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Bloomberg43d agoneutral
CIA Aims to Speed Up Tech Adoption as AI Is ‘Rewriting’ Conflict

(Bloomberg) -- CIA Director John Ratcliffe vowed to step up the agency’s efforts to deploy artificial intelligence and quantum computing, stressing that rapid developments in emerging technologies are changing the nature of geopolitics.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s

Bloomberg44d agoneutral
Nasdaq, NYSE to Ring Bell From Oval Office, Tout Trump Accounts

(Bloomberg) -- Officials from the Nasdaq and the New York Stock Exchange plan to ring the opening bell from the Oval Office to mark the launch of Trump Accounts for minors, top White House economic adviser Kevin Hassett announced. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on Boa

Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users
Reuters65d agoneutral
Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

Morgan Stanley makes bold new call on Micron stock
TheStreet69d agoneutral
Morgan Stanley makes bold new call on Micron stock

Investors in Micron Technology (MU) stock have laughed all the way to the bank over the past year, especially those who bought into the AI memory story early. Putting the rally in context, Micron stock has gained almost 100% in the past month alone and over 350% over the past six months, ...

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video69d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

President Donald Trump owns roughly $5M in surging AI stock
TheStreet70d agoneutral
President Donald Trump owns roughly $5M in surging AI stock

President Donald Trump has never been shy about telling Americans where to put their money. In February 2026, he told a crowd in Rome, Ga., to "go out and buy a Dell computer." According to a People.com report, Trump praised Dell founder and CEO Michael Dell at the State of the Union. He said it ...

Investing.com72d agoneutral
Morgan Stanley reverses Dell call, more than doubles price target

Investing.com -- Morgan Stanley raised its rating for Dell Technologies to Equal-weight from Underweight and lifted the price target to $448 from $170 in a note on Monday, reversing a bearish thesis after concluding that the company is managing the semiconductor supply chain shortage better than peers in ways the bank had not anticipated.

U.S. Stock Futures Rise Amid AI Enthusiasm
The Wall Street Journal72d agoneutral
U.S. Stock Futures Rise Amid AI Enthusiasm

A jump in oil prices is doing little to take the shine off of U.S. stocks this morning. Brent crude futures are up more than 3% to trade above $94 a barrel after a weekend exchange of fire between the U.S. and Iran, even as both countries continue to hammer out a peace deal. Adding to the fervor this morning was Nvidia’s unveiling of its new superchip, which it described as “the most efficient PC chip ever built.”

Nvidia Introduces First PCs Designed for AI Agents
The Wall Street Journal73d agoneutral
Nvidia Introduces First PCs Designed for AI Agents

Nvidia unveiled the first personal laptop computers designed for running artificial-intelligence “agents,” using a newly designed version of the company’s signature AI chips. Nvidia will work with six manufacturers—Dell Technologies, Lenovo Group, Microsoft, HP, Asus and MSI—to build the laptops.

Bloomberg73d agoneutral
Nvidia Says Anthropic, OpenAI Among Users of New Vera Chip

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

Nvidia Enters Windows Laptop Market, Taking On Intel and AMD
Bloomberg73d agoneutral
Nvidia Enters Windows Laptop Market, Taking On Intel and AMD

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St

Bloomberg73d agoneutral
Nvidia Enters Windows Laptop Market, Taking On Intel and AMD

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Bloomberg73d agoneutral
Nvidia Enters Windows Laptop Market, Taking On Intel and AMD

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Morgan Stanley flags unexpected Dell stock update after earnings
TheStreet73d agoneutral
Morgan Stanley flags unexpected Dell stock update after earnings

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...