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Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.
The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt for computing chips tied to its collaboration with Microsoft Corp.
The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.
IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.
Blowout second-quarter results sent Nvidia’s shares surging 8.7%, their steepest one-day jump since April 2025, adding $442 billion to the company’s market value. That trails only a $450 billion one-day gain by Microsoft in July as the largest such jump ever.
Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand had left some on Wall Street worried that the AI trade was petering out. Then Nvidia arrived with a nearly half-trillion-dollar shot in the arm. The chip maker’s otherworldly growth has become so ingrained in Wall Street’s psyche that many investors expect the company to beat expectations, leaving shares sliding in six of the past eight post-earnings trading sessions.
23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.
Nvidia Corp. added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.
With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.
Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar
OpenAI is launching a second startup fund—this time pulling from its own balance sheet. An affiliate of the ChatGPT maker filed paperwork with the U.S. Securities and Exchange Commission on Wednesday indicating it has raised a $400 million sophomore fund. OpenAI launched its first startup fund, a $175 million haul, in 2021.
Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.
