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President Donald Trump’s second term has delivered a stock market rally few investors expected would survive the turbulence thrown at it. Tariff battles rattled global trade. The so-called “SaaS-pocalypse” crushed once-highflying software stocks. Treasury yields climbed above 5% more than once. Yet each pullback eventually gave way to another rebound, pushing the S&P 500 to ... 150 Years of Market History Predicts Trump’s Bull Market Is Almost Over

(Bloomberg) -- To judge by a key bond-market signal, the AI boom is only worsening Kevin Warsh’s inflation problem.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensMeta Begins 8,000 Global Job Cuts in AI Efficiency PushThe incoming Federal Reserve chair previously lashed out at the ce

Nvidia is still a top stock pick for the future, even after delivering massive returns for shareholders over the past 10 years.

CoreWeave is building a sizable enterprise business, especially among financial services customers. CoreWeave stock has climbed 37% in 2026.

New models use Intel and Qualcomm processors to support on-device AI

Meta Platforms (META) trades at around $600 per share, reflecting a $1.5 trillion market capitalization and a trailing price-to-earnings ratio of around 22. This multiple sits below both the three-year average of 25 and the three-year peak of 33. Operating fundamentals present a trailing twelve-month revenue growth of 26.2% alongside a three-year compound annual growth rate of 22.4%. Meta currently generates a trailing net margin of 32.8%, positioned comfortably between its three-year average of

At $223.15, Arm Holdings (NASDAQ:ARM) screens as attractive to accumulators, with research desks pointing to the $210 to $215 range on any pullback as a favored entry zone. The stock has rebounded sharply from a steep first-quarter drawdown, and the post-earnings story has fundamentally changed what Arm is selling to Wall Street. Arm designs the ... Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

Applied Digital's AI hosting expansion and Microsoft Azure's hyperscale AI buildout reflect rising demand for large-scale compute infrastructure.

Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion. The stock is up 18% so far this year, compared to the S&P 500, which is up 7%. Nvidia has signaled to Wall St. what investors should ... Nvidia Earnings Don’t Matter This Time

Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning

NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?

AI’s big bucks go mostly toward computing gear like chips and servers in data centers. Should that trend persist, it could come to bite suppliers including chip giant Nvidia which reports quarterly results after the bell today. Nvidia can insulate itself from cost inflation by expanding offerings that don’t require as much in-demand memory, by passing on higher prices to customers and by inking longer-term deals with its own suppliers at lower prices.

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

The initial rollout will focus on tax teams and PE clients, allowing them to create agentic workflows.

UiPath (NYSE:PATH) has expanded its Automation Cloud presence in South Korea through a partnership with Microsoft. The company has launched Intelligent Xtraction and Processing on Google Cloud Marketplace, adding another major cloud partner. These moves align with UiPath’s efforts to embed its automation tools with large technology and consulting partners. UiPath, trading at around $10.55, has seen mixed share performance, with the stock up 5.4% over the past week but down 33.6% year to...

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

The key takeaway from Ackman's move isn't that Alphabet isn't a good stock to own.

Andreas Halvorsen ranks among the richest hedge fund managers in the world. Accounting for a 4.13% share ($1.55 billion) in the billionaire’s portfolio, Microsoft Corporation (NASDAQ:MSFT) ranks as Andreas Halvorsen’s top stock pick. The UK’s Competition and Markets Authority (CMA) has initiated a probe into Microsoft Corporation (NASDAQ:MSFT)’s commercial software infrastructure, the regulatory agency announced […]

This semiconductor leader has grown sevenfold over the past year and shows no signs of slowing.

The US tech giant Anthropic is withholding British companies’ access to its powerful AI model after warning it was too dangerous to release globally.

After topping $5.5 trillion, could $6 trillion be next?

Microsoft (NasdaqGS:MSFT) is planning to open its largest data center in India in mid 2026 following a record US$17.5b investment. The company has announced additional large scale data center and AI infrastructure plans across Canada, Brazil, and Ireland. New partnerships, including Digitate's Agentic AI certification on Azure, are expanding the range of AI solutions available to enterprise customers. For investors tracking Microsoft (NasdaqGS:MSFT), these moves sit at the heart of its...

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

The Bill & Melinda Gates Foundation has finalized its phased exit from Microsoft Corp. by selling its remaining stake in the tech giant. The Gates Foundation’s trust offloaded its final 7.7 million shares of Microsoft during the first quarter of...

The Korea rollout gives UiPath local cloud infrastructure for enterprises with data-residency needs, making customer adoption and Microsoft-led deployments the next markers for regional cloud revenue.

The "Magnificent Seven" are looking less magnificent in 2026. This low-cost index fund could be a better buy.

IBM stock has shed 25% in 2026, topping mega-cap decliners. Strong earnings haven't stopped the slide. Here's what investors need to know.

“By the end of this week, you and Sam will be the most hated men in America.”

We discuss AI infrastructure, quantum computing, and modern warfare ETFs.