News

A telecommunications giant is expanding its use of quantum computing technology.

The artificial intelligence (AI) buildout has entered a new phase. Companies are no longer just buying chips in bulk. They now hunt land, power, and financing on a scale the tech industry rarely attempts. Nvidia (NVDA) sits at the center of that shift, and its next move could reshape how AI ...

Insurance companies are among the largest institutional investors, thanks to this unique feature of their business.

Jim Cramer says Washington's control of Ohio's power supply and deals from it make the US a quiet backstop for Nvidia.

Dan Niles says Apple's AI missteps saved it from a capex trap, but warns its valuation carries risk into earnings.

Shareholders have fared extremely well over the long haul. Will the next decade be good, too?

South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as ‌9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns ‌over financing risks tied to AI infrastructure spending and intensifying competition from China. SK Hynix's U.S.-listed shares had ​already slumped overnight, closing at $143.02, below their initial public offering price of $149. The benchmark KOSPI was trading down 7.3% as of 0032 GMT.

A deal with YouTube could be bigger than anything Sirius reports on July 30.

A 53-year-old with two decades of maxed-out 401(k) contributions thinks she built a diversified retirement. She may have accidentally built a concentrated AI bet instead, and the one safety net she overlooked could be worth far more than she realizes.

Tesla has shed 15% in 2026 while the broader market climbs, yet one of Wall Street's most vocal analysts just doubled down on a target that implies the stock is nowhere near finished. The gap between his conviction and the crowd's skepticism comes down to a single question about execution.

Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.

Nvidia may have underperformed the broader semiconductor sector over the past year, but it can step on the gas once again.

A brave hero from ancient Greece delivered for the company.

Oil prices eased over the weekend with a lull in the U.S.-Iran war.

The Schwab U.S. Dividend Equity ETF (SCHD) is on pace for yet another boost to its payout. That's only part of its appeal.

International Business Machines (NYSE:IBM) has joined Nvidia, Microsoft, Palantir and others to launch the Open Secure AI Alliance. The alliance aims to promote open source AI development and improve cybersecurity across AI systems. The announcement positions IBM as a founding member of an industry group focused on transparency and trust in AI. International Business Machines enters this alliance with a mixed recent share price record. NYSE:IBM closed at $216.28, with the stock down 20.4%...

The recent rally could pave the way for "sell the news" volatility, but don't let this scare you out of a long-term position.

Institutions and investors mostly don't expect any change in interest rates, but that's not really the important thing.

China has begun developing deep ultraviolet lithography machines used to build semiconductors, according to media reports.

The crypto miner began the week by being slapped with an analyst's recommendation downgrade.

Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi

American Express sold off after reporting earnings, but the company is at the top of its game.

The crypto treasury leader has quietly amassed a significant share of Ethereum's total supply.

Chip giant invests in Safe Superintelligence and supplies Vera Rubin systems

NVIDIA's 55% net margin and $96.7B free cash flow contrast sharply with Snowflake's $1.3B net loss, but valuation gaps tell a different story.

Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.

SK Group partnership and OpenAI discussions deepen NVIDIA's role in funding global AI infrastructure.

Shares of SpaceX have cratered by 50% from their all-time high.

The tech company recently landed Fortinet as a customer of its foundry service.

(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be