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The investment banking firm cites stronger confidence in IBM's software growth for the second half of 2026.

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Bitdeer Technologies Group (NASDAQ:BTDR) ranks #7 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $29,751,243 Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin miner founded in 2021 that is now pivoting toward AI cloud services. What makes it […]

Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Kristen Fehrenbach, Vice President of Global Microsoft Alliance at Pax8, and Michelle Curtis, Chief Revenue Officer at New Charter Technologies . The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed how MSPs can […] The post Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from

Falling shares push tech mogul back down to billionaire ranks after SpaceX IPO made him world’s first trillionaire

Alphabet Inc.’s Google is facing an intensifying talent drain after two more high-profile artificial intelligence researchers decided to jump ship to competitor Anthropic PBC.

Tech stocks declined late Wednesday afternoon, with the State Street Technology Select Sector SPDR E

The stock market selloff this week has been painful for investors, but spare a thought for Elon Musk. The SpaceX and Tesla CEO has lost his trillionaire status following a sharp drop in the share price of both companies. Musk is the largest shareholder in both SpaceX and Tesla and those holdings account for the majority of his net worth.

Wall Street's Only Nvidia Bear Issues Fresh Warning on Growing Risks

Investing.com -- Google’s AI talent hemorrhage is worsening. Two senior artificial intelligence researchers from Alphabet Inc. (NASDAQ:GOOGL) are leaving the tech giant to join rival startup Anthropic PBC, according to a report Wednesday from Bloomberg News, citing people familiar with the matter. Jonas Adler and Alexander Pritzel—both viewed internally as critical architects behind Google’s flagship Gemini AI model—are jumping ship to the maker of Claude, the sources said, speaking on the condi

Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10 to 15 years? I think yes,” the Coatue Management founder said, walking through the arithmetic. Global market cap sits near $120 to $140 ... Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

Baird Investment Strategist Ross Mayfield recently appeared on CNBC to push back against the prevailing narrative that the memory cycle has been permanently rewired by AI demand, framing the bull case for Micron Technology (NASDAQ:MU) as a position-management problem rather than a definite outcome. His warning comes on a charged day, with Micron reporting fiscal Q3 2026 earnings tonight, June ... Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alter

Blue-chip index adds more mega-cap tech exposure.

Oil crashed. Gold tanked. Stocks barely looked up from their proverbial phones. Meanwhile, the Dow is getting a major upgrade next week.

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

Management's focus has shifted so completely to its massive AI infrastructure bet that its original cloud promise has gone quiet, changing what you actually own.

Scott Melker hits on SpaceX's short activity, ethereum, Kalshi, CBOE, and other big crypto news headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Scott Melker discusses the trading volatility and short activity around SpaceX (SPCX) — the Elon Musk-led company's stock shedding its post-IPO gains — especially as it issues its first debt sale since going public. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Anyone who bought IonQ (NYSE:IONQ) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing. The stock rewards conviction when headlines break the right way and punishes it just as fast when they don’t. IonQ shares moved from $29.15 to $57.45 inside a six-month window in 2025, the kind of ... Forget Betting on One Quantum Stock. This Fund Owns the Entire Field for Just 0.40%

Alphabet Inc (NASDAQ:GOOG) will join the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC), in a reshuffle that further increases the index’s exposure to large-cap technology companies. S&P Dow Jones Indices said the change will take effect prior to...

OpenAI introduced its Jalapeño AI inference chip, developed with Broadcom silicon and Celestica rack technology, as the ChatGPT maker pushes deeper into custom hardware.

The activities of AI agents inside OpenAI, Google and Anthropic offer a glimpse of what white-collar workers can expect in their own jobs.

Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

Berkshire Hathaway’s Q1 2026 13F filing, dated May 15, 2026, covering positions held as of March 31, 2026, offers the cleanest read yet on how Greg Abel is steering Berkshire’s $300+ billion equity book. The early-summer ritual of dissecting those moves has investors hunting for signals on where the most patient institutional capital sees value. ... 3 Stocks Berkshire Hathaway Like This June

CME (CME) has seen a stock pullback due to investor concerns over perpetual futures, but perpetuals

Dell Technologies' AI push accelerates with a record $51.3B backlog, new NVIDIA-powered servers and strong Q2 guidance driven by AI demand.

Alphabet will replace Verizon in the Dow Jones Industrial Average, but history suggests membership in the price-weighted index rarely provides a meaningful lift for newly added stocks.

AMZN expands Bedrock with new AI capabilities as enterprise adoption accelerates, boosting AWS usage and intensifying competition in AI.

Yahoo Finance Markets and Data Editor Jared Blikre and Mahoney Asset Management CEO Ken Mahoney discuss the potentially problematic spending of AI hyperscalers.