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Microsoft (MSFT) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.
Shares of Super Micro Computer (NASDAQ:SMCI) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4% to around $396. The split marks a sharp break from Tuesday’s session, when both names fell together in a broad high-beta AI hardware selloff. Super ... Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits
A California state court judge denied motions by Meta Platforms and Google's YouTube seeking a new trial after a jury found them liable for designing social media platforms that are harmful to young people, sources familiar with the ruling confirmed on Wednesday. Los Angeles Superior Court Judge Carolyn Kuhl ruled on the motions on Tuesday, according to court documents.
Apple's upgraded Siri will rely partly on Google AI infrastructure as privacy and regulatory questions grow.
Piper Sandler has an ‘Overweight’ rating on TSLA stock with a $500 price target, implying an upside potential of nearly 25% from Tuesday’s closing price.
Adobe (NASDAQ: ADBE) is set to report its earnings on Thursday, June 11, 2026. Heading into the results, the stock has experienced notable pressure, dropping roughly 8% over the past five days as investors heavily scrutinize the company's ability to successfully monetize its generative AI tools.
Supermicro Computer stock was poised to decline as much as 12% at the open on Wednesday.
Just in time for that big SpaceX (SPCX) IPO, the firm announced that Alphabet‘s (NASDAQ:GOOG) Google has inked a $920 million per-month deal for AI compute that’ll run through the middle of 2029. Undoubtedly, the deal entails 110,000 worth of Nvidia (NASDAQ:NVDA) GPUs, which might seem like a worse deal than Anthropic got when it ... Why One AI Giant Is Paying ~2.2X per GPU More Than What Anthropic Pays SpaceX
The company offered more than $19 billion of the mandatory convertible preferred last week in two equal parts at $50 a share.
The server and storage system maker is planning to raise $7 billion to fulfill $39 billion worth of recent orders.
The prediction market platform also announced a risk scoring framework and expanded whistleblower tools, effective immediately
The server and storage system maker is planning to raise $7 billion to fulfill $39 billion worth of recent orders.
As investments go, Beignet and Big Sky may not be household names. But that doesn’t mean households aren’t going to be exposed to their financial...
Anthropic, the creator of AI-model Claude, will lease powerful but costly computer chips at five dat
Morgan Stanley forecasts AI-related global debt issuance to more than double to nearly $570 billion in 2026, pointing to rising bond supply and credit market activity as hyperscalers turn to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge • Morgan Stanley estimates AI-related global debt issuance stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last year • Hyperscalers Alphabet, Amazon, Microsoft and Meta are expected to spend $700 billion in outlays this year • Morgan Stanley ex...
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Spending on AI infrastructure is expected to climb 30% per year for the rest of the decade.
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache
Apple shifted to AMD’s graphics chips around 2015 after encountering reliability issues with some Nvidia GPUs, alongside broader disagreements over product design, technology roadmaps, and licensing.
The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
AST SpaceMobile plans to launch three next generation BlueBird satellites, numbered 8, 9, and 10, on a SpaceX Falcon 9 on June 17. The mission follows the setback of the BlueBird 7 satellite and is intended to advance the company’s direct to smartphone network. The new satellites are designed to nearly double peak data speeds and are backed by partners including AT&T, Verizon, and Google. For investors watching NasdaqGS:ASTS, this launch comes after a period of sharp share price swings. The...
INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend anytime soon.
AppLovin (NASDAQ:APP) executives outlined the company’s growth strategy at the Nasdaq London Investor Conference, emphasizing the role of its AXON machine learning platform, expansion beyond mobile gaming advertising and a continued focus on high margins and shareholder returns. Co-Founder and Chie
Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Alphabet (NasdaqGS:GOOGL) agreed to a multi year AI cloud deal with SpaceX, paying US$920 million per month through June 2029 for access to 110,000 Nvidia GPUs. Waymo acquired a 5,500 acre autonomous vehicle testing site in Arizona that was previously used by Apple for self driving development. Google introduced Search profiles, giving publishers and creators dedicated pages in Google Search that may affect how content is discovered and monetized. These moves touch three core areas for...
The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68% year to date and 121% over the past year. The fund tracks the STOXX World AC NexGen Software Development Index, powered by a ... The Capex Signal That Will Make or Break IGPT in the Next 12 Months
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