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Advanced Micro is heading into Q2 earnings with Susquehanna raising its price target on stronger server CPU expectations.

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Miivo AI (TSX-V:MIVO) CEO Alex Damouni talked with Proactive about the company's new Customer Insights Platform and how it supports small and medium-sized businesses by improving customer engagement through AI-powered automation. Proactive: Welcome back inside our Proactive newsroom. Joining...

Galaxy has already repurposed its Helios site from Bitcoin mining to AI infrastructure, with the first 200 MW of an 800 MW deal being delivered to CoreWeave.

Investors are coming around to the idea that Big Tech spending on AI can make sense—as long as there is a cloud-computing business involved.

Capital Power (TSE:CPX) said its second-quarter results reflected higher generation, contributions from its expanded PJM platform and continued commercial optimization, while management raised its estimate of annual adjusted EBITDA upside embedded in its existing portfolio to approximately C$1.25 bi

Investing.com -- Australia’s government defended its ban on social media use by children under 16 after regulatory data showed that more than eight in ten teenagers remained active on social platforms three months after the restrictions took effect.

For five consecutive quarters, Meta Platforms did something that very few companies at its scale manage to pull off. It beat earnings expectations every single time, while simultaneously ramping one of the most aggressive AI spending programs in corporate history. The market rewarded both things. ...

Ever the Apple Inc. (NASDAQ:AAPL) bull, Jim Cramer is nothing but ecstatic about the firm’s recent fortunes. With a market capitalization of $4.90 trillion when Cramer made his remarks, the firm was the most valuable company in the world once again after losing the place to NVIDIA. Most of the debate surrounding Apple Inc (NASDAQ:AAPL) […]

Insurance ETFs are garnering attention as a defensive play as investors look to hedge against tech and AI.

Pembina Pipeline (NYSE:PBA) reported second-quarter adjusted EBITDA of C$1.064 billion, up C$51 million, or 5%, from the same period a year earlier, as solid pipeline and facilities operations and stronger marketing results offset the impact of a revised Alliance Pipeline toll structure and revenue-

A surge in Amazon stock Friday gave the Nasdaq enough momentum to obscure Apple slump. Beneath the surface of the Nasdaq composite’s 1% gain was a tug of war between Apple stock, which fell 7.4%, and Amazon’s which surged 15%. The post-earnings slide, Apple’s largest since 2014, followed company forecasts for its September quarter that fell short of Wall Street’s expectations.

Profit growth is finally catching up with market dominance

Amazon's accelerating cloud business encouraged investors to reconsider whether large AI investments can generate sufficient revenue.

Earnings from Microsoft and Amazon offered hope that the AI trade remains very much alive. Plus, good news for software.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Let's say you're buying a new house, and you've been tracking mortgage rates before closing. And you're within your rights to be concerned that the rate on a 30-year mortgage has been rising of late. In fact, the rate has risen from just under 6% at the end of February to 6.66% as of July 30, ...

Record revenue growth and strong guidance failed to offset concerns about volatile search referrals and weaker domestic audience expansion.

Meta Platforms (META) generated the kind of sales growth most firms would be thrilled to see. Wall Street retaliated by cutting about 9% off the stock early Thursday, July 30. Facebook's and Instagram's parent company earned $60.8 billion in sales in the second quarter, up 28% from a year ago. ...

As the age of artificial intelligence takes the world by storm, Fortinet's cybersecurity solutions are in high demand.

Corning's AI data-center deals are accelerating optical demand, while a $10 billion photonics goal and U.S. expansion raise the execution stakes.

Police registered a case against Meta India's head.

In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident answers to reporters’ questions. Warsh kicked things off by saying, “For some households, businesses, and market professionals, five years of high inflation have left a mistaken impression…that the Fed’s implicit inflation target was somehow above 2%,” but in fact, “there’s only a target, and it’s 2%.”

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

Over the past two days, four of the trillion-dollar tech giants have reported earnings. Each day, there's been one clear winner and one clear loser. Today, Amazon stock is winning while Apple is down.

Social media stocks are pulling in opposite directions midday Friday, with Reddit (NYSE:RDDT) shares down 23% to $136.32, marking the stock’s worst intraday drop since its 2024 IPO. At the same time, Alphabet (NASDAQ:GOOGL) stock is up 6% to $352.45. The split is jarring because both names sit inside the same sector proxy. Meta Platforms ... Alphabet Jumps 6%, Reddit Craters 23% in Social Media Stock Divergence?

Meta sold off hard after a Q2 print that spooked investors, but a closer look at what actually drove the earnings gap raises a question the market may have answered too quickly.