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On a recent episode of We Study Billionaires (TIP813), host Trey Lockerbie laid out a bull case for Microsoft (NASDAQ:MSFT)‘s GitHub acquisition. “$7.5 billion for the world’s most dominant coding platform, and which is also now the world’s most adopted AI coding tool, and then also the primary channel through which Microsoft acquires developers who ... How Microsoft Pulled off ‘One of the Best Tech Acquisitions of the Last Decade’

On Animal Spirits Podcast Episode 463, Michael Batnick zeroed in on something more revealing than the doom-laden statistics a hedge fund manager had just rolled out. The manager cited stock market cap to GDP at 252% versus 65% in 1929 and 170% in 2000, and warned that “the 10-year forward return is negative when you ... Hedge Fund Manager Admits, “My Personality Won’t Allow Me” to Invest Like Buffett

Where there's smoke, there's fire.

This recent IPO is up 117%.

Bangkok-based SiamAI said on Saturday it had ‌not exported AI servers to ‌China and that it complies with U.S. ​export and re-export control laws. • The firm has faced allegations of ‌circumventing exports of ⁠advanced chips from U.S. firms Super Micro Computer and ⁠Nvidia to China. • "SiamAI has not engaged in the export of AI ​servers to ​China," it said ​in a statement.

It is possible -- but you have to know where to look.

The business fundamentals and valuation are slowly converging on each other.

Moby summary of Strawberry Fields REIT LLC's Q1 2026 earnings call

On next week’s IPO menu: a manufacturer that churns out AI chips the size of a dinner plate and hopes to rival Nvidia. Chips made by Cerebras take up the entire surface of the silicon wafer on which dozens of microchips are typically etched.

Moby summary of PPL Corporation's Q1 2026 earnings call

Cloud revenue is just one part of the story for both tech giants.

Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.

US benchmark equity indexes were higher intraday as traders parsed the latest jobs report, while oil

This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.

CoreWeave (CRWV) reported first quarter results on Thursday and missed Wall Street's guidance expectations. EMJ Capital founder and president Eric Jackson and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance's Brian Sozzi about the earnings results and the outlook for Nvidia (NVDA) and artificial intelligence (AI) demand.

Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.

Nvidia shares look cheap, no?

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

May 8 (Reuters) - U.S. stock index futures rose on Friday as a recovery in chipmakers helped offset worries about renewed U.S.-Iran tensions, while investors looked ahead to a crucial employment

MACOM Technology Solutions (NASDAQ:MTSI) reported fiscal second-quarter 2026 revenue of $289 million and adjusted earnings per diluted share of $1.09, supported by what management described as strong demand across its three end markets and a record backlog. President and CEO Steve Daly said sequent

A changing of the guard is imminent at America's foremost financial institution.

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

JFrog (NASDAQ:FROG) reported first-quarter 2026 results that management said exceeded the top end of its guidance range across all metrics, citing accelerating cloud usage trends tied to AI-driven software development and continued demand for its software supply chain security products. “We entered

IREN Limited (NASDAQ: IREN) shares jumped 27% to $72.28 during after-hours trading on May 7, The move came after the company closed the prior session down 6.77% at $56.85. At press time, the stock had pulled back slightly to $69.45, still up 21.55%. The catalyst was a new strategic ...

Nvidia has paid several billion dollars to help ‌fund new factories for glassmaker Corning in addition ‌to taking an equity stake of up to $3.2 billion disclosed ​earlier this week, the CEOs of the two companies confirmed on Thursday. Nvidia CEO Jensen Huang said the AI chip supplier has made "a multi-billion-dollar prepayment" ‌that was not ⁠disclosed when it announced an equity investment earlier this week in Corning, whose ⁠glass is used in the fiber-optic cables that connect computers in massive data centers. "It's going to create thousands of jobs," Huang said.

SINGAPORE, May 8 (Reuters) - Oil rose and U.S. stock futures slipped in early trade on Friday, after the United States and Iran exchanged fire and put a month-long Middle East ceasefire in doubt.

Akamai Technologies (NASDAQ:AKAM) opened 2026 with first-quarter results that highlighted faster growth in cloud infrastructure services and continued demand for its security portfolio, alongside a major new long-term customer commitment tied to AI infrastructure. Landmark cloud deal underscores AI

Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th