News

Arm Holdings is a critical designer for AI infrastructure.

The cruise liner exceeded expectations in the first quarter, but the stock is up only 1% this year.

Capitalize on merger uncertainty by buying the pullback.

Inflation and geopolitics are becoming bigger considerations for these tech-centric investments.

Wall Street viewed the company's latest AI presentation more positively than expected, though financing concerns weighed on the stock.

Tech coalition urges US support for open-weight AI to strengthen competitiveness and expand AI adoption.

Lockheed Martin had a terrific Q2 -- and Wall Street noticed.

Nvidia chief backs open models alongside Microsoft and Meta

Nvidia, Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source ‌AI models, wading into a debate roiling the business and policy worlds over ‌who controls the powerful technology. In a letter posted on X and also signed by two dozen companies and groups ​including Meta Platforms and IBM, Nvidia CEO Jensen Huang said that lawmakers should avoid "premature restrictions on open models that stifle competition or drive innovation overseas." The letter adds to the growing debate about open-source models that are harder to regulate, such as Nvidia's own and those released ‌in recent weeks by Chinese ⁠labs, and the closed-source models controlled by specific companies such as OpenAI and Anthropic.

The Nvidia CEO pens an open letter in support of the open-weight artificial-intelligence models competing with OpenAI and Anthropic.

It makes sense for tech companies to work together in the age of AI, no?

Alphabet's cloud revenue is growing at a remarkable pace.

Badger Meter's second-quarter earnings cleared a low bar, but the market still wasn't overly enthused.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

Eli Lilly just won FDA clearance for an oral GLP-1 that targets over one billion potential patients worldwide, and the stock has barely moved. Here is whether that disconnect signals a buying opportunity or a trap.

Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.

There's increasing chatter that the U.S. will nationalize key AI companies.

I keep hitting the buy button on Amazon (NASDAQ:AMZN) for a reason that barely makes the headlines: the custom silicon business sitting inside AWS. Everyone argues about retail margins and NVIDIA‘s (NASDAQ:NVDA) next quarter while I quietly load up on the company that is building its own chips at a scale most investors have not ... Amazon’s Quietest Business is Why I Keep Buying Hand Over Fist

AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets

Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the biggest hyperscaler contracts in the industry.

Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after a $4.5 billion inventory charge.

Amex recently reported its 2026 second-quarter earnings.

Nvidia CEO Jensen Huang thinks the artificial intelligence revolution is a wellspring of new jobs, rather than a labor market grim reaper set to bring on the employment apocalypse .

All three dividend heavyweights crushed Q2 estimates on the same morning, yet the market punished one of them with a brutal selloff. The diverging reactions reveal something important about where value actually sits right now.

Are Sandisk investors misreading the latest semiconductor news?

Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second chance or a warning sign.

Jensen Huang is publicly championing open AI models, and his argument sounds principled until you follow the money to see exactly who profits when AI spreads to every corner of the globe, including America's rivals.

Investors continue to worry about the company's vulnerability to AI disruption.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang posted on X for the first time on Friday, sharing a multi-company letter that defends open-weight AI models as essential to US technology leadership. Huang, who joined the platform last month but had not posted until now, used his debut...

OpenAI president Greg Brockman says AI-driven computing constraints will last for the foreseeable future.