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Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige

Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.

Insightful Analysis of Jeff Auxier (Trades, Portfolio)'s First Quarter 2026 13F Filing

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption...

Tech stocks were mixed Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the earnings reports reveal two AI giants pulling on different levers. Satya Nadella leaned into agentic enterprise infrastructure and a ballooning commercial backlog. Sundar Pichai pitched a full stack consumer plus cloud story powered by Gemini. Same week, same AI obsession, ... Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

With an upside potential of 37.3%, Microsoft Corporation (NASDAQ:MSFT) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now. Microsoft Corporation (NASDAQ:MSFT) is accelerating its transition toward agentic artificial intelligence systems that extend beyond conversational tools into autonomous enterprise execution […]

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year. Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most ... It Took Salesforce 20 Years to Reach $30 Billion in Revenue — Anthropic Did It in 3

Several hot stocks get hit with the sell button.

The Nasdaq 100 and S&P 500 are blasting off with AI taking charge and more Magnificent Seven making fresh all-time highs. Despite the vicious upside rally, though, shares of Microsoft (NASDAQ:MSFT) have continued to struggle. The stock dipped just over 0.6% on Wednesday in what was a great day for tech, with the Nasdaq 100 ... Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity

Insights from the First Quarter of 2026

AI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive while other tech titans look to experience massive breakouts of their own. As the market starts roaring loudly again, those sitting on big profits (perhaps some with more than 100% gains in the past year ... AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry’s Bubble Warning

Adobe Inc. (NASDAQ:ADBE) is one of the cheap stocks to buy for the next 10 years. On April 20, Adobe expanded its partner ecosystem at Adobe Summit 2026, integrating its new agentic AI system, Adobe CX Enterprise, with major tech platforms including AWS, Google Cloud, Microsoft, and NVIDIA. This expansion enables businesses to deploy AI-driven, […]

Cisco (NASDAQ: CSCO), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses toward AI. Cisco calls itself “The critical infrastructure for the AI era.” That is a way to drive a stock up without really saying much. Cisco’s results ... AI Causes Another 4,000 Layoffs

A trial that may shape the future of OpenAI enters its final stages on Thursday, as lawyers for Elon Musk try to convince a jury to hold the ChatGPT maker's leaders responsible for transforming the ‌nonprofit into a vehicle to enrich themselves. Closing arguments are scheduled in the Oakland, California, federal court in Musk's lawsuit against OpenAI and its CEO, ‌Sam Altman. Musk is suing OpenAI and Altman for breach of charitable trust and unjust enrichment, accusing them of "stealing a charity" by straying from OpenAI's founding mission to build safe AI that would benefit ​humanity.

AAPL names John Ternus as CEO effective Sept. 1, 2026, succeeding Tim Cook after years of strong growth.

Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit with President Xi Jinping, accompanied by a phalanx of U.S. CEOs and a softer trade tone. Polymarket is pricing a 71.5% probability of ... Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.

I keep buying Meta Platforms (NASDAQ:META) because I have rarely seen a business this large still compound this fast, and the market handed me a discount on the same week the company posted its biggest earnings beat in years. That is the short version. The longer version is why my finger has been on the ... Meta Stock: Big Growth, Big Discount, Big Buy

Google (GOOGL) stock currently trades near $402. Based on an expected 2026 EPS of $14.22, the stock carries a forward P/E multiple of 28x. This multiple represents a 35% premium over its five-year historical average forward P/E of 21x. Comparatively, Google stock sits between Microsoft (MSFT) at 24x and Amazon (AMZN) at 31x, while remaining more expensive than Meta Platforms (META) at 19x. (See Google's valuation comparison with its peers). The critical insight is structural. The 153% stock surg

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

The Nevada utility will stop supplying electricity to the region after May 2027, leaving Liberty Utilities scrambling to find a replacement source

The software giant is reportedly looking at AI startup acquisitions as it builds a future less dependent on OpenAI.

OpenAI and Microsoft Corp. have reportedly agreed to cap their total revenue-sharing payments at $38 billion. This cap could potentially strengthen OpenAI’s long-term appeal to investors as it gears up for a public offering, which might occur as early as...

Britain launched an antitrust investigation into Microsoft's dominance in business software that could ‌lead to targeted action if the U.S. company ‌is found to have "strategic market status" in the sector. It ‌would also look ⁠at how AI competitors were able to integrate with Microsoft's business software, it said. An SMS ⁠designation would also allow the CMA to intervene in the cloud market, where it has previously found Microsoft's use of ​software licensing ​could be reducing competition ​in cloud services.

Alphabet, Amazon, Microsoft, Meta and Nvidia have been highlighted in this Earnings Trends article.