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Alphabet Inc. (NASDAQ: GOOGL) shares rose 1.15% Monday morning following a report that the company is taking an audacious new approach to custom hardware: etching its flagship AI model directly onto its next-generation chips. According to The Information, Google’s experimental project—dubbed "Frozen v2"—is designed to bypass the traditional processing overhead of general-purpose GPUs and TPUs. By burning Gemini’s blueprint into the silicon itself, the chip slashes processing steps and data movem

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

The Dow opened up 0.3% or 145 points. Chip stocks led the declines, with the same names leading the market year-to-date seeing the most dramatic losses. The Big Tech results could further catalyze the rotation out of tech or jump start a rebound from a rout that’s run too far.

Semiconductor stocks edged higher on Monday following a recent sell-off.

U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks, meanwhile, are in retreat, with the trading in bear market territory and the now more than halfway toward correction after making an all-time high on June 2.

(Bloomberg) -- Crowds rushed to an obscure corner of China’s premier tech summit, moving past monumental booths from Alibaba Group Holding Ltd. and Tencent Holdings Ltd. to catch a glimpse of the hottest name in domestic AI.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.

FEATURE Nvidia stock was gaining early on Monday. The chip maker has steadied above $200 a share but could do with Big Tech companies reaffirming their commitments to spending big on its artificial-intelligence processors to spark a rally.

Stock futures are rising as the market looks to bounce back from last week’s losses, as investors prepare for a busy stretch of earnings reports. Here’s what you need to know today.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

Wall Street is coming into a busy week of earnings with high expectations.

US equity futures were higher pre-bell Monday as traders monitored the latest developments in the Mi

US stock futures pointed higher on Monday as attention turned to a bumper week of Big Tech earnings, even with the US-Iran conflict grinding into its tenth day. Dow futures edged up 0.2%, S&P 500 contracts added 0.3%, and the Nasdaq-100 popped 0.7%, a welcome bounce after a bruising week...

The benchmark US stock measures were pointing higher before the opening bell Monday as investors awa

Duquesne Family Office's billionaire boss piled into an S&P 500 stock that's soared 3,200% over the trailing year.

Wall Street is in search of the next big catalyst for AI heading into a busy week of earnings.

Wall Street futures pointed moderately higher pre-bell Monday as traders assessed values after recen

Mutual-fund managers can’t catch a break, and maybe they never will. Hedge-fund manager David Einhorn  caused a stir two years ago when he called markets “fundamentally broken.” Money regularly comes out of paychecks and pours into index funds tracking the S&P 500, buying stocks with no regard to value—only their weighting.

Stocktwits data shows that retail sentiment is split, with investors turning ‘neutral’ on SPY, but ‘extremely bullish’ on QQQ.

Investors face another busy week as major technology companies prepare to report earnings, central banks weigh inflation risks and geopolitical tensions continue to influence global markets. Developments surrounding artificial intelligence, the conflict in the Middle East and key economic data releases are all expected to shape investor sentiment in the days ahead.

July 20 (Reuters) - U.S. stock index futures rose slightly on Monday, following last week's chip-stocks-led pullback, as investors awaited a key slate of earnings that could test Wall Street's AI-

US equity investors will focus on mega-cap Q2 earnings this week while keeping an eye on geopolitics

The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.

SpaceX is in talks to sell AI computing capacity to the Defense Department, according to The Wall Street Journal.

History shows a clear trend.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.

Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking to push its Tensor Processing Units (TPUs) into the wider market. The strategy, detailed in exclusive reporting by The Information's Amir...

SpaceX is reportedly discussing a multibillion-dollar AI computing deal with the Pentagon.

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to ‌make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key ‌obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion ​plans.