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It makes sense for tech companies to work together in the age of AI, no?

7.4 % That is the expected swing, higher or lower, expected by options traders in Meta Platforms' stock for the session after the company reports earnings next week, according to data from Option Research & Technology Services.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

July 24 (Reuters) - U.S. equity funds recorded outflows for a second consecutive week as caution ahead of earnings reports from major technology companies and a renewed rise in oil prices weighed on

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest

Apple stock is holding up the best out of the Magnificent Seven stocks as the company has proceeded cautiously with its AI investments.

Is AI causing inflation or will it combat it?

July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and

Stocktwits data showed retail sentiment is weak, with a shift toward ‘extremely bearish’ on SPY and QQQ.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

Concerns about artificial-intelligence spending shaved roughly $890 billion in market value from the Magnificent Seven on Thursday.

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

WASHINGTON, July 23 () - The Pentagon announced on Thursday a nearly $7 billion, up-to-10-year agreement with Oracle ‌to consolidate the department's on-premises software licenses ‌into a single contract, the latest move by the Pentagon's technology ​chief to cut costs by eliminating fragmented purchasing. The Enterprise Software Agreement, negotiated by the Department of the Navy, is between the Pentagon and Oracle for its on-premises ‌compute usage.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.

Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang

IBM has agreed to buy HRL Laboratories, a private quantum computing research lab jointly owned by Boeing Co and General Motors, the ‌company said on Thursday, adding a second pillar to IBM's quantum computing efforts. IBM has been racing ‌against Alphabet's Google, Microsoft and others to create practical quantum machines that can crack problems that would take conventional computers thousands ​of years to solve. In May, U.S. President Donald Trump's administration said it would award $1 billion to IBM to set up a new company called Anderon in New Albany, New York, to serve as a chip factory for U.S. quantum computing firms.

While stocks shrug off oil shocks and global tariff turmoil, businesses are transforming to prepare for a more volatile world.

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.

Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services from ‌enterprises worldwide thanks to the AI boom. Revenue at Google Cloud rose 82% to $24.8 billion ‌during the quarter ended June, accelerating from the 63% jump reported in the preceding three months. The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land ‌major deals with firms, including Anthropic.

3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.