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Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

Wall Street digests a cooler than expected inflation read and ASML's bullish outlook on the AI bo

Goldman Sachs, investment banker to SpaceX and Alphabet, rode the AI investment boom to a huge Q2 earnings beat. The Stock Of The Day soared.

(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot

Shares of the Chinese artificial-intelligence company rose sharply after it announced plans for a US$4 billion fundraising to support growth, despite pricing the new shares at a discount.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Meta shares soared nearly 9% Wednesday on a report that the company is wading into the business of selling cloud computing services and access to AI models.

Alphabet (GOOGL) just got one of the most renowned promotions in the stock market. Google parent Alphabet officially entered the Dow Jones Industrial Average on June 29, replacing Verizon Communications (VZ) and giving the 30-stock blue-chip index a stronger stake in the artificial intelligence ...

Tech bull Dan Ives of Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target, weighing in on a stock that has whipsawed investors in the three weeks since its record-setting initial public offering. Ives sees SpaceX as a player in the hyperscaler wars too. 

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price target on the chipmaker's stock, while Circle Internet Group (CRCL) plummets on reported stablecoin competition from other firms.

Ives said he expects the Magnificent Seven stocks to significantly outperform in the second half of the year.

Uber and Alphabet's Waymo have ended their self-driving ‌partnership in Phoenix, Arizona, as the ride-hailing ‌giant prepares to launch a new autonomous vehicle collaboration ​in the city. Under the partnership struck in 2023, Uber had integrated Waymo's autonomous vehicles into its ride-hailing and food delivery platforms. A Waymo spokesperson ‌said that ⁠vehicles used for the pilot program have already been integrated back into its ⁠own Phoenix fleet, where they remain available through its app.

Amazon stock climbed Monday after a rough week for shares of the e-commerce and cloud-computing behemoth.

As corporate borrowing tied to artificial intelligence shows no sign of slowing, bankers are coming up with new ways to sell ever larger volumes of debt. The surge in spending on chips, cloud infrastructure and data centers has led large technology companies, known as hyperscalers, ‌to increasingly issue bonds in currencies other than the U.S. dollar to tap a wider pool of investors and prevent saturation in the U.S. with colossal volumes of ‌debt. Companies such as Amazon.com and Alphabet have issued $60 billion in bonds in multiple currencies in the last 12 months.

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting

Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.

Investing.com -- Piper Sandler upgraded semiconductor design software maker Synopsys to Overweight from Neutral and raised its price target to $550 from $450, citing improving prospects for the company's intellectual property (IP) business as Intel's foundry ambitions gain traction.

The chip maker can get its mojo back, but it must overcome technical challenges that have dogged it in the past.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Anthropic said Wednesday it had opened a Seoul office and announced a series of partnerships across South Korea’s artificial intelligence ecosystem as the Claude developer expands its presence in Asia. As the company prepares for a public listing, Anthropic said South Korea has emerged as one of Claude’s most active markets globally, with usage concentrated in technical and creative work. Public And Private Sector Partnerships Anthropic said it signed a memorandum of understanding with South Kor

SpaceX (NASDAQ:SPCX) is the ticker dominating every group chat this week, with the private-company exposure vehicle gaining 19.18% in five trading days on pure rocket-launch euphoria. But here is what you should actually be watching. The space narrative is colliding with a wall. Tighter global liquidity, sticky policy rates, and a Federal Reserve that is ... Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion

The video-sharing platform says it will change its name and tweak its business structure after buying German AI company Northern Data.

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

The company that ends up defining a new gadget is rarely the one that ships it first. Being first means being early, and being early means paying to teach everyone else why they should care. Smart glasses have lived in that expensive waiting room for years. Meta (META) turned camera-equipped ...

Allbirds stock is up more than 50% on Wednesday as it continues its pivot from a sustainable sneaker business to an artificial intelligence company.

Allbirds stock is up more than 30% on Wednesday as it continues its pivot from a sustainable sneaker business to an artificial intelligence company.