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Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...
The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...
China's AI startup plans global expansion after a record funding round valued above $50 billion.
Anthropic is reportedly setting up meetings with investors, a sign that its IPO could be coming soon.
With Tesla's earnings days away, options desks are flashing an unusually bearish signal, and a credible new rival is arriving just in time to complicate the story for bulls still betting on the Elon Musk premium.
The shares should rebound once economic conditions improve.
You can't buy Anthropic yet, but these two companies are already cashing its multibillion-dollar AI checks -- and could be smart ways to invest before the IPO.
GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.
July 20 (Reuters) - Hut 8, a crypto-mining turned AI data center company, said on Monday it has signed a second 15-year lease worth $9.8 billion with an existing investment-grade customer, fully
Federal debt just crossed a threshold not seen since soldiers were coming home from World War II, and the math shows spending cuts cannot close the gap. Elon Musk says only one force in the world is large enough to prevent national bankruptcy.
The Fed seems to be deciding that rate hikes are necessary after all.
Viewing hours on the service are up in 2026, but the stock is down more than 26% year to date.
Headline inflation is expected to drop for a second consecutive month -- but this is far from the full story.
If inflation continues to trend in the right direction, it'll help end the bear market.
An unpredictable geopolitical situation may make it much harder than anticipated.
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
There's no need to panic.
TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — multi-year structural demand."
Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...
The AI data center build-out is driving up prices for some consumer goods.
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
Interactive Brokers' business is much bigger than it was a year ago, hinting at a strong second quarter.
Netflix just reported a revenue miss, a free cash flow collapse, and its stock sits near a 52-week low, yet our proprietary model is flashing one of the most aggressive buy signals we have issued all year.
The new Fed chair's top priority is a double-edged sword for the second-priciest stock market in history.
This evergreen stock deserves a lot more attention.
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