News

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

(Bloomberg) -- Wiwynn Corp., one of the biggest makers of Nvidia Corp. servers, warned of shortages developing in vital data center components beyond just memory chips, potentially slowing or inflating the cost of a global AI infrastructure buildout.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Pu

The Vanguard Mega Cap Growth ETF has obliterated the S&P 500 since its inception in 2007.

Corporate leaders are starting to question whether soaring AI spending is delivering meaningful returns.

Microsoft, ticker NasdaqGS:MSFT, is at the center of a new $9.7b, five year enterprise software consolidation contract with the U.S. Department of Defense. The company has also joined Amazon, Google, and Meta in launching the Data Center Innovation Initiative focused on clean energy and sustainable materials for data centers. These moves touch on U.S. government technology adoption, long term software standard setting, and the environmental profile of AI and cloud infrastructure. Microsoft...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly agreed to join the advisory board of one of China's most prestigious universities. Nvidia CEO Joins Elite Tsinghua Advisory Board Huang accepted an invitation to join the advisory board of Tsinghua University School of Economics and Management, the Financial Times reported on Wednesday, citing people familiar with the matter. The board includes some of the world's most prominent business leaders. It has Apple Inc. (NASDAQ:AAPL) CEO Tim C

This former telecom wreck now has $13 billion in AI contracts. Here's why it's still under the radar.

Dell Federal Systems, a unit of the company dedicated to serving the government, wins a US defense contract.

The agreement is meant to streamline and consolidate software acquisition across the Pentagon, intelligence community and Coast Guard.

WASHINGTON, May 27 (Reuters) - The Pentagon on Wednesday announced a ‌five-year, $9.69 billion agreement to consolidate ‌Microsoft and other enterprise software licenses scattered across ​the military services, the intelligence community, and the U.

When the people building something stand next to the people warning about it, that usually means everyone in the room is worried about the same thing. For most of the past three years, the artificial intelligence conversation has split cleanly into two camps. The builders keep raising bigger ...

The data-center boom is still going strong for Marvell Technology The chip company reported better-than-expected first-quarter revenue and sees higher revenue than expected in the current quarter. Marvell reported revenue of $2.42 billion, compared with Wall Street estimates of $2.41 billion, according to FactSet. Adjusted earnings for the quarter of 80 cents per share were in-line with analyst expectations.

Eli Lilly (LLY) stock has surged to new record highs of over $1,000 a share, cementing its position as one of the market's most dominant growth stories and the first pharmaceutical firm worth $1 trillion.

HP beat Wall Street estimates for second-quarter revenue and profit on Wednesday, driven by strong demand for ‌AI-optimized personal computers and the Windows 11 refresh cycle. PC makers ‌including HP, Dell Technologies and China's Lenovo Group are navigating a shortage of memory ​chips as data center buildout is sucking up capacity and triggering price increases of smartphones and PCs. That supply crunch is pushing some enterprises toward higher-margin premium devices during the Windows 11 upgrade cycle after Microsoft ended ‌support for Windows 10 in ⁠October last year.

Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.

You can say anything you want about Palantir (NASDAQ:PLTR), but one thing no one disagrees with is the fact that it is well-run. Management has kept the ship tight and agile, and its workforce is not bloated. CEO Alex Karp has relished this to a great extent, and he even mentioned trimming the company’s headcount while ... Palantir CEO: “Only Seven of Our Salespeople Actually Even Really Sell”

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

The Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is one of the most popular ETFs out there among both growth investors and dividend investors. It’s very tough for an ETF to be popular among those polar-opposite demographics, but there’s also a misunderstanding that has added to VIG’s popularity. We will get into that later. All you need to ... Is Vanguard’s Dividend Appreciation ETF A Buy, Sell, Or Hold? | VIG

Morgan Stanley says Microsoft's data center expansion could support higher long-term revenue.

Microsoft's $43 Billion AI Bombshell Has Wall Street Buzzing

Wall Street spent the first quarter of 2026 looking like it had misplaced the map. Inflation readings from the Bureau of Labor Statistics moved higher, consumer confidence sank to record lows, and Treasury yields climbed as investors questioned whether the Federal Reserve would cut rates at all this year. By March 30, the S&P 500 ... The Stock Market Just Had One of Its Strongest 8-Week Runs Ever. History Says It May Not Be Done Yet

The tech giant doesn't hit these valuation levels often.

GE Vernova's CEO noted community pushback on AI data centers, but sees little risk to growth. GE Vernova stock fell but is near a buy point.

HSBC says the partnership may become a major new revenue driver.

Alphabet is testing Gemini-powered Search ads like Conversational Discovery and Highlighted Answers, adding AI explainers and contextual recommendations.

Nonprofit investor Elemental Impact will deploy up to $5 million per project in as many as 10 startups through 2027

The stock market keeps finding new ways to test investors’ disbelief. Just when it looked like valuations across AI stocks couldn’t stretch any further, another company joined the trillion-dollar club. This time it was Micron Technology (NASDAQ:MU) catapulted into the exclusive club following yesterday’s 19% gain — and it’s up again in morning trading today. ... The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks

Investing.com -- In a note to clients on Wednesday, Morgan Stanley questioned whether Wall Street is properly valuing the scale of future AI revenues at Microsoft.

It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump reached 1000%. The two joined Samsung, which was recently added to the list. The $1 trillion plus list has 14 members. (The club ... 14 Companies Now Worth Over $1 Trillion

Google, part of Alphabet (NasdaqGS:GOOGL), is reportedly in advanced talks with SpaceX to deploy space-based data centers, aiming to support AI and cloud workloads. Google has joined the Data Center Innovation Initiative alongside Amazon, Meta, and Microsoft to test and co-fund next generation energy and materials technologies for data centers. For investors watching Alphabet, these moves sit at the intersection of cloud infrastructure, AI computing, and energy use. Space-based data...