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A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.
With Microsoft and Chevron joining forces to build a self-powered $7-billion AI data center 20 miles south of Pecos and with other companies envisaging similar plans, Waco economist Ray Perryman says there are justifiable concerns about ensuring that data centers do not lead to problems with the electricity supply or transmission capacity, although many of those concerns are being addressed. ...
Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...
SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk was sparring with OpenAI (OPAI.PVT) CEO Sam Altman on X over the weekend. Yahoo Finance Technology Editor Dan Howley breaks down the details.
Fidelity runs a tech ETF that shadows VGT tick for tick at a lower fee, yet financial advisors quietly steer clients away from making the switch. The reason has nothing to do with performance.
Jim Cramer is bullish on SK Hynix after its ADR listing.
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.
Oh, how the mighty have fallen.
Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.
Elon Musk is took aim at OpenAI CEO Sam Altman on X, following Apple's lawsuit against the AI startup.
Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
The company's fourth-quarter earnings are set to come out later this month.
Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.
You need to look beyond the tech sector to find great dividend stocks for the long term.
Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.
Starbucks is ditching legacy software vendors for homegrown AI tools. Here's why that could eventually benefit companies like Toast.
Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]
Venture capitalist Marc Andreessen reignited the debate over artificial intelligence in healthcare after praising a new OpenAI finding suggesting physicians identified fewer flaws in GPT-5.6’s medical responses than in responses written by doctors. AI Doctor Claim Sparks Debate On Saturday,...
Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.
Microsoft has fallen 20% this year while its AI business accelerates at a triple-digit clip and its commercial backlog swells past half a trillion dollars, which raises an uncomfortable question about whether the market is punishing the wrong variable.
SPCX has fallen 35% from its peak, but Starlink profits, Starship progress and AI ambitions support a hold-and-watch approach.
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