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CIOs expect stronger software and cloud spending.

For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.

On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

Tech stocks declined Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK)

Investors have spent much of the past year debating whether Big Tech’s massive artificial intelligence spending spree is getting out of hand. Chamath Palihapitiya thinks they’re asking the wrong question. In a post on X, the venture capitalist argued that...

When looking at underlying financial performance, the answer is clear as day.

Buying platforms often do not include audio as a major part of their ad inventory. A recent partnership could change this, with separate data that makes the case stronger by showing how audio increases a campaign's conversion rates.

(Bloomberg) -- OpenAI is rolling out a preview version of a more capable new artificial intelligence model to select partners before making it available more widely in the coming weeks, following pressure from the Trump administration to stagger the release.Most Read from BloombergBond Traders Stunned as Losses on SpaceX’s New Debt Keep GrowingLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansApple Shares Sink After P

Apple (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) both posted record quarters, then collided with opposing forces: AI memory demand. Apple confirmed sweeping hardware price increases tied to a 20% “chipflation” tax, while Amazon collects rent on the data center buildout causing it. Apple Sells the Device. Amazon Rents the Cloud. Apple’s March quarter was its ... Apple’s Massive 20% Hardware Price Hikes Just Handed Amazon a Golden AI Ticket

The body care brand cofounded with Iskra Lawrence is projected to hit $150 million in sales by 2026.

The Nasdaq Composite was down in late-morning trading Friday, while the S&P 500 Index and Dow Jones

The U.S. agency overseeing highway safety is considering loosening requirements for manual controls in robotaxis.

If you hold Microsoft shares, the options market says you are already carrying exposure to a notably wide range of outcomes over the next year.

Customer Checks Point To More Autonomous AI Performance

Higher GPU Rental Costs Could Support Cloud Revenue

A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to Wedbush. The broker said core names driving what it calls the fourth industrial revolution, including Microsoft Corp (NASDAQ:MSFT),...

The company is chasing unprecedented AI demand with a striking investment plan, creating a clear choice between future growth and present-day execution risk.

Investing.com -- Microsoft, Amazon Web Services, Palo Alto Networks and ServiceNow emerged as the strongest performers in a Jefferies survey of 40 IT executives, it was revealed on Friday.

SHOP is building an AI commerce channel, as surging AI-driven traffic and merchant tools expand opportunities beyond traditional search.

The new hourly rates per accelerator span AWS’s most powerful Nvidia-powered instance families: the P6-B300 will be billed at $14.04, the P6-B200 at $12.355, the P5 (US regions) at $5.191, the P5 (non-US) at $4.72, the P5e at $5.97, the P5en (US) at $6.865, the P5en (non-US) at $6.241, and the P4de (US) at $2.214. All other EC2 prices remain unchanged, according to the AWS documentation.

In the last five years, Meta Platforms (META) stock has returned an impressive $156 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This massive windfall is driven by Meta's stranglehold on digital consumer attention across Facebook, Instagram, and WhatsApp. By pairing an active audience of over three billion daily users with hyper-targeted, AI-driven ad engines, the company has turned casual scrolling into an elite monetization machine. Because digital advertisi

Consumers increasingly expect Amazon-like delivery speeds, forcing retailers to balance faster fulfillment with higher shipping costs, according to AlixPartners.

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (formerly Google), there are two standout bargains and one historically expensive stock.

Investor Ross Gerber, who is the co-founder of investment firm Gerber Kawasaki, backed Tesla Inc. rival Slate Auto‘s $25,000 electric pickup truck on Wednesday, predicting that it will become popular with customers. People Will Love The Truck In a series...

Micron's blowout earnings did not just revive the AI trade — they showed how expensive it is becoming.

AI growth is accelerating, yet the stock's history shows it offers little shelter in a broad market downturn.

June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap

(Updates to add Amazon and Microsoft's comment in the fifth and sixth paragraphs.) Amazon's (AMZ

Amazon's aggressive capital expenditures are troubling some investors.