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Mega-cap tech stocks were sliding on Tuesday after Google owner Alphabet outlined a plan to issue $80 billion in stock to fund its AI spending spree. The Roundhill Magnificent Seven exchange-traded fund slid 0.
It's important to consider valuation and the AI revenue opportunity.
Microsoft will hold its annual software developer conference on Tuesday, where the company is expected to showcase new tools for developers building AI software for PCs and the cloud. In a keynote address in San Francisco, Microsoft CEO Satya Nadella is expected to outline how the technology company plans to compete both in the cloud, where it is both an investor and a rival to firms such as OpenAI, and increasingly on PCs. But OpenClaw, which has gained popularity in China and helped Microsoft's longtime rival Apple sell Mac computers, and other such tools are also risky for most businesses to use.
MSFT is benefiting from AI momentum, Copilot adoption and accelerating Azure growth, even as capacity constraints persist.
NVIDIA (NASDAQ:NVDA) founder and CEO Jensen Huang said the company plans to return at least half of its free cash flow to shareholders while outlining a broader strategy to reshape data centers, PCs and edge devices around “agentic” artificial intelligence. Speaking at a company event that included
Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.
Qualcomm Inc. (NASDAQ:QCOM) is one of the 10 Stocks Entering June in the Wrong Direction. Qualcomm snapped a two-day winning streak on Monday, shedding 8.78 percent to finish at $228.99 apiece, as investors resorted to profit-taking following the previous trading day’s record high, while digesting the impact of Nvidia Corp.’s foray into the devices market. […]
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 6.3% in the afternoon session after over 150 million shares traded hands (well above average) as CEO Jensen Huang's keynote at Computex in Taipei delivered two major announcements.
Nvidia and Microsoft have launched the RTX Spark AI superchip for Windows PCs, targeting AI powered personal computing. Spark enabled Windows devices from Microsoft, Dell, HP, Lenovo and others are expected to arrive this fall. The partnership aims to support local AI, personal agents running directly on devices, and new security features. For investors watching NasdaqGS:MSFT, the RTX Spark launch adds a fresh angle to the Windows story by linking the operating system directly to on device...
Nvidia (NasdaqGS:NVDA) announced the RTX Spark superchip platform for Windows PCs and the Vera CPU for data centers, expanding into CPU markets that have traditionally centered on other large chip suppliers. The company introduced open source physical AI tools and agentic AI platforms, including Agent Toolkit, Cosmos, Alpamayo, Isaac Groot for robotics, and Vera Rubin for AI factories. Nvidia also disclosed new partnerships with Microsoft, MediaTek, Dell, TSMC, Uber, VinFast, and Foxconn,...
Nvidia boss Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth for central processing units (CPUs) as well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC press conference during Computex week in Taipei, a day after the $5 trillion chip giant unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will be launched in the fall, puts AI capabilities directly into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.
Amazon (AMZN) stock is up about 14.63% year to date, at the time of writing, Monday afternoon, June 1. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.01% in the same period. And while Amazon has just slightly outpaced the S&P 500, it has also outpaced all but two Magnificent 7 ...
Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...
Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing […]
UiPath’s stronger quarter gives investors a clearer test of whether demand for AI-powered automation is turning into more durable growth and profitability.
Is Microsoft stock's comeback just getting started?
If Nvidia has cracked a way to bring AI agents easily, safely and usefully to the masses, it could — and should — be big.
The valuations of artificial intelligence (AI) companies are surging, but their growth is more than just hype.
Credo Technology stock declines despite better-than-expected earnings. The stock has rallied 157% since bottoming at the end of March.
We wanted to show you what happens after the confetti falls. We checked in with some of our recent alumni, many of whom have sat down with us on Build Mode: The Founder Survival Guide, TechCrunch's podcast for founders at every stage.
(Bloomberg) -- A data center tied to CoreWeave Inc. is set to get funding from a $850 million junk-bond sale by Elk Grove Village Property LLC, which joins a wave of high-yield issuers tapping debt markets to fund artificial intelligence infrastructure.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin
Nvidia CEO Jensen Huang introduces the new RTX Spark laptop lineup powered by the Blackwell RTX GPU. This is a major collaboration with Microsoft and other industry partners to reinvent the personal computer for the AI era.
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