High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Major tech companies are backing fusion developers, with Microsoft signing a binding power purchase agreement with Helion, while Google, Nvidia, and other investors are funding companies such as Commonwealth Fusion Systems and Proxima Fusion.
A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
Citi analyst Tyle Radke lowered the price target on Microsoft stock. But the firm still sees massive upside in MSFT shares from here.
The 95-year-old investor redirected nearly $6 billion in Berkshire Hathaway stock to his children's foundations after cutting Gates Foundation ties.
A positive day for several of Wall Street's biggest stocks helped offset another down day for chipmakers.
Microsoft's AI Bet Wins Another Bull: Evercore Lifts Stock Target to $525
The bank still expects strong quarterly results, helped by Azure and Copilot demand.
Wells Fargo Cuts Microsoft Price Target but Doubles Down on AI Growth
Microsoft (MSFT) is overhauling its cybersecurity business to capitalize on corporate demand for AI-
Apple stock just punched through a fresh record above $325 with a $5 trillion market cap in sight, but Wall Street's average price target still sits below where shares trade today, and one closely watched probability signal flashes caution about the road to $350.
Microsoft's earnings report will be closely monitored by the market.
The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.
Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.
Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.
The AI industry was recently upended when Apple took legal action against one of the leading AI technology companies.
Three Wall Street analysts lowered their price targets on Microsoft stock on Wednesday as the software giant faces AI-related uncertainties.
The deceptive practices Microsoft is accused of include "dark patterns" - design techniques used to manipulate users into making choices they may not otherwise make.
Citi and Mizuho just cut their Microsoft price targets before fiscal Q4 earnings, yet both firms kept their bullish ratings intact. The reason behind that split signal could reshape how investors think about the AI spending wave ahead of July 29.
IBM (NYSE:IBM) currently trades at $214.46 after a brutal reset, while Wall Street’s consensus price target sits at $294.94. That gap implies roughly 37% upside to the average target, one of the widest dislocations in large-cap tech. IBM is the century-old hybrid cloud, mainframe, consulting, and enterprise software franchise that spent the last two years ... IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here
3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. MMM stock is a top performer on the Dow Jones Industrial Average on Wednesday, flashing an early buy signal. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.
(Bloomberg) -- Wall Street banks, scouring every corner of the capital markets to finance the artificial intelligence buildout, have landed on a new pool of funds: US leveraged loans, which are clamoring for the transactions amid a dearth of buyout deals.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strik
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