Michael Burry said Microsoft, Amazon, Alphabet, Meta and Oracle carry about $3 trillion in AI-infrastructure c…
Technology and Communications Services are the only two S&P sectors higher in September, while other sectors a…
Meta's new AI agent, Muse, rose to the top of Apple's app store, and major banks, insurers and online travel a…
Qualcomm signed a multi-generation AWS chip deal with Amazon, issuing warrants for up to 25 million shares tie…
After speculation about a September or October IPO, The Wall Street Journal reported that some of Anthropic's…
Unity Software stock rose nearly 5% overnight, after Meta launched new VR and AI hardware
Anthropic reportedly picked Nasdaq for its planned IPO, with some estimates near $2 trillion, though the Wall…
SoftBank raised roughly $11 billion in debt, including $1 billion of 3.5-year bonds at 8.625% and $4.5 billion…
MarketWatch reports that Micron's stock has become a 'battleground' as the AI narrative shifts
Wells Fargo's Ohsung Kwon said he is starting to get more concerned about the AI capex cycle, in comments carr…
Micron's 12-month median price target of $1,600, according to 57 analysts, points to a 53% jump
Expedia fell 7% to $260.33, Airbnb 6% to $151.66 and Booking Holdings 5% to $156.02 as Meta's Muse agent can s…
Barron's published a piece titled "2 Stocks That Skirt High Copper Prices for AI Data Centers," naming two com…
Charles Schwab fell 6.11% on September 22, closing at $100.35, after Bloomberg tied the drop to Meta's assista…
Kalkine Media asks why ConocoPhillips (NYSE:COP) is in the spotlight as market breadth diverges around AI stre…
Palantir hit a 2026 high Wednesday, rebounding since midyear, as the data analytics software giant delivers bo…
Alphabet and Amazon, the tech megacaps backing Anthropic, each have multiple ways to cash in as the AI model g…
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after shares jump…
On September 21, SoftBank launched more than $11 billion in dollar and euro bonds ahead of a $10 billion OpenA…
Citizens kept a Market Outperform rating and a $550 price target on Microsoft, with analyst Patrick Walravens…
Apollo's Torsten Sløk told clients the AI spending race depends on hyperscaler operating cash flow more than t…
AeroVironment's quarter brought confirming data — EHEL awarded, a LOCUST international sale announced, and Tit…
Stifel upgraded Microsoft to 'Buy' and sees 15% upside, pointing to the company's AI growth and cost disciplin…
A Bloomberg gauge of 30 Chinese technology stocks with the biggest overseas revenue exposure returned 36% this…
Jessica Wachter of Wharton and co-authors estimate hyperscaler spending will reach nearly 1.1兆ドル by 2027, and…
Wells Fargo analyst Aaron Rakers kept his Overweight rating on Sandisk (SNDK), citing AI storage demand and hi…
Wells Fargo and other bank stocks fell as Meta's Muse added fuel to AI fears, Barron's reported
SanDisk now sells much of its output through multiyear New Business Models contracts with eight Datacenter and…
Rosenblatt initiated coverage of Sandisk with a Buy rating and a $2,400 price target
Heartland Advisors' Q2 2026 investor letter said Texas Instruments' data center power management revenues rose…
Applied Materials trades near US$444.57 at about 38.1x earnings, below the semiconductor sector average of rou…
Trefis's scorecard favors Micron over NVIDIA by a moderate margin, citing better valuation at 18.2 times EBIT…
Rick Orford compared Freeport-McMoRan, Southern Copper, and BHP as three ways to play copper demand pulled hig…
Charles Schwab led a wide swath of brokerage and bank stocks lower on Tuesday as AI-fueled competition heats u…
The Motley Fool compared Vertiv and Eaton as AI infrastructure plays and concluded Vertiv is the better buy, c…
A top analyst laid out five concerns facing the semiconductor sector and singled out Kioxia, Advantest and Tok…
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An analysis named Amazon and Palantir as AI software plays, citing analyst expectations that their revenue and…
Arm estimates agentic AI could raise data-center CPU demand from roughly 30 million cores to about 120 million…
Shopify stock rose for a second consecutive day, as investors judged that Meta's Muse AI agent could be a very…
Leading AI stocks ripped higher to kick off this trading week as investors pile back into Big Tech, per the 8:…
Meta surged 11 percent, Bloomberg reported, after its free AI agent Muse topped download charts following its…
Keithen Drury named Nvidia his top AI stock pick for the next three years
Nvidia guided for $108.0 billion in fiscal third-quarter revenue, with a footnote that it assumes no Data Cent…
Meta shares jumped 8.6% in the afternoon session as sentiment improved around its AI products, and Wells Fargo…
AMD and Meta Platforms each surged roughly 10% on Monday, with AMD reaching a $1 trillion market-cap threshold…
AMD hit a major milestone, and AI stocks blazed higher
Meta introduced its Muse AI agent, triggering a rally in Intel and fellow chip stocks, while AMD reached a $1T…
AMD joined the $1 trillion club, as Reuters reported a chipmaker rally driven by AI demand
Intel shares jumped about 10% on Monday, as Melius Research initiated a Buy rating, Tigress Financial raised i…
Sandisk customers are expanding multi-year commitments as inference requirements rise, strengthening the signa…
Dell said it booked a record $60.9 billion in AI-server orders and $16.4 billion in AI-server revenues in the…
Morgan Stanley says the AI linkup between SpaceX and Tesla is getting deeper, with the two companies' artifici…
Lumentum unveiled a high-density die-to-die optical interconnect for AI scale-up architectures at an optical c…
Amphenol (APH) rose 4.2%
Morgan Stanley raised its Palo Alto Networks price target to $410 from $394, kept its Overweight rating, and c…
Vertiv Holdings Co, which last closed at $249.39, is tagged 44.6% undervalued by its most-followed narrative a…
Arista Networks raised its full-year revenue outlook, citing continued robust growth tied to demand for AI dat…
Amphenol's IT datacom business hit 43% of Q2 2026 sales, with revenues up 89% year over year and 63% organical…
The Nasdaq Composite jumped 2.3% to a record closing high of 27,122.09, with Intel up 12% and AMD's market cap…
Cisco pushed Splunk AI deeper into private-cloud, on-premises and air-gapped environments via an AI POD packag…
Broadcom projected $21.7 billion in fiscal fourth-quarter AI semiconductor revenue, alongside about $34.8 bill…
Meta rallied 6.5% on Monday, lifting the Nasdaq 100 by 2.15%, while Arm surged 15%, Intel jumped 13% and AMD c…
Meta shares rose as much as 7.6% Monday after Wells Fargo analyst Ken Gawrelski raised his price target to $79…
Nokia will rejoin the top Eurozone index, the EURO STOXX 50, a year after it was dropped from it
Nvidia guided to $108 billion in quarterly revenue, up from $96.2 billion
Berkshire Hathaway's latest 13F filing, covering holdings as of June 30, shows it bought more than 48 million…
Simply Wall St's most-followed KLA narrative sets fair value at $232.43 versus a $176.99 close, with the stock…
The article titled 'Qualcomm's AI Pivot Has A Problem' contains no reporting; its body is limited to an analys…
Broadcom projected roughly $58 billion in AI semiconductor revenue for fiscal 2026, about $115 billion in fisc…
Western Digital fell 4% to $411.34 and Seagate dropped 5% to $763.35, while Micron held at $926.38, splitting…
Analog Devices (ADI) fell 7.2% over 30 days and 12.8% over 90 days after high-profile AI leaders called for sl…
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