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On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

The headline numbers for Emerson Electric (EMR) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Cathie Wood just made a massive move ahead of a key tech earnings report. The ARK Invest founder trimmed $12 million in CoreWeave (CRWV) stock just days before the company reports earnings in a couple of days' time. On May 4, ARK sold 99,692 shares of CoreWeave across multiple ETFs, locking ...

This win reflects our expanding footprint in premium AI-enabled devices, validating our RF content platform and our technology differentiation. While still modest in absolute terms, the segment is expected to grow nearly 50% this year.

Oil prices slipped and stocks advanced on hopes that the U.S. and Iran can avoid resuming their full-scale war. The United Arab Emirates said it was intercepting new attacks from Iran hours after the U.S. said Iran's latest military actions didn't rise to the level of violating the ceasefire. U.S. officials sought to play down the events of the past 24 hours, including Iran’s targeting of American warships and attacks on other vessels in the Strait of Hormuz.

Need a quote from a Motley Fool analyst? In critical moments like these, BigBear.ai Holdings, Inc. teams excel. It is a privilege to work alongside colleagues who have the operational experience and mission insight customers value and expect.

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When it comes to buying Bitcoin (BTC), there is hardly anyone who can beat Strategy Inc. (NASDAQ: MSTR). But it's been some time since we saw chairman Michael Saylor making a happy announcement on X about their new mega Bitcoin buy. This is because the company is gearing up to report its ...

On May 5, 2026, investors weighed an acquisition to expand Iren's AI cloud infrastructure to enhance the deployment and management of containerized enterprise solutions.

Apple on Tuesday settled for $250 million a shareholder lawsuit ‌brought after the company delayed artificial-intelligence upgrades to ‌its Siri voice assistant. The lawsuit, filed by Peter Landsheft in U.S. ​federal court in California in 2024, arose after the iPhone maker announced - and started running advertisements for - a bevy of AI upgrades at its annual software developer conference ‌in 2024, saying ⁠they would become available with new iPhones that fall. In 2025, Apple said that the AI overhaul of Siri would not come ​until this ​year, and executives have ​now confirmed that the ‌new Siri features will be unveiled at Apple's annual developer conference next month.

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

Lucid reported a first-quarter loss of almost $1 billion. Wall Street was looking for a loss of about $864 million.

Investing.com -- Arista Networks reported a 35% jump in first quarter revenue helped surging demand for AI networking equipment.

Strategy, the bitcoin accumulation firm founded by Michael Saylor, recorded a loss of nearly $13 billion in the first quarter as declining bitcoin prices continue to weigh on its digital-currency stash. Strategy’s first-quarter net loss widened to $12.77 billion, or $38.25 a share, compared with a loss of $4.23 billion, or $16.49 a share, a year earlier. In the most recent period, the company recorded an unrealized fair-value loss of $14.5 billion on its digital assets, complying with accounting rules that require companies to value their holdings at current market prices.

Tempus (TEM) delivered earnings and revenue surprises of +38.10% and +0.75%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Super Micro (SMCI) delivered earnings and revenue surprises of +34.25% and -17.14%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Emerson Electric (EMR) delivered earnings and revenue surprises of -0.03% and -0.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum (LITE) delivered earnings and revenue surprises of +5.74% and +0.37%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Devon Energy (DVN) delivered earnings and revenue surprises of +3.66% and -8.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

CVS Health’s Aetna was the third-largest provider of Medicare Advantage plans in 2025, behind UnitedHealth Group and Humana.

Lumentum Holdings forecast quarterly revenue above Wall Street expectations on Tuesday, ‌betting on strong demand for its high-speed ‌optical components that are crucial for artificial intelligence infrastructure. The ​company has been a beneficiary of massive capital spending by cloud giants on AI infrastructure. Its equipment is critical for transmitting vast amounts of data ‌at high speeds ⁠between servers in data center networks.

Ultragenyx (RARE) delivered earnings and revenue surprises of -18.96% and -15.66%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

By Jamie McGeever ORLANDO, Florida, May 5 (Reuters) - The S&P 500 and Nasdaq sailed to new highs on Tuesday, riding the crest of yet another wave of optimism around the artificial intelligence boom.

Frontier Group (NASDAQ:ULCC) used its first-quarter 2026 earnings call to outline record adjusted revenue, progress on a fleet “rightsizing” plan, and the company’s expectations for stronger unit revenue in the second quarter, while also addressing the near-term market disruption caused by Spirit’s

Telesat (NASDAQ:TSAT) reported first-quarter 2026 results that management said were in line with expectations for its legacy geostationary (GEO) business while continuing to advance development and commercialization efforts for its Telesat LightSpeed low Earth orbit (LEO) constellation. LightSpeed