Motley Fool68d agobearish
IBM Just Pre-Announced an Earnings Miss. The Reason Reveals Where AI Money Is Really Flowing.A rare early warning from one of tech's oldest names doubles as a map of enterprise spending right now.
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TheStreet68d agoneutral
Nebius lands $1 billion AI deal as one major risk loomsNebius Group’s latest $1 billion artificial intelligence contract suggests customer demand is not the company’s biggest problem. Paying to build the capacity may be. AI startup Reflection said on July 14 that it had signed a deal worth more than $1 billion to secure computing capacity from Nebius ...
Motley Fool68d agobullish
Realty Income Is the Dividend Stock I'd Buy as Cooling Inflation Turns Into a TailwindTuesday's inflation report was good news for one of the market's most rate-sensitive dividend payers.
Motley Fool68d agoneutral
SpaceX Just Fell Below Its IPO Price. Here's What Happens Next, According to History.Investors have closely followed SpaceX since its record IPO.
TheStreet68d agoneutral
Nvidia’s Rubin reassurance protects a much bigger AI betNvidia (NVDA) CEO Jensen Huang has pushed back against reports that manufacturing problems could delay the company’s next artificial intelligence platform, Bloomberg reported. If those reports were wrong, it would protect investors far more than just a single product launch. Nvidia's rapid growth ...
Motley Fool68d agoneutral
Boeing Delivered 64 Jets in June. Here's What That Means for Its July 28 Earnings.The plane maker just posted its strongest first half of deliveries since 2018, and deliveries are what drive its cash.
Motley Fool69d agobullish
SpaceX Is Nearing Its IPO Price. Time to Buy?Average investors can now buy SpaceX stock at just above the IPO price, which was likely not available to them one month ago.
Motley Fool69d agoneutral
Jamie Dimon's JPMorgan Chase Just Posted 86% Growth in Equities Trading Revenue and Raised Its Full-Year Net Interest Income Guidance to $105.5 BillionJPMorgan Chase just reported blowout second-quarter results.
Motley Fool69d agoneutral
Why Frequency Electronics Stock Is Plummeting TodayThis tech stock reported financial results yesterday, and investors didn't like what they heard.
Motley Fool69d agoneutral
Netflix Reports Earnings After the Bell. Here's the Biggest Question I Think the Streaming Giant Needs to Answer to Get the Stock Back on TrackNetflix stock has struggled this year.
Reuters69d agoneutral
Nvidia-backed startup Fireworks valued at $17.5 billion in latest fundingNvidia-backed AI infrastructure startup Fireworks said on Thursday it raised $1.51 billion at a $17.5 billion valuation to expand its engineering team and global compute capacity. The Series D funding round was led by investment firms Atreides Management, Index Ventures and TCV. Participants included existing investors like Nvidia and Lightspeed Venture Partners.
Reuters69d agoneutral
Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsMicron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer Qualcomm and audio products maker Harman, to secure memory and storage components that powers AI-enabled vehicles. The agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data centers, consumer electronics and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.
Investing.com69d agobullish
UnitedHealth rallies premarket while chip stocks retreat; TSMC’s record earningsInvesting.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
MarketWatch69d agoneutral
AI is so big, it’s now impossible for investors to avoidExposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
Verdict69d agobullish
TCS opens industrial AI lab in Bengaluru in partnership with NvidiaThe AI lab will support rapid prototyping, validation, and scaling of industrial automation for enterprises in mobility and manufacturing.
Reuters69d agobearish
US probes Samsung for alleged infringement of Netlist's memory-chip patentsU.S. trade regulators have launched a probe into Samsung Electronics' memory chips and products sold by Google, Nvidia, Broadcom and Super Micro Computer that use them after a complaint by Netlist alleging infringement of its patents. California-based Netlist has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission (USITC) said on Wednesday.
Reuters Videos69d agobullishVIDEO
AI Weekly: SK Hynix shares jump up and down, Apple sues OpenAI<body><p>STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SK Hynix shares went on a wild ride after its U.S. listing last week.</p><p>Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.</p><p>But the firm's stock bounced back almost 13% later in the week.</p><p>It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.</p><p>Meta plans to produce AI chips this September.</p><p>That's according to a memo seen by Reuters.</p><p>The move would help Meta gain more independence from chip suppliers like Nvidia.</p><p>Apple sued OpenAI and two former employees.</p><p>The U.S. tech giant alleged misappropriation of its trade secrets to benefit the ChatGPT-maker's move into consumer hardware.</p><p>It accused OpenAI of orchestrating an effort to acquire and exploit Apple's confidential information through former employees, recruiting practices and supplier relations.</p><p>OpenAI said in a statement they "have no interest in other companies’ trade secrets."</p><p>IBM shares plunged by a quarter in one day.</p><p>Investors sold off after the U.S. tech company signaled the AI infrastructure boom has drawn spending away from the software sector.</p><p>IBM said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes.</p><p>The announcement added to worries over a software industry already rocked by the rise of AI tools.</p><p>And TSMC raised it forecast for capital spending by up to 14% for this year.</p><p>It comes after the chipmaker and major Nvidia supplier posted a 77% jump in second-quarter profit of $22 billion.</p><p>That was well ahead of market forecasts and the firm's ninth straight quarter of double-digit percentage growth.</p><p>Looking ahead, capital expenditure for this year is forecast to now be between $60 billion and $64 billion.</p></body>
Reuters69d agoneutral
TSMC to invest another $100 billion in US as Q2 profit blows past forecastsBy Wen-Yee Lee, Ben Blanchard and Faith Hung TAIPEI, July 16 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $100
Investing.com69d agoneutral
TSMC and AI stocks fall despite upbeat earnings. Here’s what’s worrying investorsInvesting.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.
Motley Fool69d agoneutral
3 Reasons Chipotle Stock Could Double in 5 YearsWhile it's hard to be bullish with shares 47% off their all-time high, investors can identify positive attributes.
Motley Fool69d agoneutral
Investors Just Got a Subtle Warning From the Federal Reserve. History Says the Stock Market Will Do This Next.The Federal Reserve may pivot to interest rate increases this year, a move that has often led to stock market corrections.
Motley Fool69d agoneutral
Fed Chair Kevin Warsh Just Drove a Dagger Through Wall Street's Heart With This Telling 15-Word Statement on InflationWarsh's hardline stance on inflation is a wake-up call for the second-priciest stock market in history.
Motley Fool69d agobearish
SpaceX Stock Has Stumbled Since Its IPO. History Says It Could Be Up by This Much in 1 Year.New arrivals on the stock market often generate plenty of early hype. Their average early returns are less exciting.
The Wall Street Journal69d agobullish
TSMC’s Earnings Streak Continues on Robust AI DemandThe world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
Reuters69d agobullish
TSMC Q2 profit jumps 77% to record, far surpasses expectationsTSMC, the world's largest contract chipmaker, posted a 77% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a record, riding the wave of surging global demand for its artificial intelligence processors. Taiwan Semiconductor Manufacturing Co, whose customers include Nvidia and Apple, saw April-June net profit rise to T$706.6 billion ($21.99 billion). The profit handily beat a T$632.6 billion LSEG SmartEstimate, which is weighted toward forecasts from analysts who are more consistently accurate.
Reuters69d agoneutral
Nvidia partners with Japan robotics firms on AI developmentTOKYO, July 16 (Reuters) - Nvidia said on Thursday it was partnering with Japanese companies including Fanuc and Yaskawa Electric to advance the development of robotics and AI.
Motley Fool69d agobullish
Is Johnson & Johnson a Buy After Its Latest Earnings Report?Investors didn't seem to think so after the company published it.
TheStreet69d agoneutral
Nvidia’s China opening could unlock surprise earnings upsideNvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...