News

Gen Digital (GEN) has put AI security at the center of its story, pairing the launch of VPN for Agents and expanded Norton AI Agent Protection with Q3 FY2026 results and guidance for continued high single digit growth. See our latest analysis for Gen Digital. Despite a steady stream of AI security launches and partnerships with xAI and Microsoft, Gen Digital’s 1 year total shareholder return is down 23.92%, while the 3 year total shareholder return of 20.29% signals longer term gains from an...

Retail money pours into semiconductor ETFs as the AI capex supercycle outshines crypto funds in 2026's hottest ETF trade.

Lip-Bu Tan, the CEO of Intel Corporation, has taken on a new role as a board member of quantum computing firm PsiQuantum, which is currently valued at $7 billion. “Their focus on fault-tolerant systems that can be manufactured at scale using the semiconductor industry sets them apart,” Tan told Semafor on Thursday, as he commended PsiQuantum’s unique approach. PsiQuantum is strengthening ties with the semiconductor industry as it advances scalable, error-tolerant quantum computers using photonic

Microsoft Corp co-founder Bill Gates deemed Elon Musk‘s vision of producing the Tesla Inc. Semi Truck as impractical, but the saleable version of the all-electric truck just entered mass production. Bill Gates On Tesla Semi On Thursday, influencer Sawyer Merritt posted on the social media platform, recounting how Gates had been bearish about the Tesla Semi. “Welp, today Tesla officially started mass production of their Semi truck, and it very much works lol,” Merritt said in the post. Six years

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer discussed the company’s latest quarterly report, as he remarked: Third, there’s Microsoft, much tougher, okay, and I mean like much tougher. They got clobbered today, down nearly 4%. Ouch. I didn’t want this. But rooting doesn’t […]

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

A small but telling crack in the cloud and AI giant's growth narrative is starting to show.

On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor’s attention. “9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren’t.” ... Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts

Amazon turned in a great Q1, but it's just getting started.

Invesco BulletShares 2029 Corporate Bond ETF targets investment-grade U.S. corporate bonds maturing in 2029 with a defined maturity profile.

Microsoft (NasdaqGS:MSFT) secured its largest enterprise Copilot win to date through a major deployment with Accenture, adding over 700,000 new users. The company announced several new AI partnerships and product integrations, including marketplace listings with Richtech Robotics and Gen Digital. Microsoft also expanded its international AI initiatives, such as the Microsoft Elevate program in Malaysia, following a record quarter for AI driven revenue. For investors tracking Microsoft...

Stocks sit near all-time highs as earnings growth has fueled the best month for the S&P 500 since November 2020.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Amazon and Alphabet are soaring to all-time highs while Microsoft remains down big in 2026.

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best American Tech Stocks to Buy. On April 30, Stifel increased its price target on Microsoft Corporation (NASDAQ:MSFT) from $392 to $415 and kept its Hold rating on the stock. The research firm pointed to Microsoft Corporation’s (NASDAQ:MSFT) latest quarterly results, which showed Azure revenue coming in […]

Big Tech is pouring hundreds of billions into artificial intelligence, driving record growth—but raising fresh concerns about whether the payoff will justify the cost.

Nvidia's shareholders should be celebrating.

Microsoft’s updated analyst models now point to a fair value price target of $561.93, trimmed from $579.57 as assumptions across the forecast period are refreshed. That shift sits within a broader split in analyst views, with some firms cutting targets and flagging execution risk around AI spending, while others keep leaning into Microsoft’s AI and OpenAI exposure as a long term driver. As you read on, you will see how this evolving narrative might shape the way you track the stock from...

We just covered Billionaire Tom Steyer’s 10 Stock Picks with Huge Upside Potential and Microsoft Corporation (NASDAQ:MSFT) ranks 10th on this list. Microsoft Corporation (NASDAQ:MSFT) is a long-term stock pick of Tom Steyer. His fund first disclosed a stake in the company back in the fourth quarter of 2010. Back then, this position comprised just under […]

Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

USA Today (NYSE:TDAY) reported what management described as its strongest start to the year in several years, citing improving revenue trends, rising digital contribution, and sharply higher profitability in the first quarter of 2026. Chairman and CEO Mike Reed said the company is “nearing” several

Alphabet is ramping capital spending to unprecedented levels, but investors are largely shrugging because earnings and Cloud momentum are strong enough to absorb the hit and still deliver double‑digit growth.

Amplify CWP Growth & Income ETF (NYSEARCA:QDVO) sits in an awkward niche: it pays a monthly distribution funded partly by call-option premiums, yet the portfolio underneath is essentially a mega-cap technology growth fund. That combination has produced a 32% total return over the past year alongside steady monthly checks. The question for income investors is ... QDVO’s 32% Return Masks a Hidden Risk for Income Investors