Adobe (ADBE) shares rose 4.4% today
Marvell reported accelerating growth in its second quarter, with profit and revenue boosted by AI demand, acco…
Citi analysts have given Oracle a positive rating, citing the company's AI-driven growth
Nvidia reported fiscal Q2 2026 (May–July) revenue of $96.221 billion, up 2.06× year over year, and adjusted EP…
Nvidia stock jumped after the AI chipmaker delivered a beat-and-raise earnings report and gave an upbeat forec…
Semiconductor stocks experienced a severe downturn in July 2026, after soaring in the second quarter, creating…
Nvidia reported Q2 revenue of $96.22 billion, up 106% year over year, and gave a Q3 forecast of $108 billion…
Peter Thiel's hedge fund, Thiel Macro, disclosed in its latest 13F filing that it opened a new position in Ama…
Alphabet's Google advertising revenues rose 14.4% year over year to $81.63 billion in Q2 2026
Socure, an identity verification and fraud prevention company, raised $156 million in a strategic growth inves…
Chip and AI-linked stocks gained in sympathy after Nvidia's Q2 report
Bill Ackman's Pershing Square has 44.4% of its $19.5 billion portfolio in four AI application stocks: Uber, Mi…
Despite fears of an AI-driven 'SaaSpocalypse,' Salesforce, Booking Holdings, and IBM are positioned as AI winn…
SpaceX's stock (SPCX) rose overnight, and an analyst named Munster said the company has effectively become a h…
OpenAI revealed benchmark results for its custom inference chip Jalapeño, claiming 1.5–1.9× more work per watt…
Nvidia projected its revenue would rise 70% next fiscal year, its first-ever year-ahead forecast
NVIDIA reported record profits, driven by strong demand for its AI chips, and is stepping up efforts to create…
Cerebras Systems and SpaceX both went public in 2026, with Cerebras starting trading on May 14 and SpaceX foll…
Palantir CEO Alex Karp said at a company boot camp last week that society cannot accept all AI value going to…
Citigroup said shares of an AI-linked stock that has lagged its peers can more than double
Reddit's stock fell sharply in after-hours trading after the company was excluded from the S&P 500 index
Corning reported a 32% year-over-year increase in Optical Communications sales, driven by AI data center deman…
Barclays has flagged potential political risk for the AI Data Center Index ahead of the US midterm election, p…
The AI narrative is shifting from a few large tech names like Alphabet, Meta, and Nvidia to a broader set of c…
ServiceNow's AI revenue is expected to surpass $1.5 billion by the end of 2026 and reach about $9.6 billion in…
CrowdStrike shares rose more than 11% in extended trading after the company beat Wall Street's fiscal second-q…
SMBC Nikko Securities has raised its target stock price for Recruit Holdings, citing the company as an AI-driv…
Nvidia reported net income of $59.69 billion, or $2.46 per share, for the May-July period
An investor argues Bloom Energy is a better AI play than Nvidia, citing its dominant niche in solid oxide fuel…
Nvidia reported sales of $96.2 billion for the May-July period, double the previous year and above the market…
Since the turn of the year, more than a dozen executives have left OpenAI, including the COO, a chief revenue…
Anthropic, reportedly nearing a $2 trillion IPO, is set to tell investors its total addressable market (TAM) i…
Defiance ETFs chief investment officer Sylvia Jablonski says ETF investors are pouring back into the tech trad…
Microsoft, Amazon, and Google are reportedly in revenue-sharing talks with China's Moonshot AI over its Kimi K…
Pershing Square Capital Management, led by Bill Ackman, sold its entire Alphabet stake and trimmed Amazon by 2…
Nvidia reports second-quarter earnings today, after Wall Street's closing bell, guiding investors to roughly $…
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30,000+ monthly readersThe author suspended their earlier call that CoreWeave and Iren could deliver outsized AI-driven gains, citing…
Enflame Technology is preparing a Shanghai STAR Market listing worth CNY6 billion (approx
Treasury yields declined, with the benchmark 10-year Treasury note yield dropping by over 7 basis points to 4.…
Meta Platforms revealed plans in August for "Hatch," a consumer AI agent that can access and browse Reddit con…
Arista Networks shares fell 6.8% after the company reported its first quarter above US$3 billion in revenue, r…
Western Digital reported fiscal Q4 revenue of $3.75 billion, up 44% year over year, with full-year revenue rea…
Dell Technologies (DELL) is up 3.8% today, ahead of its September 1 earnings report for fiscal second-quarter…
Morgan Stanley has identified a stock it says will benefit from a boom in one area of artificial intelligence…
Dell reports fiscal Q2 results after the close on Tuesday, September 1, 2026
Masayoshi Son has become Japan's richest stockholder, with holdings worth ¥10 trillion, doubling in the past y…
Nvidia stock is trying to find support at a key level
Reddit shares jumped 4.9% after The Information reported that Meta is preparing to launch a consumer AI agent…
Guident CEO Harald Braun said human-in-the-loop oversight is still needed for robotaxi fleet safety, with AI-d…
Nvidia shares have fallen for seven straight sessions, with investors closely tracking the slide in the chipma…
Broadcom is pushing into debt financing for AI compute, signaling that AI infrastructure is becoming an asset…
Analog Devices (ADI) just posted the first $4 billion quarter in its history and guided for more records ahead…
Uber's stock dropped after reports that it is capping employee access to AI software, following a budget blowo…
Gilead Sciences (GILD) has announced an oncology AI deal with Nucleai, a move aimed at strengthening its cance…
BlackRock has announced an AI infrastructure workforce agreement, signaling its entry into the AI-driven inves…
Guinness Global Innovators Fund highlighted Lam Research in its Q2 2026 investor letter, noting strong perform…
Cisco closed a record fiscal year
24/7 Wall St. issued a BUY rating on Qualcomm with a $226.05 price target over the next 12 months, implying 41…
Bond traders have raised credit risk measures for Broadcom Inc
Haworth said he will be looking for 'robust' demand for Nvidia's chips and whether the company's circular fina…
Nvidia shares fell, even though the company made an AI-related move
Applied Materials says rising AI computing demand is driving technological transformation in semiconductors, w…
Amazon told investors it now expects to spend $220 billion in 2026, which is $20 billion more than its prior c…
BMO Capital started coverage of AMD with an Outperform rating and a $550 price target
Nvidia is reportedly planning a major price increase for its AI chips, and Microsoft, Google, and Oracle—which…
SanDisk, Micron, and Western Digital remain cheaply valued, according to a market analysis, even as concerns p…
Google and NextEra have announced plans to launch an AI-powered grid by 2026
IBM's stock is rebounding from a historic selloff, with retail investors buying the dip
Tempus AI shares have rallied sharply following positive Phase 3 results from a Moderna-Merck cancer vaccine t…
A new analysis compares Micron Technology and Sandisk as AI memory stocks and argues that investors shouldn't…
Palantir stock rose 4% to $181.25, clearing the $180 level traders were watching, while BigBear.ai rose 4% to…
Microsoft paid out $6.8 billion in dividends on August 20, 2026, its largest single distribution, but its annu…
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