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The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
Nokia shares were 6.3% higher—taking their year-to-date rise to nearly 70%—after it said it would partner with Microsoft to expand its data offering to telecommunications providers.
Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.
Monday morning, hours after public radio spent its morning walking through an open letter asking the AI industry to slow itself down, President Trump told CNBC the opposite: “We’re leading China in AI. We’re the most sophisticated country in the world. And frankly, I want to keep it that way because whoever wins, AI wins.” […]
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
The two companies have shared a new partnership.
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Nvidia Corp. added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.
Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.
OpenAI’s annualized revenue has topped $40 billion, roughly double its level at the end of 2025, with President Greg Brockman saying the run rate jumped more than 20% in July alone. The surge comes just as the price of AI...
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