27, Nvidia (NASDAQ:NVDA) shares jumped 6.8%, adding roughly $295.7 billion in market value in what looked like its best single trading day since June. The move came a day after the chipmaker did something it rarely does: it handed investors a long-term revenue forecast instead of just its usual quarterly guidance, pointing to […]

Investing.com -- Blue Owl Capital Inc. funds arranged a $2.4 billion debt financing for Iren Ltd., a cloud computing provider that plans to use the money to purchase Nvidia Corp. Blackwell Ultra GPUs for a data center campus in Canada.

USA Rare Earth has costly ambitions. Here's how long the company's cash could last.