A comparison of Oracle and Amazon as AI cloud stocks for the next five years concludes that Amazon is the bett…
Anthropic's annualized revenue for July reached $65bn, up from $47bn in May, though its newest flagship model…
A Gallup survey from March found 71% of people oppose data centers in their areas, more than the 53% who oppos…
Broadcom and Marvell both make custom AI chips for hyperscalers, but Broadcom is trading at about half the pri…
Billionaire investors Stanley Druckenmiller and Dan Loeb both completely exited their positions in Broadcom (A…
NVIDIA announced on August 21 that it has entered a strategic partnership with Cloverleaf Infrastructure, taki…
Citi lifted its July-quarter revenue forecast for Nvidia to about $93 billion (roughly $1 billion above Wall S…
An investment analyst argues Meta Platforms should be considered the best AI stock to buy and hold over five y…
Luna, an AI agent running a San Francisco store since April on Anthropic's Claude Opus 4.8, recommended firing…
Tesla's second-quarter revenue reached around $27 billion with automotive sales up about 23% year over year, b…
Nvidia reported fiscal-year 2026 data center revenue of $62.3 billion, up 75% year over year, with full-year s…
Nvidia AI servers are set to cost more than 15 percent more in many cases due to an ongoing memory shortage, a…
NYU finance professor Aswath Damodaran calculated that Anthropic would need to generate roughly $1.2 trillion…
Meta CEO Mark Zuckerberg published a 6,500-word manifesto this week outlining how the company will develop age…
Nebius Group announced a $4.5 billion convertible note offering on Wednesday, which was upsized to $5.0 billio…
OpenAI and Anthropic are both preparing for IPOs while pursuing aggressive growth strategies, prioritizing rev…
Microsoft, Amazon, and Palantir stock jumped after earnings showed concrete returns from AI investments—Micros…
An investor argues that the AI capital cycle has overextended beyond what economics can support, with hypersca…
BlackRock has expressed continued optimism about US equities, citing the artificial intelligence boom as a key…
London Metal Exchange copper prices rose to $14,363 mid-week on August 21, approaching the all-time high of $1…
Western Digital's share price has pulled back 17.47% over 30 days despite a year-to-date return of 144.77% and…
Micron Technology shares have surged 228.54% year to date, trading at $937.11
Texas Instruments reported Q2 revenue of $5.463 billion, up 22.8%, with analog chip sales strong and data cent…
KLA has delivered 112.6% returns over the past year and 4.6x returns over 5 years, driven by AI-related demand…
JPMorgan has raised concerns that artificial intelligence stocks display similarities to the technology sector…
Lam Research announced plans to invest more than US$3.00 billion over five years to expand its global R&D lab…
Applied Materials reiterated its strong buy rating as AI manufacturing demand accelerates, signaling confidenc…
Nvidia has notified customers of price increases exceeding 15% on AI-related products, according to reports
Japan's listed companies reported April–June 2026 results that exceeded market expectations despite Iran milit…
OpenAI's CEO Sam Altman has delayed the company's initial public offering (IPO) to 2027, according to U.S
Apple has largely sat out the AI infrastructure build-out, partnering with Alphabet to integrate Gemini into d…
Billionaire Stanley Druckenmiller's Duquesne Family Office sold some SanDisk stock in Q2 and bought shares in…
Microsoft closed fiscal 2026 with $331 billion in annual revenue, up 18%, and Azure crossed $100 billion in an…
UBS estimates Amazon, Alphabet, Microsoft, Meta, SpaceX, Oracle, and smaller cloud providers will collectively…
Hedge fund manager Stephen Mandel, who runs Lone Pine Capital, made Nebius (NBIS) his largest portfolio holdin…
Adobe stock has fallen 22.22% year to date despite beating earnings expectations for six straight quarters
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30,000+ monthly readersHedge fund Appaloosa Management, run by David Tepper, sold its entire Sandisk position in the second quarter a…
During Q2 2026, hedge funds and mutual funds both added shares in Bloom Energy, Flex, and Seagate Technology…
An analysis identifies Palantir Technologies, Microsoft, and GitLab as SaaS stocks with significant upside fro…
Microsoft's Azure revenue crossed $100 billion annually for the first time, growing 41%, while Alphabet's Goog…
A Motley Fool analyst predicts Advanced Micro Devices (AMD) will outperform Nvidia over the next three years…
NVIDIA, Broadcom, and AMD have all retreated over the past week despite strong recent earnings and guidance
In August 2026, NVIDIA announced partnerships with Blackstone, Apollo, BlackRock, Brookfield, Goldman Sachs an…
Palantir Technologies, which has risen more than 600% in five years and now trades at a $416 billion market ca…
Vertiv, a traditional air-conditioning supplier founded in 1946, has grown its market cap almost 10× from unde…
Major technology companies are investing billions of dollars into artificial intelligence infrastructure and d…
Samsung Electronics' board approved a 2026 shareholder return plan worth KRW90 trillion to KRW110 trillion (ap…
Arm Holdings has gained 112.1% year to date and 76.4% over the trailing year, driven by investor enthusiasm ar…
Synchrony Financial announced an enterprise collaboration with OpenAI to support AI-native shopping and checko…
Nscale Global Holdings, a London-based AI data center builder, is reportedly planning a $3 billion initial pub…
Broadcom stock closed 1.2% higher on Friday after BMO Capital Markets analyst Harsh Kumar initiated coverage w…
Google expanded its long-term partnership with Marvell Technology to co-develop additional accelerators and co…
Nvidia's data center revenue reached $75.2 billion in the first quarter of fiscal 2027 (ended April 26, 2026)…
Western Digital has returned 530.0% over the past year and 14.6x over three years, yet trades on a P/E multipl…
On August 7, Airbnb raised its full-year 2026 revenue forecast to at least mid-teens growth (up from low- to m…
Blackstone, NVIDIA, and several global financial institutions have signed memorandums of understanding to deve…
Corning has secured multi-year, multi-billion-dollar supply agreements with Meta for high-capacity optical con…
Salesforce reported $11.13 billion in revenue (up 13%) with Agentforce and Data 360 reaching $3.4 billion in A…
Nvidia reported Q1 FY27 revenue of $82 billion (up 85% year-over-year), with Data Center revenue at $75 billio…
Texas Instruments reported Q2 2026 revenue of $5.463 billion, up 22.82% year over year, with data center reven…
Caterpillar (market cap $375.2b) is drawing fresh Wall Street scrutiny as Texas and New York implement stricte…
Micron announced a $10 billion investment in a new data center in Iowa, expanding its footprint in US-based AI…
US equity returns have broadened significantly, with gains spreading across sectors beyond artificial intellig…
Berkshire Hathaway has purchased additional shares of an artificial intelligence company, though the specific…
Tesla and Chinese automotive brands have taken leading positions in Gartner's Digital Index, a ranking that me…
A top analyst has identified five risks threatening the semiconductor industry over the next five years, with…
Recruit has drawn attention from major stock strategists at Nomura Securities, Citigroup Securities, and Aizaw…
Jefferies analyst Blayne Curtis expects Nvidia to report $95 billion in second-quarter revenue when it reports…
DeepSeek released V4-Flash-Vision-Exp, a multimodal model the company says matches its text-based V4-Flash mod…
Marvell Technology expanded its work with Alphabet on July 29, providing custom compute chips and connectivity…
Microsoft is preparing to launch its Maia 300 AI chip this fall, possibly next month, and is already negotiati…
AMD's stock edged up 0.1% to $470.19 on Friday afternoon, a near-flat move that signals investor caution ahead…
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