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(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

One member of big tech is sitting out the biggest spending boom in corporate history. Its results say more than its budget does.

Elon Musk's Tesla and SpaceX are having a brutal July. Meanwhile, Apple is quietly having its best month in four years.

RGTI's Q2 results are likely to spotlight Novera revenues, Cepheus-1 adoption and progress toward higher fidelity as investors weigh its quantum roadmap.

S&P 500 companies' second-quarter earnings growth reached 70%, driven by the information technology

Dow and S&P 500 futures gain 0.8% and Nasdaq futures 1.4% ahead of Microsoft, Meta, Apple and Amazon results and Wednesday's Fed call.

AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars

AMD's Helios rack-scale system is directly challenging Nvidia.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption. It is part of the company’s strategy of extending its cloud platform, Azure, beyond traditional infrastructure into the foundation for nmext-generation AI computing. That was evident on July 21, as the software giant confirmed the expansion of […]

U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.

It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a strikingly similar warning about Nvidia, and the reason has nothing to do with chips.

Microsoft is due to report earnings after the closing bell on Wednesday, with traders anticipating a big move from the software giant’s stock.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.

Each of these founders has unique strengths and a vision for their company.

Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.

Apple stock has climbed more than 22% year to date, with investors rewarding the iPhone maker for its capex-light approach to AI spending.

Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.

Wall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...

Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth understanding before dismissing it as reckless.

Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.

The reported financing relates to a planned 10-gigawatt AI campus in Ohio, a project expected to exceed $500 billion once computing hardware is included.

AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.