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SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

Cognizant is strengthening its AI push with Google, lifting optimism as investors weigh whether CTSH can build on the momentum.

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Hyperscalers have sold an estimated $194 billion in AI-related bonds this year, and widening spreads on Amazon’s latest bond issuance show the market wants tech giants to pony up.

Nearly $1 million in pay wasn’t enough to keep this former Google employee at the company.

The 30% drop in Sterling Infrastructure does not align with its fundamentals.

Google parent company Alphabet (NASDAQ: $GOOGL) has updated its Chrome Web Store to prohibit prediction market tran...

Rising use of automation in healthcare is reshaping robotics ETFs as med-tech innovators gain prominence.

Consumer stocks were lower Wednesday afternoon, with the State Street Consumer Staples Select Sector

Intel (NASDAQ:INTC) has done the unthinkable. Shares are up 443.35% over the past year, transforming a left-for-dead turnaround story into one of the market’s most talked-about rallies. The question is whether the run has more room or whether the price has outrun the fundamentals. Our 24/7 Wall St. price target for Intel is $103.26 over ... Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.

Alphabet-backed Waymo remains far ahead of robotaxi rival Tesla and Amazon-owned Zoox, adding Las Vegas and three other cities.

SpaceX (SPCX) has an "unparalleled" set of assets with multiple drivers of upside for long-term inve

Meta Platforms' Muse Image brings AI image creation to Meta AI, Instagram and WhatsApp, supporting engagement and advertiser tools across its apps.

While NVIDIA provides the AI brains, Marvell provides the essential nervous system. The entire AI ecosystem fundamentally requires Marvell's specialized connectivity and custom architecture to function.

The market is presenting a gift to long-term investors.

Tencent's 10-year Indonesia agreement supports its 2030 carbon neutrality goal as Google also expands carbon removal purchases.

Cognizant Technology Solutions deepens its Google Cloud partnership to accelerate enterprise AI adoption, even as soft demand, competition, and margin pressure weigh on performance.

The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) delivers the fatter distributions. In July 2026, that trade-off looks less balanced than usual, and the winner may not be the one ... JEPI vs. JEPQ: Which Is the Better Buy in July?

Generate upfront income by selling put options on a tech giant below current market prices—keeping the premium regardless of whether the stock rises, moves sideways, or stays above your target price.

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

The market is focused on today's costs, but the company has already sold a future that looks entirely different.

The three most valuable companies in the world, NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Google parent Alphabet (NASDAQ:GOOG), collectively command a combined market cap north of $13 trillion and sit at the center of the AI capex boom. Each enters the second half of 2026 with a very different risk/reward setup. Here is a Buy, Sell, ... Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold

Amazon, Alphabet, and Hewlett-Packard Enterprise benefit from the AI infrastructure spending boom as demand for data centers, cloud expansion, and AI hardware continues to accelerate.

Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) both reported earnings on April 29, 2026, and the results now read very differently after this week’s news that Microsoft is replacing OpenAI and Anthropic models with its own MAI system inside Excel and Outlook. One company is defending margins. The other is compounding them. Full Stack Google vs. a ... Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)

Space is the hot new sector on Wall Street, and market optimism has sent Jeff Bezos’ Blue Origin valuation to the moon. Wednesday, CNBC reported that Blue Origin raised $10 billion, valuing the rocket company at $130 billion. Blue Origin didn’t immediately return a request for comment.

Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back

Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs.